how to find the best estate planning attorney

by Cortez Ullrich IV 9 min read

To find an estate planning attorney, you should ask friends and family for recommendations. Their personal experiences will be the best indicator of any attorney’s quality. You can also try getting a referral from your state bar association or from a county or local probate court.

Full Answer

How do I find a good attorney for estate planning?

Also, the best place to go is really referrals from other friends. And if you've used an attorney for real estate or family law, divorce, and you were happy with that attorney, they can often give you referrals to good estate planning attorneys.

How much does estate planning cost in CA?

$2,500 to $5,000Estate Planning–$2,500 to $5,000. If you are going to use a lawyer to create an estate plan for you, then you should expect to pay in the range of $2,500 to $5,000. Some attorneys will flat fee an estate plan for you, and others do not.

How much does it cost to set up a living trust in California?

If you do it yourself by buying a book or an online guide, it will likely cost less than $100. However, there are pitfalls to DIY estate planning. The downside of working with a professional, however, is the cost. If you choose to use an attorney to help you draft your trust documents, it could cost more than $1,000.

What is a living trust?

Like a will, a living trust is a legal document that lets you distribute your possessions to people and organizations after you die. A living trust “owns” the property you put into it, while still allowing you to maintain control. You can put most types of assets into a living trust, as long as they have value.

How long do estate planning attorneys sit down?

Many attorneys will be able to sit down with you for 15 minutes or so and you can get a feel of whether you like them or not.

What is the best website to go to when you have a negative remark about an attorney?

Another good site to go to is actec.org - The American College of Trust and Estate Counsel.

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.

How to find someone to handle your final wishes?

The best way to find someone worth hiring to handle your final wishes is to ask around. Almost everybody should have an estate lawyer, and chances are that the people around you have done their research on theirs. Simply ask them who they went with and look into the lawyer yourself!

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.

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 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 can an estate planning attorney do for you?

An estate planning attorney will be able to help you legally determine how your assets will be managed during your lifetime and how to distribute them after your death. A good attorney will also adjust your estate plan so that it minimizes taxes and eliminates court costs and interference.

Why is it important to have an estate attorney?

A good attorney will also adjust your estate plan so that it minimizes taxes and eliminates court costs and interference. You can create a legally binding document that ensures that you have control of your finances, taxes, and medical plans.

What to ask when selecting an estate planner?

As you’re selecting your estate planner, inquire about the practice’s support staff, too. Is there a highly skilled team to ensure the quick turnaround of documents and timely communication with you as well as your loved ones?

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.

How much does an estate attorney charge?

Many estate-planning attorneys charge a flat fee. “For a will, the range could be as low as a hundred dollars to several hundred dollars,” says Joseph.

What to ask when interviewing potential candidates?

When interviewing potential candidates, ask them what they’d charge you and how you’d be charged. (Some offer a free consultation for this first visit; others will charge you, but then apply that amount toward your total cost if you choose to hire them.)

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.

How much does a will cost?

The amount you’ll spend depends on the complexity of your needs, your location and your attorney’s experience level. Fees for wills can range from about $100 for a simple will to several hundreds for an in-depth will, notes Joseph.

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.

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