08/16/2026
What happens if the attorney who prepared your living trust retires, closes their office, or passes away? 🤔
Your trust doesn’t disappear just because your attorney is no longer practicing.
Generally, when it comes time to administer the trust, your successor trustee can retain another attorney to assist with the trust administration. You are not required to use the attorney who originally prepared the trust.
However, there is an important distinction between administering an existing trust and asking another attorney to review or amend a trust they did not prepare.
For example, my office does not review, amend, or make changes to trusts prepared by another attorney or company. If you have an existing trust prepared elsewhere and would like to work with our office for your estate planning, we would generally prepare a restatement of your trust—essentially replacing the existing trust provisions with a new, updated version.
Every law office has its own policies, so it’s always a good idea to ask.
📚 Want to learn more about Living Trusts?
🎤 Living Trust Presentation
We’ll discuss how living trusts work, what they can—and cannot—do, and some of the most common estate-planning mistakes I see.
📅 Saturday, October 3, 2026
📍 Claremont, CA (at our office)
🗣️ English: 10:00 a.m.
🗣️ Español: 12:00 p.m.
Reserve your seat using the link in our bio.
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CA Legal Advertisement. Not intended as Legal Advice or as Advertisement outside of the State of CA.
Attorney Georgina Lepe
(909) 732-2800
1000 W. Foothill Blvd., Ste A
Claremont, CA 91711