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10 May, 2024 by Kyle v.
Todd and his LA Tamara were fantastic. Even on such a low level ticket I was given, they treated it seriously and gave me all the attention it needed. More importantly, they really knew their stuff and ended up getting the ticket dismissed. They kept me informed throughout the process and were able to answer any questions i had. I'll definitely be using this office again if it's needed.
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10 May, 2024 by Nadim zakka
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02 May, 2024 by Dan pinnell
I received a couple minor HOV lane citations in Montgomery County, and turned them over to Todd and his Team to handle for me. They were very professional during the process and Todd's assistant kept me informed along the way. His fee is reasonable and I will use him again if I ever break the law again.
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29 Aug, 2024 by Phresh stiles
I can’t say enough about Vik Vij. He represented me as my court appointed lawyer and right off the bat I knew he takes his cases seriously. He told me things were going to go and they went exactly that way and got my case dismissed. Great lawyer and an even better human. I’m definitely keeping his info in case I need representation in the future.
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27 Aug, 2024 by Vandi shourie
Sheena from Shiloh Travel and Tours helped me with my OCI Application. She was very prompt and did everything fast. I am thrilled with this service. My friend uses them for her overseas travel and I will be using them too. I wouldn’t have been able to do this without their OCI support. Thank you so much.
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27 Aug, 2024 by Biju mathew
Good service. Thanks Martin Xavier.
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25 Sep, 2024 by Tyja lowery
Good people, answered all my questions, great help Thank you!
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25 Sep, 2024 by Kenneth gamble
Sneed and Mitchell is the real deal! I called regarding an apartment complex accident and they took the time to fully hear the issue and help create a plan of action for the case. I have been nothing but impressed. You made the right decision the moment you call!
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25 Sep, 2024 by Marcus hope
The Injury Team gave us the care and consideration needed during the coarse of our time working with them. The ladies were all very understanding and supportive and took great care to make sure we understood everything that was happening. I would highly recommend anyone in need to contact them!
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30 Sep, 2024 by Anonymous
Impressed with the efficiency and personal attention given to us in developing our will. She provided options that definitely helped our situation that we were unaware of. Answered all our questions to our satisfaction. Definitely recommend this firm.
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29 Aug, 2024 by Gary
I would recommend Stephanie Long 100%. She is extremely competent, talented and knowledgeable of her craft. The process was seamless, timely, and well thought through. She left no questions unanswered. Her demeanor is professional and classy. Highest recommendation!
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25 Aug, 2024 by Anonymous
Mike Massey’s office helped me put together a trust. I had no idea how to do it and his office made it very easy. Very grateful.
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10 Oct, 2024 by Justin rhodes
Excellent people representing Texas the right way.
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02 Oct, 2024 by Shawnte hyche
Stermer Law changed my perspective of lawyers for the good. I have NEVER had the privilege of working with such an AMAZING group of individuals. Communication was very important to me and they EXCEEDED my expectation and more. I would highly highly recommend this firm anytime. Last but not least thank you Vanessa🙏🏽
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02 Oct, 2024 by Kursten ford
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01 Sep, 2024 by Madi medley
Absolutely incredible divorce lawyer in Flower Mound. She’s a wonderful mom too! Definitely recommend calling her for any of your divorce needs!
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01 Sep, 2024 by Sloan kreig
i’m friends with her daughter and she is an amazing Divorce Attorneys in flower mound. she is also an incredible person, she is so kind, supportive, understanding, and reasonable. she really listens and is so helpful!
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30 Aug, 2024 by Timothy pettigrew
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01 Sep, 2024 by Madi medley
Absolutely incredible divorce lawyer in Flower Mound. She’s a wonderful mom too! Definitely recommend calling her for any of your divorce needs!
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01 Sep, 2024 by Sloan kreig
i’m friends with her daughter and she is an amazing Divorce Attorneys in flower mound. she is also an incredible person, she is so kind, supportive, understanding, and reasonable. she really listens and is so helpful!
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30 Aug, 2024 by Timothy pettigrew
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26 Sep, 2024 by Mary white
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25 Sep, 2024 by Chubryan8
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23 Sep, 2024 by John moore
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04 Sep, 2024 by María victoria bencosme mena
It's hard to express how grateful I am for the work Joe and his team, Stefanie, Brooke, Sarga and Roger did. I was very worried after I had my accident was going to be a hard case but The Stephens Law Firm was able to help me. Again, thanks!
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04 Sep, 2024 by Zoila maldonado
I was in an accident, and my insurance refused to cover my injuries, and the lawyer I had wasn’t helping at all. I reached out to Joe Stephens' firm, and they made sure the insurance covered all my expenses. I’m beyond grateful for their support and expertise.
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04 Sep, 2024 by Diana ramirez
