Misplaced my copy of trust. Contacted attorney who drafted trust. Was told he did not have a copy because it's his office policy not to keep a copy of executed trust. Is this normal?
It happens. I have heard of policies like this. I believe it to be a bad business practice and a poor example of client service. I cannot tell you how many times I get calls from clients indicating that they have misplaced their documents. I always keep an extra signed set of copies for this reason. Some attorneys prefer to keep only digital files. Some do not keep copies of documents, at all.
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8 lawyers agree
Estate Planning Attorney
I agree with Mr. Frederick that whether or not this is normal, it is not good customer service. As a matter of prudence and good record-keeping, the attorney who drafted the trust should have at the very least kept copies of the documents, even if not signed. You never know when a situation like this is going to come up.
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4 lawyers agree
Estate Planning Attorney
I agree that it is not normal.
This is not legal advice nor intended to create an attorney-client relationship. The information provided here is informational in nature only. This attorney may not be licensed in the jurisdiction which you have a question about so the answer could be only general in nature. Visit Steve Zelinger's website: http://www.stevenzelinger.com/
3 lawyers agree