Scott Hallmark
When preparing your estate plan, choosing the right attorney is crucial. To ensure you select a qualified professional who can meet your specific needs, it's important to ask the right questions during your initial consultation. Here's a list of the top 8 questions to ask your estate planning lawyer:
An attorney who specializes primarily in estate planning will likely be more up-to-date with current laws and strategies. Look for someone who dedicates at least 50% of their practice to this area
A competent estate planning attorney should be able to provide a tailored plan based on your unique circumstances. This may include wills, trusts, powers of attorney, and healthcare directives
A comprehensive answer should include wills, trusts, powers of attorney, and living wills, among others.
Some lawyers only draft documents, while others also handle the execution, which can be more efficient
Understanding their fee structure, whether it's a flat fee or hourly rate, is crucial for budgeting
Regular reviews are important to ensure your plan remains current with changes in laws and your personal circumstances
This is particularly important for high-net-worth individuals or those with complex financial situations
A well-rounded attorney should be able to address all aspects of estate planning.
Understanding their approach to probate can give you insights into their overall estate planning strategy
This question helps you understand how the attorney will ensure your wishes are carried out effectively
South Florida Blogger, I write on multiple topics I work with Digital Marketing Agency Connectica.
