I am acting for a client who’s deceased mother had dealings with Universal Wealth Management (UWM).
Mother signed a family trust in 2014 and appointed UWM as trustees. The intention of the trust was to settle her main home. However, the schedule of trust assets does not include the property and the legal title is still held in Mother’s sole name.
Mother also signed a discretionary trust will appointing daughter and friend (now deceased). Mother’s main home will form part of the will trust. On Mother’s death, daughter signed a POA to appoint a director of UWM as her attorney for the purposes of obtaining a grant and administering the estate. It is safe to say that the attorney has not fulfilled his role.
I have drawn up the necessary documents to remove UWM as trustees of the lifetime settlement but I am unsure how I go about removing the attorney as administrator? Would I follow the procedure for a cessate grant?
Thanks in advance.