"Frankly, she very well might be overwhelmed but at least return the documents!!!

I can't help but think it is straight up theft to keep someone's paperwork with all of their ssn's, addresses, etc."

When it was revealed my father was demented, I had to complete a few years of his tax returns via document requests and reconstruction. But he had prepared friends' tax returns as his side income gig. That means I found all sorts of client documents in his drawers and in his storage unit. I contacted as many clients as a could, and there was this one lady who did recordkeeping for her various family members (some of whom had won a State lottery), and she assured me (assured!) she kept copies of all those check registers, etc.

My sister and I hauled the shredder from his office to our hotel room and shredded every night for a week.

Later, that same family bookkeeper let me know she needed her files returned. Uh, that was weeks ago when I reached out to you and we talked more than once (since some of your family also is shown as AR in my father's books...).

In other words: Some people lose their own paperwork by their own actions. Some people take proper care when disposing of documents.

And we still get yelled at by clients.