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@beryl2

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.

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Replies to "For ginger123 We have a 90 year old friend unmarried and no children who got to..."

A financial advisor is not an attorney. Your friend needs either a will or trust. If she is still mentally fine she can write her own Will, which is called a holographic will. It needs to be in your own handwriting, dated and signed. During my employment, we probated a 3" by 5" card which was admitted by a probate judge because it met all those requirements.

Your friend is very fortunate!