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Reply to "Overwhelmed by trustee duties - please help!"
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[quote=Anonymous]As trustee, he needs a letter stating his mother is incapable of managing her affairs, the trust document, the POA, and a list of each institution that has an account. Your husband needs to go down the list of each institution and apply through their legal department for access to the account. He will be granted access as himself, trustee. He should not use her access, that is illegal. If you say he's already the administrator, then he should have all this already. I don't understand why mail is being delivered elsewhere. He's either administering it or he isn't.[/quote]
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