New clients come to me with their Living Trusts that another lawyer prepared. They are often shocked to find that their Trust places someone that they did not choose in charge of their Trust after their death. The attorney who prepared the Trust may have placed himself, their law firm or an institution in control of the Trust after death. The client chose a family member or friend as a Successor Trustee and they thought they would be in control, not the attorney, law firm or institution.
Many times this is not discovered until after death by the surviving spouse or adult child and then conflict and confusion arises between the attorney, law firm or institution and the surviving member.
Have your Estate Planning legal documents reviewed by an experienced, ethical, and independent Estate Planning Attorney to make sure your intentions are carried out.
At the Law Firm of Steven Andrew Jackson, Attorney and Counsellor at Law, we have helped hundreds of families protect themselves and their loved ones, avoid Estate Taxes and Probate Costs, and keep their Estate Plans current with the law through The Customized Protective Estate Planning Solution™.