Many of us hesitate to change professional relationships, especially regarding legal matters. I often meet people who feel “tied” to their original estate planning attorney, even when that relationship no longer serves their needs. Perhaps you created your plan decades ago, lost touch with your original attorney, or want a fresh perspective that better aligns with your current values and goals.
Understanding Your Rights
Let’s be clear: your estate planning documents belong to you, not to any particular attorney. As you can 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 to a new attorney doesn’t have to be complicated. Your new legal team can:
- Review your existing documents to understand your current plan
- 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 understands the technical aspects of estate planning and appreciates your unique family dynamics and values.
If you’d like a fresh set of eyes on your existing estate plan, we’re here to help. Our compassionate team offers complimentary reviews of existing documents and would be honored to help you ensure your plan truly reflects your current wishes. Contact us to schedule a consultation and discover the difference the right legal partnership can make.
If you have questions or need assistance, please get in touch with us today for a comprehensive consultation. Be sure to mention this article to focus on your specific needs.
This article is a service of Miller & Miller Law Group. We do not just draft documents; we ensure you make informed and empowered decisions about life and death for yourself and the people you love.
