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Why I Need to Share a Common Language with My Clients

Sometimes a child or other family member contacts me and says that a relative needs an estate plan, but the relative does not speak English and the family member would like to translate or communicate with me on the parent’s behalf.

I understand the situation. However, I only work with clients I can communicate with directly. This is not a preference. It is necessary for me to do my job properly.

I Need to Know What My Client Wants

Estate planning is about carrying out a client’s wishes.     If communication is filtered through another person, I have no way of knowing whether I am hearing the client’s wishes or someone else’s interpretation of them.

A Family Member Cannot Simply Translate

Many people assume that if a son or daughter speaks English, they can simply translate for a parent.

The problem is that I do not speak the language being translated.

As a result, I have no way of knowing whether:

  • the translation is accurate,
  • information is being omitted,
  • information is being added, or
  • the client fully understands what is being discussed.

Even when everyone involved is acting in good faith, misunderstandings happen.

I Need to Know the Decisions Are the Client’s

Part of my job is making sure that the client understands what they are signing and that the decisions being made are actually theirs.

That becomes much more difficult when another person is acting as the intermediary between the client and the attorney.

Languages

I am fluent in English and Russian and proficient in Spanish. In some cases, I am able to work directly with Spanish-speaking clients.

However, if the prospective client cannot communicate in English, Russian, or Spanish without the assistance of a translator, I am not the right attorney for that client.

The Bottom Line

To create an estate plan that accurately reflects a client’s wishes, I need to communicate directly with the client.

For that reason, I only work with clients I can communicate with directly, without the assistance of a translator.

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TESTIMONIALS

I highly recommend Marina.

I went to Marina to set up a Trust. I thought it would be long drawn out process that would take at least 6 months..I was so wrong.

Marina is professional and extremely efficient. She is very knowledgeable in Wills and Trusts. She is easy to work with and very patient in explaining the details.

She explained the step by step process, gave me homework to compete, and within 2 weeks my trust was completed.

– Rhonda A.

__________________________

Like many people, my wife and I had put this off for a very long time.  Estate and Trust stuff can be scary to people (don’t we already spend enough time contemplating our own demise??!?), but Marina made it pleasant, quick, and easy.

She’s very personable, super friendly, and she knows her stuff.  And take it from me..  the comfort of having it finally done is really, REALLY nice.

My only regret is that we didn’t find her sooner, because the spent anxious energy of not having it done for so long before was a big waste.

If you’ve been procrastinating and want to work with someone who will make the process easy and smooth, you found the right place.  Marina is wonderful, so give her a call.

– Mike S., Campbell CA

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