I couldn't have chosen a better team to take my case. This firm really knows what they're doing, watch out for other firms that won't even return your calls. I am really glad I called you.
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04 Sep, 2024 by María victoria bencosme mena
It's hard to express how grateful I am for the work Joe and his team, Stefanie, Brooke, Sarga and Roger did. I was very worried after I had my accident was going to be a hard case but The Stephens Law Firm was able to help me. Again, thanks!
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04 Sep, 2024 by Zoila maldonado
I was in an accident, and my insurance refused to cover my injuries, and the lawyer I had wasn’t helping at all. I reached out to Joe Stephens' firm, and they made sure the insurance covered all my expenses. I’m beyond grateful for their support and expertise.
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04 Sep, 2024 by Diana ramirez
I couldn't have chosen a better team to take my case. This firm really knows what they're doing, watch out for other firms that won't even return your calls. I am really glad I called you.
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17 Sep, 2024 by Mônica collazo
I cannot thank Kara and her team enough for their unwavering support and dedication during one of the toughest times of my life. Going through a divorce is never easy, but Kara’s professionalism, compassion, and expertise made all the difference. She took the time to understand my concerns, and throughout the entire process, I felt supported, informed, and confident in the decisions we made together. Kara and her team worked tirelessly to ensure the best possible outcome for me, and their attention to detail and commitment to my case never wavered. I truly felt like I had an incredible team behind me, and their empathy helped ease the emotional toll of the situation. If you’re looking for an attorney who will fight for you, while providing the support you need during difficult times, I highly recommend Kara and her team. They are nothing short of exceptional.
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10 Sep, 2024 by Jamie van wagner
Highly recommend Hailey-Petty Law Firm! The entire experience was seamless and easy. Everyone was quick to respond and answered all of our questions. We feel confident and at ease knowing our future plans have been handled by the best!
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05 Sep, 2024 by Gabriel de la cerda
We shared a very pleasant experience and very grateful we met them!
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25 Sep, 2024 by Gloria williams
She was very honest about the entire situation and took the time to listen to all the details for my case she even suggested multiple options available. The only attorney I have come across that talked to me with no consultation fee that was a huge help I would definitely recommend her for anyone with immigration issues it’s so clear she cares about helping people we need more people like her !👏👏👏
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18 Sep, 2024 by Valentina
Today my green card was approved. Attorney Din’s 5 star review is absolutely warranted. She is kind. Patient. And an absolute force to be reckoned with in all the best ways. If you’re looking for a warm understanding attorney that’s strong willed and will get the job, look no further. I called Attorney Din after I had been stopped at the airport upon my entry and given only one month to stay in the US. I had never been stopped I’d always had entries and exits on my B1/B2 visa with no issues. My now husband and I decided to get married as we were already engaged and apply for adjustment of status. Her rates are reasonable. She is fast to respond to emails or texts. Quick to reassure or answer any questions you may have. Knowledgeable and extremely passionate about immigration law. Attorney Din goes above and beyond from the first day to the last day. From document checklist, to last minute meetings with her to interview prep, to accompanying us to the interview. I interviewed with at least 12 immigration lawyers before deciding on Attorney Din and I’m so happy we did. Wishing you, your family and your practice the very best attorney Din.
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06 Sep, 2024 by Marisa arnholtz
Asma was so incredibly helpful to me and my family throughout the immigration process. Her knowledge and expertise was beyond, and she took the time to explain each step with clarity and ease. Thank you, Asma!
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07 Sep, 2024 by Sabrina hernandez
Ms. Pace was exactly what I was looking for while shopping around for a probate attorney. My aunt needed to probate my grandmother’s will in Dallas County. Ana and other attorneys had told me that it could take 3-4 months. Ms. Pace was diligent and kept me up to speed on the entire processes. I don’t know how she did it but we were able to probate the Will in a month and a half. The price was on her website and lower then other attorneys. I appreciate how she explained everything in Spanish and English and made us feel confident when we went to court. Unlike other attorneys who got turned away by Judge Warren our attorney made the whole process smooth in court. She also helped us with affidavits of heirship for my grandfather and I would recommend her to my friends and family. She also helped us with a trust after the probate which was reasonably priced. Thank you Ana and to your wonderful staff for everything!!!
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06 Sep, 2024 by Leroy merced
Excellent help
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04 Sep, 2024 by Lisa mcguire
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03 Oct, 2024 by Amanda jordan
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24 Sep, 2024 by Raymond reyes
Albert Alvarez is an outstanding car accident attorney. I highly recommend using his services. We feel blessed and happy that he helped us out. His assistance was invaluable.​​​​​​​​​​​​​​​​
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20 Aug, 2024 by Gaby hernández
Fui referida con el Abogado Robert Álvarez , una persona amable. Que te explica en tu idioma los pasos que llevará tu caso. Pero sobre todo se ve su profesionalismo en su trabajo, su entrega a luchar por la verdad. Gracias por trabajar en mi caso . Bendiciones para usted y su equipo de trabajo.
