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If you are getting ready to dig deep into estate planning, you will want to work with a will and trust attorney. You will want to contact a few attorneys and conduct a phone interview to find the best attorney for you to work with.
Thing #1: Focus
First, you are going to want to ask the attorney what they focus on. Law is a very broad field, and you will want to look for an attorney that focuses on estate planning. The legal statutes around estate planning change regularly. You will want to find an attorney who follows estate planning from a legal standpoint and knows how to keep up with current changes and how to word your legal findings in the perfect way.
Thing #2: Experience
Next, you are going to want to find an attorney who has experience with wills and trusts. Find out how long they have been practicing in this law area and how many wills and trusts they have created. Ideally, you want an attorney who has seen the legal documents they created to go into effect. An attorney who has seen their documents go into effect will know some of the obstacles these documents can face and how to overcome them. An attorney with experience will know how to create strong legal will and trust documents.
Thing #3: Execution
Third, you will want to find out if the attorney just draws up the plans or if they will execute the trusts for you. Ideally, you will want to work with an attorney who will execute the trusts for you. That means they will help you transfer all the assets that you want into your trusts. If you are setting up a trust, it is best to work with an attorney who will take care of everything.
Thing #4: Reviews
Fourth, with an estate plan, it is important to keep it up to date. Sometimes, your affairs will change, and you will need to adjust your strategy. Or the legal landscape may change, and you may want to make a change to your estate plan that will reflect those legal changes.
You want an attorney who will review your will and trusts on either an annual or semi-annual basis. This will help ensure that your estate plan reflects your needs and the legal climate that is present right now.
If you are getting ready to create a will and trust and formulate your estate plan, you will want to find an attorney who has experience in this area to help you with this task. You can interview an attorney over the phone to figure out if they are who you want to work with.
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