BLOG

A client approached me last week for help with a Trust. The first problem, before I even read the document, was that he didn’t have the document. This has happened a number of times before, and - as you might imagine - it's a problem.

When you write a will, or a trust, or any other document where you're naming beneficiaries who will receive any of your assets after death, keep it to yourself. It's your private information and it's nobody's business but yours.

Misfortune can happen at any time, and it's much better to have your wishes stated in an actionable legal form than not to.

I'm accustomed to the challenges of being an estate lawyer. But I'm not accustomed to the challenges of being a client! Rewriting my own will after a long time, I was surprised at some of the issues I encountered.