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How to Choose an Estate Planning Attorney Who is Right For You

March 6, 2015

Filed under: Estate Planning — Neel Shah @ 4:13 pm

Putting your estate plan together and getting important questions answered is not something that should be underestimated. Selecting the professional that is right for your needs is important because you’re likely to form a long-term relationship with such an individual.

Whether it’s simply good planning sense or the rash of celebrity estate planning faux pas stories in the news, more people are thinking about their estates. Planning ahead goes far beyond putting together a will for most because it involves strategies designed to maximize the value of assets while minimizing the impact of taxes. shutterstock_191735909

You should have a level of comfort with your estate planning professional but also ease in communication. This individual should be able to help answer your questions but also conduct a review of your needs and suggest tactics and strategies specifically aligned with you. Even though estate planning is known for being complex, it can be very helpful to work with somebody who is committed to providing you with an understanding of value for each type of estate planning tool put to work for you.

Finally, an estate planning relationship should not be a one-time conversation. It should involve annual reviews, a team that provides you with the most relevant news information related to your planning, and a team that is there to answer questions for you in the long run. When hiring an estate planning attorney, look for somebody you can trust that is interested in building this long-term relationship with you. Let us help you- contact us at

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