Estate Planning Questions to Ask Clients

When choosing an estate planning lawyer, there are some important questions you should ask. It’s important to discuss your intentions with your attorney before they take on the case. By doing so, you’ll avoid surprises later when questions about your planning emerge. This way, you can avoid legal issues that drain your family’s cash flow.

First, determine what your client’s goals are. For example, some clients may want to provide care for a loved one with special needs. Others may want to protect their children’s inheritance during a divorce. Still others want to minimize tax liabilities. Each client has a different goal for estate planning, so make sure you understand what they’d like from the estate plan you prepare for them.

A good estate planning lawyer should be available to answer your questions. They should also be able to make you feel comfortable with them. They should also be able to explain their work clearly. They should also have a good bedside manner and rapport with their clients. If you are worried about paying for college or home, you should consider consulting an estate planning attorney.

You should ask an estate planning attorney a few questions before hiring them. These questions will help you get to know your attorney and help you decide if he or she’s the right choice for your situation. While it’s important to hire a competent attorney, these six questions will help you decide if he or she is the best fit for your situation.

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