An estate planning attorney focuses on helping clients create a plan for managing their assets and affairs after their passing. This often includes drafting wills, setting up trusts, and ensuring that your estate is handled according to your wishes. The right attorney can help you avoid probate, reduce estate taxes, and provide peace of mind.
When looking for an estate planning attorney, it's crucial to find someone knowledgeable in this area of law. Estate law is complex and constantly evolving. An attorney experienced in estate planning will have the knowledge and skill set to manage your estate and trust needs effectively.
Before choosing an attorney, consider the complexity of your estate. Do you have a simple estate, or are multiple properties, businesses, and beneficiaries involved? The complexity of your estate will determine the level of guidance you need from your attorney.
When meeting with potential attorneys, ask about their experience in estate planning. Inquire about the types of clients they typically work with and their approach to crafting an estate plan. This will help you gauge if their experience aligns with your needs.
Discuss the role of trusts in your estate plan with the attorney. Trusts can be essential for managing your assets, avoiding probate, and reducing estate taxes. Your attorney should be able to advise on the right type of trust for your situation.
Ask each attorney about their fee structure. Many estate-planning attorneys charge a flat fee for certain services, while others may bill hourly. Understanding how the attorney will charge for their services is crucial in selecting the right professional.
A comprehensive estate plan goes beyond just a will. It can include trusts, power of attorney, and healthcare directives. Ensure that the attorney you choose is adept at creating a plan that covers all aspects of your estate.
Your relationship with your estate planning attorney will be personal, as they will be privy to the personal details of your life and finances. Choose an attorney you feel comfortable communicating with and who understands your unique needs and concerns.
Ask for referrals from friends, family, or a financial advisor. Check the attorney's credentials and ensure that they are in good standing with the state bar association. Referral services can also be a valuable resource in finding a qualified attorney.
Choosing the right estate planning attorney ultimately comes down to trust and comfort. You want to feel confident in their capacity and comfortable with their approach. Take the time to consult with several attorneys and choose the one that best aligns with your needs and values.
If you need an experienced estate planning attorney to help you get your estate plan started, we can help. Contact The Werner Law Firm living trust lawyers for a free consultation!
If you have any questions, schedule a free appointment with us through our online appointment page.
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Founded in 1975 by L. Rob Werner, The Werner Law Firm and our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.
Hiring a lawyer can be a daunting task, but it doesn’t have to be. From the moment you contact our firm, through the final resolution of your matter, our goal is to make the process easy and understandable. Through our Werner Law Firm Difference, our goal is to have you feel like a burden was lifted from your shoulders, and that we made the whole process an easy one
If you’re looking into taking care of your estate planning, we urge you to schedule a free initial appointment today and join the many satisfied clients who have contacted Werner Law Firm.
