Please feel free to ignore my advice. My feelings won't be hurt, but here is what I would do: A: with respect to a) Sunrise Bank, b) Affinity Credit Union c) Woodbury Financial Services and d) any other institution holding liquid assets for Marion 1) I would give them a copy of the trust. 2) I would NOT accept verbal assurances that they would recognize you as successor trustee 3) I would ask them to provide you with the necessary forms for Marions signature and yours, to set up at each institution a NEW trust account with yourself AND Marion as Co-trustees, using Marions social security number as tax identification. 4) I would ask Marion to sign these forms in the presence of two or more witnesses, as soon as possible, with the explanation that this arrangement would leave Marion in control of her assets, while permitting you to pay her bills. 5) Before flying back to Boston, I would return to each financial institution to set up the new trust accounts in Minneapolis/St.Paul with Marion and yourself as co-trustees AUTHORIZED TO ACT INDEPENDENTLY. All accounts should have electronic access. At least one account should have Bill-Pay facility. B: I would obtain the name and the e-mail address of the attorney in Wisconsin who has prepared a TOD (??transfer on death??) deed potentially transfering Marions interest to Felicia Ananda Lawrence Macindoe. I will forward separately a draft e-mail letter which you might send to the Wisconsin attorney. C: I would negotiate with Marion and Judy about forwarding any and all bills which Marion wants you to pay out of the trust. Since the post-office will forward mail for only a limited period of time, it would be helpful if Judy would be willing to collect and forward the mail. If you have it sent to 174 as opposed to 178 School Street, I can pay the bills electronically out of the new trust account with bill-pay facilities. D: I would ask Marion for copies of the most recent income tax returns, if she wanted your help in preparing returns for this years' taxes.