Choosing The Right Estate Planning Attorney

Indiana Funeral Care • October 3, 2022

If you are planning to have funeral services and need help choosing an estate planning attorney, be sure to keep some of these simple tips and ideas in mind.

funeral homes in Whiteland IN

Despite what many people believe, you don't need an attorney to plan your estate. Creating estate arrangements is something you can do on your own, but it is often confusing and complex. You will find it more confusing and complicated if you have more assets. Hiring an estate planning lawyer will ensure that you have someone who understands the process, who can help you craft your estate plan. Compiling documents and information about your assets is the first step in hiring an attorney. You should think about who you want to own your property, and how much it is worth (roughly) when you compile your information regarding it. When it comes to choosing the right funeral homes in Whiteland, IN, an estate attorney can help with that too. 


Ask For Recommendations 


After you have gathered information about your property and decided to hire an estate planning attorney, you should begin the search for the right lawyer. A quality estate planning lawyer can be recommended by two trustworthy sources. Those closest to us are our family and friends. If you are looking for someone to trust, taking a recommendation is a great idea. Do, however, be cautious when dealing with people who may be included in your will. To get a larger share of your assets, they may try to sway you with their recommendations. Another law professional can also serve as a source. It is wise to ask an attorney for recommendations if you use his or her expertise for other matters. In addition to knowing the experience and reputation of the other attorney, they should have a thorough understanding of the other's practice area. 


Gather All Necessary Documents And Information 


A list of information may be provided by your potential candidates before you meet with them in person so they can evaluate your application. An attorney who gives you a questionnaire or goal form to complete before the meeting is a good sign. It is a good sign that they are interested in getting to know you and taking your case seriously. 


Schedule An In-Person Meeting 


You need to meet potential candidates once you have narrowed your search. Interviewing at least three in their offices is a good strategy. Getting to know them and asking them questions about your assets and estate planning process is a great way to better understand what working for them would be like. There is usually no charge for an initial consultation with most attorneys. Ensure that you aren't being overcharged by double checking this. 


Ask Questions About Their Practice 


You should ask questions about an estate planning candidate's practice when you meet in person. To ensure your case receives the attention and care it deserves, you want to make sure the lawyer is trustworthy. You will be able to understand the law and your options with the help of a good estate planning attorney. 


Make Sure They Disclose Fees And Details In Writing 


A lawyer may not disclose their fees in advance of your consultation. If an attorney does not know the details of your case, it may be difficult to give you an accurate quote. They can still give you an estimate of what they will charge you, so you aren't in the dark about what to expect. Nevertheless, be cautious of attorneys who provide a fixed fee without examining your case. This indicates that they provide you with the same estate plan for everyone rather than tailoring it to your specific requirements. 


If you need help planning a funeral service at funeral homes in Whiteland, IN, reach out to us for help. We are happy to assist you.


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