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What should I know before hiring an estate planning lawyer?

What should I know before hiring an estate planning lawyer?

Most people aren’t familiar with estate planning and trust law. Think about the most important people in your life; are they protected and taken care of? If you have children, a spouse, and over $150,000 in assets, it’s time to think about establishing a trust and enlisting the help of an experienced estate planning lawyer. Find the best estate planning attorney at Avvo:

As a trust attorney and partner at Rudolph & Chonoles, Richard Rudolph knows this is an incredibly complicated and confusing area of the law—hence the importance of working with an attorney who has the experience you need, will take the time to answer your questions, and can thoroughly explain every step of the process in a language you understand.

Along with finding an attorney with the patience and empathy to explain trust law and every step of the estate planning process, it’s imperative that you hire an attorney who you are comfortable with. There are going to be a lot of deep and personal conversations over the course of the client-attorney relationship, and if the client holds back the relationship won’t be beneficial to anyone involved.

“Most my clients don’t even know what they want sometimes until after they’ve spoken with a lawyer,” Attorney Rudolph says. “You want to find someone you’re comfortable talking with, because you’re going to discuss very personal and private family issues, so you want to make sure you’re comfortable having an open conversation.”

Ultimately, setting up a trust begins and ends with your personal goals and wishes. A trust attorney helps you facilitate the entire process and ensure it’s legally sound. This means going through and compiling your financial records and writing out your goals for your estate.

Whether it’s providing for your young children or aging spouse or preserve a family home with sentimental and financial value, try to define your goal before meeting with an estate lawyer. From there, be open and honest with your attorney—they can guide you, every step of the way.

Richard Rudolph is a trust attorney and partner at Rudolph & Chonoles in California:


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