January 31, 2014

Find an Estate Planning Attorney who Meets these Requirements

There are not many people who look forward to consulting with an estate planning attorney. Not only does this mean you are faced with some very big decisions, but it will probably lead you to think long and hard about the future (including your death).

It may not be exciting to consult with an attorney. It may even be scary at times. However, if you want to do what is best for you and your family, both now and in the future, this is a step you need to take.

As you search for an estate planning attorney, you will find one thing to be true: there are many of these professionals providing service to clients in your local area. With this in mind, the process of finding the right attorney can be a challenge.

Even though you may be in a hurry to meet with a qualified legal professional, don’t get so far ahead of yourself that you make a poor decision. You may be in a hurry, but this doesn’t mean you want to make a mistake you are going to regret.

As your search picks up, attempt to find an estate planning attorney who meets these three requirements:

1. Many years of experience. No matter if you are creating a simple will or need help setting up a living trust, there is no substitute for an attorney with many years of experience.

It is within your rights to know how long an attorney has been providing estate planning services. Don’t be shy about asking this question as you compare your options.

2. The ability to review your situation, in its entirety, and provide advice on what you should and should not be doing. Let’s face it: you may not know what you need as far as your estate plan is concerned. You may have to rely on an attorney who can provide you with advice on what is best for somebody in your position.

When it comes to estate planning, knowledge is power. Since you don’t have all the knowledge you need, it is time to rely on a professional who does.

3. Time to help with all your needs. The last thing you need is an attorney who is rushing you in and out the door, hoping to get the job done and collect a payment. You want to find somebody who truly cares about you and your family. This person will take the time to explain everything you need to know, down to the finest details. On top of this, you know he or she will be available to meet again in the future should you have additional questions or concerns.

Final Thoughts

There is not much excitement that goes into finding an estate planning attorney. If you need to do this, waiting is just going to make things worse. Focus on finding a local attorney who can take some of the stress off your back, while helping you make all the best decisions for you and your family.

One thought on “Find an Estate Planning Attorney who Meets these Requirements

  1. msolarimas

    #3 is probably the most important. You want your final wishes to be carried out and you need someone that is going to give you the time needed. Also, if you decide to set up a trust make sure they give you guidance on how to fund it. Often times this is left undone

     
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