CountryGal
Recycles dryer sheets
- Joined
- Jan 11, 2016
- Messages
- 235
Hi All,
My husband is showing some signs of memory issues at 65. While it may not be alarming, I would like to get our ducks in a row. In the past, I have been refused talking to Credit Card folks, Utilities, Insurance and Retirement accounts when there is an issue, because they are in his name.
Is there a blanket document that he can grant me access and I can grant him access? I am the one that handles the financials and any issues that need to be dealt with. He is still working.
I know the insurance company mentioned something I had to fill out, but was hoping it was a standard document.
Thanks in advance!!
CG
My husband is showing some signs of memory issues at 65. While it may not be alarming, I would like to get our ducks in a row. In the past, I have been refused talking to Credit Card folks, Utilities, Insurance and Retirement accounts when there is an issue, because they are in his name.
Is there a blanket document that he can grant me access and I can grant him access? I am the one that handles the financials and any issues that need to be dealt with. He is still working.
I know the insurance company mentioned something I had to fill out, but was hoping it was a standard document.
Thanks in advance!!
CG