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Family Estate Attorney Estate Planning

Family Estate Attorneys: What Do They Do? What Questions Should You Ask?

September 18, 20233 min read

Disclaimer: Pregacy, nor any of its employees, are financial advisors, estate planners, or attorneys. The information provided is for informational purposes only and should not be considered professional advice. Any decisions you make based on the information provided are your own responsibility.

Please consult with a qualified professional before making any important decisions or taking any actions related to the topics discussed.

We are not aware of your specific circumstances, and the information provided is based on general knowledge available. Therefore, it's essential to seek advice from professionals who can provide guidance tailored to your individual needs and current legal and regulatory requirements.

Family Estate Attorneys: What Do They Do? What Questions Should You Ask?

Family estate attorneys are lawyers who specialize in helping families with their estate planning needs. This includes drafting wills, trusts, and other estate planning documents; helping families manage their assets during their lifetimes and after death; and resolving disputes that may arise over an estate.


What do family estate attorneys do?

Family estate attorneys can help with a variety of tasks, including:

  • Drafting estate planning documents: This includes wills, trusts, powers of attorney, and living wills. These documents can help you ensure that your assets are distributed according to your wishes after death, and that your loved ones are taken care of if you become incapacitated.

  • Helping families manage their assets: Family estate attorneys can help families manage their assets during their lifetimes. This can include helping them set up investment accounts, plan for retirement, and make gifts to their loved ones.

  • Resolving disputes over an estate: If there is a dispute over an estate, a family estate attorney can help to resolve it. This may involve mediation, arbitration, or litigation.


What questions should you ask a family estate attorney?

When you are interviewing family estate attorneys, there are a few important questions you should ask:

  • What are your areas of expertise? Make sure the attorney you choose has experience in the areas of estate planning that are important to you.

  • How much do you charge? Estate planning fees vary depending on the complexity of the case and the location of the attorney. Be sure to get an estimate of the fees before you hire an attorney.

  • How long have you been practicing estate planning law? Experience is important when it comes to estate planning. Choose an attorney who has been practicing for many years and has a good reputation.

  • Can you provide me with references? Ask the attorney for references from other clients. This will give you a chance to speak to people who have worked with the attorney and get their feedback.

Family estate attorneys can be a valuable asset to families. They can help you ensure that your assets are distributed according to your wishes after death, and that your loved ones are taken care of if you become incapacitated. When choosing a family estate attorney, be sure to ask the right questions and choose an attorney who has the experience and expertise you need.

Here are some additional questions you may want to ask a family estate attorney:

  • What are the different types of estate planning documents?

  • What are the pros and cons of each type of estate planning document?

  • What are the tax implications of different estate planning strategies?

  • How can I protect my assets from creditors?

  • How can I plan for long-term care?

  • What happens if I become incapacitated?

  • What happens if there is a dispute over my estate?

By asking these questions, you can learn more about estate planning and find an attorney who can help you create a plan that meets your individual needs.



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Pregacy Staff

Members of the Pregacy Staff, providing helpful insights of on estate planning and preserving your legacy for future generations.

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