Is an attorney required to keep a copy of a Trust that he prepared in case the original is lost and the attorney is the final trustee?
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Is an attorney required to keep a copy of a Trust that he prepared in case the original is lost and the attorney is the final trustee?
Asked on December 16, 2011 under Estate Planning, California
Answers:
Sharon Siegel / Siegel & Siegel, P.C.
Answered 12 years ago | Contributor
I am a NY lawyer. No, the attorney is not required to maintain a copy. However, it is good practice for a lawyer to keep a copy just for this very reason. I also always remind people that they can have more than one original of a trust. It is only a will that you can have only one original. Sharon M.Siegel, Esq. www.siegelandsiegel.com 212-721-5300
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