SUN 05/17/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• VERBAL CONVO with TOMMY re: ATTY progress on his ongoing trust formation process; informed TOMMY I would contact the ATTY’s first thing Monday (tomorrow) for any status updates.

• VERBAL request from TOMMY for me to go over to his lady friends house to help set up her DVD player. This was his second request to do that in the past two weeks. I informed him that we all had met at his lady friends house earlier this year (mid Jan 2026), that we set up his lady friends DVD player, tested a DVD and also had take out Italian for dinner while I was there. The take out was food he had personally gone to pick up while I was working on setting up her DVD player.  I reconfirmed that we had ALREADY done the DVD player setup and that his lady friend has a DVD player, and we DID set it up. I have messaging, audio logs and other data confirming the event but he swears none of it is true (and even became quickly angered when I very calmly informed him that we had already done all that just a few months back but he 100% can’t remember us having dinner and spending that afternoon together just three months ago.)

• Messaged TOMMY’s lady friend to confirm her awareness of our last meeting and setting up her DVD, expressing that I needed to very tactfully explain to TOMMY that the work he has been requesting has already been seen too. Received replies from his lady friend saying that any more DVD stuff was not of interest to her (a relief) and documented our conversation for later reference if necessary

• Began researching and gathering information about local Houston support groups for persons such as myself who live alone with an elderly parent that is showing signs of normal/or not cognitive decline. Earmarked two meetings this week and noted to do further research and ultimately attend

FRI 05/15/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Cut front/back yard/did all weed eating and blew off front/back walk and driveways

• Verbal conversation with TOMMY re: the collapsing ceiling drywall in dining area;

• Phone call to SANTOS CONTRACTOR discussing drywall repair; scheduled meeting for Monday at 5pm

• JOEL rec’v notice from EBAY buyer that motherboard recently sold did not work for buyer; processed full refund to EBAY

• JOEL trip to beach for weekend

THUR 05/14/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

WED 05/13/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Recieved ACH payment notice from Extreme FAB. Logged into QB and updated associated invoices as paid

TUE 05/12/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Installed newly ordered Echo weed eater head; tested for function; success

• Mixed and filled pump/pressure sprayer with weed killer; sprayed around entire back of house side walk/fencing and border with neightbors house

• Received JOEL interview notice with Texas Workforce for Thursday re: SNAP benefits

MON 05/11/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received HTIRE ACCT invoice for month of April; logged on to Intuit and paid via HTIRE ACH direct transfer

• Filed PDF invoices of ACCT invoice on HTIRE cloud server

• Trip across town to pick up all of JOEL stuff from friend where housesitting past two weeks

SUN 05/10/26F: ACTIVITY LOG

• JOEL back at east side home office for waiting new work review.

• Inputted several new payment checks and saw to associated payment/marks within Quickbooks

• Scanned new payment checks and attached to associated/paid invoices and then transferred to appropriate client folder in TOMMY filing cabinet

• Noted single NTW statement showing HTIRE having a $107 credit (-107 balance, in other words)

• Emailed HTHR at DYNPRDCTS with second request for a PO number to apply to a recent new work invoice;

SAT 05/09/26: ACTIVITY LOG

• JOEL in bay city working remote

• JOEL back from Bay City and by channelview home office to leave items no longer needed and pick up new items

• Filed items from “NEW WORK” folder and transferred to JOEL personal filing cabinet for review and/or work the following day or Monday

• Back to B/friends house on SW side of Houston by 4 pm.

• Short verbal with TOMMY about our planning a joint meeting with siblings to discuss the details of his TRUST arrangement. Began notes on how best to minimize complexity of such a meeting IE: probably most confusing getting everybody with attorney at once due to their 100% lack of how anything we’ve already discussed functions and it would be impossible in a short meeting to bring them up to speed. Main considerations: EAST TX LAND as primary TRUST instrument with other TOMMY based financial accounts being left as they are with beneficiary information designated at said institution. VERSUS retittling everything, brokerage, financial accounts and everything else into the TRUST as the latter would seem to be a cumbersome extra step.

FRI 05/08/26: ACTIVITY LOG

• JOEL in bay city working remote

• JOEL attended usual Friday live Zoom calls re: political matters

THUR 05/07/26: ACTIVITY LOG

• JOEL in bay city working remote

• Received MCGEE invoice; logged into QB ONLINE and inputted the recent MCGEE expense

• TEXT from ROD requesting time this weekend to help with his resume; explained i’m out of town until Monday. v

WED 05/06/26: ACTIVITY LOG

• JOEL at friends house sitting on SW side.

• To JOEL/TOMMY home office by 8am

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Verified with CRMLY payables department that a re issue of the lost check will be hand delivered by D from CRMLY

• Cut front/back yards, weed eated entire property and blew off excess when complete.

