5 GREAT TRAITS OF AN ESTATE PLANNING ATTORNEY
An estate planning attorney must have several positive attributes. For many people, their estate is relatively simple with the majority of their assets going to family members. If you have a large estate, the complexities may make it more difficult to plan effectively on your own.
When You Start Looking For An Attorney, Choose One Who Has The Following Five Positive Traits:
Shows Trust and Respect
You are choosing an attorney who will be representing you when you no longer can represent yourself. You are entrusting them to fulfill your final wishes. You want to make sure you can trust them to do exactly what you want them to do. The level of respect and integrity they show you while you are in the planning stages will provide you valuable insight into how much you can trust them to follow through with your wishes.
Looks for Accuracy
A good estate planning attorney demands accuracy in all aspects of their practice. They take the time to review each document to look for errors and possible phrases that could eventually lead to a miscommunication. It is part of their job to make sure all of the paperwork that pertains to their cases is free of errors, both numerically and alphabetically.
Maintains Positive Relationships
An estate planning attorney must build and maintain positive relationships with their clients and their clients’ heirs, as they may eventually have to work directly with the heirs in the case of their client passing away.
Communicative and Educated
A good attorney not only communicates with their clients, but they also educate them on the legal process. By ensuring clients understand how the law works in their particular situation, they reduce misunderstandings and allow their clients to make informed decisions. By educating their clients, attorneys give them the tools they need to make informed decisions.
Part of practicing law means staying updated on any changes that are made in the laws and regulations that govern estate planning. As in every other area of the law, things can change over time. It is extremely important that an estate planning attorney remains up-to-date on any changes that may have taken place when it comes to inheritances and estates.
Jennifer Medeiros is an attorney specializing in estate planning, probate, and trust administration services in San Clemente, California. Call (949) 420-0025 for assistance in making your estate plan, probating, or administering your trust assets.