You’ve finally decided it’s time to get serious about your future—or, more specifically, what happens after your future runs out. Maybe it’s that upcoming milestone birthday that’s got you thinking about wills, trusts, and whether your family will remember you fondly or just remember the pile of chaos you left behind. No one likes thinking about this, but planning ahead means giving your loved ones peace of mind instead of probate troubles.
When it comes to estate planning, you need a seasoned pro who can handle your unique quirks and complications without flinching. So, how do you pick the right attorney? Start with these essential questions. At Goff Legal, PC, we answer all your questions clearly and ensure you have all the information to make an informed decision about your family’s future.
What is your experience with estate planning?
Start by diving deep into the attorney’s background and expertise. Ask how many years they have specialized in estate planning and whether they have handled cases similar to yours. Estate planning often involves navigating complex issues, such as high-value estates, blended family dynamics, and intricate tax considerations. An experienced attorney will have faced these challenges before and will know how to craft a plan that addresses your unique needs.
In addition to experience, inquire about the attorney’s track record. Have they successfully resolved disputes? Do they stay up-to-date with ever-changing laws and regulations? The more information you gather, the better you can gauge their ability to protect your legacy.
What does the estate planning process look like?
Understanding the process helps you prepare for each step. Ask the attorney to outline what happens from the initial consultation to the completion of your plan. Will they help you identify all your assets, including those you might overlook, like digital accounts or inherited properties? Will they provide comprehensive advice on structuring trusts and wills to reflect your wishes?
Don’t forget to ask about the specifics: How long does the process typically take? Will the attorney coordinate with financial advisors or accountants on your behalf? A detailed explanation of their process will help you feel confident as you move forward.
How are fees structured?
Estate planning fees can vary widely, so it’s crucial to understand how your attorney charges for their services. Some attorneys offer flat fees, which cover the entire process. Others charge by the hour, which may be better suited for highly customized or complex plans. Ask for a detailed breakdown of costs, including what’s included in the fee and any potential extra charges, such as court filing fees, notary services, or document updates.
How do you handle estate taxes?
Estate taxes can significantly impact the assets you leave behind. A skilled estate planning attorney should be well-versed in strategies to minimize tax burdens for your beneficiaries. Ask how they address both federal and state estate tax laws and whether they use irrevocable trusts, charitable contributions, or gifting to reduce taxable estates. Their expertise in handling tax is essential to preserving your wealth for future generations.
Do you specialize in trusts and wills?
Trusts and wills are foundational components of any estate plan, and your attorney’s expertise in these areas is critical. Ask about their experience drafting these documents and their approach to tailoring them to your needs. For instance, are they familiar with special needs trusts, revocable living trusts, or dynasty trusts? A knowledgeable attorney will explain the benefits of each option and help you determine which tools best align with your goals.
What happens after my estate plan is completed?
Estate planning is not a one-and-done process. Your attorney should provide ongoing support to keep your plan relevant as your life circumstances change. Ask whether they offer periodic reviews or updates to reflect major events like marriage, divorce, the birth of a child, or changes in tax laws. Additionally, inquire about their role in assisting your executor or trustee after your passing. Will they provide guidance to ensure your wishes are carried out smoothly?
Can you help me avoid probate?
Probate can be a lengthy and costly process. A skilled attorney should offer strategies to minimize or bypass probate entirely, such as establishing living trusts or using payable-on-death designations for certain accounts. Ask them to explain the process and how their planning can simplify asset distribution for your heirs. The ability to avoid probate saves time and money and ensures privacy for your family, as probate records are typically public.
How do you handle family dynamics?
Estate planning often involves sensitive family matters, such as unequal distributions, estranged relationships, or inheritance disputes. Ask how the attorney addresses these issues while maintaining harmony among family members. Do they offer mediation services or proactive solutions to prevent conflicts? Your attorney should offer creative problem-solving to ensure your estate plan reflects your wishes while minimizing potential disputes.
How often should I update my estate plan?
Your estate plan should evolve with your life. Ask the attorney how frequently they recommend reviewing it and what events might require an update. Common triggers include significant financial changes, new family members, or shifts in estate tax laws. A proactive approach to updating your plan ensures it always aligns with your wishes and legal requirements, giving you confidence that your legacy is secure.
Choosing the right estate planning attorney is about more than just ticking a box on your to-do list. It’s about finding someone who gets you, your family, and your goals. At Goff Legal, PC, we’re not just here to draft documents—we’re here to make sure your legacy is protected and your loved ones are spared unnecessary headaches.
So, take the time to ask these questions and choose an attorney who fits your needs. And if you’re ready to start planning (or just need a caring guide through the process), contact us today. We help dead people and future dead people—and we’d be honored to help you, too.
