Have you thought of putting an estate plan in place? If so, you may be wondering how to choose an estate planning attorney. It may be easy to feel overwhelmed about this task. We will take time here to give you some tips on how to help ease the search process.
When faced with the question of how to choose an estate planning attorney, it can be important that you first outline your specific goals so that your estate plan can be tailored to your own circumstances. For example, you may be a young married couple who just had their first child and want to lay out a plan to ensure their family and assets are protected in the case of a tragedy. Alternatively, you may be a retired senior with grown children and grandchildren and you want to specify how you would like your healthcare handled in the event you are unable to communicate your wishes and itemize how your assets will be distributed in the event of your death. Estate planning attorneys can address a variety of issues to help individuals and families in a wide range of circumstances plan for incapacity or death.
Once you have outlined what you would like to accomplish with your estate plan, the next step when you are considering how to choose an estate planning attorney is to gather a list of possible attorneys who can help you and meet with them. Ask friends, family members, co-workers, and other professional advisors with whom you work for recommendations. Personal recommendations often yield better results than a general internet search.
It may also be important that you actually meet with the attorneys on your list when you are deciding how to choose an estate planning attorney, because you want to be sure you feel comfortable with them before disclosing your personal and financial information.
Finally, you should also make sure you identify an attorney within your budget. Oftentimes, the question of how to choose an estate planning attorney is heavily impacted by one important factor, the fees the attorney will charge.
For all of your estate planning needs, our office is here to serve you and your loved ones. Please get in touch with us today to schedule a time to meet.