Has anyone been executor of a trust? . The Finance person of a big corp (lets use Charles Schwalb for example), is nickel & diming me, I asked for 10K to be deposited to a checking account to cover health care expenses, to the costly memory care facility for the next 2 months. He is asking for receipts/ invoices. It feels as if i am not trusted, oddly. But with that said, how much right does he have to ask me, as I am Power of Attorney and Executor. Do I share cost breakdowns with him ?
He probably has to leave an audit trail. Sounds normal to me.
I wish this was my problem.
Wait, not sure I understand. Are you guys co-executors? Technically everything should be documented if expenses are sent on an as-needed basis (rather than fixed periodic payment).