Barcelo v. Elliott
923 S.W.2d 575, 39 Tex. Sup. Ct. J. 607 (1996)
Barcelo hired Elliott to draft
a will and set up an inter vivos trust.
It held money in a trust while Barcelo was alive, and then gave some of
the estate to her children, some to her siblings, and some to her
grandchildren.
Barcelo died, and two of her
children contested the will and had it declared to be invalid and
unenforceable.
Barcelo's grandchildren
eventually had to settle for much less than they would have received if
the trust had been valid.
Barcelo's grandchildren sued
Elliott for legal malpractice because he messed up the will.
The Trial Court found for
Elliott in summary judgment. Barcelo's grandchildren appealed.
The Trial Court fond that
Elliott owed no duty to Barcelo's grandchildren, since they were never
his clients.
The Appellate Court affirmed.
Barcelo's grandchildren appealed.
The Appellate Court found
that Elliot owed no duty to the beneficiaries of the will.
The Texas Supreme Court
affirmed.
The Texas Supreme Court
found that in the common law, an attorney owes a duty of care only to
their client, not to third parties who may have been damaged by the
attorney's negligent representation of the client.
Barcelo's grandchildren
unsuccessfully argued that there should be an exception.
Barcelo's grandchildren might have an argument based on the third
party beneficiaries concept in
Contract Law, but in Texas, legal malpractice is strictly a Tort Law
issue.
In a dissent, it was argued
that Barcelo's grandchildren were the ones damaged by Elliott's
malpractice, and Barcelo is in no position to sue, so should the courts
allow Elliott to get away with his bad behavior?
Errors are unlikely to be
found until after death, and the estate itself doesn't suffer a harm if
the will was drafted poorly. So shouldn't someone have the right to sue,
just to provide some accountability?