Hiring the right estate planning attorney can make you feel empowered to
make the best decisions for yourself and your family regarding your future.
It’s important, however, that you make sure you hire a legal professional
who will meet your specific needs. In this blog, we share six common mistakes
to avoid when hiring an estate planning attorney.
Mistake #1: Seeking Online Options
Avoid using online resources and programs that claim to be “easy
to use.” The reality is, you’ll pay a high price upfront and
it’s more than likely that you’ll end up hiring an attorney
to undo the errors caused by the program. You’d be surprised at
how many “hidden saving” opportunities there are when you
hire a true estate planning attorney.
Mistake #2: Hiring a Lawyer Who Charges Hourly
A lawyer who is competent and knowledgable on the area should be able to
give you a quote for a comprehensive service package. Furthermore, you
should be especially hesitant of attorneys who are charging you less than
$1,000 – they are either cutting corners or providing a service
that is less than what you and your family deserve.
Mistake #3: Failing to Ensure There is a Plan as Your Life Changes
It’s expected that your life, assets, and the law are expected to
change as time goes on. You’ll want to make sure your lawyer keeps
in touch with you about any changes that can impact your financial future.
Mistake #4: Addressing Only “Obvious” Assets
Some lawyers will only discuss obvious assets, such as money and property,
and fail to mention the values and insights that are most important to
you to leave behind to your children. You want to make sure you include
intangible assets in your plan.
Mistake #5: Expecting and Receiving Poor Service
As a client, you deserve more than an attorney who constantly dodges your
phone calls and overcharges you in legal fees. The right type of lawyer
will return your calls and emails in a timely manner and be backed by
a team of supportive staff to help with your needs.
Mistake #6: Hiring an Attorney Who is Not an Area Expert
One of the biggest misconceptions regarding estate planning lawyers is
that they’re all the same – this couldn’t be further
from the truth. Each lawyer will have their own qualifications, but it
boils down to what you’re specifically looking for out of an attorney.
Call the Law Offices of Steven M. Adler, PLLC to speak to our dedicated
Long Island estate planning lawyer at (516) 740-1184 today.