Estate Planning Attorney

Things To Consider When Choose An Estate Planning Attorney

There are many different things that you should consider when choosing an estate planning attorney. Find out what these things are, as well why they are important.

There are many things to consider when choosing an estate planning attorney. At the first meeting, usually a free consultation, you should take time to become acquainted and get to know each other. This can help you decide if this is the attorney you want to use to plan your estate. Here is a checklist of things to consider when choosing an estate planning attorney:

• Are they organized? Is the attorney/professional organized, and is the staff pleasant? These are very easy to overlook, but they are also important things to consider when choosing an estate planning attorney.

• By looking through your organizer, the attorney/professional should be able to confirm a strong price estimate. A well-drafted living trust should cost between $800 and $3000 to prepare. In this situation, the important thing to consider about choosing this attorney to be your estate planning attorney is whether or not he is within this price range, as well as whether or not he is able to come up with a definite price estimate.

• Another thing to consider when choosing an estate planning attorney is which documents the attorney will prepare. For example, if you prepare a living trust, will the attorney/professional also prepare a:

• Pour over Will?

• Durable Power of Attorney for Property Management?

• Living Will and/or Durable Power of Attorney for Health Care?

And, if the attorney will prepare these things, is it included in the original price estimate?

• If you prepare a living trust, will the attorney/professional assist you in transferring the title of your assets into the name of the trust? If not, what is the additional charge for the attorney to do this?

• After the will/trust is prepared, does the attorney/professional notify you of any changes in the law that might affect your estate plan? This is an important question to ask, and may be something to consider when choosing an estate planning attorney.

• One of the most important things to consider when choosing an estate planning attorney is the referrals. You should ask any attorneys you interview for the names and numbers of any clients for you to call. If the attorney can’t give you any, you may need to seek other representation.

While the above factors should not necessarily be all you consider when deciding who you want to be your estate planning attorney, they should be very important aspects in your decision-making process. The above points are the most basic, and most necessary, information that you should be aware of and ask about when meeting with an attorney for the first time. Since estate planning is such an important investment, you will not want to trust this to just anyone.