Top Secrets of Successful Estate Planning #1b – Picking an Estate Planning Attorney (Video)
Hello. I’m Gary DeWitt from DeWitt Law Firm. We do estate planning. We do probate. We do it well.
If you have questions about this or anything else you can book a time to talk to me over phone or in person, for free, by going to http://PlanWithGary.com
Today I want to talk to you about the first top secret to a successful estate plan… not all attorney are equal
A good estate planning attorney will devote a good part, if not all their practice to the art and science of estate planning. Other attorneys simply don’t have the knowledge, skill, judgment or experience to plan your estate properly.
Nothing is more important in a lawyer/client relationship than having a lawyer you trust. And nothing is more important to most attorneys that they can be trusted by the clients they work for. You will be sharing intimate parts of your personal life and financial matters with the attorney to get your plan completed.
If the attorney has an assistant create your estate plan, then why hire the attorney?
You may as well hire the assistant (except that it is illegal in most states to practice law without a license…)
An attorney who structures meetings by allowing enough time to answer your questions. High-volume practices have short appointments so they can move clients quickly through the process. I don’t know about you, but this is not the level of service I expect when I hire a lawyer.
One who has dedicated his practice to helping people understand their estate planning alternatives.
An attorney who takes the time to explain what you need to know.
An attorney who has “written the book.”
At best, you get what you pay for. Most people do not shop for the cheapest doctor. Instead, they focus on the doctor’s qualifications and experience. You should apply the same principle when selecting an estate planning attorney. If the fee is too low, the lawyer may be leaving something out. Make sure the fee you pay and the services you receive are of equal value.
Shouldn’t you be able to talk with the lawyer for free before you decide whether to hire him? Shouldn’t you get the chance to make sure you are comfortable with them?
If you have questions about this or anything else you can book a time to talk to me over phone or in person, for free, by going to http://www.PlanWithGary.com