How to Choose the Right Estate Planning Attorney for Your Needs

Experience & Expertise

Look for an attorney who specializes in estate planning and has experience handling cases similar to yours.

They should have a deep understanding of estate planning laws and regulations, as well as knowledge in areas such as wills, trusts, powers of attorney, and healthcare directives.

Comprehensive Services

Determine whether the attorney offers comprehensive estate planning services beyond just drafting wills and trusts.

This may include planning for long-term care, special needs planning, tax planning, business succession, and more. Choose an attorney who can address all aspects of your estate planning needs.

Funding Trusts

A crucial aspect of estate planning is funding your trust properly. Simply creating a trust is not enough; it must be funded with assets for it to be effective.

Ensure that the attorney you choose provides guidance on funding your trust and assists you throughout the process.

Approach & Style

Consider the attorney's approach to estate planning and whether it aligns with your preferences. Some attorneys may take a more traditional approach, while others may be more innovative or flexible in their strategies.

Choose an attorney whose style resonates with you and makes you feel comfortable.

Personalized Attention

Look for an attorney who takes the time to understand your unique circumstances and goals.

They should be attentive to your needs, responsive to your questions and concerns, and dedicated to helping you achieve your objectives.

Reputation & Reviews

Research the attorney's reputation in the legal community and read reviews from past clients. A positive reputation and testimonials can provide valuable insight into the attorney's professionalism, competence, and client satisfaction.

Consultation & Communication

Schedule a consultation with the attorney to discuss your estate planning needs and evaluate their services. Pay attention to how they communicate and whether they listen to your concerns.

A transparent and communicative attorney can help ensure a smooth and successful estate planning process.

Overview

At Sivia Law, we understand the importance of choosing the right estate planning attorney for your needs. That's why we offer a strategy session prior to establishing an attorney-client relationship. This allows you to meet with us, discuss your goals and concerns, and determine if our firm is the right fit for you and your loved ones.

With our knowledge and experience in estate planning, we can provide the guidance and support you need to create a comprehensive plan that protects your assets and provides for your family's future.