How to find a lawyer like me #estateplanning #assetprotectionplanning #trusts

16 Mar 2023 · 1 min

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In this concise instructional monologue, Jerry Taylor outlines the essential questions and criteria to use when selecting an estate‑planning attorney who matches his own standards. He advises prospective clients to verify that a lawyer specializes in estate planning (money protection), has at least ten years of practice, and offers free triennial reviews of the client’s plan. He stresses the need for solid estate‑tax experience, especially for larger estates, and warns against lawyers who claim trusts are only necessary for estates over $13‑$14 million. Taylor recommends lawyers who charge flat fees rather than hourly rates, can deliver a complete plan within four to six weeks, and provide draft documents for client review before signing. He also suggests choosing attorneys who ask more questions than they speak, have strong Google reviews, and generally demonstrate a client‑focused approach.

Chapters

You want to find a lawyer like me? These are the questions you need to ask. Do you specialize in estate planning? That's lawyer talk for money protection. How long have you been practicing? At least 10 years. Do you conduct periodic reviews of my estate plan? I do it every 3 years for free. Which estate tax experience do you have? Depending on the size of your estate, this can be critical. How do you charge? You want a lawyer that's going to charge you flat fees, not by the hour. How do you feel about revocable trusts? If the lawyer you're talking to says you need an estate above $13 or $14 million to need a trust, Go elsewhere. How long will it take you to complete my plan? 4 to 6 weeks is the norm. You send me draft documents to review. You need to see what you're signing before you sign it. Find someone who asks you more questions than they talk themselves. Good Google reviews are also helpful and you'll be good to go.