how to find an estate planning attorney

by Caroline Doyle 3 min read

What should you look for in an estate planning attorney?

Knowing how to find an estate attorney is a lot like knowing how to trust a person. You need to talk to them and get a sense of their character. You also need to see examples of how they manage their work, and whether people tend to be satisfied with it. You can reach out to us to schedule a time to speak about what you are looking for in an estate lawyer. We understand …

How to choose the best estate planning attorney for You?

Feb 24, 2020 · While I'm positive you know how to find an attorney, as it's easy to make a few phone calls or look online. There are some key thinks to consider when searching for an estate planning attorney. Due to the COVID-19 outbreak, we are able to meet with new and existing clients by phone, video, email or text.

What are the qualities of a good estate planning attorney?

Best Estate Planning Lawyers Near Me - Attorney Ratings | FindLaw. Enter legal issue and location. Search for legal issues. Search for legal issues. Begin typing to search, use arrow keys to navigate, use enter to select. More Options. Name Search. Browse Legal Issues.

Do I need to hire an estate planning attorney?

Aug 24, 2020 · With these tips, you can find an attorney who has your best interests in mind. Start your search with this helpful guide today. 1. Ask Your Inner Circle. There are over 169,941 estate lawyers and attorneys in the US. Here in Michigan, there are over 35,000! By using this guide, you can find the best estate planning attorney in your area with ease.

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What is estate attorney?

Estate attorneys ensure, through planning, that a person’s assets, debts, and property are taken care of after they pass away. In short, they are responsible for making sure everything you want to be passed down is passed down correctly.

Do law firms have reviews?

Most law firms have reviews from actual clients either on their website or on their Google page. These reviews are usually from clients who felt compelled enough, positively or negatively, to share their experiences. Read up on different law firms, including what they specialize in and what they are known for.

Can you tell if an estate attorney is working?

It requires you to have a keen sense of character and to be able to tell whether someone will be there when you need them. In the worst of cases, you are not going to be able to tell if your estate attorney has done does their job or not, after all – it will be your heirs, your family & children who will need to work with them.

Can a personal injury lawyer evaluate an estate?

A personal injury lawyer or a corporate lawyer likely will not have much particular interest at stake in giving you a fair assessment of an estate lawyer’s office. Check your network. You might be able to get both an honest opinion and a skillful evaluation of estate lawyers just by asking other lawyers about them.

What is estate planning?

Planning your estate involves deciding what will happen to your personal property and real estate after you die. The law provides a default scheme for disposing of property, but relying on that involves a lengthy court process and potentially hefty tax consequences for your heirs. The alternative is to plan things out ahead ...

How to plan your estate on your own?

1. Decide whether you need an attorney. If you own very little real estate or personal property, you may be able to use a document kit and plan your estate on your own. However, if you own real estate, have retirement or investment accounts, or own your own business, you should seek professional legal assistance.

How to narrow your list of potential attorneys?

1. Have a preliminary phone consultation. Many attorneys will hold a brief interview with you over the phone. Since these take up less time and require less effort than in-person consultations, you can talk to more attorneys this way and use the phone interviews to narrow your list of possible contenders.

What factors affect the cost of an estate plan?

Many factors will affect the cost of your estate plans, including the experience of the attorney, the type and amount of assets you have, and the complexity of any tax planning. Each attorney should be able to explain clearly how costs are assessed and how rates are computed.

What is the state bar association?

State bar associations often offer a lawyer referral service that enables you to meet briefly with a pre-screened attorney after answering a few general questions about your needs.

How much does an estate planning attorney charge?

Some estate-planning attorneys charge by the hour. As a rule of thumb, these lawyers typically have hourly fees of $250 to $550. If you’ll use one who charges this way, ask approximately how long the process will take, so you have an idea of the total cost from the outset.

What can an estate planner do for you?

An estate planner can help you prevent crucial missteps and assist you in adjusting your plans as your circumstances, and laws, change.

Why add a trust?

Add on a trust, and the cost tends to get much steeper. A trust can help save on estate taxes, avoid probate (proving in court that a will is valid), save on time and court fees and put conditions on the disposition of your assets after you die.

Is estate planning a part of financial planning?

Estate planning is a critical part of financial planning, but something many Americans procrastinate about. Yet drafting a will and a health care proxy or power of attorney, maybe creating a trust, and maximizing your loved ones’ inheritances by minimizing taxes are all important matters you don’t want to leave to chance.

What is an estate lawyer?

An estate lawyer is trained in matters related to passing on your assets after you die, and planning for situations where you can no longer care for yourself. They are experts in wills, trusts, and your local probate process. Some estate lawyers may also have specialties, like planning the succession of a business.

How to leave assets to stepchild?

To leave assets to a stepchild, stepparent, or half-sibling, consider working with an estate lawyer. Most people could benefit from working with an estate planning attorney, but it may not be necessary (and you may not want to pay for it) in many situations. On the other hand, people in certain situations may need the help ...

Can you pass on assets?

Passing on assets can get tricky if they’re crossing state boundaries, since two states may have different tax codes or other legal requirements for how to transfer an asset. You have foreign property or assets . You’re planning to bequeath assets to someone who isn’t a citizen .

Can you pass on your estate if you aren't survived?

This only happens if you aren’t survived by a spouse or child, but a solid estate plan will protect your assets and allow you to pass on as much of your estate as possible. If this is your situation, you may want to look for an estate lawyer who specializes in elder law. You want to set up an irrevocable trust .

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