Usually, when you hire an attorney to help you with a legal problem, you hope that you are not entering into a lifetime relationship with that attorney. You want the attorney to resolve your legal issues as soon as possible. The last thing you want to do is to have to continuously go back to the attorney about the same issue. Estate planning is different.
You need a long-term relationship with your estate planning attorney because you will need to continuously review and update your estate plan. The law surrounding your estate will change over the years. What you want to happen to your assets after you pass away will also change. You need to change your estate plan to account for that. This does not mean that you need to meet with your estate planning attorney every month, or even every year. It does mean that you need to meet with him or her when changes occur in your life that affect your estate plan.
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Ryan M. DenmanandDennis D. Duffy
You should also trust your estate attorney to contact you when changes to the law affect your plan. That’s the other side of the partnership with the attorney. He or she will tell you when it’s time to update your plan.
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