Which Questions To Ask Your Estate Planning Attorney?

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Figuring out the estate planning process is important for everyone. Life is unpredictable and it’s best to be prepared for any situation. If you want to get started on an estate planning process, then here are some important questions that you need to ask your estate planning attorney PG County.

The Services They Offer

Estate planning is a huge umbrella under which a lot of things can come and estate planning attorneys can deal with most of them, if not all. If you’re meeting a lawyer for the first time, and you want to get their input on how estate planning works, then you can start with a series of questions like: What services do you offer? Is my situation something you can handle? etc.

Do They Have The Experience?

The next crucial thing to go over with your attorney is the amount of experience he/she has, in estate planning, in general. A lawyer is deemed suitable for any case, regardless of it being an estate plan or something else, by experience. They need to be experienced enough in the field to work in different situations and have a good turnaround time, as to when the cases can get completed.

How Many Cases Have They Worked On

This question ties in with the previous one and it has to do with the lawyer’s experience too, but in this case, it’s more about hands-on experience in detailed estate planning and the issues that come with it. It’s important to ask your lawyer about these things, especially if you’re meeting them for the first time and want to get an idea about how they view the situation.

You can also ask for reviews from other clients who worked with the same attorney before and this is going to make the decision of selecting the right attorney for you a lot easier.

Is A Trust Better Than A Will?

This is a great introductory question to ask before you even get started on the planning process. There are many ways by which you can get an estate plan, and two of the most common ones are trusts and wills. Now, when you’re asking an attorney which one is the better option to go for, the answer he/she gives will be a reflection of their views and how they perceive certain things.

This is a great way to get some insight on how an attorney feels about wills, trusts, and other documents and this can also give you a clear idea as to whether this attorney is great for you or not.

What Are The Charges?

Lawyers are expensive; let’s not beat around the bush to come to terms with the fact and you must be asking about their charges before you commit to them. Some lawyers charge differently from others and it’s really important that you set a couple of meetings beforehand to understand the nature of your lawyer and whether or not they’re even suitable for your case.

There’s nothing to be shy about, when asking for the rate procedure and how the attorneys charge, because you’ll be paying for it, and it’s your fundamental right to know about these mundane things.

How Do They Explain The Process?

The way an attorney talks about an estate planning process is enough to get an idea about where they stand with their views and what they can propose, to be the best option for you. This is why conversing with an attorney is extremely important and asking fundamental questions like how the estate planning process works and others is crucial.

They will give you relevant information and a rundown on how things can go, and if any changes need to be made in certain areas in your specific case. It can also tell you if they can be useful as an estate litigation lawyer Largo if the need arises.

Being Up-To-Date With The Changes In Law

Laws are changing all the time and for a lawyer, to stay up-to-date with the recent changes and have an idea as to how said changes are going to be implemented in different cases, is vital. The more an attorney knows about the basic application of the new laws and amendments, the better he/she can handle different estate planning cases, based on the situation.

So, it’s a good thing to ask an attorney about how they stay updated with the latest changes in the law.

Experience In Your Similar Situation

The estate planning process is going to be different for everyone. There are different situations, different family matters, and a hundred different ways a client wants the outcome to look. A good estate planning attorney will have experience in almost every single scenario and they will have a slight idea as to how to move forward with different hurdles in the way.

If you feel like your situation is a bit different, then you can, after explaining your position, ask the attorney whether or not they’ve dealt with something like this before and if it will be a good idea to go with a certain process or not.

How Will The Estate Be Updated?

Once a will or estate plan is made, it doesn’t just sit there. The main job of a lawyer is complete, but they also need to look over different laws and changes and update the estate plan as time goes on. This is important because it keeps the plan up-to-date with the latest amendments and law regulations.

This is why it’s important to ask beforehand whether attorneys will be responsible for updating the estate plan timely or not because if they’re not, then it’s better to find a lawyer that can do it for you because it’s their job.

How Long Will The Process Take?

This is also one of those “conversation starting” questions that can give you a vague idea about your attorney and whether they’re the perfect fit for the job or not. A lot of the time, estate planning processes can take months to complete and it’s important for an attorney to point out the time frame because it’s not something that’s going to get done instantly, so you need to buckle up for the long ride. Asking about the general time frame before committing to an attorney is a smart move.

What Happens After?

Lastly, you need to ask about the general procedure of the estate plan and how it will be implemented after your death. An estate plan is a way to give the beneficiaries and heirs their share of your assets, after your death and you’re trying to make the process as smooth as possible in your life.

This is why most people go for an estate planning process and get the help of an attorney. So, you need to ask the estate planning lawyer about the process and how it will proceed after your death, so your family lives comfortably.


Your attorney is going to help you out a lot in figuring out the best possible way to make your end-of-life arrangements and ensure your family’s comfort and well-being. So, you should choose the right estate planning lawyer Bowie by to ensure that.

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