When you select an estate planning attorney, you are making a big decision. This individual will prepare the documents that ultimately protect your family and your assets; therefore, you want someone you can trust entirely. Here are some tips for selecting the best estate planning attorney.
You Need an Excellent Listener
If your attorney is too busy to listen to you, how will they know what you need? A good estate attorney is one that listens to your concerns and continues to provide that “ear” throughout the process. If you’re shuffled off to a paralegal, you may want to find a different lawyer.
Fair Billing
If you’re billed for every five minute conversation or email, you’ll run through your retainer fast. An attorney who isn’t worried about the nickels and dimes may suit your interests better than one who is. Flat fee attorneys are often better in these situations, too.
Look for Attorneys Who Educate
You may not know a lot about estate planning, but your attorney does. Look for an attorney who educates you. It is a good sign when attorneys send out newsletters and offer free workshops to their clients – it means they want you informed about estate planning and how to protect your family’s assets.
Personality is Key
You will spend a lot of time with your attorney, so you’ll want someone who has a personality similar to yours. During your consultation, see if they suit your personality and lifestyle. You’ll be surprised at the difference it makes.
We take time to understand your goals and explain your options in plain English. Whether you need a comprehensive estate plan or guidance for your business, we make the process clear and stress-free. You tell us what you want; we create a plan that protects your wishes and your assets.
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