How To Choose A Qualified Estate Planning Attorney For You

Choosing a qualified attorney to represent you and handle your estate planning is undoubtedly an essential task. This important decision should not be made on the basis of advertisement alone. Estate planning is much more than arranging for the correct distribution of assets to your loved ones. Trusts and wills are generally what come to mind when estate plans are discussed. Choosing the right and qualified attorney to guide you through the entire process of planning your estate is an essential first step.

An attorney estate planning you choose should be capable of drafting your wills and other important documents, you also need someone with the ability to explain other complex tax and legal issues in an easily understood and clear way. The following are some useful tips on what to keep in mind for selecting a right attorney estate planning.

  1. LOOK FOR EXPERIENCE

Estate planning an extremely specialized field with continuous changing laws that must be followed in order to create a valid will.  Looking for an estate planning attorney who has a lot of experience in the type of plan you want can narrow down your search. You should focus on attorneys who dedicate themselves to trusts and estate planning. It is the best way to ensure that you have a professional who knows the field.

  1. DOES THE ATTORNEY RECOMMEND PERIODICALLY REVIEWING YOUR ESTATE PLAN?

Good estate planning attorneys know very well how important is your estate planning for you. Look for an attorney who recommends reviewing your state plan every four to five years and even sooner if any of these events take place in your life:

  • Death of a spouse
  • Marriage or divorce
  • Birth of children
  • Changes in your estate size
  • Birth of grandchildren
  • Changes to the federal and state tax laws
  • Purchase or sale of a house
  • Reallocation to a different state

Attorneys with the good background in estate planning are able to recommend other situations that would permit a review.

  1. ASK FRIENDS AND FAMILY FOR A REFERRAL

Asking your friends and family for names of superior estate attorneys is another good way to start your search. Family and friends with the similar financial situation to you could be excellent resources. If you get a recommendation for an attorney who is not in your local area, don’t ignore it, as with advanced technology you can easily work with someone long-distance and get amazing results. Your family and a good friend is a great resource because she or he already knows your financial situation.

  1. BE REALISTIC ABOUT FEES

Attorneys fees are the first concern for most people who need to consult an estate planning attorney. No one wants to or like to pay more than they can afford, but it’s very important to make a realistic expectation about the costs associated with hiring an estate attorney.

These were a few tips for choosing an ideal estate attorney. Finding an excellent attorney estate planning does not have to be tough. It only takes some patience and time, but it is worth it.

Categories: Law