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What to Ask an Estate Planning Attorney During the Initial Consultation November 14, 2017

Crown Heights, Brooklyn
What to Ask an Estate Planning Attorney During the Initial Consultation, Brooklyn, New York

A seasoned estate planning attorney will ensure your family is taken care of should anything happen to you. After discussing your financial situation and learning more about your personal life, they will recommend various documents to draft a comprehensive estate plan. That’s why it’s so important to choose an experienced lawyer who understands probate law and provides quality legal guidance during every step of the process. The most effective way to secure a reliable professional is to take advantage of the initial consultation. 

4 Questions to Ask Your Potential Lawyer

1. How Long Have You Been Practicing?

You have to review and update your estate plan periodically, and if you turn to someone who is new to this particular practice area, he or she will not have sufficient experience to help you do so after every milestone. Look for a firm that has at least two decades of experience to ensure they have successfully guided clients through various life transitions.

2. How Can I Contact You If I Have Questions?

A good estate planning attorney is eager to answer their clients’ questions and will always strive to be as accessible as possible. You do not want to talk to a paralegal or secretary about your confidential issues and concerns; check that you can reach out to your lawyer directly.

3. Do You Offer Regular Review Services?

estate planning attorneySome firms offer annual review services so their clients can confirm that their wills are still accurate. If you want to ensure your documents are always up-to-date, it is worth looking for a lawyer who offers these periodic checks.

Can You Help My Family Avoid the Probate Process?

One of the main goals of estate planning is to minimize disputes among your loved ones during the probate process. If you are concerned about issues arising, an experienced attorney can make recommendations that eliminate the need for probate.


If you are looking for an estate planning attorney in Brooklyn, NY, who meets all your criteria, turn to Salis Law PC. They have been serving clients throughout Brownsville, Park Slope, and Crown Heights for over 25 years. Check out the firm online to learn more about their experience in estate planning law, or call (212) 655-5749 to schedule an initial consultation today. 

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