Tuesday, January 27, 2015

Do Practitioners Keep Track of Their Clients?

You would be surprised. Trust and estates lawyers in Pennsylvania have a listserv. Members were sent this question (paraphrase): After you write a will or trust, do you contact the client in a few years to see if the client needs an update? Seventy lawyers responded. How many responded “yes”? The answer: ZERO. A common recommended practice is to contact clients every five years.

The five year contact obviously is in the client’s best interest and in the lawyer’s best interest. It may be a lawyer’s ethical responsibility. Our students aren’t the only ones who have trouble reaching out to others.



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