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Ask These Questions to an Estate Lawyer to Choose the Right One for You
June 19, 2023

Estate law is a complex and nuanced field, requiring an intricate understanding of various legal, economic, and tax principles. Hiring the right estate lawyer to handle your affairs is paramount to ensuring that your last wishes are honored and your estate is managed in accordance with your desires. The selection process can be overwhelming, but asking a series of targeted questions can help you discern the most qualified candidate to entrust with your estate.

First, inquire about their specific experience in estate law. Knowledge is accumulated with time and experience. An attorney who has spent numerous years dealing with estate law will have a breadth and depth of understanding that surpasses theoretical knowledge. They will have encountered a variety of situations, likely equipping them with the skills to handle even the most complex cases. Ask for specific examples of estates they have managed, focusing on cases that bear similarities to your own.

Next, delve into their understanding of probate law. Probate is the legal procedure through which a deceased person's assets are distributed and debts settled. Depending on your state, probate can be a costly and lengthy process. A sound understanding of probate law and the capability to circumvent this process, when necessary, will be beneficial to your heirs. An attorney who is proficient in establishing trusts, a common probate-avoidance technique, may be a valuable asset.

Furthermore, ascertain their comprehension of estate taxes. Estate tax, also known as inheritance tax, is a levy on the estate (money and property) of a person who has died. The intricacies of estate tax law vary by state and country, making it a nuanced field of law. An adept estate lawyer should have a good grasp of these laws and be able to provide counsel on the most tax-efficient way to distribute your estate.

Another question to ponder is about the lawyer's familiarity with the Uniform Probate Code (UPC), a set of probate statutes adopted by 18 states in the U.S. If your state is one of the few that has enacted the UPC, it is paramount that your lawyer is well versed in it.

Additionally, ask about enduring powers of attorney and health care directives. These are crucial instruments in estate planning. A health care directive, also known as a living will, outlines your wishes for medical treatment should you become unable to express informed consent. An enduring or lasting power of attorney, on the other hand, is a legal document that allows an individual (the attorney) to act for you if you’re unable to make decisions for yourself. An attorney knowledgeable in these areas will be able to guide you in drafting documents that reflect your wishes accurately.

Ask about their fee structure too. Lawyers typically charge for estate planning on an hourly basis or a flat fee. Understand what services are included in these costs and whether they foresee any additional expenses. This information will help you in making an economically prudent decision.

Lastly, question their willingness to work with your financial advisors. Estate planning is a collaborative process often requiring input from accountants, financial planners, and other professionals. An attorney who is open to this interdisciplinary approach will likely serve your interests best.

Choosing the right estate lawyer is a decision that requires profound consideration and should not be made lightly. By asking these questions, you will be able to assess the qualifications of potential candidates more effectively and make an informed decision. Remember, your estate lawyer will play a vital role in ensuring that your last wishes are respected and executed as you intended, making this one of the most important decisions in your life planning process.


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Zero-Error Content: Crafted by Harrison Mitchell , polished by Skylar Calloway , and evaluated by Natalie Moses | All rights reserved.