What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.

Losing your estate attorney isn’t the same as losing your estate plan. Kansuda2 Kaewwannarat/Shutterstock

An estate attorney works with you to create a financial plan to protect your heirs in case you die or become incapacitated. But what if your attorney dies, retires, or moves?

If an attorney suddenly departs, there may be doubt about whether the estate plan remains in effect. This is especially true if your attorney set up your revocable or irrevocable trusts. Will the trusts need to be set up again by another attorney, or does it remain as is?

Estate-Planning Attorney Departs

Regardless of whether your estate attorney dies, retires, or moves to another state, you’ll want to know whether your estate plan is still valid.