There are times where I take a step back and stand in awe of the amazing responsibility I have. As an estate planning attorney, I get to create an estate plan for my clients that will ensure their wishes are carried out during their lifetime and, ultimately, at their death.
Thinking about this concept led me to think about other areas of our lives where we demonstrate great trust in other professionals. Generally, when hiring these individuals, we trust them to provide a benefit to our lives. Think of the last time you, or a loved one, had a surgical procedure performed. You relied on the expertise and experience of that surgeon, trusting that the surgery would be performed to the best of their abilities. But take that thought one step further – while you probably asked high-level questions about the procedure, my guess is that most of us would not ask the doctor to explain every step that he/she would take, what the instruments they would use are called, and exactly how many ounces of medication they would give us in the IV tube, etc.
I recently took my car to the mechanic because it was not running smoothly. Had I been able to diagnose and fix the problem myself, I certainly would have. However, because I trust that the mechanic understands cars better than I do and has the expertise needed to get my car back in working condition, I chose to hire him to service the vehicle. I did not need to know which socket wrench he used, or which tubes he would inspect, or even which belts he would adjust. Because this is not my area of expertise, I have to rely and trust that he will do what is best for me and my vehicle.
I love estate planning and thoroughly enjoy helping our clients achieve their estate planning goals. I take the trust that they show in me and our firm very seriously. I realize that my client may not understand all the laws behind why we do what we do, or why a certain clause is used here but not there, or why a change in one document may prompt a change in another document. The clients trust me and the firm and it is our job to protect that level of trust and do what is in the best interest of my client.
Thank you for showing trust in me and our firm. We do not take it lightly. If you would like to discuss possible changes to your trust, I would love to meet with you, at no cost, to discuss how we can best serve you.
To schedule your free consultation or review, contact our office today at 888.222.1328.
About Morris Hall:
At Morris Hall, we have focused our legal practice on estate planning for over 40 years. Along with estate planning, our attorneys help clients and their families with matters of probate, trust administration, wills, power of attorneys, business planning, succession planning, legacy planning, charitable gifting and other important legal aspects. We also have divisions in financial, real estate and accounting to help you incorporate all of your planning together, ensuring that everything works perfectly for your needs and situation. Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Cave Creek, Tucson, Prescott, Flagstaff and Arrowhead. Contact us today at 888.222.1328 to schedule an appointment!
This blog should be used for informational purposes only. It does not create an attorney-client relationship with any reader and should not be construed as legal advice. If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.
- Jim Morrison Legacy Provides an Estate Planning Lesson - December 5, 2023
- Estate Planning Tips for Solo Seniors - November 17, 2023
- Inheritance Planning: Have You Considered Digital Assets? - November 16, 2023