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What to Look for When Searching for an Estate Planning Lawyer
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What to Look for When Searching for an Estate Planning Lawyer

What to Look for When Searching for an Estate Planning Lawyer

When you have numerous assets and multiple beneficiaries, contacting an estate planning lawyer is a necessity. After all, you want to ensure that your wishes are carried out exactly as you outline them.

But what exactly should you look for when searching for an estate planning lawyer? Here are some important things to consider:

Look for Someone Local  

When determining the future of your assets, your attorney should be close at-hand — rather than several counties away. Choose an estate planning attorney with a local office that you can visit when you want to chat face-to-face. This is especially important when you are first developing your plan and looking to avoid potential complications for your beneficiaries.

Keep in mind that not all local estate planners are properly qualified. You should interview your options before making a final selection.

Assess the Primary Focus of an Attorney 

Law firms with a large number of practice areas often have attorneys that are spread too thin and lack detailed knowledge of the law. It can be difficult to find an experienced professional that truly understands what you want to accomplish with your estate plan. You should look for an attorney that focuses solely on estate planning and other areas of similar interest.

Popular categories that an estate planning lawyer may also cover include civil lawsuits, probate court and real estate disputes. Since these share something in common, you can rest assured that your attorney will know the ins-and-outs of estate planning better than most.

Ask About Experience

You should always ask about experience when interviewing a potential estate planning attorney. Important questions to ask include:

  • What types of estates have you handled in the past? 
  • Have you planned an estate similar to my own?
  • Do you have a general idea of how to organize my assets?

For example, if you have over a dozen beneficiaries and would like to assign three separate trustees to your estate, then you should ask an attorney if they have ever handled a case that complex. If not, then it might be time to find someone more familiar with your particular situation.

Trust Your Gut

A professional attorney will walk you carefully through the estate planning process during an initial consultation. He or she will also bring important issues to your attention and ensure that all guidelines have been met. If you feel as though something is missing, then trust your gut. You should never work with an attorney that makes you uncomfortable.

Contact an Experienced Estate Planning Lawyer for Assistance

Are you ready to start crafting your estate plan? There are always complex situations that arise when planning for the future. The good news is that an experienced attorney can help. Contact our team of Austin estate lawyers at Sheehan Law, PLLC by calling (512)-640-0588 or by filling out our online form.

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