5 Things to Look For In an Estate Planner

//5 Things to Look For In an Estate Planner

5 Things to Look For In an Estate Planner

If you are ready to focus on estate planning, then it’s time to speak with your lawyer in Tampa. If your lawyer in Tampa doesn’t focus on estate planning, then FLP has you covered. Whatever your estate planning needs are, contact a lawyer in Tampa that can help you distribute your assets the way you wish. Not sure what to look for in an estate planner? Try seeing how they match up to these five indicators:

  1. Devotion to Estate Planning

Juggling so many different legal issues can take its toll. If your lawyer handles divorces, estate planning, personal injury, and traffic tickets, then it may be time to find a different estate planner. Estate planning is very intricate and requires a lot of time and devotion. If your lawyer practices mostly probate and estate planning, then you found yourself a winner.

  1. Price of Estate Plan

Another important thing to keep in mind is, of course, the price. Your estate planning needs are crucial and should be taken seriously. The cheapest plan may miss critical issues that need to be addressed. By the same token, you don’t want to be overcharged. Remember, this is an investment for your family’s future. Some things to take into account: experience and customization. They can affect the price of your estate planning needs.

  1. Knowledge and Relationship

You want an estate plan that is obviously knowledgeable but also invested in your situation. The strategy that best reflects your values and goals is the one you want. Therefore, it is important to communicate exactly what you want with your estate planner. They will be able to assist you and ensure that you have the estate plan that you really want.

  1. Personality

First off you have to trust your estate planner. If you don’t feel that connection, walk away. A great estate planner is going to ask you some very personal questions because they are looking out for your best interest. So, it’s important to feel at ease with them. Good chemistry is extremely important.

  1. Clear and Understandable

Can your lawyer clearly explain to you the complex intricacies of estate planning? If they are a great lawyer, but can’t explain your estate plan clearly to you, then that is an issue. Your estate plan is an important investment, so you should be able to understand it clearly. The last thing you want is any surprises that can really through you for a loop.

Check out our blog for more tips and info. Contact Fresh Legal Perspective today by calling (813) 448-1042 and ask about meeting one of our lawyers!

 

By | 2018-05-07T11:32:03+00:00 May 11th, 2018|Blog|Comments Off on 5 Things to Look For In an Estate Planner

About the Author: