Important Questions To Ask Your Estate Planning Attorney

An estate planning attorney should be asked several questions, starting with the first meeting. These questions will help you determine the attorney’s credibility and experience. In addition to answering these questions, your estate planning attorney should be able to provide you with an annual review of your estate. This will allow you to make the right decision for you.

Question You Should Ask Your Estate Planning Attorney During The First Meeting

Before you schedule your meeting with an estate planning attorney, you should ask a few questions about your needs. These questions will help you paint a clearer picture of your goals and needs. Asking these questions will help you feel more confident and at ease about your estate plan.

First, discuss your goals and your lifestyle. The estate plan should be tailored to meet your current needs. Consider how the plan will affect your children. You should discuss the future of your family business if you own it.

Documents That You Should Create

Estate planning can help you prepare for the future and ensure that things are handled according to your wishes. A law firm that specializes is estate planning should be contacted. They will spend time getting acquainted with you and your family to create a plan that suits your needs. Your attorney will use the basic information you have provided and an interview process to help create a detailed plan that covers all of your wishes and “what ifs.”

Creating your estate plan requires several documents. These documents all have their own unique functions, but together, they make up your entire plan. A Will and Trust will determine who will inherit your property and finances upon your death, while a Power of Attorney will name a person to manage your financial and medical decisions throughout your life.


Estate planning involves many legal aspects. Attorneys should be familiar with all applicable federal and state laws. A retainer is a payment that an estate planning attorney requests before they begin any work. Depending on the attorney, the retainer may cover the entire cost of creating an estate plan, or only a portion of it.


Credibility is the ability to convince people to trust a professional. Whether a person is an estate planning attorney or a lawyer who works for a financial institution, a client must be able to trust the professional. An estate planning attorney might not be able show case studies but they can use testimonials or recommendations to increase their credibility. In addition, reviews can help a law firm increase its ranking on search engines, such as Google. When searching for a law company, people tend to click on firms that have high ratings.

Leave a Reply

Your email address will not be published. Required fields are marked *