Legal Question in Wills and Trusts in California
Is an attorney required by law to retain a copy of all living trusts they prepare for their clients. Is it illegal if the attorney does not retain a copy of the living trust.
Asked on 2/12/13, 10:45 pm
4 Answers from Attorneys
Victor Waid
Law Office of Victor Waid
I am not aware of any law that requires an attorney to keep a copy of a client trust. The careful attorney makes sure to transfer the original signed document to the client at the time of signing by the client, and retains a copy; but retention of a copy by legal counsel is not required by any law.
Answered on 2/12/13, 11:42 pm
Anthony Roach
Law Office of Anthony A. Roach
There is no legal requirement, but it is a good idea to set up a system whereby the trust instrument and other vital documents can be located in the event of a death.
Answered on 2/25/13, 11:36 am
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