When we started this journey into the world of estate planning, we began to learn how to approach estate planning, certain concepts about wills and other documents and why estate planning is unique to each client. Here in Chapter 5 we discuss how to select a qualified estate planning attorney to assist you with your estate plan.
Selecting a qualified estate planning specialist is important for the following reasons:
- While many attorneys will do a will or power of attorney for you, they may not be specializing in the field of estate planning. Not being a specialist limits the attorney's skill set and prevents you from the benefits of the advice of a qualified expert.
- Working with a specialist gives you the best chance to get it right the first time. For example, would you let your dentist do your heart surgery? The idea is to treat attorneys the same as doctors; deal with the right specialist for the job at hand. Here is an article I wrote on this very topic that illustrates this point: Dealing with Specialists in Estate Planning As you will learn in ths chapter, not only is dealing a specialist attorney important to your family and you, there are simple steps to follow so you can find the right one.
- Learn the process of choosing the right estate planning attorney. Many people mistakenly rely on a referral service such as you might have in your community. These lists are dangerous and usually hazardous to your estate plan. Referral lists are usually paid services that charge people to be listed. They do not vet the people they list and this permits someone with no true expertise and experience to call themselves an estate planner when, in fact, they are not. When you follow the steps laid out below, you can steer clear of these problems.