11 Things to Ask Before Hiring an Estate Planning Lawyer
These are the 11 things you should ask before engaging an estate planning lawyer to help you plan for the well-being of your money, your family and your life.
- Do you prepare a comprehensive plan for my kids’ care if something happens to me, like the Kids Protection Plan™ that names short and long-term guardians and gives specific instructions to all of the guardians and my caregivers? What about an ID card for my wallet listing the short-term guardians with their contact information?
- Are all of your fees flat fees? What about for ongoing work after the initial completion of my estate plan documents? What happens when I call with legal questions 2 years after my planning documents were completed? What if the questions are about something other than my estate plan?
- Do you have a whole team in place or is it just you? What happens if something happens to you or you retire?
- What happens if I need to get a quick question answered and you are not available?
- Do you make sure my assets are titled in the right way? How?
- What happens when things change in my life? Do you notify me about changes in the law? How often do you communicate with me?
- Does my planning fee include a regular review of my plan? What if I want to make changes to my plan?
- Do you have any sort of an estate planning maintenance program or membership program for ongoing service and, if so, what does that include?
- Do you have a process for helping me capture and pass on my intangible wealth, such as my intellectual, spiritual and human assets or who I am and what’s important to me?
- Can you structure my estate plan so that whatever I leave to my kids will be protected from a lawsuit against them or if they are divorced in the future? How often do you build that kind of planning into client’s plans?
- Do you guarantee your service?
Knowing the questions to these answers before you engage an estate planning lawyer will ensure you put in place an estate plan for your family that will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone.
© 2008 Alexis Martin Neely
WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE? You can, as long as you include everything in quotes with it: “Written by Alexis Martin Neely, mom, writer, speaker and Personal Family Lawyer. Alexis makes it super easy for your family to talk about and plan for sticky subjects like money, death and taxes. Get Alexis’ humorous, enlightening, and often quite revealing “Wealth Secrets” at: www.FamilyWealthMatters.com.”
Hi Alexis - Can you post the ideal answers to these questions? that would help to know if the lawyer if giving you the answers you want to hear. For example, I don’t know what the right answer I am looking for is in “Do you guarantee your work” what does that mean from a lawyer perspective?
April 15th, 2008 | #
Hi - I would like to see the answers to the above questions, also, especially the one about the guarantee. Are they posted anywhere?
March 11th, 2009 | #
Are these guardianship docs that you create valid in New York. Don’t you need a Last Will to appoint a guardian?
April 30th, 2009 | #
Very nice.
May 26th, 2009 | #
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