Trust beneficiary gone crazy
Long story short we had a client pass away half a decade ago with a bunch of sub trusts for his children. One of these adult children has been homeless for a good amount of time, years at least, and is scraping the bottom of their sub trust. I joined the team only a year ago, and was handed this matter about 3 months ago when she started calling again after a year of nothing.
Initially she wanted small deposits into her account every month, we agreed. She would call every few hours saying she didn’t have the money yet, we assured her a new transfer set up would take a few days, but she still would get increasingly angry with each passing day. We always initiated the transfers immediately, but once it’s in the banks hands, it’s in the banks hands 🤷🏻♀️. It rolled from this to paying off credit cards, again we agreed bc it’s her money and we could send checks in the mail. Then it rolled into her needing overnight payments sent immediately.
She calls every Monday, Wednesday and Friday with a new emergency and a new payment and has now started saying ‘well it’s my money’. When she initially asks for something she’s extremely nice and appreciative but by a few hours later i start getting nasty voicemails and long explanations about how she believes the paralegal before me was stealing her money (they did not) and how we are talking advantage of her. Last week we had another emergency for her, but the attorney was out of office and i spent multiple hours going back and forth with different people to try and get a payment figured out. She called again requesting another extra deposit, which i had the attorney put through immediately, and i told her that it would take a few days to go through, just like all the others as of late.
I’m now receiving Extremely nasty voicemails almost every day and with the language she’s using, I have a feeling that she is going to also start accusing ME of stealing her money (it’s proving to be a pattern). I do not have access to any of her money, and all checks sent out are created and signed by the attorney. The attorney would 100% believe me if she brought these accusations up to him, but i was wondering if there was anything else i should be doing to protect myself? She has no money that i can figure to bring a lawsuit against me, but im new to this field and tired of her and don’t see this getting any better when the money runs out in the next few weeks.