Isabella and her partner Jo were beneficiaries of Jo’s mom’s wealthy estate, but they received a paltry check in the mail when mom passed away. The executor, mom’s longtime neighbor with a knowledgeable trust manager, was hard to reach and ultimately refused to provide proper accounting for the trust.
Isabella and Jo hired a lawyer with 30 years of experience in probate matters. They paid a $10,000 retainer and then… nothing. After chasing the lawyer for a year and seeing the retainer drained, they learned the lawyer wanted $2-3000 monthly to continue. They never even got the file or their original documents back. Luckily, Isabella’s trust is handled by a lawyer she trusts, so that bad prior experience didn’t spoil her on the entire profession.
For more on the need to fix U.S. courts, subscribe to “Who Wrote That Up For You?” wherever you listen to podcasts.