![]() To help you effectively, the attorney should be actively interested in what you're saying.Not only are you going to be working with this person potentially for the rest of your life, but you also need to be able to trust them with extremely private and personal details of your life. Observe each attorney's behavior and demeanor. However, if you have complex property matters you want to make sure the person handling them has the necessary expertise. If you have a simple estate, you can save some preparation costs if the bulk of the work is done by a paralegal or an inexperienced attorney under the supervision of someone more experienced. Ask the attorney how much of the work on your case he'll be doing himself and how much will be delegated to beginning attorneys or other staff.While an attorney may excel in a number of different practice areas, your best estate planners typically work in that realm exclusively. You also want to find out how much of the attorney's practice consists of estate planning and how much is devoted to other work.However, if you have a complex estate, for example you own multiple investment accounts or have real estate in several states or overseas, you not only need an attorney with more experience, but with specific experience handling estates similar to yours.If you have a fairly simple estate, you may be able to save money by hiring someone who only has a few years of experience. How much expertise you need depends on your particular situation.You want to make sure you select an estate planning attorney who not only has the appropriate amount of experience and expertise, but also is competent to work with you and handle your estate well into the future. If she has active social media accounts that are updated regularly, or runs a blog where she regularly posts about new developments in the law, you can be assured that she is responsive to her clients and keeps up-to-date on important issues in her practice area.Īsk each attorney questions about their practice. Pay attention to the attorney's social media presence.Since your estate planner will likely be in your life for a long time, it can be important to have common interests. For example, maybe you have a beagle, and you notice on one attorney's bio page that he says he breeds beagles. You not only want to review this for experience and education in estate planning, you also want to see if the attorney seems like someone you can relate to. Look at any background or biographical information the attorney has listed.You are seeing what he wants you to see, so the things he chooses to emphasize or promote on his website give you a good idea of his interests and his professional comfort zone. Keep in mind that an attorney's website is also a marketing tool. ![]() ![]() Once you have the names of some attorneys or firms you're interested in pursuing, check out their website to research further into their background and practice. Visit websites of attorneys and law firms. ![]()
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