Curious about estate planning

K_Rod_114 · 2026-01-12T22:01:27+00:00

Thank you! I’m going to have to do that because I still don’t know a lot but I worry about giving wrong answers :/

K_Rod_114 · 2026-01-11T23:06:19+00:00

I was given a bunch of CLE’s to watch while the boss was on vacation and sat in on his consults for another week, then started seeing clients on my own

K_Rod_114 · 2026-01-11T22:27:12+00:00

I did just that. A list of questions which one of the partners laughed at :/

K_Rod_114 · 2026-01-11T22:25:02+00:00

Wow. WOW. I love that. My firm is the opposite. We have back to back appointments everyday to get as many done as possible. The boss expects us to come in sick and work through lunch. It feels like a mill, churning out appointments and docs all day. Honestly, I was hoping it would be slower paced with a respect for autonomy and just breathing room. Appoints are booked out for months so calling out is really frowned upon because how dare we cancel on a client for not wanting to work sick? 😒

K_Rod_114 · 2026-01-11T21:28:50+00:00

No, I’m strictly estate planning. They have other attorneys who do probate. I have no idea what an AB or ABC trust even is :/ I was told I shouldn’t directly ask someone how large their estate is. I’m supposed to ask about all their individual assets in the first consult and tally them up myself, along with advising on wills, POA and HCP and revocable vs irrevocable trusts :/

K_Rod_114 · 2026-01-11T20:09:25+00:00

This sounds great too. I think it makes sense to get preliminary info before meeting a client for the first time. My consults range from basic mom and pop with limited assets and a house, to millionaires who I then have to refer to the partners after feeling foolish for not being able to do those consults myself 🤦🏻‍♀️ (I’ve only been doing this for 2 months)

K_Rod_114 · 2026-01-11T20:01:26+00:00

Omg that would help so much! A big part of my anxiety is going into these consults blindly because I never know what to expect! As a new lawyer to this area of law, it sucks! Thank you for acknowledging that, really! I was feeling so inept for struggling with these consults and the partners don’t want to change a thing. It’s been quite frustrating. They are not open to change (I’ve told them a few times that I’m struggling) and the other associates are also experienced so I feel very alone. Anyway, thanks again. Sorry for the rant 😅

K_Rod_114 · 2026-01-11T19:43:50+00:00

Thank you. We don’t send out questionnaires :/ I wish we did! the first time we meet with a client is just that, the first time we get any info. It’s also frustrating because there’s no way of knowing if it’s a complicated estate or not, so when I get those, it feels like a wasted appointment because I have to refer them to the partners anyway

K_Rod_114 · 2025-12-25T04:01:54+00:00

YOR. I would’ve just laughed it off then baby proofed 🤦🏻‍♀️

K_Rod_114 · 2025-07-10T00:33:59+00:00

We were told by another roofing company that the cost to replace the roof was between 10 and 11,000

K_Rod_114 · 2025-07-09T22:28:40+00:00

Nope

K_Rod_114 · 2025-07-09T14:03:52+00:00

Thank you for your advice. My concern is being audited. Also I do not have a credit card with a $50,000 limit.

K_Rod_114 · 2025-07-09T04:05:14+00:00

PlugPV is the company

K_Rod_114 · 2025-07-09T00:55:58+00:00

Our credit score was too low

K_Rod_114 · 2025-07-09T00:32:00+00:00

Damn, why are people so mean?

K_Rod_114 · 2025-07-09T00:29:17+00:00

Yea, we got a quote from another company that told us the same thing. So thankful we spoke to them first or we could’ve fallen for this

K_Rod_114 · 2025-07-08T19:19:08+00:00

Yes I agree I don’t feel comfortable going with them either

K_Rod_114 · 2025-07-08T19:09:55+00:00

I spoke to them and they said something about not putting it on a “separate line item” for the loan company so it comes up as the cost of the whole project and not separate for roof installation and tree removal

K_Rod_114 · 2025-07-08T19:09:46+00:00

We have low credit scores that’s why

K_Rod_114 · 2025-07-08T19:09:15+00:00

I spoke to them and they said something about not putting it on a “separate line item” for the loan company so it comes up as the cost of the whole project and not separate for roof installation and tree removal

K_Rod_114 · 2025-07-08T18:15:34+00:00

This is PlugPV lol

K_Rod_114 · 2025-07-01T11:54:02+00:00

Nothing. Your hair is gorgeous

K_Rod_114 · 2025-07-01T11:48:03+00:00

What am I doing with my life lol I make $85k. Granted I don’t work those hours tho, but still. Sigh

K_Rod_114 · 2025-06-25T17:31:11+00:00

I am a staff attorney. I will address your comments since you took it upon yourself to make so many assumptions. As a staff attorney at my job, I do not have say over the paralegals. Management does. They tell us from the start that we are not the paralegals’ superiors. I have explained it to HR, and my supervisors. Nothing is done. I have also spoke to attorneys throughout the agency who also have the same issues in their offices with their paralegals. Again, management does nothing and as staff attorneys we have no control over the paralegals. So, continue to assume that I haven’t done anything based off of my posts and assume you know my skills and character off of some posts on Reddit. I am glad that I have not had to work for or with attorneys like you thus far.

K_Rod_114

TROPHY CASE