Wednesday, 13 March 2019

How to Search For Right Estate Planning Lawyer?

The prospect of finding an attorney to help you craft your estate plan may seem quite challenging. But with a proper plan, the procedure can be simpler than you may think. Getting organized and having a system is half the battle in estate planning, and this definitely extends to finding an attorney.

Steps to Streamline the Process of Finding an Attorney that is Right for you:

Look For Candidates - Start by identifying what you need to achieve with your estate plan. That information will help you decide the type of attorney that you will need. A lot of people need a generalist who can help draft a will, powers of attorney and basic trusts. However, some situations call for attorneys with certain specializations. Similarly, if your case requires legal work in more than one jurisdiction or state, you need to be sure to consider Estate Planning Lawyers who are licensed to practice in all those places. After you know the kind of attorney you require, you can start to build a list of potential candidates. 

Interview The Prospects - Once you have narrowed your list down to your top few candidates, confirm their state bar registration status, and then interview them. You must come prepared for your first meeting with all the information that you will need, including your estate planning summary and any supporting documents. You may trust your instincts and find a lawyer you are comfortable with. 

Try to Analyze Each Attorney's Fees - Price is a key consideration in selecting an Attorney. You must keep in mind how much you can pay and find a lawyer whose fees you can afford. Some attorneys offer a free consultation, while others don't. It is essential to find out what each attorney’s policy is before the meeting. Fee structures for drafting an estate plan can differ as well. Some attorneys charge a flat fee, however, others bill by the hour. 


After you have interviewed your prospects, you must choose the Estate Planning Lawyer which fits best as per your needs, personality, and budget.