Questions to ask an estate planning attorney


Most North Carolina adults want to protect their loved ones after passing away. Fortunately, setting up an estate plan helps ensure your assets go to your assigned beneficiaries. While the estate planning process is beneficial, it’s not often easy to accomplish by yourself. But asking a few questions ensures you find the right estate planning attorney.

How much experience do you have?

It’s understandable to wonder how long an attorney of interest practiced law. You know that every law firm has to start somewhere. But that doesn’t mean you have to risk something as important as estate planning on an unproven law firm. Instead, look for an attorney with years or decades of documented estate planning experience.

Can you handle all aspects of estate planning?

The estate planning process sounds like a fairly simple one. However, those making a plan for their estates often have many hurdles to deal with before it is complete. That’s why it’s smart to have an attorney on your side who can help with wills, trusts and other aspects of estate planning.

Will you be able to execute my plan or only create it?

Creating and executing estate plans can be two very different processes. So, it’s good to ask an attorney if they execute estate plans in addition to creating them. Having an attorney who can also execute the orders of your estate plan can save you a lot of time in the long run.

As time passes, it’s good to find an attorney who will regularly review your estate plan. These reviews help you know whether you need to adjust their respective estate plans. Legislative rulings might also foster the need for estate plan changes.