4 March 2014 0 Comments

What Should I Ask An Estate Planning Attorney?

Follow Us

Planning the distribution of your assets can be a daunting task if handled alone.estate planning 300x200 What Should I Ask An Estate Planning Attorney?

If you’ve thought about drafting a will, you most likely have a lot of questions.

Many people believe this is something they can do themselves and maybe some can; however, it is usually better to use the expertise of an estate planning attorney. Before deciding which attorney to use, ask yourself the following questions:

  1. How long has this firm been working as estate attorneys? It’s a good idea to hire an attorney with experience in creating estate planning documents; someone who will know which documents are required and can recommend others for your specific circumstances. If possible, look for attorneys who have been designated ‘Super Lawyers’ which they have received special recognition from their peers and have a reputation for being the best of the best.
  2. What are the attorney fees? Some attorneys charge by the hour, while others have a set price for the specific task. Before signing a contract, get written notice of all fees involved. You don’t want to be surprised with an unexpected invoice down the road.
  3.  What do I need to bring to initial meeting? It might be wise to prepare a document listing all personal information, such as your marital status, number of children, special requests, and all assets – both share and individual.
  4. What if my will is contested? If this happens, having a lawyer works to you and your family’s advantage. It’s always possible that a relative, friend or business partner will contest your last wishes. With an experience attorney, the chances that your wishes aren’t carried out will be greatly diminished.
  5. Is my will the best way to provide for my heirs? An estate planning attorney can show you numerous ways to leave your assets to your heirs. There are cases when your assets need not be dealt with during probate. Thinking outside the box can create a substantial benefit for your heirs.

In addition, there are different ways in which you can leave a sum of money, piece of property, or any other asset to children, a charity or another heir. This is when your estate planning attorney can advise you on unknown ways that might provide a more substantial benefit and less hassle for those concerned.

By asking yourself these questions, you can help your attorney craft a plan that most closely conforms to your wishes. Your heirs will receive the benefit you wish them to with minimal lost time due to probate and minimal confusion from your last will and testament.

Having an estate plan helps to ensure that your final wishes are carried out after you’ve passed away. Beyond writing a will, your estate planning attorney can help you with tax, financial and business planning.

Remember – choosing an estate planning attorney is not always simple, but it can make an otherwise difficult experience much easier. Contact the family law offices of Holstrom, Sissung, Marks & Anderson to discuss your options – ones that will allow things to proceed as smoothly as possible.

We are located in Riverside, San Bernardino and Orange Counties for your convenience. Call us today and allow us to put your concerns at ease. We offer a free phone consultation, to learn more about our practice visit us online.

Comments are closed.