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The Four Most Important Questions to Ask before Choosing your Estate Planning Attorney

Many people know they need to make an estate plan. They want to ensure their families are taken care of. However, when selecting an attorney they have know idea where to begin. This article will give quick overview of the kind of questions you should ask when hiring an estate planning attorney. If you ask these 4 questions of an estate planning attorney, you should get an idea if these are the kind of people you want to work with.

What is the primary focus of your firm?

This is question is important to ask your potential estate planning attorney because if the firm you are interviewing specializes in criminal law or employment law claims, then the lawyers may not understand and readily know the laws that govern probate, wills, trusts and estate planning. It’s best to go with a firm that focuses on estate planning to assure that your estate plan complies with all required formalities and accurately reflects your wishes.

At The Weil Law Group, PA our focus is on helping you to accomplish YOUR goals. We take a “Goal Oriented” approach to helping you figure out what you want to accomplish, and then helping you to get that done.

How will we communicate and send documents for review and signatures?

After the initial meeting with your estate planning attorney, communication about documents and updates is crucial. If your attorney is inattentive and slow to respond, uses traditional mail when an email will suffice, or doesn’t send or acknowledge documents in time, then your estate planning could be more difficult and possibly even inaccurate. Be sure to that your attorney is able to and willing to reach out and address your concerns in a timely and professional manner.

At The Weil Law Group, PA we focus on making signing and communication easy. That is why we can communicate via phone, email, fax, online, in-person, or through various other means. We know our job is to make your life easy, so you can communicate with us in whatever way is easiest for you. 

If other questions or issues arise after the planning, will the firm be available to help?

You never know what could happen in life, and at times these changes can have an effect on your estate. For example, if you have gained a significant amount of assets or have another beneficiary that needs to be considered in your will or trust. Your estate planning attorney should be there to help you determine if you need to revise your estate plan to compensate for these changes. It is important to have an estate planning attorney that is always there to help.

At The Weil Law Group, PA all of our estate plans include the ability to call and ask questions and plan updates without paying an additional fee. We also try to design our documents to allow them to be updated with most common changes easily and affordably. 

How long will it take to complete the process?

This is a particularly important question to ask an estate planning attorney because the time it takes for law firms to finish an estate plan varies greatly. Further, life is unpredictable so you never know when something could happen so it is important that your attorney can complete the estate plan and schedule the signing in a timely fashion. Some law firms can take upwards of 4-6 months to complete your estate plan. While others, like our firm, are able to complete estate plans in one or two weeks, and in urgent circumstances just a few days.

At The Weil Law Group, PA our standard quoted turn around time is 2 weeks from the date of our goal planning session to when your ready to sign. Of course this can very from person to person. In the event that your in urgent need however, we do offer expedited estate planning packages. 

Here at The Weil Law Group, we can help you with your estate plan regardless of how simple or complicated it may be. We also give you a low fixed price upfront. If you have any questions or need any help call 954-603-7603. We are here to help.

Jacob Weil, Esq.

About the Author Jacob was born and raised in South Florida, graduating from Nova
High School in Davie, Florida. Jacob received his B.A...Read More