Conover & Grebe, llp

Call For A Personal Consultation with an Attorney Today

Finding the comfort zone with a California attorney

The advice of a friend or family member can be valuable, but there are times when what's right for someone else doesn't work for you. It's common practice in southern California to ask someone you trust for advice or a referral.

The suggestion is often based on the experience of a relative or friend who used "this" pediatrician to treat a child or "that" lawyer to settle a divorce. A person in search of an estate planning specialist can appreciate a relative's heartfelt recommendation for a multipurpose attorney. Would that be the right person to handle a special needs trust or complex asset distribution? Probably not.

Any good attorney can help a client create a simple will or trust; however, that's not such a good fit for people with sizeable wealth, assets, or numerous heirs and beneficiaries.

Estate planning law is not static. Changes in the law or expectations of changes occur frequently. The effects of an estate plan last a lifetime and beyond, while involving people over several possible generations. Assets meant for others require management, protection and tax advice, which not every attorney can provide.

Comfort level is another consideration when choosing an attorney to help create an estate plan. All attorneys are bound by law and Rules of Professional Conduct to keep their dealings with clients private. Since confidentiality is a given, clients often select particular lawyers who make them feel at ease discussing difficult topics.

Death is one of those subjects. A client must feel that an estate planning attorney is more than knowledgeable to establish a relationship. After all, the lawyer may have to learn the family secrets to help a client draft an effective plan - the adult child who cannot be responsible with money or the ex-wife who could inherit a business.

Clients must be satisfied with confiding in an attorney or all the legal expertise in the world won't help.

Source:, "ESTATE PLANNING: Feeling comfortable with your adviser," Christopher Yugo, Jan. 26, 2013

No Comments

Leave a comment
Comment Information
Email Us For A Response

Get Started

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Office Location

3424 W. Carson Street
Suite 320
Torrance, CA 90503

Toll Free: 866-661-9751
Phone: 310-776-9028
Fax: 310-542-1588
Torrance Law Office Map

Anaheim Hills Office
155 N. Riverview Dr., Ste. 207
Anaheim Hills, CA 92808

Toll Free: 866-661-9751
Phone: 310-776-9028
Anaheim Hills Law Office Map