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I am ill and want to add my daughter to my current accounts
I am ill and want to add my daughter to my current accounts at Wells Fargo. I have a trust account there which I would like her to access if need be. My Revocable Living trust has a clause which reads… read more
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My mother is the surviving grantor of a trust my mother and
My mother is the surviving grantor of a trust my mother and father created.my mother is also a trustee. The trust was written in Missouri. I have Durable power of attorney for my mother. She is no lon… read more
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Can the Grantor, who is now 100 and lives in the state of
Can the Grantor, who is now 100 and lives in the state of Oregon, appoint her son as co-Trustee? He is presently appointed with Durable Power of Attorney for the Grantor as a person. If appointed as c… read more
Ely
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Years ago I was trustee for my mother. In 2004 I went to all
Years ago I was trustee for my mother. In 2004 I went to all the banks to give them the legal papers that I was trustee and to introduce myself. One such bank was Wells Fargo. There were several accou… read more
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In California: My mother is the grantor and sole trustee of
In California: My mother is the grantor and sole trustee of her revocable living trust. She granted me an unlimited durable power of attorney. What are the reasons (if any), to appoint me as the only … read more
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A healthcare proxy was invoked mother. No details were
A healthcare proxy was invoked for my mother. No details were provided in writing but the doctor claimed it was because she had dementia. My sister has the HCP and I have the Power of Attorney. The PO… read more
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I have a friend who had a Trust drawn up a couple of years
I have a friend who had a Trust drawn up a couple of years ago. He initially appointed his brother as Personal Representative and Springing Financial Durable Power of Attorney, but his brother did not… read more
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Hello, What docs should 90 year old have completed. Shes
, What docs should 90 year old have completed. She's widowed, only assets she's had was quitclaim deed to her kid(s) about 2 years ago. The gift was really payment TONS of work taking care of her. She… read more
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My mother, who is now in memory care, is a co-trustee on a
My mother, who is now in memory care, is a co-trustee on a trust for her benefit. I have a durable power of attorney to manage finances and investments for her. Does the poa apply to her role as co-tr… read more
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Hello, So, we are trying to sell my mothers condo in florida.
Hello, So, we are trying to sell my mother's condo in florida. The property is in an trust account with my mother as trustee. Since she is incapacitated (we had two doctors write letters declaring her… read more
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So my question is about this section of the POA and Health
So my question is about this section of the POA and Health Surrogate which I am for my Great Aunt. This is from the Health Surrogate “My Health Care Surrogate shall not be entitled to compensation for… read more
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Dear friend: I ALWAYS leave excellent feedback. My brother
Dear friend: I ALWAYS leave excellent feedback. My brother and I are the sole benes of my parent's ( mother deceased ) Living Trust that was split into an " A B " after her death. My terminal father a… read more
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Dear friend, I ALWAYS leave excellent feedback. My father
Dear friend, I ALWAYS leave excellent feedback. My father has a living trust that was split upon the death of my mother to an " A B " trust. My brother and I are the sole benes. I am a co-trustee, alo… read more
Infolawyer
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A year ago, my father-in-law was ill and in and out of the hospital a lot. He gave me and my husband a durable power of attorney so that we could take care of his finances if he was in the hospital an… read more
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In a revokable living trust by a husband and wife can a wife amend the trust terms when her husband becomes incapacitated if she has a durable power of attorney?… read more
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should i choose my eldest son who lives 3000 miles away , has
should i choose my eldest son who lives 3000 miles away , has cancer, visits me once a year or my daughter who lives a mile away, takes care of all my bills, filing staetments etc, taxes, finances, pe… read more
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my mother has a living trust with all her posessions and property
my mother has a living trust with all her posessions and property in it with properties being 2 cottages on lake huron with each daughter of hers to get one of them upon her death...As of right now sh… read more
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I have a durable power of attorney for my mother who is now suffering from dementia. I have been told by the bank administering her trust, that I have no rights to manage the trust other than to recei… read more
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

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Wills, Trusts, Probate & other Estate Matters

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Barrister

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17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

5,629 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

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Licensed attorney helping individuals and businesses.

Ely

Ely

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Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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P. Simmons

P. Simmons

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12+ yrs. of experience including estate law.

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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