Let’s end the week with questions. What is one GENERAL question you have about: → Being an executor → Serving as trustee → Power of Attorney → Health care decision-making → Helping aging parents → Estate planning → Probate or trust administration Drop it below. Please leave out names, account information, medical details, or anything else private. I’ll answer a few here in the community — and some may become topics for future Trustee School Office Hours or new resources. And yes: “There is a document with my name on it and I have absolutely no idea what it means” is a perfectly acceptable starting point. 😄

You’re named executor. A parent dies and you arrive at the house. Your siblings are already going through drawers and putting things into boxes. Nobody is fighting. They’re just saying: “We’re only taking the sentimental stuff.” What’s your move? A — Let it go; sentimental things don’t matter B — Tell everyone to stop removing property for now C — Photograph everything first and then let them take it D — Call the lawyer immediately E — I’m climbing back into my car 😂 What do you think?

Someone names you as Agent under their Power of Attorney. That means their money is basically yours to manage however you think is best. TRUE or FALSE? And if you know the answer — tell me WHY in one sentence. Bonus points for explaining it without using lawyer words. 😄

If you got a phone call tonight saying one of your parents could no longer manage their own affairs… Would you know where to find: → Their Power of Attorney? → Health Care Proxy or advance directive? → Will or trust? → Insurance information? → Financial account information? → The name of their attorney? How would you score yourself? A — I know exactly where everything is B — I could find most of it C — I know approximately nothing 😬 D — We really need to have this conversation No judgment. This is exactly the kind of thing that is much easier to figure out BEFORE anyone needs it.