Mon. Jan 6th, 2025
Key Questions to Ask Your Estate Planning Attorney in Lancaster

Estate planning is a critical process that ensures your assets are distributed as per your wishes after you pass away. It also provides for the care of any minor children and the management of your assets if you become incapacitated. When engaging an estate planning attorney in Lancaster, it’s essential to ask some key questions to ensure they have the necessary expertise and can meet your specific needs.

Firstly, inquire about their specialization in estate law. Estate planning is a complex field that requires specialized knowledge and experience. The attorney should be well-versed with all aspects of estate planning including wills, trusts, powers of attorney, healthcare directives, probate processes and tax laws.

Estate Planning Attorney

Secondly, ask about their experience handling estates similar to yours. If you have a high net worth or own businesses or other complex assets like overseas property, ensure that the attorney has handled such cases before.

Thirdly, discuss their approach towards creating an estate plan. A good lawyer won’t just draft documents but will take time to understand your family dynamics, financial situation and long-term goals. They should be able to customize an estate plan that suits your unique circumstances while minimizing potential conflicts among beneficiaries.

Fourthly, inquire about how they charge for their services. Some attorneys bill hourly while others offer flat fees for certain services like drafting a will or setting up a trust. Ensure you understand what services are included in these fees and whether there would be additional costs for updates or modifications down the line.

Fifthly, ask who would actually work on your case and handle any future communications or updates needed on the documents created by them; sometimes work may be delegated to junior staff members under supervision which might not always meet client expectations.

Lastly but importantly; request references from previous clients who had similar requirements as yours so as to gauge satisfaction level with service provided by them earlier.

Choosing an experienced and competent Finding an estate planning attorney near Lancaster is crucial for ensuring that your assets are managed according to your wishes and that your loved ones are protected. By asking these questions, you can ensure that the attorney you hire in Lancaster is well-equipped to handle your estate planning needs effectively and efficiently. Remember, a good estate planning attorney will not only provide legal advice but also help guide you through the emotionally charged process of planning for life’s inevitable end.

Jarvis Law Office, P.C.
904 N Columbus St, Lancaster, OH 43130
740-746-1260

By admin