Choosing the Right Attorney To Set Up Your Estate Plan
Passing on is inevitable. We cannot deny or avoid it. But what happens to your assets during this period? The only way to ensure the proper division of your estate is by creating an estate plan. An effective estate plan covers everything from your investments, bank accounts, real estate properties, and personal belongings. Still, it’s often difficult to know where to start. The first step is finding the right attorney. We will discuss the importance of choosing the right attorney to set up your estate plan and what to look for when making your decision.
Consider Experience Level
Experience is a crucial factor when it comes to estate plans. Look for an attorney who specializes in estate planning and has several years of experience working on similar documents. Ask your potential attorney how many estate plans they’ve drafted, how long they’ve been practicing estate law, and what kinds of clients they typically work with. It's always better to choose an attorney with a proven track record of success in creating tailored estate plans.
Note Availability and Communication Skills
Creating an estate plan is not a one-time event. It’s an ongoing process that requires updates and reviews over time. As such, you’ll want to choose an attorney who’s accessible whenever you need them and can communicate with you clearly. Ask about your potential attorney’s availability, preferred communication channels, and how they will keep you involved throughout each step of the estate planning process when you meet with them.
Research the Attorney’s Fees
A transparent fee structure is also an essential factor in choosing the right attorney to set up your estate plan. Look for a professional that offers clear pricing and an explanation of what services their fees include. Some attorneys offer a flat fee for their services, while others charge by the hour. Always have a clear understanding of the additional costs you may be responsible for before working with a new lawyer.
Think About Their Reputation
Additionally, make sure you inquire about an attorney’s reputation. Check out their website, read their reviews online, and ask for references. Talking to former clients can be a great way to get a sense of the attorney’s approach to estate planning and their ethics. This research will help you determine if they’re a right fit for your needs.
Prioritize a Personal Touch
Although estate planning is a legal process, it’s also very personal. You want to work with someone who makes you feel comfortable and at ease, guides you through the steps, and answers any questions you may have. Look for someone who listens intently, asks the right questions, and is empathetic to your needs. Your attorney-client relationship should feel comfortable and collaborative.
The decision to hire an attorney to set up your estate plan is a big one, and you should never rush to make this choice. Vancouver Wills & Trusts helps make the process as straightforward and transparent as possible. As premium estate planning attorneys in Vancouver, WA, we have the expertise and knowledge to craft personalized estate plans for each of our clients. In working with us, you can be confident that your wishes remain known, regardless of your circumstances. Contact us today to schedule your consultation.