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09 Oct, 2024 by Jonathan hirsch
Great work.
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02 Oct, 2024 by Zach betzing
Great pricing, fast communication, and got my traffic ticket off my record!
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27 Aug, 2024 by M v
Have worked with Hernandez Dauphin twice. Both times they have been rock stars. very attentive and on point.
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15 Sep, 2024 by Wyatt bray
5/5 in my book!
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23 Aug, 2024 by Halcyon med spa
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27 Jun, 2024 by Talek sherman
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28 Jun, 2024 by Jasontexman
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29 Jan, 2024 by John b.
John Strohmeyer is a superb estate planning attorney. He's extremely well informed, has a first-rate staff of associate attorneys and paralegals, and fulfills his firm's motto, "No Unfinished Business" with real commitment. You'd be hard-pressed to find a better estate planning attorney. John is a first-rate attorney. Oh, I almost forgot, he has a GREAT sense of humor.
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27 Nov, 2023 by Faith fugit
John did an initial consultation with us about the tax implications in the handling of an estate. We were referred to him by a mutual friend. John has clear expertise in the area of estate planning and executing wills. It was easy to set the appointment and he clearly outlined our options and what he can do in his role. I would recommend him to those who are doing their own estate planning or who are executors needing assistance.
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30 Oct, 2024 by Patricia pierre-louis
Dear Lee, I want to extend my heartfelt thanks for the incredible work performed by the Calabrese Budner Law Firm. Specifically, your unwavering strength, expertise, and commitment were truly impressive, and I cannot be more grateful. From the beginning of my divorce proceedings, you demonstrated not only a deep understanding of family law, but also the relentless drive to protect my financial interest. Your strategic guidance, timeliness efforts, and calm under pressure made all the difference, and I couldn’t have achieved this wonderful victory without you. Forever grateful 🙏🏻🙏🏻🙏🏻
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09 Oct, 2024 by Noah chapman
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13 Aug, 2024 by Brett bertamini
My experience working with Bruce has been wonderful. He & his team are extremely professional, responsive, knowledgable, and a pleasure to work with. Bruce has a broad base of knowledge that he uses to counsel and advice on a many different subjects. I absolutely recommend him for your business-related legal needs and am glad to have found his firm.
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02 Aug, 2024 by Barry edwards
Evan Lange is top-notch! He’s incredibly knowledgeable and truly cares about his clients. His integrity and dedication set him apart from the rest. If you need an employment law expert who gets results, Evan’s your guy! Highly recommend.
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01 Aug, 2024 by Shayla reed
I have had the pleasure of coming to know Evan as a friend and colleague. He is committed to providing his clients with the best representation in estate planning and probate. I would highly recommend him.
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04 Jun, 2024 by Laura magee
Evan was amazing to work with. Going into this I had no idea what to expect. He is definitely one of the best and he works really hard to fight for what’s right. Walked me through every step and explained everything throughly. I appreciate everything he did for me!
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20 Oct, 2024 by Tamecka anderson
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13 Oct, 2024 by Jorgie porgie
For top-notch results and stress-free experience, rely on Jay. His professionalism and timeliness are outstanding. Jay expertly navigates legal issues, keeping clients informed every step of the way.
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10 Oct, 2024 by Ryan ford
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29 Aug, 2024 by Gloellmar
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18 Jul, 2024 by Davante smitty
Will was great! Kept me on point with everything! Grateful for these guys!🙏🏿
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02 Jul, 2024 by Rashmi parthasarathi
I've known Andrew a very long time and have worked with him on personal injury related matters, he is someone that fights hard for his clients and is a diligent and thorough attorney.
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30 Aug, 2024 by David yim
Mandy is the best immigration attorney that you can get! She is very attentive and truly cares about her clients. She helped get my wife’s immigration status changed and it only took a few months! I think we were fortunate enough to have Mandy as our attorney and know that we can trust her with any question or concern we may have as she is very informative. She is a one attorney office and your case file doesn’t get tossed to some inexperienced attorney. So you will know you are in good hands from the very start. Mandy, we appreciate your hard work and willingness to help us get everything in. If Google let us rate 1million stars instead of 5, then I’d put that down! Go with Mandy and you won’t regret it.
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30 Aug, 2024 by Elaine
Mandy is very responsible and dedicated to details throughout my immigration application process. She had a lot of cases but she managed well and responded to my questions/requests very fast. Highly recommend her if you are looking for a skillful, trustworthy lawyer to help you with family immigration. We enjoyed working with her a lot.
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27 Aug, 2024 by Tyrone mertz
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29 Nov, 2023 by Ryan paul
Troy Moore was extremely helpful to my family during very difficult times. After my father passed, he guided us through the challenging and confusing probate process. When my mother passed a year later, he again provided excellent help and support with our estate issues. Like most people, I had no idea how to settle my parents' accounts and deal with all the other legal issues involved when someone dies, so I cannot thank Troy enough for his work and support. He was always available to answer questions, clearly explained everything that we needed to do, and was always prompt and efficient with everything. I highly recommend consulting with Mr. Moore for any estate planning and related problems!
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23 Nov, 2023 by Malick geraldo
Thanks for helping me with my paperwork. Process was smooth and definitely will recommend you.
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18 Nov, 2023 by Mary carmona-gomez
He be published a video that gives wrong information about survivorship.
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08 Jul, 2024 by Shereese maynard
They were helpful but too far away, even though they advertised they worked in El Paso. They do not.
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08 Jul, 2024 by Charlotte slattum
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08 Jul, 2024 by D m
Casey is a fighter! She never gives up fighting for your best interest and keeps going until she gets the best outcome possible! She is passionate about her work and about assisting her clients on many levels. Her honesty sets her aside from most other attorneys as she lays out all options and puts her clients first. I have absolute trust and faith in her which is vitally important when you are faced with a difficult situation in your life and are feeling confused and helpless. She has extensive knowledge of the true workings of the law and all the ins and outs and is able to advise on not just what you should do but also what you shouldn’t do! Casey is the only attorney I would turn to if I ever need her exceptional service again!
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08 Oct, 2024 by Dawn conner
Chris and her team were PHENOMENAL! They worked with my husband and I on our estate plan. The initial questionnaire was GREAT! It was user-friendly and allowed us to navigate through the process easily. Chris was thorough and transparent. How refreshing to know we have things in order now. She has a really neat office, too! Thanks again!!!
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08 Oct, 2024 by Vian weller
Krupa Downs Law has once again handled my trust documents upgrade with excellence and timely efforts. You can’t go wrong with her on your side!
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07 Oct, 2024 by Kathy gregorash
Chris was extremely helpful at a time when my family needed her. She was not only helpful, she was kind and answered our questions so that we understood her and could make decisions that were I. Our best interests.
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23 Aug, 2024 by Wanda stewart
**Amazing Personal Injury Lawyer - Highly Recommend!** I had the pleasure of working with McKinney Firm after car accident with neck and shoulder injury. From the start, they were incredibly knowledgeable, supportive, and always had my best interests at heart. Throughout the entire process, they were attentive, keeping me informed every step of the way and answering all my questions with patience and clarity. Their dedication to my case was evident, and they fought tirelessly to ensure I received the compensation I deserved. What stood out most was genuine care and commitment. I felt like more than just a client—I was treated with respect and empathy, which made a difficult situation much easier to handle. If you’re looking for a personal injury Law Firm who is not only skilled but also compassionate, I highly recommend McKinney I’m truly grateful for all they did to help me through this challenging time.
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08 Aug, 2024 by Jerry jerry
Bailey and her team went above and beyond to help me with a complicated injury collision. They made the process super easy, and I can tell they genuinely cared. I’m very happy with the outcome and thankful to have Bailey’s team on my side. - Jerry N.
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05 Jul, 2024 by Chandra flentroy
This review is for Rose
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20 Aug, 2024 by Katie
Highly recommend for a Will and/or Trust! After moving states and having a few life events I needed to get an updated version in place. After checking around a few places and scheduling consultations, Cawlfield met everything I needed and more. With the small office all the attention is on you and your needs. Never did I feel pushed to do anything or rushed. Pricing was perfect as well. Whether you are updating a Will or starting from scratch, this is the law firm for you.
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03 Jul, 2024 by Kristen gibson
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22 Jan, 2024 by Angie p
If you are looking for someone honest, willing to break things down in terms that are easy to understand, and provides transparent pricing...this is your attorney! I am so thankful to have chosen Mr. Cawlfield. Always a pleasure to work with his office.
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22 Jul, 2024 by M rivera
I highly recommend Lynnelle for all things trust/estate planning related. She was very knowledgeable, patient and helped explain things in a very easy to understand way. It was also convenient to do many of our sessions via zoom. She was a great partner
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22 Jul, 2024 by Mayra
Lynnelle was a great partner for us. We did our trust/estate planning with her and she guided us through the process. She was very informative and helped to explain things in simple language. I feel like we’ve hired a great partner for us.
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28 Jun, 2024 by Shari andreas
Lynnelle and her staff walked me through a process that I was very unfamiliar with and made it more understandable, efficient, and aligned with my intentions. A very nice combination of professional and genuinely caring support. Your questions will be thoughtfully and thoroughly answered and if you will feel guided through territory that may be outside of your knowledge or experience. You will appreciate their expertise and guidance.
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12 Sep, 2024 by Sparrow nowland-vanyo
