Choosing an Estate Planning Attorney

Having conversations with loved ones about your own death and incapacity can feel uncomfortable or even morbid. However, estate planning is an important step in ensuring your wishes are carried out after your passing, and that your family doesn’t have to deal with probate or pay unnecessary taxes or fees. If you choose to work with an attorney for your estate plan, it’s important to find a qualified and experienced one. The right lawyer can help you set priorities, make the appropriate documents and provide guidance to ensure your loved ones are taken care of when you’re gone.

While some people may be tempted to use a document kit or hire a general practitioner who practices several areas of law, it’s best to consult with a specialist in the field. The experience and expertise of an estate planning attorney can help minimize taxes, maximize asset protection and make the process less stressful for loved ones. Plus, you’ll have peace of mind knowing your plan is in good hands.

An estate planning attorney can help you identify and organize all your assets, property and financial information to provide a complete picture of your estate. They can also review beneficiary designations on bank accounts, life insurance policies and retirement plans for accuracy. Even a simple mistake such as listing the wrong beneficiary can have devastating tax consequences for your family. An experienced estate planning attorney can provide expert advice to correct these errors and reduce the impact of taxes on your family’s inheritance.

When choosing an attorney, look for someone who specializes in estate planning and has passed the bar in your state. You can also check their credentials with your state bar association, as well as business rating services. It’s also a good idea to ask friends and family who have worked with an estate planning attorney for recommendations.

Once you’ve compiled a list of potential candidates, schedule an initial consultation. This will give you an opportunity to meet the attorney, discuss your situation and determine if they are a good fit. During the consultation, be sure to ask any questions you have about the process and how they would handle your case.

You’ll likely need to work closely with your estate planning attorney until the documents are completed and executed. You should also periodically review your documents, especially after significant life changes. If you are interested in working with an experienced estate planning attorney, contact Littman Krooks. We can help you set your priorities, draft the appropriate documents and provide guidance on how to avoid costly mistakes. Call us today to get started.

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Long Beach, CA, 90807
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