Estate planning is often portrayed as a simple process. You create simple documents that will be used after you pass away to distribute your property. While this may seem easy, the hard parts are preventing fighting between siblings and long, drawn-out proceedings. To craft a sound estate plan, you’ll need to work with an experienced family law attorney. Below are a few questions you should ask to find the right one for you. 

What to Ask an Estate Planning Attorney

1. Will You Let Me Review the Documentation?

An estate plan requires a living will and other important documents. While your lawyer is crafting them, they should have you review them during the process. You’ll want to make sure they meet your goals and clearly identify your wishes, including how the assets should be distributed. You should feel comfortable communicating your needs to your attorney. They should allow you to inspect your documents. They should also fully answer any questions you may have about specific phrasing or the inclusion of certain clauses. 

2. Do You Help Update the Documents?

As laws and circumstances change, your estate plan should too. Ask your attorney if they update documentation periodically and when major life changes occur; they should also inform their clients about modifications in the law. Work with a lawyer who offers a continuous maintenance program instead of hiring one for a single transaction. At the onset, find out if the attorney bills by the hour or charges a fixed-project rate; you don’t want to be surprised by unexpected fees.

3. Can You Assist With the Funding Process?

While you can arrange funding on your own, having an attorney review each asset and guide you through the transfer process is beneficial. A legal expert will help you avoid mistakes and oversights that could necessitate lengthy probate court proceedings. 

When you need help creating an estate plan, contact Stuart R. Norman Jr. in Jewett City, CT. With his 40 years of experience, he has provided exceptional legal services and advice to countless clients in and around New London County. In addition to estate law, he is well-versed in elder and property law. Call (860) 376-0069 to make an appointment, or visit the website to learn more about his estate planning services.