Tips on what to look for in an estate planning attorney

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Tips on what to look for in an estate planning attorney

Planning an estate is not easy. There are a lot of things you’ll need to set up. Several laws you’ll need to stick to, including a host of other requirements you need to consider when planning your estate. Since you aren’t’ a professional in the legal field, you will need the help of an estate planning attorney to plan your estate. Below we have highlighted a few things to look for before selecting one.

However, before we delve into that, let us consider who an estate planning attorney is.

Who is an Estate Planning Attorney?

An estate planning attorney is a state certified lawyer. It is the duty of an estate planning attorney to offer you help, advice and recommendations when planning your estate. These professionals are experts in the field of estate planning. Moreover, they are experienced in matters regarding estate planning. So, don’t hesitate to contact an estate planning attorney to plan your estate.

How do I Find and Estate Planning Attorney?

Finding an estate planning attorney is pretty easy. However, finding one that is competent enough to help in planning your estate the way you want it can be very difficult. So, how do you find a good estate planning attorney?

To find such estate planning attorneys, you should ask friends and family for r recommendations. They should be able to recommend one or two competent estate planning attorneys and all you have to do is choose the best. 

In addition, you can try getting a referral from your state bar association or from a county or local probate court. Your financial advisor can recommend one, as they normally have trusted attorneys to whom they often refer clients.

What to look for in an estate planning attorney

 A general law practitioner may not be equipped with the experience and specialized knowledge to help you with your unique family and financial issue. Look for an estate planning attorney who:

  • Devotes their practice to estate planning alone
  • Makes you feel comfortable sharing vital information of your life and concerns, so your estate plan is created according to your expectation.
  • Is very knowledgeable and current with laws of your state. Otherwise, your estate plan could be considered invalid by the court.

For instance, in Florida, a personal representative must be related to you either by blood or marriage. Otherwise, there must be a residence of the state. However, wills of Florida residents always select an out-of-state friend or attorney as their personal representative. This person can’t and won’t be allowed to serve. Working with a professional estate planning attorney will help you prevent this common and costly mistake. .

What can an estate planning lawyer do for me?

A competent estate planning lawyer can assist you with a range of estate planning tasks. An estate planning lawyer can help you in drafting a valid, will; that is, one is in line with the estate law of your state. In addition, an estate planning lawyer can also help you create the following estate planning documents:

  • Power of attorney
  • Healthcare power of attorney
  • Beneficiary designation
  • Trust

Need an estate planning attorney?

Planning an estate can be a complicated process. It involves a lot of paperwork and legal documents like power of attorney, trust, will, etc. Thus, if you want to plan your estate the right way, it is important that you contact a professional.

An estate planning attorney can help you in several ways. This professional can help you plan your estate and help you create the necessary estate planning documents. If you need to update your estate plan, this professional can be of help as well. Also, if you have concerns or questions, contacting an estate planning attorney is the best way to find answers.

We boast of competent estate planning attorneys who can help you navigate the tough estate planning process. Simple get in touch with our office so we can offer you or your loved ones our professional services.

DISCLAIMER: The information provided in this blog is for informational purposes only and should not be considered legal advice. The content of this blog may not reflect the most current legal developments. No attorney-client relationship is formed by reading this blog or contacting Morgan Legal Group.

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