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[quote=Anonymous][quote=Anonymous]This is my parents and it is a nightmare. My dad is a stock hoarder. But he refuses to use a brokerage account. So he has all these stocks sold through various companies’ direct purchase plans, each of which has its own login and username. He has them (supposedly) written down in his Rolodex in his illegible writing and filed in said Rolodex in a way that is mind boggling. I’ve sat with him for days on end trying to make sense of it and I think we’ve made it through roughly 1/4. I’m ready to pull out my hair. I don’t know what I will do when he dies as my mother just hasn’t a clue and jokingly (she’s not kidding though) says I’ll be in charge then.

He likes to invest in stocks until he has a minimum of 100 shares of each one he owns. Being a generally frugal guy who started this hobby in his early 20s and is now 80, the sheer number of these accounts is overwhelming. And he keeps buying more!!! [/quote]

Oh my god.  You are in for the worst estate administration of your life.  But you know that already.

Your Dad should really,  really reconsider consolidating the book shares in a brokerage account.   Maybe you can get your mom to press for it too, too make it easier for you to help her.

If he really won't do that, at least build an electronic spreadsheet of all his accounts while he is alive to help you capture everything [/quote]

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