ASK TOM: How do I choose an estate planning attorney?

Deciding who will set up your estate plan is important. Not only will your estate plan give you peace of mind, it will also give peace of mind to your family. It’s important to pick an experienced attorney that knows the ins and outs of the law to ensure your family feels peace.

You should consider asking the following questions to assist your search:

  1. How much of your law practice is devoted to estate planning?

Because attorneys have differing levels of expertise in certain areas of the law, it would be beneficial to find out how often they’re actually drafting estate plans and what kind of experience they have.

  1. What are your credentials?

Although every licensed attorney has passed their State Bar exam, there are no formal requirements to practice as an estate planning attorney. Luckily attorneys are able to focus their yearly Continuing Legal Education (CLE) requirements to become more educated and experienced with estate planning.

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