Summary:
Start by Interviewing Multiple Attorneys
Don’t settle after the first conversation.
Interview 2–3 lawyers to find someone you feel comfortable with and trust.
Key Questions to Ask a Prospective Estate Planning Lawyer
Do You Specialize in Estate Planning—Especially Trusts?
Most lawyers don’t understand trusts unless they work with them regularly.
If you're considering a revocable trust, make sure the attorney has deep trust experience.
What Experience Do You Have with Estate Tax Planning?
If your estate is large, ask about both federal and state estate tax expertise.
How Do You Charge?
Flat fees are often better for estate planning than hourly billing.
You should know upfront what the total cost will be.
What’s Your View on Revocable Trusts?
Red flag: If they say you don’t need a trust unless you have $13M+, they don’t understand trust law.
Revocable trusts are about avoiding probate, not just estate tax.
What’s Your Process and Timeline?
Look for a lawyer who:
Gets everything done in 4–6 weeks
Provides drafts before your signing meeting
What Do Your Online Reviews Say?
Check for consistently high ratings.
One or two poor reviews are normal—but overall feedback should be very positive.
Benchmark Tip:
If you own a home and have over $100,000 in assets, a revocable trust is worth considering.
Key Takeaway:
Choosing the right estate planning lawyer means finding someone with trust expertise, transparent pricing, and a proven process—plus great reviews and a personality that fits yours.
This video is for informational purposes only. As always please get professional help before making decision on how to protect your assets.
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