Hiring an estate planning attorney is an important step in ensuring that your assets and estate are properly managed and distributed according to your wishes after your passing. Estate planning can involve various legal documents, such as wills, trusts, power of attorney, and healthcare directives. Here are some steps to help you find and hire the right estate planning attorney.

Hiring An Estate Planning Attorney
  • Before starting your search, think about what specific services you require from an estate planning attorney. Consider your assets, family situation, and any special considerations you want to address in your estate plan.
  • Ask friends, family members, or colleagues for recommendations. If they have had a positive experience with an estate planning attorney, it’s a good indication of their competence and professionalism.
  • Look for local estate planning attorneys online and read reviews from previous clients. 
  • Verify the attorney’s credentials and make sure they are licensed to practice law in Florida. You can check with your state’s bar association to confirm their status and any potential disciplinary actions.
  • Contact a few attorneys and schedule initial consultations. Many attorneys offer a free initial consultation to discuss your needs and evaluate whether they can help you.
  • During the consultation, ask the attorney about their experience in estate planning, their approach to handling cases, and how they charge for their services. Make sure you feel comfortable communicating with them and that they understand your unique situation.
  • Be clear about the attorney’s fees and how they are structured. Some estate planning attorneys charge flat fees, while others bill by the hour or on a case-by-case basis. Make sure you understand the payment terms before proceeding.
  • While any licensed attorney can create basic estate planning documents, you should consider an attorney who specializes in estate planning and has substantial experience in this area of law.
  • Ultimately, trust your instincts and choose an attorney with whom you feel comfortable and confident. Estate planning is a sensitive and personal matter, so having a good rapport with your attorney is essential.

Remember that estate planning is an ongoing process, so it’s a good idea to review your plan periodically and update it as needed. An experienced estate planning attorney can guide you through these steps and help ensure that your wishes are properly documented and carried out. Contact us to set up a consultation. 

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