The process of drafting a plan in advance to administer a person’s estate in the event of death or illness is known as estate planning. A frequent assumption is that only the wealthy should write medical directives, wills, trusts, and guardianship agreements, but this is far from the case. Estate planning is, without a doubt, necessary for everyone. Regardless of who you are, it would help if you had an experienced family trust attorney who understands your position and wishes to develop a successful estate plan. Even though proper estate planning is a serious endeavor, the right family estate attorney will ensure smooth execution of the documents by making you feel at ease disclosing pertinent information, answering any questions you may have about complex terminology, and keeping in touch with you throughout the process. Experienced attorney Adam Tucker of Intrepid Law represents the traits of an excellent estate planning attorney you can entirely trust.
Characteristics of an Excellent Estate Planning Attorney Ca
1. Is an expert in estate planning.
Some lawyers with little or no experience in trust and estate planning will simply enter your information into a software program without fully understanding how state laws may affect your estate. These lawyers may specialize in divorces, personal injury lawsuits, traffic tickets, or bill collection, but estate planning is not their primary focus.
2. Provides a Fixed Cost for Creating an Estate Plan
Before starting the estate planning process, make sure that the lawyer you’re selecting is charging you a flat fee for all of the work he’ll do for you. There will be no surprises because you will know the actual cost of the services ahead of time if you pay a fixed upfront fee. You shouldn’t have any surprises as long as you understand what the flat fee covers and what it doesn’t.
3. Able to complete a wide range of tasks
From probates to trust administration, the art of estate planning covers a wide variety of topics. Establishing trusts for loved ones, minimizing estate taxes, avoiding probate, creating wills, planning for disability, and much more are all possible with the help of a highly competent trust attorney.
4. Creates estate plans in a timely and efficient manner.
The length of time an estate planning attorney will take to develop the plan is an excellent question to ask. Most skilled attorneys can create a first draft of the strategy in weeks if you are prepared and organized. Corrections typically take another two weeks for him to receive.
5. Exhibits a friendly and empathetic demeanor
The first purpose of an outstanding trust estate attorney is to understand as much as possible about your family and planning goals so that he can develop an estate plan that meets your needs. Most attorneys will start the estate planning process by asking you personal questions about your current assets, family tree, and physical/mental health; as a result, he should make you feel very comfortable sharing this information with him.