Will the new estate planning attorney have access to my file?

Yes, however, we kept no paper files. We have no original documents of any kind. All files are stored online and Lenore will be able to access your digital file.

Can you send me a paper copy of my file or my trust?

Sorry no. 

Can you send me a pdf of my trust or will by email?

Yes, all files are stored digitally. If you email me at tom@lawsam.com, we can send a digital pdf copy. We can only honor emailed requests from clients (no requests from adult kids, “helper friends” or significant others please).

I lost my trust or will, what do I do?

if you lost your trust or will, please schedule an appointment with Lenore (or attorney of your choice) to sign a new will or restatement of your trust. You should always have an original will and copy of your existing trust.

I signed my trust in 1999, can you send it to me?

No, we are only required to retain files for 7 years (since 2018).

Do you have a copy of the survey for my house?

Probably not. Surveys only recently were scanned by surveyors and we may have it if you closed after 2020, but before that time it is unlikely.