What’s your “New Mum” been up to?
Philomena did not reply. One week later, Kimberly received a letter from an attorney whose name she did not recognize.
“Your father recently amended his estate planning documents and named my client, Philomena, as his successor trustee and agent for health care and financial decisions. As these are private documents, my client has no duty to provide you copies. Please address all further communications regarding your father’s financial affairs to my office.”
*Disclaimer: This is a fictional narrative based on common fact patterns we have encountered. Names, characters, businesses, places, events and incidents are either the products of the author’s imagination or used in a fictitious manner. Any resemblance to actual persons, living or dead, or actual events is purely coincidental. The individuals who appear on the accompanying photos are dramatizations of fictional clients, witnesses, attorneys, or other parties. None of the individuals are actual clients, witnesses, attorneys, or parties to actual legal proceedings.