Opinion ID: 1153076
Heading Depth: 1
Heading Rank: 5

Heading: William Alvarez

Text: Alvarez testified that he had known Dixie for about sixty years, and Vernard about twenty-five or thirty; in addition, he and the Drokes belonged to the same Seventh-Day Adventist Church. Alvarez stated that the Drokes had asked him to be co-trustee and executor of their wills, and that he had been present on November 18, 1981 at the signing of the documents. Alvarez testified that Purple had prepared the documents, and had reviewed them with the Drokes at the time of the signing, reading each paragraph, and making sure that they understood it after each one. In addition, Purple had explained that the trust was revocable until the death of either; that Purple asked each one and they both agreed and they understood this provision. Alvarez testified that Dixie had expressed concern to him and Ann about what would happen to her great grandchildren if she died, and expressed an intent in executing the documents that her grandchildren would take some of her interest. She also expressed concern for Vernard's care. Vernard said he wanted his portion of the document to go to the church, because he didn't see his family very often and ... they had done nothing for him. In addition, Purple explained Alvarez's duties as co-trustee of the trust and administrator of the estates. Alvarez testified that prior to Dixie's death, there was nothing for him to do for the Droke Family Trust, because Vernard and Dixie were co-trustees and administered their own estate. After Dixie died, Alvarez stated, he talked to Vernard a few times, but there was nothing that I could do because he, also, was a co-trustee, and administered the estate at that time. Alvarez stated that he had received the revocation notice from Vernard about three months after Dixie died. He did not do anything about it, because the Will (sic) stated that it was irrevocable after death.