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For those of us without family - Who will take care of you ?
Aging Well | Last Active: Mar 18 10:44am | Replies (92)Comment receiving replies
It is really not ethical for your attorney to be your executor. For the last 23 years before my retirement I worked for a probate/trust attorney. This is something she would never do. In my case, she prepared the trust for my husband and me. Everything we wanted was set out in the trust. Over the years some things change and she always advised her clients to go over their trust once a year to make sure it still met their needs. Now my husband is dead and I am the sole trustee. I have made some significant changes, but since she did it I know they are all ethical and within the law.
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For ginger123
We have a 90 year old friend unmarried and no children who got to know her young financial advisor and his wife before she needed help. She asked him to become her executor and since then he has helped her through rehab and then with caregivers at home. She held a good job in the OMB is still mentally fine but has mobility issues and macular degeneration. Whether she pays him for his help (he and his wife have become good friends) I don’t know (I presume so). She has a group if friends that visit and the daily caregivers take her grocery shopping but he is available whenever a big decision needs to be made.