Mesa, AZ asked in Estate Planning for Arizona

Q: Can an estate attorney refuse to have a (paid) Will review meeting with a named beneficiary and family member ?

The attorney that executed my mother's last will is refusing to meet with me for a review of the will. They are claiming they do not represent me, that I have to meet with my brother who is the Executor, and is also a named beneficiary. My brother is not an attorney. I believe the attorney is stonewalling me on this request as I am fairly certain he is afraid of my brothers' retribution.

My purpose is to ensure that terms of the will are enforced, not to challenge any beqeaths.

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2 Lawyer Answers
David Gerszewski
David Gerszewski
  • Estate Planning Lawyer
  • Chandler, AZ
  • Licensed in Arizona

A: At our law firm we do not talk to beneficiaries, only with the executor that hired us. We advised beneficiaries to look for their own attorney and legal representation.

Robert P. Taylor and Gregory Christopher Poulos agree with this answer

Robert P. Taylor
Robert P. Taylor pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›

A: Yes, if he's attorney for the executor he should not be giving you legal advice. It would be a conflict of interest. You should consult with another, independent attorney.

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