If mom will willingly appoint us as her trustees, what do we need to do to start the process?
My mom has everything in a trust which names my brother and I co-trustees when she can no longer handle her affairs. She has alzheimers and is not legal to drive according to the results of the eye exam I just took her to. My question is my brother and I are going to meet and tell her she can no longer live alone and she can move in with which ever one she chooses. We both live 2 or more hours away. If she will willingly appoint us as her trustees what do we need to do to start the process? Do we go to her bank? Her attorney that drew up the trust was in private practice and is deseased. Do we begin at the courthouse? I know if she won't willingly give up her trustee to us then we have a bigger problem. The document states that her doctor and attorney have to agree that it is in her best interest to turn it over to my brother and I. Any help in this matter would be appreciated.