Legal Question in Wills and Trusts in California
difficulty with present attorney, with staff our options?
approx. 2 yrs trust done for my parents. mom has had health issues since last June. She has focused on making sure all is done in case something should happen to her or dad. she has had some questions regarding trust. sent attorney letter on 08/02/05. appt made for 08/15/05. we should up for appt., attorney not there and we weren't contacted. explained to staff person what concerns were. she said file was in storage, would retrieve look over and call us. a/o 09/26/05 we still had heard nothing, I called. we are getting run around by this person/office. she's unpleasant,ill-mannered,harsh,appears to be disorganized, overworked,stressed and seems irritated that I call. well this has been going on since 08/15/05!! always has an excuse for not having answers. she refuses to give attorney my phone messages..her response always is he's extremely busy and hard to get ahold of..tells me I'm rude, that I think I think I am their only client, she does not wish to deal with me, I sent attorney a certifed /return receipt letter to please call me ,he received and signed for letter on 10/14/05 no call or contact ....we need some answers. we believe he didnot complete all necessary/required paperwork for parents estate.what do we do??
2 Answers from Attorneys
Re: difficulty with present attorney, with staff our options?
You need to get this completed, if it is not complete, then it is ineffective.
We can contact your current counsel and demand the completion. If this person remains unresponsive, then I recommend contacting the State Bar (CalBar.org) and file a complaint against them.
As far as your situation, if the attorney is not cooperative, then our office would be happy to prepare a new Will and Trust package at an emergency (meaning reduced) rate.
Please feel free to contact our office to discuss this matter confidentially at the number provide by LawGuru.
Alrternatively (and additionally), please feel free to learn more about our firm and the Estate Management area in general at our firm's website at No-Probate.com and No2Probate.com.
Scott Linden
Re: difficulty with present attorney, with staff our options?
It sounds like your mother needs a different attorney. Just becasue this attorney drafted the initial estate plan does not mean he/she is the only attorney who can do additional work. Your mother should seek alternate counsel and demand a copy of the file.
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