C.D. was still driving at 93 and still trustee of his own trust. His only child died many years before his wife died and he was alone. He had a girlfriend for during the last ten years who he was with when she passed away in a skilled nursing facility.
C.D. named Marguerite Lorenz as his Successor Trustee. Marguerite visited with C.D. and stayed in touch with him, keeping our files up to date. During each conversation, C.D. said that he did not want to go to the skilled nursing facility, ever. Marguerite documented this and communicated with professional care managers about the options available for when the time came that C.D. would need more care.
C.D. called Marguerite to ask her to visit. He made it clear that he was tired and the last hospital visit did not do the trick. He asked if Marguerite would take over. C.D.'s attorney, the one who drafted the original trust, prepared C.D.'s resignation and Marguerite's acceptance documents. Marguerite met with a mobile notary at C.D.'s home to facilitate getting the update completed.
A professional care manager was hired and within a short time, a hospital bed replaced the regular in C.D.'s bedroom. Hospice care began. C.D. had been very active, through his 80's, playing tennis, travelling and enjoying his life.
C.D. was so moved by the loving care he received that he chose to donate a portion of his estate to the hospice organization. He passed away three days later in his sleep.