Does a trustee need to use the same law firm that started the estate plan?

On Behalf of | Mar 8, 2022 | Estate Planning

If you are the trustee of an estate plan, you may have a lot of questions. Some of these questions may revolve around things like what your options are or whether or not you need to use the same law firm that the estate was first created at.

While there can be lots of variables, the good news is that there are simple answers to some questions. If you are looking to better understand your role as a trustee, here are some things that it can be helpful to know.

Trustees have options

As a trustee, you may wonder if you need to stay with the same law firm that the estate was set up at. The answer is that you do not have to and that you have the freedom to select a different law firm that you may feel better represents you and your goals. A trustee should not feel limited or stifled if they feel they could be better represented by a different attorney.

Trustees can make their own plans

There can be more than one reason to want to obtain a different attorney than the one that set up the trust or switch law firms. Some may want to do so because they are moving to a different location, while others may want better help dealing with things like the gift tax.

Estate planning can be complex. Additionally, it may seem even more complex if you are in a position where you need to change attorneys or obtain a new one. Seeking out help can clarify the process and help you achieve your goals.