I know the importance of updating Wills, having POA you trust, etc. But today my family is faced with the unexpected.
An elderly family friend died yesterday. She had Alz and had been in a nursing home for several years. Many years ago Mum was her POA, as E could no longer handle her finances and was the victim of financial elder abuse by her son. Mum went on a holiday and while Mum was away E's son convinced her to remove Mum as POA, because he could not longer access Bank of Mum. As she was deemed to be incapable, eventually her funds came under the purview of the Public Trustee. But her actions created a huge rift in an old friendship.
Today Mum got a call from the Public Trustee, E died yesterday and Mum is the Executrix of the will. Mum's partner of 26 years died in November and she is the Executrix of his limited estate. Now she at age 84 is expected to be the Executrix of a complex estate, while grieving for her loss.
Additionally my grandmother's will and trust date from 1982. A family friend who was in his late 40's was the back up trustee. He is now in his 80's and is not capable of fulfilling the role.
So my public service announcement is, please when you update your will, check that your Executrix/Executor is capable of fulfilling the duties. In the case of E her will was prepared over 20 years ago when her mind was sound. When she removed Mum as POA, she did not remove her as Executrix.