14 Questions for Interviewing Estate AttorneysSubmitted by Mission Financial Planning on June 16th, 2020
Most people have some preferences about how they would like their life’s work and accumulations distributed or cared for, but many have avoided facing the sobering task of putting their preferences on paper. Whether you are updating an existing plan or creating a new estate plan, one roadblock to moving forward can be the process of finding an estate attorney.
Download our list of 14 Questions for Interviewing an Estate Attorney to help you with that process. Taking an intentional approach to finding a good attorney will make sure you get a good plan in place now, which should mean easier execution when the time comes to implement the plan.
Before you head to the attorney's we can help you think through your family and financial circumstances and how you want the estate to be handled so you have some ideas ready when you sit down to draft the documents.
Give us a call, we'd love to have that conversation.
You might also be interested in reading our blog post on The Need for Estate Planning