Dad died, and then, just a year later, Sue’s mom passed away.
Sue, 57, wasn’t sure she would be able to be the trustee and executor and do “the job right”. With both parents gone, there was a mess of odd investments and purchases left behind. Mom was never a great record keeper, and Mom was trustee after Dad’s death. Sue’s parents’ house is filled with emotions and memories for her, along with piles of paper, unopened mail, and uncashed checks.
Now that Sue has the job as Trustee, her own husband is seriously ill, and one of Sue’s children is going through a divorce (phone calls every day). At Mom’s funeral, Sue’s brother asked her for “his money”, and Sue’s sister stated that she can’t move out of their mom’s guest house because she has nowhere to go. Sue is exhausted, sometimes short tempered, and overwhelmed by all her responsibilities. If Sue steps down, her brother is listed as the next Successor Trustee, and she no longer trusts him to do the right thing, so she is going to “keep the job, even if it kills her.”