Sponsored By
Trusts & Estates logo

The Price of Attorney DelayThe Price of Attorney Delay

Consider this scenario: A client, decides to change his will by adding a new beneficiary; he asks his lawyer to draft a new document. The lawyer promises to do so, but delays. Then, before the lawyer draws up new papers, Robert dies. For the attorney, one issue may quickly loom large: legal malpractice. In most U.S. jurisdictions, the long-standing rule is that lawyers are liable to intended beneficiaries

6 Min Read
Wealth Management logo in a gray background | Wealth Management

Michael Ben-Jacob, principal, Withers Bergman LLP, New York and Ian Marsh, principal, Withers LLP

Consider this scenario: A client, “Robert,” decides to change his will by adding a new beneficiary; he asks his lawyer to draft a new document. The lawyer promises to do so, but delays. Then, before the lawyer draws up new papers, Robert dies. For the attorney, one issue may quickly loom large: legal malpractice.

In most U.S. jurisdictions, the long-standing rule is that lawyers are liable to intended beneficiaries in the limited circumstances where the will was invalidated because of improper attestation or the attorney concedes negligence.1 But what if the will omits beneficiaries because the lawyer didn't follow instructions or prepare the ...

Unlock All Access Premium Subscription

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!

Already Subscribed?