How Do You Interview A Prospective Estate Planning Attorney?
Once you’ve located a prospective estate planning attorney, you’ll need to ask the attorney the following list of questions in order to determine if they’re truly qualified to help you: • Is the attorney’s primary focus on estate planning? This question may or may not be important to you from the standpoint that if all you need is a simple will, power of attorney and health care documents, then a seasoned and sophisticated attorney may not be right for you. An attorney whose practice is broad but includes simple estate planning and probate matters will work just fine in this situation. On the other hand, if you have a complicated family or financial situation or a taxable estate, then you’ll need to work with someone whose primary focus is on estate planning and estate tax reduction. • How many years of experience does the attorney have? The more years of experience the attorney has – whether the attorney is a generalist or primarily focuses on estate planning – the more the attorney w
