How To Choose the Right Estate Planning Attorney

When selecting an estate planning lawyer, you should be very diligent. This is someone who will manage the ownership of your personal property for the rest of your life and afterwards, so it's extremely important to hire someone you trust to take care of you. Steve Rausch, of Gravis Law, has 15 years of experience in estate planning and business law. He has seen the intricacies of estate planning and knows that finding the proper estate planning attorney is something to take seriously. This article is a guide for how to find the right estate planning lawyer for your needs. Continue reading to learn more.

Choosing to Work with a Lawyer

Even though you can create your own estate plan by yourself, the process is often complicated and confusing, especially if you have a lot of assets. It's a smart idea to hire an estate planning lawyer so you have a professional who understands the process and can help you set up your estate the way you want.

When you decide to get a lawyer, first gather information about all your property and assets. Think about who you want to inherit your assets and how much they're worth.

Getting Recommendations

After deciding on a lawyer and compiling your asset info, start looking for the right estate planning attorney. Ask trusted friends or family for recommendations, but be cautious of people who may inherit from you, as they could be biased. Also ask any lawyers you use for other matters, since they'll know about qualifications and reputations.

Initial Contact

Before meeting in person, have a short first call. This takes less time and lets you speak to more lawyers to narrow down your options.

Provide Requested Documents

Before an in-person meeting, the lawyer may request certain documents to evaluate your case. It's a good sign if they give you a questionnaire, as it shows they're interested in learning about you and your assets.

In-Person Interviews

Once you've narrowed down your choices, interview at least three lawyers in their offices. This gives you a chance to ask questions, see if you'll work well together, and make sure they don't overcharge for initial consultations.

Ask About Their Experience

During the in-person meetings, ask questions about their practice. Make sure they are trustworthy and will give your case proper attention. A good estate planning lawyer will explain things clearly so you understand your options.

Observe How Each Lawyer Acts

Your estate planning attorney is someone you may be working with for your whole life, so make sure you like and trust them. Ensure they listen to you and make you feel at ease sharing personal details.

Request Fee Details in Writing

Lawyers may not disclose fees upfront without case specifics. However, they should still provide an estimated fee range so you have an idea of costs. Be wary of fixed fees without reviewing your case, as this may indicate a one-size-fits-all plan versus personalized service.

Compare Attorney Meetings

After meeting candidate attorneys, review your notes about each. Opt for the one you felt most comfortable with and can trust. Cost is not the only factor - compatibility matters.

Follow Up

Once you've chosen an attorney, follow up with others you met as courtesy. This also allows you to ask additional questions of the selected attorney.

At Gravis Law, our experienced team focuses on estate planning and trusts. Trust us to empower your asset control. Call us to get started.