If I'm not in the right forum, please let me know.
We have an older account holder (102!) who has a substantial amount of money. Her son, who managed their affairs, recently died. He had told me that physically she was doing well but that she was very forgetful (no surprise at her age, but she had done remarkably well until recently). I have known both of them personally for a number of years, not just as bank customers, so I'm quite sure he was correct in what he said. I got a call today from the lady's broker/friend who said she had asked him to help her with her account, as she was having trouble understanding it and keeping it up. I'm not sure what to do--obviously, I wouldn't give him access to her account, but with her probable lack of understanding/capacity, I don't feel like I can call her and ask her what she wants, and there are no other family members so she can't rely on someone else to do this for her. What is the best course of action here?