• cleaned/stowed ego mower

• Back to SW side friends house around 3pm and then to Bay City to spend next few days with friend surfing and doing home repair stuff/also assisting with various technical efforts as friend is 100% deaf

TUE 05/05/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received update from main payables dept at CRMLY re: missing payment check

• Noted office items that needed verifying as available in TOMMY workspace in case such are needed in JOEL absence

• Call from TOMMY requesting photos of past CRMLY invoices for pricing. Located items in TOMMY filing cabinet, photographed and messaged to him

• Call from TOMMY requesting price of how much he’s charged CRMLY for 6OZ balance packs; located past invoice, sent information to TOMMY

• Logged into TOMMY brokerage account, printed annuity overview document showing initial investment and rate of return/period/etc. And left out for his review. This based on his request the day previous for how much he invested when signing up for the annuity agreement only two weeks ago (??). Left note that he could file in his FIDELITY folder when finished

MON 05/04/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Generated PDF statements for all HTIRE customers and mailed to responsive payables departments

• Received word from CRMLY that a prior payment check was mailed on 03/25/26 which we have never seen; followed up with primary payables rep at CRMLY explaining the situation around the missing check and also filling them in that we did indeed receive the latest payment check today (same day).

• Assisted TOMMY with logging into his brokerage to view various new instruments which he has recently implemented

• Showed TOMMY where his latest brokerage instrument documentation was filed in his personal filing cabinet for his subsequent review

• Received notice of JOEL spare computer part having sold on EBAY; packaged item in question, printed eBay shipping label and delivered item for shipping to USPS office obtaining receipt of delivery and tracking information

• JOEL away from home office and to friends in SW Houston to stay for evening

• Received several AMZ orders related to HTIRE office supplies; informed TOMMY of the item he had requested (12 pack sharpies) and shelved the remaining items

SUN 05/03/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received current statement from NTW for HTIRE and noted a -$107 balance

FRI 05/01/26: ACTIVITY LOG

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Emailed thank you letter to Greg C re: TOMMY trust referral

• Several emai exchanges with TOMMY trust ATTY regarding possible tweaks to the ongoing trust structure already in motion

THUR 04/30/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Did cursory research into FORD+Bergner

• Revisited minutes from the previous days meeting with TOMMY trust ATTY, considering special handling of liquid assets at TOD and how to disperse among siblings. Main qualifier being the single sibling who has been “in the wind” for 30 years and whether the wiser course would be to have all four siblings financial assets immediately funneled into a trust with explicit conditions set around the single, life long addict sibling in regards to how said sibling can access funds at any given time and for any given purpose.

• Created google contacts on JOEL/TOMMY google contacts for the two primary ATTY’s working on his TRUST. Also created contacts in JOEL/TOMMY  contacts for the ATTY’s respective assistants so that TOMMY can find them easily in his phone contacts moving forward

• Received Kingdom storage invoice

• Received JOEL/HTIRE workstation replacement cable which had failed; treated contacts and routed new cable connections

• Follow up with TOMMY trust ATTY thanking them for time and adding a few procedural notes that TOMMY is still considering among the two primary options put forth at the discovery meeting

WED 04/29/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• TOMMY verbal request for DYN PRDCT invoice for pricing information; scanned and messaged requested invoice to TOMMY for pricing

• Printed all previously forwarded documents that were sent to TOMMY trust ATTY for hard copy reference if necessary during trust ATTY meeting

• Created folders for each DEED/WILL document sent to TRUST ATTY

• 2 hour meeting with TOMMY trust ATTY at ATTY  office downtown; took notes recorded approved audio of entire meeting

TUE 04/28/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• Received two forwarded McGee invoices via JADA; sent confirmation of receiving to JADA and printed invoices for paying in Quickbooks

• Email conversation with TOMMY trust attorney confirming Wednesday 2:30 pm discovery meeting at ATTY office downtown houston

• Scanned and sent two new PDF invoices to CLYLE at TGS (new work w/ PO applied)

• Received TOMMY, mother’s Last Will/Testament from ACCT who purchased a copy from the Harris County Clerks office. Sent PDF copies of document to trust attorney in advance of TOMMY wed 2:30pm meeting with ATTY.

MON 04/27/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• At shop from 9am to 1030am covering for TOMMY out on appointment

• Emailed single new work invoice to CLYLE at TGS

• Emailed TOMMY ACCT re: search for any existing legal estate work TOMMY has done in past

• Hand off of new TOMMY safe deposit box keys from TOMMY to JOEL at shop with TOMMY request to “leave on his desk.”

• Phone call from TOMMY saying he needed more of the yellow sticky notes; left three stacks of notes out on his desk along with dated/signed note alongside his new safe deposit box key

• Verbal confirm with TOMMY that attorney meeting for wednesday is on AFAIK

SAT 04/25/26

• In Bay City, surfing/working remote

FRI 04/24/26

• In Bay City, surfing/working remote