C
CityGal
Guest
What is the name of your state?What is the name of your state? Oklahoma
I am in the middle of setting up a Revoable Trust, for myself,
and the Attorney I am using, has inserted hiimself, and his
company, into my Trust, every change he gets. Example:
My Health Proxy, after mentioning my adult childern, he also
inserted himself, his company, and any employees of his company,
to also be notified when I take a turn for the worst or die.
Another Example:
When setting up the Successor Trustees, after naming my three
adult Children, in my chosen order, he added a fourth Successor Trustee,
himself & his Company, then he also named a fifth Successor Trustee
being any bank in my state (his office is in a bank buliding). Yes, I
am able to correct this draft, but I find this very odd, and down right
upsetting and underhanded, since he did NOT ask my permission to insert
himself or his company.
1. Is this usual practice, for an Estate Planner Attorney, to assume he
will be notified, when you get sick, and at the time of your death?
2. Is this usual practrice, for an Estate Planner Attorney, to assume
and insert himself and his company, as one of the Successor Trustees,
in case the former Successor Trustees are unable or unwilling, to do their
Successor Duties?
I have signed zero papers with this Attorney, altho I have paid down a
large retainer fee, about half of what he stated this would cost me.
Thank you,
I am in the middle of setting up a Revoable Trust, for myself,
and the Attorney I am using, has inserted hiimself, and his
company, into my Trust, every change he gets. Example:
My Health Proxy, after mentioning my adult childern, he also
inserted himself, his company, and any employees of his company,
to also be notified when I take a turn for the worst or die.
Another Example:
When setting up the Successor Trustees, after naming my three
adult Children, in my chosen order, he added a fourth Successor Trustee,
himself & his Company, then he also named a fifth Successor Trustee
being any bank in my state (his office is in a bank buliding). Yes, I
am able to correct this draft, but I find this very odd, and down right
upsetting and underhanded, since he did NOT ask my permission to insert
himself or his company.
1. Is this usual practice, for an Estate Planner Attorney, to assume he
will be notified, when you get sick, and at the time of your death?
2. Is this usual practrice, for an Estate Planner Attorney, to assume
and insert himself and his company, as one of the Successor Trustees,
in case the former Successor Trustees are unable or unwilling, to do their
Successor Duties?
I have signed zero papers with this Attorney, altho I have paid down a
large retainer fee, about half of what he stated this would cost me.
Thank you,
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