how to select an estate planninng attorney

How To Choose An Estate Planning Attorney

• Decide what you need. Before you set out to find an Estate Planning attorney, take some time to think about what you want an attorney to do for you.
• Finding the right person. You will probably want to interview at least three attorneys before you choose the one to work with.
• When you call each attorney, here are eight questions to ask. ...

Full Answer

How to find a good estate planning attorney?

Mar 10, 2020 · An estate planning attorney would have expertise gleaned from having discussed issues with thousands of clients and may be able to provide a different perspective and advise on unique situations.

What should you look for in an estate planning attorney?

Oct 05, 2009 · There is no law that prevents an attorney from calling himself an estate planner, even if he has no qualifications or experience in estate planning. If you have a very "simple" estate, perhaps two or 3 years of estate planning experience is enough; if you have a large estate or a complicated situation, your attorney should have at least 7 to 10 years of experience in estate …

What are the qualities of a good estate planning attorney?

Jan 17, 2018 · Before you can choose the right estate planning attorney, you need to be clear on what an estate plan is. An estate plan is essentially a detailed set of documents and instructions for the transfer of your assets after you pass – and the management of those assets should you become incapacitated. Estate planning is important for everybody, regardless of financial status.

How to choose the best estate planning attorney for You?

Aug 09, 2019 · Your attorney should work with your team of professionals ( financial planners, accountants, life insurance advisors), to advise and assist you and your successors. Be sure to look for an estate planning attorney with whom you and your spouse feel comfortable and at ease. Planning is not a transaction, it is a lifelong exercise.

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 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 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.

Who is Jennifer Mueller?

Jennifer Mueller is an in-house legal expert at wikiHow. Jennifer reviews, fact-checks, and evaluates wikiHow's legal content to ensure thoroughness and accuracy. She received her JD from Indiana University Maurer School of Law in 2006. This article has been viewed 35,595 times.

What happens if you don't have liability insurance?

Without liability insurance, you and your heirs could lose everything.

How many tiers are there in law school?

Just like any other school, law schools that are harder to get into have higher standards and only accept the best students. There are four (4) tiers in the law school ranking system with the first tier being at the top and hardest to get into. Ask the attorney where he or she went to law school. 10.

Do attorneys do estate planning?

There are many attorneys that say that they do estate planning. And of course there are many that do. The real question to ask however is “do they practice exclusively in this area of the law”? Just as there are doctors that specialize in certain areas of medicine such as general practice, cardiology or oncology, there are attorneys that are generalists and ones that limit their practices to a specific area of the law. The benefit to this is that the attorney is much more likely to be abreast of the current law and issues that surround that practice area. They are also more likely to correctly identify areas that could be problems down the road if the proper planning is not done.

How long has the attorney been practicing in the areas of Probate, Trusts, & Estate Planning Law?

How long has the attorney been practicing in the areas of Probate, Trusts, & Estate Planning Law?#N#Is [s]he experienced enough to have firsthand knowledge of family and business matters of concern to you?#N#There is no law that prevents an attorney from calling himself an estate planner, even if he has no qualifications or experience in estate planning.

What percentage of the attorney's practice is devoted to Probate, Trusts, & Estate Planning Law?

What percentage of the attorney's practice is devoted to Probate, Trusts, & Estate Planning Law?#N#An attorney simply cannot handle divorces, traffic tickets, and other matters and be an estate planning expert, too. Estate planning is a complicated and sophisticated area of legal practice.

Is the attorney certified as a specialist in Probate, Trusts, & Estate Planning Law by the California State Bar Board of Legal Specialization?

Is the attorney certified as a specialist in Probate, Trusts, & Estate Planning Law by the California State Bar Board of Legal Specialization?#N#Although there are many knowledgeable attorneys who have not been certified as specialists, passing the certification exam provides some measure of assurance that the attorney is competent to practice in this field..

Does the attorney offer free (or low-cost) initial consultations?

Does the attorney offer free (or low-cost) initial consultations?#N#Make sure you know the answer to this question so you won't be surprised at your first meeting.

How does the attorney decide what to charge?

How does the attorney decide what to charge?#N#If an attorney or firm charges by the hour, there is a built-in incentive for more office consultations and multiple drafts of documents.

What services are included in the fee?

What services are included in the fee?#N#The more office consultations and legal services that are included, the higher the fee will be.

How much should you pay for your estate plan?

How much should you pay for your estate plan?#N#You need to be careful about the too-good-to-be-true bargains. This decision is too important to look for the cheapest plan you can get. Your estate plan may have a profound effect on your loved ones' lives and well-being.

What is an Estate Planning Attorney?

Seeking professional advice and guidance from an estate planning attorney is the only way to maintain control over your wealth, your future health decisions, and your peace of mind.

How to Choose the Right Trust and Estate Planning Attorney

It can be difficult to know where to start when it comes to choosing the right attorney for your needs. But finding a professional who practices exclusively as a trust and estate planning attorney will help to ensure both their knowledge and their experience are up-to-date.

Estate Planning Attorney Fees: What to Expect

Fees charged by estate planning attorneys vary widely. You can expect to pay anywhere from $800 to $4000 for a basic estate plan – one that incorporates a will, a power of attorney, and legally documented health care directives.

Carr Law Group, PA

Your Estate planning needs are important. Click here or call today for help.

The King Law Firm, P.A

Dedicated to helping our clients with all of their estate planning needs. Call us today for a Free Consultation!

The Warnock Law Group

Personalized and Comprehensive Estate Planning Ranging From Wills, Trusts, Powers of Attorney, Asset Protection & Guardianships.

Fisher & Wilsey, P.A

Common sense solutions since 1962. Estate Planning, Probate, Wills & Trust Administration, Elder Law

M. Faehner, LLC

Call our award-winning attorney to protect the people you love and everything for which you have worked so hard. CALL NOW

Verras Law, P.A

20+ yrs in helping people with their Estate Planning and Probate needs. Wills, Trusts, Guardianships, Medicare and more

Need help with Estate Planning?

You've come to the right place. Estate planning lawyers help people write instructions for the future handling of their property, finances, healthcare, and the future support and care of their loved ones.