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Estate Planning: Three Things To Consider When Choosing An Attorney.

Estate Planning

You’re ready to do some estate planning – a Will perhaps, or a Trust-related matter.  You need to find a lawyer.  There are certainly many attorneys from whom to choose.  But how do you pick the right one?

The following guidelines may help you in your search.

1. It’s always a good idea to work with an attorney who specializes in the area of law pertaining to your needs.  You probably wouldn’t go to a real estate attorney to handle your divorce.  So, if  estate planning matters are on your mind, seeking out an estate planning attorney is advisable.  And, while this may be obvious, it’s worth mentioning that you want an attorney who is licensed to practice in the state where you live, someone with a thorough understanding of the applicable state laws.

2.  Getting information about an attorney before you schedule an appointment can save you time, energy, and possibly money in the long run.  Recommendations from  trusted friends and associates can be useful in refining your search.  And, many attorneys have online websites where you can read about their credentials, areas of specialization, and how their clients rate them – all potentially useful information.

3. And last, but certainly not least, meeting with the attorney for an initial consultation is critical.  It’s really important that you feel comfortable with the person you select.  Estate planning is a very personal and potentially complicated matter.  You want to make sure that you and the attorney you ultimately choose communicate well with each other so that you can successfully accomplish your goals.

Some points to consider during the initial meeting:  Is the attorney

– a good listener, taking the time to understand what your specific needs are?   If you’re having a hard time getting a word in edgewise, and the discussion keeps going off course, perhaps this isn’t the right attorney for you.

– patient in answering your questions and willing to explain things thoroughly, calmly, and using language that’s clear and straightforward?  Abrupt responses or impatient reactions to your questions may make you feel foolish or intimidated.  That’s not exactly the type of environment conducive to a successful working relationship.

Bottom line,  you should feel at ease with the attorney you pick.  Mutual respect is important.  Sometimes, this means you may need to speak with more than one attorney before you find the right one.  It’s definitely worth the effort.  After all, this is about your estate, your needs, and those of your loved ones.

Getting Legal Help

Experienced Estate Planning Attorney, Elga A Goodman, can work with you to address all your estate planning issues.  Contact us today at  973-841-5111.

Posted in: Estate Planning, New York Estate Planning