Working With A Great Lawyer

5 Important Questions To Ask An Estate Planning Lawyer

19 March 2024

Dianne Ellis

Estate planning can be a complex and overwhelming process, but hiring the right estate planning lawyer can make a world of difference. To ensure that you are making the best decisions for your future and your loved ones, it’s crucial to ask the right questions when meeting with potential estate planning lawyers.

What is your experience with estate planning?

When meeting with an estate planning lawyer, it’s important to inquire about their experience in the field. Ask how long they have been practicing estate planning law and how many estate planning cases they have handled. A lawyer with extensive experience in estate planning is more likely to anticipate potential issues and provide practical solutions to protect your assets and ensure your wishes are carried out as desired.

What services do you offer?

Estate planning encompasses various legal services, including drafting wills, setting up trusts, creating powers of attorney, and establishing advanced healthcare directives. Ask the lawyer about their specific services and how they can tailor their expertise to meet your unique needs and goals. A comprehensive estate plan should address all aspects of your financial and healthcare wishes, so working with a lawyer who can provide a full spectrum of estate planning services is essential.

How do you approach the estate planning process?

Each estate planning lawyer may have a different approach to developing an estate plan. Ask the lawyer about their process for creating an estate plan, including how they assess your individual needs, draft legal documents, and provide ongoing support and guidance. 

Can you explain your fee structure?

Estate planning can be a significant investment, so it’s crucial to understand the lawyer’s fee structure upfront. Ask about their hourly rates, flat fees, or retainer fees, and inquire about any additional costs or expenses that may arise during the estate planning process. 

How do you stay current with changes in estate planning laws?

Estate planning laws are constantly evolving, so working with a lawyer who stays informed about the latest legal developments and changes that may impact your estate plan is essential. Inquire about whether the lawyer stays current with estate planning laws, attends professional development seminars, and maintains active memberships in estate planning associations. A knowledgeable and proactive lawyer will ensure that your estate plan remains up to date and compliant with current laws and regulations.

Contact a law firm like Bishop, Cunningham & Andrews to learn more. 

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