When your future depends on the outcome of your case you need Nathan Alsbrooks. We interviewed numerous law firms including Doug Murphy's and the Joseph Law firm. Many law firms charge huge fees up front and they only represent you in your initial court case. However, if they loose they will charge you all over again to represent you in your TRIAL. Why should they win your case; it is in their best interest to loose. Nathan Alsbrooks does NOT play those games! Only Nathan Alsbrooks was so confident in his ability to win our case that he offered to represent us from the initial court case all the way through trial for the same fee. This lawyer knows how to win. If your case does end up going to trial ONLY he is willing to stick with you and keep defending your rights. We are so thankful that we chose Nathan Alsbrooks. He won our case and we did NOT end up going to trial. Don't look any further. This is the defense lawyer you need.
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10 Sep, 2024 by Kiwi mia
I faced an unfortunate circumstance this last summer and wisely retained Nathan Alsbrooks’s services. When I was faced with a DWI charge in Montgomery County, Nathan demonstrated exceptional expertise, professionalism, and communication skills, resulting in a complete dismissal of the charges!! I am deeply grateful to Nathan, not only for his remarkable expertise but also for his empathetic approach, which significantly reduced my distress. ( I worry and I overthink most things..) Reaching out and retaining his services proved to be the best decision I could have made. I highly recommend Nathan Albrooks to anyone seeking a superior attorney.
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06 Sep, 2024 by Tamara parker
Nathan Alsbrook is great to consult with, a he took the time to more than answer all my legal questions, and gave me solid, practical advice. I highly recommend him. Thank you so much for speaking with me today ⭐️
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24 Sep, 2024 by Belkis
Holly is top notch, very trustworthy. She fights hard for the client. Hands down an excellent attorney
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17 Apr, 2024 by Elia hatcher
Mr. Ceja was very attentive from our very first call and communicated flawlessly throughout all the stages of our case. He made a stressful situation a more hopeful one by providing clear insight. He was able to get our case dismissed and his rate was excellent, no surprise charges!
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23 Mar, 2024 by Angela lambert
Mr. Ceja's handling of my case was exemplary! He went above and beyond to ensure a smooth process. I highly recommend Mr. Ceja for anyone requiring legal services.
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FAQs
Questions? We have answers

What an Estate Planning Lawyer Can Do for You

An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.

By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.

When Should I Hire an Estate Planning Lawyer?

Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:

  • Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
  • Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
  • Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
  • Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
  • Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
  • Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.

Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.

What Does an Estate Planning Lawyer Do?

An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:

  • Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
  • Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
  • Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
  • Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
  • Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
  • Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
  • Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.

How Are Estate Planning Lawyers Paid?

Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:

  • Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
  • Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
  • Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.

It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.

How Much Does an Estate Planning Lawyer Cost?

The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:

  • Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
  • Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
  • Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
  • Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.

Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.

Top Questions to Ask an Estate Planning Lawyer

Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:

  1. What is your experience with estate planning?
    Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services.
  2. How will you charge for your services?
    Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs.
  3. What strategies do you recommend for my estate?
    A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes.
  4. How often should I update my estate plan?
    Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change.
  5. Do you offer ongoing support or updates?
    Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law.
  6. How will you help my beneficiaries if something happens to me?
    Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.

How to Check the Credibility of an Estate Planning Lawyer

To ensure you’re hiring a credible estate planning lawyer, follow these steps:

  • Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
  • Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
  • Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
  • Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
  • Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.

What Should I Prepare for My First Consultation?

To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:

  • List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
  • List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
  • Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
  • Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
  • Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.

By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.

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