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The Importance of Building a Long-Term Relationship with your Estates and Trusts Attorney

Tom Sessa and Cheri Dorsey have over 40 years combined of experience practicing estates and trusts law. Our team has heard it all from our clients. One of the most common misconceptions we receive is that estate planning is a one-and-done type of deal.

Although it is important to have an estate plan in place, estates and trusts should be viewed as living documents that change over your lifetime and will eventually need to be administered to the proper recipients. Here are just a few of the reasons why you should build a long-term relationship with your estates and trusts attorney, rather than a one-time transaction.

Estates and trusts are thorough and constantly change over your lifetime.

Our team believes it is imperative that you choose an estates and trusts attorney that you can see yourself building a trusting, long-term relationship with. Your estate plan will evolve as your relationships, family, and assets change over time. If you purchase a new property, sell a business, marry, divorce, have children, lose a loved one—your estates and trusts attorney should be by your side every step of the way. You need an estates and trusts attorney that will provide you with the best options for your specific needs and help you plan for the future.

 

Estate planning is private.

Your estates and trusts attorney will inevitably be of your personal confidants. The legal professional that you can go to with all your personal, business, and financial matters. At Sessa & Dorsey, we understand that for many of our clients, we are one of a handful of people that know the details about the matters we are planning for—whether it’s a personal decision about end-of-life care, creating trusts, distributing assets, or disclosing about private financial investments. You should build long-term trust with your estates and trusts attorney so you are confident they are treating all of your matters with the utmost importance and privacy.

 

Estate planning is personal.

The conversations that will take place with your estates and trusts attorney will be inherently emotional and personal. If you build a long-term relationship with your attorney, you will feel a sense of relief that a legal professional is there to talk through important decisions and walk you through the estate planning process. You want to be sure that you are comfortable with your estates and trusts attorney so the process is as easy as possible.

 

Estates and trusts will need to be administered properly.

Estates and trusts can last decades, so it is important that your attorney understands your wishes and administers them accordingly. By building a long-term relationship with your estates and trusts attorney, you can be assured that they will administer your estate plan properly and distribute your assets as if it was you, yourself doing so.

 

Estate planning gives you the peace of mind that you and your loved ones will be taken care of. 

At Sessa & Dorsey, we take our client relationships very seriously and believe in the importance of a long-term, trusting relationship. You should feel confident that you can go to your estates and trusts attorney with any questions or concerns. If your loved one falls ill and becomes incapacitated, your estates and trusts attorney should be there for you to guide you through their Advance Directive and Living Will. If your loved one passes away, your estates and trusts attorney should hold your hand through the grieving and Estate Administration process. And if anything happens to you, you should trust that your attorney will ensure all your wishes are heard and your loved ones are properly taken care of.

 

We understand that for some of our clients, just setting the appointment to meet with an estates and trusts attorney can be stressful, let alone diving deep into your estate planning and future needs. Our team is here to guide you through the estate planning process to make it as seamless and enjoyable as possible.

When you work with Sessa & Dorsey, you become a part of our family. Our team will ensure that the proper documents are in place and that all your wishes are heard. If you have questions about estates and trusts, please contact Sessa & Dorsey at (443) 589-5600