The selection of an estate planning attorney is an important method of asset protection and ensuring that your wishes are carried out. Not only for the rich, estate planning is a way for those who simply want to make sure steps are taken in the treatment and distribution of their estate once they have passed away. How would you choose an attorney from the many choices available within San Diego? This article explores the key things you look for in an estate planning attorney.
Find Established Credibility in Estate Planning Expertise
When seeking a lawyer to help you create a viable living will and ensure smooth wealth transfer upon death or incapacitation, expertise is key. After all, this is an area of specialty comprising knowledge of:
- Trust documents
- Wills
- Probate
- Tax ramifications
- Healthcare directives
An attorney whose practice focuses on estate planning is bound to be more knowledgeable of current law and strategies, whereas a general practitioner may well fall behind. Attorneys in this position, like Gabriel Katzner, are set apart because of their continued commitment to this area of law. The experience they boast will definitely help them handle complex estate planning, from living trusts to estate tax reductions and business succession planning.
Gauge Their Communication and Accessibility
Estate planning is extremely personal in nature, whereby you will be sharing assets, family, and long-term goals in confidence. You want an attorney who communicates well and you can be comfortable with, so you should pay special attention to this during the initial consultation. How well can he explain the legal issues using simple terms? A good attorney should show patience, listen to your concerns, and clearly answer all your questions. They have to go out of their way to understand your particular situation and create a strategy for you.
Check Credentials and Client Reviews
Verification of the attorney’s credentials and reputation is another step one may consider taking. Note also the attorneys who are members of professional associations like the State Bar of California or the National Academy of Elder Law Attorneys. These associations mean a commitment to ethical practices and further education. Online reviews or client testimonials will also be helpful in ascertaining the reliability and quality of service by the attorney. The reviews being sought must highlight the successful outcomes of the services offered and the positive experiences of the clients. Most of them are reviewed for good practices and ensure customer satisfaction.
Consider Their Fee
The cost of estate planning, of course, will depend upon the attorney and how involved your plan will be. It’s always best to discuss any upfront fees and their structure. Some attorneys have flat fees for specific services such as wills or trusts, while others have an hourly charge. You will want to be certain about a fee structure so you can prepare your wallet and won’t get shocked with surprising expenses. A professional attorney will also make reasonable estimates and explain to you the value of his or her service so that you may have a proper understanding of what you are investing in.
Assess Their Availability for Ongoing Support
Estate planning is not an event; it is a process that gets periodically updated as one’s life changes. Find an attorney who will continue to support and facilitate the regular review of your plan. A responsible estate planning attorney will stay with you over the years, shifting and changing the plan whenever necessary to keep your plan current for your goals. Lawyers like Gabriel Katzner always stress building long-term relationships with their clients for years of security and confidence.