What to Ask an Estate Planning Attorney – 4 Crucial Questions

Estate planning is an important step, so it’s crucial that you trust the process to someone who’s qualified and has your best interests at heart. In this blog, we’ll guide you through the most important questions to ask your attorney during an initial consultation.

Questions to Ask An Estate Attorney

  1. How Long Have You Been Practicing Estate Law?

Estate planning is a complex process that requires an eye for detail. Before agreeing to hire an attorney, ask them about their experience with estate planning. You want to choose someone who has extensive experience with estate planning as well as wills, and living trusts. They should also have a background in overcoming challenges with both the courts and the IRS.

  1. How Do You Charge?

Many estate planning lawyers charge flat fees rather than hourly rates. While this is convenient for most people, you don’t want to be caught off guard by surprise fees. If your attorney charges a flat fee, be sure to ask them what services are included and what services aren’t so you know exactly what to expect.

  1. How Do You Communicate?

Unfortunately, some lawyers have a reputation for being unresponsive. When you sit down with your estate attorney, ask them about their administrative staff, and how they plan to communicate with you in the future.

  1. What Else Can you Help Me with?

Estate planning likely isn’t the only thing you’ll need help with along the road. Finding an estate planning lawyer who can also help you make other legal and financial decisions, like saving for retirement or buying real estate can be hugely beneficial. When you meet with your estate attorney, ask them what other types of financial services they offer.

Schedule a Consultation with a Qualified Estate Planning Attorney

If you’re considering estate planning, turn to the experts at Koch & Associates P.C. Attorneys at Law. Our attorneys have over 50 years of combined experience working with clients on matters like estate planning, wills, and trusts. We’re the best estate planning attorneys in Cicero and the surrounding Chicagoland areas.

Call us today at 708-656-9900 to schedule your initial, no-pressure consultation.

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