Legal Question in Legal Malpractice in California
No estate planning, hired by beneficiary in Will preparation
lawyer hired by spouse to prepare will, never met client, no engagement letter with testator, requested by CPA to form revocable living trust, met testator on first mtg. 15 mins. in hospital 6 days before death, disclosed contents of will to beneficiaries: son and spouse; no estate planning, 2nd witness other than lawyer brother to decedent, named executor, hired and paid for by spouse... testator left QTIP, and allowed spouse 1 yr. in residence and cash settlement, all property left to only heir - son; next day returned to hospital hand wrote new will, codicils revocking and reinstating another will only summarizing contents. Uncle benefited by stealing $400k jewelry. much more...executor is non resident alien, no trust formed, lawyer created will with probate.
1 Answer from Attorneys
Re: No estate planning, hired by beneficiary in Will preparation
you realy need a lawyer to sit down and look at your paperwork and advise you of your options.