Now I understood that the proposed release could also protect the people who had been managing the money.
That evening, Margaret received another call from the accountant. She listened without interrupting, then asked him to send the supporting documents through the secure client portal.
When she ended the call, her expression had changed.
“Robert, we found an earlier instruction in the trust records. It was signed by Arthur, and it specifically acknowledges Clara’s protected share.”
I stared at her.
“Then he knew she had the right to question those transactions?”
“The document strongly suggests he knew her rights were broader than he told her. We still need to establish what he knew about each transfer.”
She slid a copy across the table.
At the bottom, beneath Arthur’s signature, was a handwritten instruction referring to the reserve account.
The date was fourteen months earlier, shortly before the first unexplained withdrawal.