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Chapter 6 - The Independent Assessment

Philip finally found his voice, but it was weak and desperate.

“My mother was getting confused. She didn't understand business. She probably forgot that she agreed to help me.”

“No,” I interrupted.

He glared at me.

“Ada could be stubborn,” I said softly. “She could be incredibly lonely. She sometimes misplaced her reading glasses. But when it came to her money, her home, and how people treated her... she knew exactly what she was doing.”

“You barely knew her!” Philip shouted, losing his temper.

I glanced over at the blue shutters of the empty house next door.

I knew Ada hated thunderstorms after her husband died, so I always sat with her when it rained.

I knew she kept peppermint candies beside the front door for the mail carrier.

I knew she couldn’t stand oatmeal, loved old black-and-white detective programs, and cheated shamelessly whenever we played gin rummy on Sunday afternoons.

I turned back to Philip.

“You’re right,” I said.

For just a second, a look of smug satisfaction crossed his face.

Then I finished my sentence.

“I didn’t know her the way a son should know his mother. I knew her better.”

Philip flinched as if I had struck him.

Nathan ignored his client's humiliation and continued going through the envelope.

He pulled out more documents.

There were copies of the bank records. Documents confirming the strict revocation of Philip’s financial authority. A statement from an independent, third-party attorney who had prepared Ada's revised will.

And, most devastating of all to Philip's case: a medical assessment.

Nathan read it aloud.

"This is a psychiatric evaluation dated just two weeks before the new will was drafted. Signed by a board-certified geriatric psychiatrist. It explicitly states that Ada Holloway was of sound mind, possessed total cognitive clarity, and fully understood the scope of all her legal and financial decisions."

Nathan packed the papers back together.

He looked at Philip. "You have no case for undue influence. If you challenge this will in probate court, these documents will become public record. The court will see that you breached your fiduciary duty as power of attorney to enrich yourself."

Philip was shaking. His grand plan to bully me had completely collapsed.

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"Is that it?" Philip asked, his voice hollow.

"No," Nathan said. He reached into the envelope one last time. "There is one final item."

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