Dan Park Law Group Uncategorized Questions to Ask Your Estate Planning Lawyer

Questions to Ask Your Estate Planning Lawyer

Keilen Law

Estate planning is a crucial step to ensure your assets are protected and distributed according to your wishes after you pass away. When seeking an estate planning lawyer, it’s important to ask the right questions to ensure they are the right fit for your needs. Here are key questions to ask your estate planning lawyer:

  1. Will you prepare customized documents for me? A reputable estate planning lawyer will take the time to understand your unique circumstances, relationships, and goals. They should ask questions and listen to your needs, explaining all options and their implications to empower you to make informed decisions.
  2. Once my documents are prepared, will you help me title my assets and name beneficiaries? This step is critical to ensure your assets align with your estate plan. Without proper titling and beneficiary designations, your assets may not be distributed as intended. Keilen Law offers assistance in this crucial step, providing written instructions and guidance.
  3. What can I expect if I hire you? Understanding the process, timing, and cost is essential. Reputable lawyers provide detailed information upfront, including a diagram of their process, so you know what to expect every step of the way. They also offer transparent pricing and a team to assist you throughout the process.
  4. How experienced are you in estate planning? It’s important to work with a lawyer who has expertise in estate planning specifically. Ask about their experience, certifications, and how many estate plans they have created.
  5. Can you explain the differences between a will and a trust? A knowledgeable lawyer should be able to explain the benefits and limitations of each option and help you decide which is best for your situation.
  6. What happens if I become incapacitated? Ensure your estate planning lawyer includes provisions for incapacity in your plan, such as a durable power of attorney and a healthcare proxy.
  7. How often should I review my estate plan? Life changes can impact your estate plan. Your lawyer should recommend reviewing your plan regularly and updating it as needed.

By asking these questions and discussing your specific needs with an experienced estate planning lawyer, like those at Keilen Law, you can ensure your estate plan is tailored to your unique circumstances and provides peace of mind for you and your loved ones.

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