What to Ask Your Potential Estate Planning Lawyer

As you begin the estate planning process, you’ll need to find an experienced attorney to manage your case and help you develop all of the necessary documents. Here’s an overview of some of the questions you should ask potential lawyers to determine if they’re going to be a good fit for what you need.

• How long have you been practicing?: Working with an experienced attorney is always beneficial, because you can rest assured they understand all of the important intricacies of estate planning law.
• Who will I be working with?: Find out who will be doing the actual work for your case. Will you be working with the attorney themselves for every element of your estate planning, or will you be passed off to a team of paralegals?
• When should I review my estate plan?: You should make it a priority to review your estate plan at least every few years or so. Overtime, your estate planning goals may change, or persons named in your estate plan may predecease you. If those changes occur, you should consult with an attorney to review your estate planning documents.
• What/how do you charge?: Ask your potential attorney about their billing, including the amount you can expect to pay for estate planning services and how they bill. Are there payment plans available?
• How long will it take?: Check with your attorney about how long you can expect the estate planning process to take. While there probably isn’t a massive rush to get the work done, you also don’t want to have to spend months upon months trudging through the process.

Contact an experienced estate planning attorney in Tampa, FL at BaumannKangas Estate Law with any questions you have about the estate planning process.