How can I ensure I speak directly with the attorney who will handle my probate case?
Detailed Answer
When you begin a probate matter in North Carolina, you deserve clear, direct communication with the attorney assigned to your case. The probate process involves submitting a will to the clerk of court, inventorying assets, paying debts and distributing property under Chapter 28A of the North Carolina General Statutes. Since the rules allow law firms to delegate tasks to paralegals or junior staff, you may worry that every call or email routes through someone else first. Here is how to make sure you speak directly with the lawyer handling your probate case:
1. Request a dedicated attorney in your engagement letter. By law, fee agreements for legal services must appear in writing under N.C. Gen. Stat. § 84-4.1. Ask the firm to identify in that letter which attorney will be your primary contact.
2. Clarify communication preferences at your first meeting. During your initial consultation, tell the attorney you want to speak directly with them for substantive updates. Ask how they handle urgent questions and what their office protocol is for returning calls.
3. Confirm your attorney’s contact information. At the end of your first appointment, get the attorney’s direct phone number and email address. Save both in your records. If you have trouble reaching them, refer back to this personal contact information instead of a generic office line.
4. Set expectations in writing. Follow up the meeting with a brief email summarizing what you discussed and asking for confirmation that all substantive correspondence will come from your attorney. This creates a paper trail and makes it easier to remind the firm of your request if needed.
5. Ask for regular status updates. Probate can take several months. Request a schedule—monthly or biweekly—where your attorney contacts you directly. If you prefer a phone call once a week or an email summary on the first of each month, say so clearly.
Key Steps to Ensure Direct Communication
- Review the engagement letter for your attorney’s name and contact information.
- State your preference for direct updates during the initial consultation.
- Obtain your attorney’s direct phone number and email address.
- Send a confirmation email summarizing communication expectations.
- Request and schedule routine check-in calls or emails.
- Refer to your written agreement if calls go unanswered by others.
- Escalate unresolved issues to the firm’s managing attorney only if necessary.
Ready to Speak Directly with Your Probate Attorney?
If you want personal attention from an attorney throughout the probate process, our team at Pierce Law Group handles your case from start to finish. We focus on clear, direct communication and will make sure you always know who to call. Contact us today by email at intake@piercelaw.com or call (919) 341-7055 to set up your consultation.
