Hi all. January 2012: while visiting my soon to be in laws (mom who is caring for grama) I was asked (by gram and mom) to go through grams paperwork to figure out where a large loss of money had gone out of Edward Jones investments. And to get basically things in order for mom to takeover. After a few weeks we got things smoothed out.
I advised mom and grama that now is the time to get with a lawyer and get the DPOA MPOA, Wills, DNR and such in order while its fresh and everyone is of sound mind. They told me that they had already taken care of that a few years prior. It went something like this
they had gone to the local Edward Jones office and while they were there grama had made mention of wanting to get her affairs in order, such as making sure her daughter was able to take care of everything (like make medical decisions, handle finances) in case she became unable to.
Right then the Investor said that he had a friend who was a lawyer and he could come over right away and help them with that. The lawyer came to the office and wrote up a will within minutes. Now this will is garbage. A 2nd grader could've done better. Anyhow. It states that when gram passes that her assets will be distributed evenly amongst the 4 children. That mom is gramas personal representative and will be responsible for making sure that is completed when she passes. Also that mom has only 6 mos tto stay in the house after grama passes.
At this point I kinda made a face and mom proceeded to tell me that it was OK cuz the investor told her that they will make sure all the bills are paid and she won't have to worry about anything financial...(none of the bill paying was in the will)
I have red flags up all over about this. I told mom to reset up an appointment to have the DPOA MPOA and such completed. She said when she called the lawyer he said that she doesn't have to worry about that. That the will covers it...
Now 2015. My husband and I have moved in with mom and grama to help take care of her and we went to the lawyers office to make a change in the WILL due to the death of her oldest child in 2014.
1) the lawyer is a public defender
2) he asked mom if grama was even his client and if they had paperwork on her...
3) he was not only very rude but made grama so mad because he kept cutting her off when she would try to explain why she was there that she could t speak.
4)It was brought to his attention about the death and he had stated that there was no need to change the will.
Mom requested a copy of the will.
While making copies he stopped what he was doing after the first page. Said "oh I don't know why I'm making copies when I already have one." He Kept the copies of the first 2 pages and grabbed the back 3 pages of stack of papers he was holding.
He sat down and proceeded to go through and correct the dates on the documents to reflect i assume the most recent (2008 being crossed out and writing in 2010). Then handed it to mom... Honestly this copy looks like a rough draft. No certifications no signatures of all parties. No stamp stating copy. This just feels wrong in so many ways.
I just need some direction or something. Thank you everyone for reading and for any of your help.