While a referral from friends can be a good start to finding an experienced attorney, it may not be enough to cultivate a successful working relationship, says The San Francisco Business Times in the recently published article, “Guide to finding an estate planning attorney who is right for you.”
- Identify the type of estate planning attorney needed. Many people can use the services of an estate planning attorney to draft wills, powers of attorney, and basic trusts. However, some situations require an attorney with certain focuses. For example, those who are concerned about maximizing benefits for beneficiaries with special needs or who are interested in programs like Medicaid or addressing long-term care may want a practitioner who concentrates in elder law.
- Interview your short list. See if there’s a fee for a “meet and greet” before you schedule a meeting. Most attorneys welcome the opportunity to meet with potential clients.
- Find the attorney’s educational credentials online. At the introductory meeting, ask procedural questions rather than asking for specific legal advice. You may want to ask about topics such as relevant experience, preferred methods of communication and points of contact, billing practices and whether the attorney has the bandwidth (capacity) to work on your issues.
- Make an assessment after the meeting. After the interview, assess how the meeting went. Ask yourself the following questions:
- Did she respond in a timely manner?
- Did you understand the answers she gave you?
- Did you feel comfortable asking follow-up questions?
If you weren’t totally comfortable with this first meeting, you may never develop the type of open conversation that’s critical to have with your estate planning attorney. You don’t need your estate planning attorney to be your best friend, but you do need to trust them with your family’s future. If one does not suit you, continue looking until you find one who is a good fit.
- Move ahead. If you felt good and liked the attorney’s approach, go ahead and move forward.
- Get all the fee info out in the open. An estate planning attorney will usually prepare fee engagement letters that sets out the scope of services and billing practices. If your attorney doesn’t give this type of letter for you to review and sign, ask her to put the fee agreement in writing. Make certain that you understand the letter. If you have questions, get answers before signing.
Reference: San Francisco Business Times (January 4, 2019) “Guide to finding an estate planning attorney who is right for you”