Understanding the Importance of Estate Planning and Legal Counsel
Estate planning is essential for securing your assets and ensuring your wishes are respected after passing. A will and trust lawyer specializes in helping clients plan for asset distribution, providing guidance on estate taxes, probate processes, and creating necessary legal documents.
Finding a Qualified Attorney
Online Resources and Directories
Several reputable platforms can help you locate qualified attorneys:
- Martindale-Hubbell
- Avvo
- FindLaw
- American Bar Association
- Your state's bar association website
Seeking Recommendations
Professional Networks
- Financial advisors
- Accountants
- Real estate agents
- Insurance agents
Personal Networks
- Family members
- Friends
- Colleagues
- Professional associations
Pro Tip: Look for attorneys who are members of the American College of Trust and Estate Counsel (ACTEC) or similar professional organizations.
Evaluating Potential Attorneys
Credentials and Experience
- Years of practice in estate planning
- State bar membership status
- Additional certifications
- Areas of specialization
- Professional memberships
Fee Structures
| Fee Type | Description |
|---|---|
| Flat Fee | Single price for entire service |
| Hourly Rate | Billed by time spent |
| Package Deals | Combined services at set price |
Initial Consultations
Questions to Ask
- How long have you practiced estate planning law?
- What percentage of your practice focuses on wills and trusts?
- What is your experience with cases similar to mine?
- How do you charge for your services?
- Who will handle my case directly?
- Can you provide references from past clients?
Red Flags to Watch For
- Pressure to make immediate decisions
- Unclear fee structures
- Poor communication
- Lack of experience in specific areas you need
Preparing for Your Consultation
- Gather relevant documents (existing wills, trusts, powers of attorney)
- Write down specific questions
- Consider your estate planning goals
- Think about asset protection strategies
- Prepare information about beneficiaries
Local Resources
Additional places to seek assistance:
- Estate planning councils
- Legal aid societies
- Law school clinics
- National Association of Estate Planners & Councils (NAEPC)
- National Institute on Aging
- Social Security Administration
Maintaining the Relationship
Once you've selected an attorney:
- Keep copies of all documents
- Schedule regular reviews
- Update contact information
- Inform family members of your choice
- Stay informed about changes in estate law
Remember that estate planning is an ongoing process, and having a trusted legal professional is invaluable for future updates and modifications to your estate plan.