memorandum of trust

[Karen053]

Florida My father stated he had a trust and everything would be taken care of if he became ill, etc. Now he is in a nursing home and cannot communicate to his son and daughter (me). All we can find is a memorandum of trust (one page). He names my brother as successor trustee. We checked with the county clerk, previous attorney died, and court house and they say that's all they have too. Nothing in the safe deposit box my brother checked after he got POA. We both believe my father wrote down how he want to be cared for before his death as well as after his death, but we cannot find the other pages? Any suggestions?

Thanks,
Karen

 

[Dandy Don]

If you know where he keeps his cancelled checks, go through them to see if he paid any attorney to help him draft a trust or ask the bank if they can give you microfilm copies of his account for the past 2 years.

 

[Karen053]

My father drew a trust up in 1992 or 93. He told me my brother had his trust and everything would be taken care of before he had his stroke in 10/05. Of course he already had mild/moderate alzheimer's which we just recently found out that he was trying to keep a secret. My brother said he signed something a few years ago, but he didn't get a copy of anything? I believe (from what my dad has said to me in the past) that he was saving his money for a time like this so he could be taken care of in his home, not in a nursing home, where he is now. The attorney he had has died and we can't figure out where the rest of the pages to the trust went. The first page (the memorandum of trust was recorded with the clerk of the court in the county he lived.

 

[Dandy Don]

Are any of his bank accounts or real estate titled in the name of a trust? If they aren't, then there is no need to even be concerned about the trust since he apparently didn't follow through with retitling his assets.