My mom has everything in order in her estate. My older brother has recently requested a family meeting to sit down with an attorney so that Mom has an opportunity to update her will, POA, last wishes and healthcare representative. The attorney that we are working with is the original attorney who wrote the estate plan for my mom seven years ago. My brother‘s concerns are that there could be some red flags in these documents and he doesn’t want them to get caught up in the court after my mom dies. It seems to me that we should be spending the time and money with a probate specific attorney who has experience at the probate stages, not an attorney generalist. Any advice is greatly appreciated.
Seven years is a long time in some regards. Laws and circumstances change and health issues can appear overnight. When I took my elders documents in to be looked over, a tip I picked up from Suze Orman, they were fine. So, no need to assume a rewrite would be required and if it is, then price shopping is still a thing.
Checks and balances and all of that.
If your brother has red flags flying he is welcome to visit his own attorney, and then present to your mother the reasons (SPECIFIC) that it is crucial to attend an attorney to amend some or another clause in the Will, Trust, POA, or whatever.
If mom is competent, has reviewed her Trust then she needs to inform her Son he needs to step away and mind his own business. Period. End of sentence.
Unless bro is POA and mother is no longer competent in her own decisions he really has no business dabbling in, around and all over her private affairs.
It might help here is you tell us if he has specifically brought up some dire concern, and what in the world IS that concern?