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Re: Limit access to an investor's account to just yourself...

Posted by Dawn on May 31, 2009 at 8:17 AM

In Reply to: Limit access to an investor's account to just yourself... posted by Ward-CA- on May 30, 2009 at 1:57 AM

******* and make sure you put a POD to your investor. *********: George,

: Just limit access to their account to you and no one else. That way, when you drop dead, your access to their account goes kaput too.

: If you're holding their cash in cashier's check form at the time you croak they can execute a "stop payment" with their bank to make such checks non-negotiable.

:
: -------Ward

: ==============

: : How do you folks protect your investor's money while it is sitting in their bank account waiting for deals to come? I have an investor that is slightly nervous about me dropping dead and my wife draining their account.



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