Questions to Ask an Estate Attorney: Be Prepared for Your Consultation
Make the most of your estate attorney consultation. Here are the key questions to ask and information to bring.
An estate attorney consultation can be overwhelming. Being prepared with the right questions helps you make informed decisions.
Questions About Their Practice
- How long have you practiced estate planning?
- What percentage of your work is estate planning?
- Do you specialize in any particular areas?
- Are you familiar with my state's specific laws?
Questions About Your Situation
- Based on what I've told you, what documents do I need?
- What are my options for avoiding probate?
- How can we protect assets if nursing home care is needed?
- Are there any tax implications I should consider?
- What happens if we don't do anything?
Questions About Process and Cost
- How much will this cost?
- Do you charge a flat fee or hourly?
- What's included in the fee?
- How long will this take?
- Who will actually draft the documents?
- What happens after the documents are signed?
Information to Bring
- List of all assets and approximate values
- Existing estate planning documents
- Insurance policies
- Retirement account statements
- Property deeds
- Family member information
- Notes about your goals and concerns
Red Flags to Watch For
- Pressure to sign documents immediately
- Unwillingness to answer questions
- Recommending products they sell
- Unusually low prices (may mean inexperience)
- Poor communication or responsiveness
Trust your instincts—you should feel comfortable with your attorney.