It’s important to select a qualified attorney during the estate planning process. Once a client chooses an attorney, they’ll be working with them for years to come. Below are several questions to ask when choosing an Estate Planning Lawyer.
What Happens During the Meeting, and What Will it Cost?
When a prospective client makes the initial call to an attorney’s office, they should pay attention to how calls are handled. Ideally, the office shouldn’t use an automated answering service. When calls are handled by people, it’s easier to get questions answered. During the call, the client can find out whether there’s a charge for the first meeting where they’ll get information and guidance that can benefit the family.
Does the Planning Fee Include a Document Review?
The estate planning process isn’t a one-time event, it goes on as long as the planner is alive. Family circumstances and financial situations change, and it’s the planner’s job to call an Estate Planning Lawyer in Beaver Dam WI to ensure that plans are up to date. An estate plan should be thought of as a living document that needs regular review and adjustment.
How Many Years Has the Firm Handled Estate Planning Cases?
Experience is an essential factor when choosing an estate planning attorney. As most people can imagine, the longer an attorney has been in the probate and estate planning field, the better the representation he or she can provide.
Does the Lawyer Ensure Proper Titling of Assets?
Clients should ensure that the attorney they choose can not only put documents in place but that they can provide accurate information on assets. To complete the task, assets must be properly structured. If they’re not structured and titled correctly, some legal documents may be unenforceable.
How Does the Attorney Respond to Ongoing Needs?
When choosing an estate planning lawyer, the client should find out how ongoing needs and calls are handled. Learn whether there’s someone available for quick questions and if the attorney is regularly accessible.
While some people may be reluctant to ask these questions, it’s an important step in the process of selecting an attorney. Taking care of family is one of the most vital things a person can do, and an attorney from QBS Law S.C. can help planners do it properly. Call today or visit the website to set up an appointment. You can also visit them on Facebook.
