Planning your estate is a complex process and it's important to have the right attorney by your side. Your estate attorney will help you proactively make decisions that will ensure your assets are passed on to the right heirs, in an efficient and tax-friendly way. To make sure you've chosen the right attorney for your estate plan, here are some questions to ask them.

1. What Experience Do You Have in Estate Planning?

It's important to know whether the attorney you choose has experience with estate planning. Ask them about any specialized training they've received, such as estate planning certification or a Master of Laws degree in estate planning.

2. What Is Your Primary Estate Planning Focus?

Different attorneys have different estate planning focuses. Some may specialize in taxes, while others may have more experience with trust and estate administration. Ask your attorney what their primary focus is so you can make sure they have the right experience and knowledge to help you.

3. How Will You Help Me Minimize Estate Taxes?

According to a survey by Bloomberg, 15% of respondents were concerned that their future heirs wouldn't be able to pay for the taxes or maintenance of inherited assets. That's why knowing about the tax liability of you and your beneficiaries is vital. Ask your attorney what strategies they would suggest for minimizing estate taxes, such as gifting assets to heirs or establishing a trust.

4. What Is Your Process for Drafting Documents?

Your estate plan documents are legally binding and should be written with precision. Ask your estate attorney what their process is for creating an estate plan and ensure they're taking appropriate steps to ensure the documents are accurate. You don't want to sign documents that could have errors in them.

5. How Will My Estate Plan Be Updated?

Your estate plan should be reviewed and updated regularly. Ask your attorney how often they recommend updating the plan and whether they can help you with any changes or not. You may need to revise your estate plan if you move, have a significant change in assets, or have a major life event such as marriage or divorce.

Planning your estate isn't a simple task, and choosing the right estate attorney is key to making sure your wishes are respected. Asking the above questions can help you find an estate planning attorney that's experienced and knowledgeable, and can help you create a plan that will protect your assets and provide for your heirs. Contact our local legal team at Hamilton Law Office, P.C. for help with your estate today.