Thank you for letting me see copies of Marion's trust, of her will and of her last directives. The trust and the will have been drafted with unnecessary and confusing complexity, so as to make the settlement of Marions estate, when the time comes, unnecessarily expensive. The lawyer will get a great deal of money, how much will be left for the beneficiaries is uncertain and unpredictable. I have settled four estates without paying any legal fees, and when the time comes, if you want my help, I will help you settle Marion's estate without incurring any legal fees. If you don't want my help, I won't be disappointed, offended or angry. Most important of course, is Marion's peace of mind. She shouldn't be made to feel that she has been written off. I'm concerned about the security of her apartment and the health department's intrusion. Who called them, who let them in? They had no right to intrude without a warrant. It's very important that other unauthorized individuals or agencies be prevented from ransacking Marion's apartment. If Marion wishes to resign as trustee of her trust, the threshold issue is whether the trust at this juncture is a "dry" trust without assets, or whether there are liquid (bank accounts, brokerage accounts) or real estate assets assigned to the trust. If it is a dry trust, to be funded only on Marion's death, your assuming the trusteeship now would be of no consequence. On the other hand if the trust is funded, and you are the trustee, then you have to pay her bills, etc. I'll help you much as you wish. If Marion wishes to make formal resignation as trustee, her dated signature to the following should be witnessed, if possible by three individuals. "I Marion Namenwirth of 1627 Carl Street, St. Paul, MN, hereby resign as sole trustee of the Marion Namenwirth Trust Agreement dated December 11, 2015." At the same time, your dated signature to the following should be witnessed if possible by three individuals, "I, Klemens B. Meyer, 178 School Street, Belmont MA, hereby accept and assume the sole trusteeship of the Marion Namenwirth Trust Agreement dated December 11, 2015, pursuant to Article 5.2 of that document." Once you have accepted the trusteeship, you should protect her interests by making sure that the claims of potential creditors, primarily I should think hospitals and physicians are valid and are not inflated, and that insurance companies do not renege on their obligations. Once you are trustee, you might consider reviewing her debts ith the financial officers of the hospital and the various physicians' offices. Once you have accepted the trusteeship, make inquiries a) at Sunrise Bank, b) at Affinity Credit Union, and c) Woodbury Financial Services to ascertain whether these financial institution hold assets in the name of the Marion Namenwirth Trust Agreement dated December 11, 2015, of which you are now the Trustee. Also very important is to make sure that Marions mail is safe, and that you pay all bills due. You may also find financial statements from other financial institutions in the mail. So far as the will is concerned, I wouldn't mention it unless Marion brings it up, in which case its useful to know where the original is located, because only an original can be probated. If all of Marions assets are in the trust, and if on her death all her personal property is accessible to you, the will may not require to be probated at all. On the ther hand if probate were necessary and the will could not be found, then (at least under MA and VA law) presumably I would be the sole beneficiary and I would disclaim in your favor so that the financial consequences would be the same, assuming you did not hire a lawyer. Please keep me informed, and remember that I'm not offended or hurt if you don't want my help.