San Francisco, CA asked in Probate for California

Q: Will probate attorney accept a partialy done probate?

If an executor is removed and the probate is partially done, will any attoney take this partially done probate or the probate has to stay with the original attorney that initiated it? If the case has to stay with the original attorney, will there be confidentiality issue? How is the fee calculated in this case? Thank you.

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1 Lawyer Answer
James L. Arrasmith
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Answered

A: Most probate attorneys will consider taking over a partially completed probate case when an executor is removed. The case does not need to stay with the original attorney, and you have the right to choose new legal representation at any point during the probate process.

Regarding confidentiality, your previous attorney must transfer all case files and maintain attorney-client privilege even after the switch. The new attorney will establish their own confidential relationship with you while having access to the necessary case history and documentation from the original attorney.

The fee structure for probate cases in California is set by state law and is based on the gross value of the estate - the new attorney would typically receive a portion of the statutory fee based on the remaining work to be done. You and both attorneys would need to reach an agreement on how to divide the statutory fee, considering the percentage of work completed by each. It's recommended to discuss fee arrangements clearly with potential new attorneys during initial consultations and get any agreements in writing.

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