How to Choose an Estate Planning Attorney

If you’re getting ready to move forward with a major change in your life, or if you’re about to retire, you might consider finding an estate planning attorney to help manage all of the details. Getting started is relatively simple – start by identifying exactly what you want to achieve with your plan.Learn more by visiting Soni Brendle, PLLC – Charlotte Estate Planning Attorney¬†

Next, figure out what type of lawyer you will need. Many people need just a generalist that can handle basic wills, powers of attorney and general trusts. However, some circumstances call for specialized attorneys with specific specialties. For instance, you might be considering the death of a spouse. In that case, an estate planning attorney would likely provide everything from planning for burial and memorial services, to planning for the distribution of your remaining assets.

An estate planning attorney is also able to assist individuals with establishing a family tree and creating a will. If your children are planning to start their own families, your attorney can help you work out various financial agreements that allow them to share the proceeds from your will.

Once you have decided on your needs, you will need to start looking around for an attorney. You can either find an attorney online, or visit a number of firms and interview several before you decide on a choice. Don’t be afraid to negotiate, since many attorneys prefer to work in this way. A good estate planning attorney should offer several different types of financial services, such as estate planning, asset protection, probate and life insurance.

One of the most important factors in choosing an attorney is how much experience they have. Having years of experience under their belt can prove invaluable when it comes to dealing with complex legal issues. Make sure that you ask questions about the experience of each attorney and look over their portfolio to make sure that they possess all the appropriate qualifications.

When you hire an estate planning attorney, you’ll be giving him or her responsibility for planning your entire life and estate. The last thing you want is to end up in the situation where you end up passing all of your decisions along to someone who simply doesn’t have the time or expertise to deal with the details.

You also need to be sure that you choose an attorney who is very familiar with your state and local laws. For instance, a lawyer with no experience dealing with California probate or estate planning could end up making a mistake on your estate if he or she isn’t aware of these laws. Additionally, you need to be sure that the attorney is well-versed in the federal laws regarding your state.

Finally, you also need to consider the services that the estate planning attorney will be able to provide. While you may feel comfortable with the services that your local attorney provides, there may come a time when you will need a more specialized lawyer. If so, you will need to shop around for an attorney to cover your particular needs.