- Jurisdiction
- Missouri
First, Yes, we will be consulting an attorney in this matter, but, just for curiosity . . . . would it be appropriate if the attorney who drew up a revocable living trust, healthcare POA and durable general POA for an elderly lady, all of which granted power upon signing to the named attorney-in-fact, and both the trust attorney and the financial advisor to the elderly lady (who took her to the Trust Attorney), signed and witnessed the documents, did not notify the person named attorney-in-fact.
The financial advisor continued to be the person controlling the financial accounts, converting previous investments to products he sold, and also made healthcare decisions, for more than four years, until the health of the elderly lady declined to a dire level. At that time, after both the financial advisor and Trust Attorney first said they knew of the documents, but not the specifics, they "found" the documents, and notified the attorney-in-fact, having deprived her of four-and-a-half years when she should have been the one exercising those powers.
Sorry, verbose.
The financial advisor continued to be the person controlling the financial accounts, converting previous investments to products he sold, and also made healthcare decisions, for more than four years, until the health of the elderly lady declined to a dire level. At that time, after both the financial advisor and Trust Attorney first said they knew of the documents, but not the specifics, they "found" the documents, and notified the attorney-in-fact, having deprived her of four-and-a-half years when she should have been the one exercising those powers.
Sorry, verbose.