5 Questions to Ask Before Hiring a Highland Village, Estate and Will Planning Attorney

estate planning law Infograph Before you get in connect with an estate and will planning attorney to get your legal and monetary affairs in order, the first thing to do is call the offices of the estate and will planning attorney in Highland Village who you will meet with to manage your estate plan. This is a terrific chance for a first level screening. To identify the most suitable attorney for you, pay attention to how the phones are answered. Will you have the ability to speak with the lawyer, or are you taken care of by some generic answering service that is not located close to Highland Village, Texas?

When you do talk with somebody on the phone make sure to ask what will occur at the initial appointment. Preferably, the purpose of the very first meeting with your Estate And Will Planning Attorney is not merely to get to know him or her, however to present you with some guidance and info on the best estate plans for Highland Village that will benefit you and your family. You really want to|wish to} leave this conference with a clear action strategy for what your next actions are, along with the attorney’s instructions for making sure that your affairs will be set up in the best method possible for you and your family.

Second, you want to find out certain info,

such as, how frequently ought to you review your legal documents, and what occurs if you want to make changes later. Far too often, families put in place legal documents and they believe great that’s done now. (” I do not need to consider that anymore”). Then, the end of their life comes, or a crisis arrives, and their family finds out that the legal documents are out of date, and certain updates would have greatly helped the family address the current scenario.

The estate plan that is out of date or doesn’t carry out properly for modifications which could have been just recently modified in Highland Village. Why does this occur? Because some legal counsels are not setting the right expectations for their customers. The truth of the matter is legal documents are not “set it and forget it.” Your wills, estate planning legal documents, and trust business legal documents require to be gone over regularly, and up-dated throughout your life. You want to locate a estate and will planning attorney who can offer you advice for evaluating your legal documents regularly, and who offers a program to supply you with continuing guidance on an ongoing basis.

The third thing to know prior to employing a estate and will planning attorney is can they help you to make wise choices…

about things like purchasing insurance, financial and retirement planning and helping you get your financial house in order? Your personal attorney can and should be able to direct you in making the correct decisions, not only about things like legal documents; but, likewise about general assistance on financial matters, taxes and getting your financial resources organized according to federal and Texas guidelines.

This doesn’t indicate that your attorney needs to be licensed to sell insurance or financial products or practice every type of law, simply that they have a breadth of experience and understanding, so that they can be a relied on consultant to you on these issues, helping you prevent costly errors specific to Highland Village, Texas.

Fourth, what sorts of things can you put in place to ensure that your children will always be taken care of…

by individuals you want as their caretakers, in the manner you desire, and will not lose their inheritance to predators or financial institutions?

Today, there are methods in legal planning that allow you to have the highest guarantee that your children will certainly never be left in the care of anybody you wouldn’t desire, even in the short-term, while the authorities of Highland Village are determining what to do. Be sure that your attorney supplies a complete children’s defense plan for the care of minor children, including things like ID cards for your wallet and instructions for your caretakers, listing out the names and numbers of nearby individuals who have legal authority to take care of your kids, if you are not able to.

Fifth, what set of legal estate planning legal documents best fit your present family situation?

Some families have more complex planning issues to handle than others. Several kinds of concerns should be inquired about to help figure out what planning legal documents best fit your needs:

Will you need a trust established during the course of your life time, or is that much better taken care of in you will?

Do you have any special needs relative that need to be provided for?

How steady are the marital relationships of your married children?

Are you expecting to add members to your family through birth or adoption?

Are you expecting any big expenditures or inheritances?

Questions For Your Estate And Will Planning Attorney.

If you are preparing to meet with an estate and will planning attorney in Highland Village, there are a couple of concerns you might ask to identify if that prospective estate planning lawyer is right for you.

Are you experienced in dealing with estate planning matters?

Proceed with an estate and will planning attorney only if he/she returns “yes” to this question. An estate planning lawyer will recognize with present law and will have the needed strategic knowledge to carefully draft your legal documents in the most efficient way possible for Highland Village, Texas.

How long have you been practicing?

Clearly, you should strive to locate the most expert lawyer possible, one who has seen his prepared legal documents work after a client’s death. There is no replacement for experience. It’s likewise crucial that you feel comfortable talking to this lawyer. After all, you will be discussing some of your most private and confidential issues.

Do you in fact execute the strategy?

Some legal counsels simply draw up estate planning legal documents, while others likewise execute the associated trusts and residential or commercial property transfers. It’s generally more effective to keep an attorney in the latter classification, who can assure that the proper assets are transferred into the trust.

Can you help me produce an extensive estate plan that includes wills, trusts, survivorship contracts and transfer on death legal documents?

You may have an option of multiple kinds of wills, trusts, survivorship contracts and kinds of transfer on death legal documents, and comprehensive estate strategies can consist of all of these. So it’s crucial that your estate planning lawyer is well-informed in these areas. You might desire your estate planning lawyer to help you comprehend the advantages and disadvantages of each estate planning tool and recommend the ones that might be right for you.

How do you charge?

Many estate and will planning attorney charge flat fees for certain basic services, like preparing a will or a trust, instead of billing by the hour. Some do both, where they charge a fixed charge for certain basic services, then charge a hourly rate for certain services that are unique to your situation. In any case, it’s makes sense to ask about compensation methods ahead of time to prevent surprises.

How do you feel about revocable living trusts?

Putting properties into a revocable living trust can prevent the time consuming and pricey probate process. But this may not be the best move for everybody, especially in Highland Village, Texas, because here the probate process is relatively simple. Sadly, some legal counsels suggest revocable living trusts simply so they can charge more cash. There may be other, easier and more cost effective methods to satisfy your objectives.

What other issues do you address?

As life span increases, so do the likelihoods of physical and mental special needs issues. Estate planning attorneys should help customers get ready for the possibility of momentary or permanent special needs or dementia by preparing medical and durable powers of attorney, living wills, and declaration of guardianship legal documents in Highland Village, Texas.


This is simply a sample of the kinds of concerns that should be asked to help direct the choice on what legal documents best fit your needs in Highland Village, Texas. Asking these concerns and hearing the right responses prior to you engage an attorney to work with your wills, trusts, estate planning or business in Houston, Texas will guarantee that you put in place legal planning for your household and your company that will work when you need it.

Nick C. Caridas

Estate And Will Planning Attorney

Serving Highland Village, Texas