If you choose to work with a lawyer, retaining the right estate planning attorney or a law firm will be very important to the process and the results.
Advantages Of Working With An Estate Planning Attorney:
The estate planning attorney will:
Answer your questions.
Know about specific laws that might affect your situation and help you make any difficult decisions.
Modify their standard legal forms to suit your situation and goals.
Help resolve and plan for complex financial situations, such as businesses, health care planning, or family needs.
Be connected to other professionals such as financial advisors, accountants, financial and tax planners, and real estate professionals.
Here are some questions you should ask your estate planning attorney during the first meeting:
Do they offer a free estate planning consultation?
How much will the total estate planning package cost?
Do they charge a flat fee or by the hour?
Who will be your estate planning attorney?
Do they have experience with your particular estate planning needs?
How long will the estate planning process take?
Do they help you transfer your home and bank accounts into the trust?
If you need an experienced estate planning attorney, please contact us so that we can discuss your plan in a free consultation session.