To terminate your representation by an attorney, you simply need to notify the attorney that you no longer require their services.
You don’t have to give a reason, but it’s nice to let them know if it’s because you’ve moved or some other reason unrelated to their services.
If you have trouble getting your file or any funds you may be owed by the attorney, contact the State Bar of California at 800-843-9053, orIf the attorney was part of a law firm or had at least one partner or associate, you can contact the firm to retrieve files as they will still have responsibility for client files. They may have assigned your file to another attorney in the firm, but you are not obligated to remain with that attorney.
It’s also possible the deceased attorney’s practice may be sold to another attorney. If that’s the case, it’s likely the purchasing attorney will contact you to let you know they now have your file. Again, you are not obligated to work with that attorney, and if you’d prefer to find another attorney yourself, you can pick up your file and move on.When you’ve found another attorney they will likely want to see the file of the prior attorney in order to get up to speed on your matter.
That is, we draft an entirely new trust document with the same name and date but a note that it was restated . The reason for this is that if the attorney amends the trust, the attorney is liable for any errors or omissions in the underlying trust document even though he or she did not draft the trust. The theory is that he or she was the last attorney to touch the trust and, therefore, the last person who had the opportunity to fix whatever problem existed.
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