Estate Planning Weekly

3 Considerations When Hiring An Estate Planning Attorney | Estate Planning Weekly Episode 20

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Hiring an Estate Planning Attorney should be a good experience. These are three considerations to keep in mind to help make sure that you have a good experience. Compatibility You and the estate planning attorney that you hire should be compatible with each other. I want to work with clients that I get along with and you should want to work with an attorney that you get along with. Many people think of attorneys as adversarial...and they aren't wrong, they can be. However, the attorney-client relationship shouldn't be adversarial.  When I meet with a potential client an we don't click, there are no hard feelings. I'm not the attorney for everyone and not everyone is the client for me. If we don't click I am happy to refer any potential client to an estate planning colleague. Practice Areas I am not a jack of all trades. I practice Estate Planning, Estate Administration, Probate; three related practice areas.  I limit myself to these practice areas to make sure I know what I am doing for my clients.  Ask any a