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1. Tips to
Finding the
Right Estate
Planning
Attorney Some Handy Tips To Find
And Assess The Right
Estate Planning Attorney
8

2. Many people would rather not
contemplate estate planning,
especially those with a considerably
small estate, because it seems like
it will take a lot of effort and money
from finding an estate attorney to
planning a will.
On the other hand, you cannot
leave anything to chance. Your
estate plan involves everything you
own that goes to your loved one
after your death.

3. Many difficult
decisions,
right?

4. An estate planner
helps you prevent
CRUCIAL MISSTEPS
and assist you in
adjusting your plans
and assets as your
circumstances, and
laws change.

6. 8 Tips to finding the
right estate planning
attorney

7. 8 Tips to finding the
right estate planning
attorney

8. LOOK FOR A
SPECIALIST

9. Specialization is
the primary
attribute of any
lawyer, and
clients should
approach them
with questions
regarding their
specialization and
experience.

10. Not all attorneys
specialize in
estate planning.
Hence, you will
want to find one
whose primary
focus is estate and
trust law.

11. Some of the reliable
sources to find the
accredited estate-planning
attorney are;
1.
2.

12. Get a Referral
from an Attorney
or Advisor

13. If you know an
attorney, you
should consider
making them the
first point of
reference for
finding the
estate-planning
attorney.

14. You should start by
asking someone
who already knows
you, such as your
financial adviser or
accountant. Many
financial advisors
view estate
planning as an
essential part of
their client's overall
financial goal.

15. Your local or state
bar association is
another source to
look for reputable
referrals. You can
ask the local
probate court and
consult other
attorneys as well.

16. Beware of
Internet
Directories

17. When you start searching
for attorneys on the web,
such as in Google.com,
cheap internet directories
advertising different
lawyers often occupy the
primary search results.

18. Most of these directories
are just like Yellow Pages
that don't provide
customer feedback,
ratings, and third-party
verifications. This means
they are simply an
advertising site.

19. Ask About the
Attorney's Experience

20. Any attorneys can call
themself an estate
planner, even if they
have zero
qualifications or
experience in estate
planning. It is your job
to find the right estate
planner with
appropriate
qualifications and
experiences.

21. 1. Look for an estate-
planning attorney with
at least 7 to 10 years of
estate planning,
probate, and trust law
experience.
2. Ensure that the
attorney has experience
with high net worth
clients. This is more
essential for clients with
the vast and diverse
estate.

22. An estate planner
with handy
knowledge of finance
and estate taxes is a
must. You should find
someone who has
learned about finance
and law because
assets management
and law are integral
parts of estate
planning.

23. Ask What and How,
the Estate Planner
Charges

24. Be prepared to pay
to have your estate
plans created.
Remember that
you'd be paying for
the attorney's
expertise and
knowledge of estate
laws as well.

25. • An attorney may charge
either a flat fee or an
hourly rate. (As a rule of
thumb, these lawyers
typically have hourly fees
of $250 to $550).
• The typical fee range
from $2,100 to $5,000 for
a simple estate and
complex estate,
respectively.
• For a married couple,
typical fees range from
$3,200 to $9,000.

26. Ask About Support Staff and
Succession Planning

27. When selecting your
estate attorney, you
should inquire about
the lawyer’s support
staff. An estate-
planning attorney
often has a highly
skilled team to ensure
the quick turnaround
of documents and
timely communication
with you.

29. Look for the Counselor in a
Lawyer

30. Your estate plan
should be crafted
for your unique
circumstances;
hence good in-
person consolation
is necessary from
the attorney.

31. Find someone who
can help you figure
out who should be
your trustee, who
should make health
decisions, how to
untangle the
complex
relationships of
children from prior
marriages, and
more.

32. Does the
Attorney Carry
Malpractice
Insurance?

33. When clients feel
their case has
been handled
wrongly or
unprofessionally,
they could file a
professional
negligence
lawsuit.

34. An attorney who
has taken a legal
malpractice
insurance policy
indicates the sign
of accountability.
Let's say this is
the insurance
that lawyers
take hope never
to use it.