Did you know having a proper estate plan in place can be one of the best ways to make sure that your assets and family are protected when you are gone and your wishes are known and carried out? How do you go about choosing an estate planning attorney to help? We know you may have questions.
Following these four tips for choosing an estate planning attorney can help you feel confident that you are making the right choice.
1. To get started, try to get a recommendation for an attorney from family, friends, colleagues, your accountant, or your financial advisor. Although you could certainly run an internet search for “choosing an estate planning attorney near me,” you may feel much better knowing that the attorney you are meeting with has been personally recommended by someone you know and trust.
2. Once you have a list of possible estate planning attorneys, the next step in choosing an estate planning attorney may be to meet with them. This step can be very important because establishing a personal connection with the attorney is essential to a successful relationship. You will likely divulge very personal and sensitive information to this attorney, including information about your finances, your family, and your healthcare, so you want to make sure you feel comfortable with the person you choose.
3. When you meet with the attorney, you should also ask about his or her experience dealing with the specific issues you would like to have addressed. You may want to make sure that you are choosing an estate planning attorney whose experiences match your needs.
4. Finally, when choosing an estate planning attorney, it can be important to understand fees before you hire them. Some estate planning attorneys will charge a flat fee and others will charge by the hour. Some may require a retainer up front, while others will send regular bills. Rates and fees can vary widely which can make it important to discuss this issue up front and make sure the attorney fits with your budget.
For assistance with putting a strong Florida estate plan in place, please reach out to our office to schedule a meeting time.