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Abernathy householdReview and service

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Message Rebecca

Thursday, October 1, 2026

Good morning, Anne.

Your annual review with Thomas Whitaker is on Thursday, October 15. Five of seven accounts are reconciled, and the other two are named as open instead of estimated. Three things wait on you and Gerald.

5 of 7 accounts reconciled for the review
Open the review packetSee what to send
A retired couple meeting their financial adviser in a quiet office

Waiting on you and Gerald

  • Sign the corrected IRA transfer formThe receiving custodian rejected the first form for a signature mismatch. Rebecca submits the corrected one as soon as you have signed it.
    Open decision
  • Sign the trust certification, both trusteesThe custodian will not open the family trust account without it. Rebecca checks each signature line before it goes in.
    See the checklist
  • Upload one identification document eachOne for you and one for Gerald as trustees, through the secure request.
    Upload

Where the review stands

Open the review packet

Statements are reconciled to the custodian records through September 25. Nothing on this page is estimated.

Service requests in the year
19

Median of 3 business days

Oldest open item
41 days

IRA consolidation, after a signature mismatch

Trust account to open
Oct 20

8 of 11 items complete

Next review
Oct 15

Thursday, with Thomas Whitaker

Live from the Dashboards appOpen the full report
Live from the Dashboards appOpen the full report

Dates to know

Decisions
  1. Five of seven accounts reconciled for the packetLinnea Holmqvist
    Done
  2. Today, Oct 1
  3. Follow up with the insurer on the long-term care statementZaid Bukhari
    Next
  4. 2025 tax return received for the tax projectionZaid Bukhari, from your accountant
    Planned
  5. Sign the corrected IRA transfer form and the trust certificationAnne and Gerald Abernathy
    Waiting on you
  6. Annual reviewThomas Whitaker
    Planned
  7. Family trust account to openRebecca Stroud
    Planned
  8. Transfer of the brokerage account into the trust startsRebecca Stroud
    Not started

Recent activity

  • Rebecca issued the review packetFive of seven accounts reconciled, seven items open and named.
  • Zaid recorded four of six items receivedBeneficiary confirmations, two Social Security estimates and one insurance statement.
  • Rebecca sent the trust certification and the identification requestBoth trustees sign; each uploads one document.
  • Linnea added the 401k rollover deposit to the open itemsThe check was mailed to the household, so the new account shows no balance.
  • Zaid requested six items through the secure requestFor the October 15 review.

Latest documents

All files

Your contact: Rebecca Stroud

Client service director at Quillfield. She keeps the list of open items, so ask her about any line on it. Requests are answered within three business days.

Message Rebecca
  • Thomas WhitakerLead adviser, gives every recommendation
  • Zaid BukhariOperations associate, document requests
  • Linnea HolmqvistParaplanner, reconciles the accounts