Must an attorney who drafted a trust retain a copy after the execution of the trust?

Asked over 1 year ago - Horicon, WI

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?

Attorney answers (3)

  1. James P. Frederick

    Contributor Level 20

    8

    Lawyers agree

    Answered . 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.

    James Frederick

    ***Please be sure to mark if you find the answer "helpful" or a "best" answer. Thank you! I hope this helps. ******... more
  2. Brian Mitchell Mekdsy

    Pro

    Contributor Level 11

    4

    Lawyers agree

    Answered . 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.

    This answer is in response to a general legal question and is intended for informational purposes only. It does... more
  3. Steven M Zelinger

    Pro

    Contributor Level 20

    3

    Lawyers agree

    Answered . 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... more

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