I have prepared a will & trust with my lawyer and want it to remain private.
Your attorney is ethically bound to maintain your confidences and to refrain from disclosing any matters and information entrusted by you to the attorney.
The foregoing discussion does not establish an attorney-client relationship, is qualified by the limited facts presented above, and should not be relied upon as legal advice. To obtain definitive legal advice upon which one can rely necessitates retaining an attorney who is qualified in this particular area of the law.
It is completely confidential because of the attorney client relationship. There are a very few exceptions such as conspiring to commit a crime, but the exceptions are miniscule. Your information is private.
The above is general legal and business analysis. It is not "legal advice" but analysis, and different lawyers may analyse this matter differently, especially if there are additional facts not reflected in the question. I am not your attorney until retained by a written retainer agreement signed by both of us. I am only licensed in California. See also avvo.com terms and conditions item 9, incorporated as if it was reprinted here.
One of the reasons people use trusts. is because it can remain confidential. Most attorneys will prepare a much shorter document called either a Certificate of Trust or Declaration of Trust that can be given to financial institutions as proof of the trust, but it contains only the minimal info such as the name and date of the trust and the trustees. Under no circumstances should an attorney ever disclose either the will and trust or any of your communications with the attorney to any other person.
Yes. Information shared with your attorney and contents of your estate plan is confidential during your lifetime.
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