Many of us hesitate to change professional relationships, especially when it comes to legal matters. As a San Diego estate planning lawyer, I often meet people who have become estate planning orphans. Perhaps their original attorney has retired, passed away or you never really connected with them, moving to a new attorney should be viewed as a step forward, not a stumble step. We meet with many clients whose have outgrown their prior attorneys or whose estate plans need a fresh look. All of our perspectives and situations change over time. It is important to refresh your documents so that they align with current financial circumstances, values, and goals.
Understanding Your Rights
Let’s be clear: your estate planning documents that have been delivered to you belong to you, not to your attorney. Just as you have the freedom to change doctors, financial advisors, or other professionals, you have every right to work with an estate planning attorney who makes you feel heard, understood, and confident about your future.
Signs It’s Time for a Change
Consider seeking a new perspective if:
- You’ve lost touch with your original attorney
- Your current attorney seems unreceptive to your questions or concerns
- You feel your planning goals have evolved beyond their expertise
- Communication styles or philosophical approaches no longer align
- You want someone more accessible or responsive
The Transition Process
Moving from another attorney to our firm doesn’t have to be complicated. As your new legal team we can:
- Review your existing documents to understand your current plan
- Interview you to find out what you think your current plan provides
- Identify areas that need updating based on life changes
- Suggest modern planning strategies that might better serve your goals
- Help ensure your plan reflects current laws and best practices
Remember, estate planning isn’t a one-and-done transaction – it’s an ongoing relationship that should evolve as your life changes. You deserve to work with someone who not only understands the technical aspects of estate planning but also appreciates your unique family dynamics and personal values.
If you’d like a fresh set of eyes on your existing estate plan, we’re here to help. For individuals who are referred to us by existing clients, professional partners, our blog or newsletter we offer complimentary reviews of existing documents. We would be honored to help you ensure your plan truly reflects your current wishes. Contact us at 619-281-1888 to schedule a consultation and discover the difference that the right legal partnership can make.