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What should I consider when hiring an estate planning attorney?

If you are looking for an estate planning attorney, begin by finding someone with whom you and your loved one will be very comfortable sharing personal information, since many seniors are very reluctant to discuss their money matters with others, especially outsiders.

Next, look for experience that is relevant to your specific situation. Just because an attorney has been practicing for 20 years does not mean that he or she possesses the necessary experience you and your loved one need. Get down to specifics. And don't be afraid to ask for references from past clients.

It's also important that you get satisfactory answers about:
  • fees (up front and going forward)
  • whether that attorney will be handling your issue personally, or if it will be passed off to a less experienced attorney or paralegal (not uncommon)
  • how long the process is expected to take
  • how often you can expect to hear from the attorney (including who initiates contact and when he or she will update you)
Interview several attorneys before making a decision. If you or your loved one does not feel comfortable, if you feel rushed or if your questions are not adequately answered, move on. 

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Important: This content reflects information from various individuals and organizations and may offer alternative or opposing points of view. It should not be used for medical advice, diagnosis or treatment. As always, you should consult with your healthcare provider about your specific health needs.