Best Questions to ask your Estate Planning and Trust Attorney in Houston, Texas

estate planning law Infograph Before you get in connect with an estate planning and trust attorney in order to get your legal and financial affairs in order, the first thing to accomplish is call the firms of the estate planning and trust attorney in Houston who you will meet to handle your estate plan. This is an excellent opportunity for a first stage interview. To locate the most ideal legal adviser for you, pay attention to how the phones are responded to. Will you have the opportunity to talk with the attorney, or are you taken care of by some generic answering service that isn’t in Houston, Texas?

When you do talk with someone on the phone make certain to ask what will happen at the initial conference. Preferably, the intention of the first meeting with your Estate Planning And Trust Attorney is not simply to be familiar with him or her, however to present you with some assistance and info on the best estate plans for Houston that will benefit you and your family. You prefer to|wish to} leave this session with a clear action strategy for what your next actions are, in addition to the legal adviser’s instructions for guaranteeing that your affairs will be established in the best method possible for you and your family.

Second, you wish to discover specific info,

such as, how often should you review your legal documents, and what takes place if you wish to make changes later. Far too often, families put in place legal documents and they believe terrific that’s done now. (” I do not need to think of that any longer”). Then, the end of their life comes, or a crisis pops up, and their family learns that the documents are out of date, and specific updates would have greatly benefited the family group address the recent scenario.

The estate plan that is out of date or does not carry out appropriately for modifications which might have been recently altered in Houston. Why does this happen? Due to the fact that some legal advisers are not setting the best expectations for their clients. The truth of the matter is legal documents are not “set it and forget it.” Your wills, estate planning documents, and trust organization documents really need to be checked routinely, and up-dated throughout your life. You wish to discover a estate planning and trust attorney who can provide you assistance for examining your documents frequently, and who offers a program to supply you with continuing recommendations on a continuing basis.

The third thing to understand before hiring a estate planning and trust attorney is can they assist you to make intelligent choices…

about things like purchasing insurance coverage, monetary and retirement planning and assisting you get your monetary home in order? Your personal legal adviser can and needs to be able to guide you in making the smart decisions, not just about things like legal documents; but, likewise about basic guidance on monetary matters, taxes and getting your finances organized according to federal and Texas guidelines.

This does not imply that your legal adviser needs to be certified to offer insurance coverage or monetary items or practice every kind of law, just that they have a breadth of experience and knowledge, so that they can be a relied on consultant to you on these problems, assisting you prevent unfortunate mistakes.

Fourth, what sorts of things can you put in place to guarantee that your kids will forever be taken care of…

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

Today, there are techniques in legal planning that allow you to have the uttermost confidence that your kids will never be left in the care of anybody you would not desire, even in the short term, while the authorities are finding out what to do. Make sure that your legal adviser supplies an extensive children’s security plan for the care of small kids, providing ID cards for your wallet and instructions for your caregivers, noting out the names and numbers of local people who have legal authority to look after your kids, if you are not able to.

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

Some families have more intricate planning problems to deal with than others. A number of types of questions ought to be inquired about to assist ascertain what planning documents best fit your requirements:

Will you require a trust produced in the course of your lifetime, or is that better taken care of in you will?

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

How stable are the marital relationships of your married kids?

Are you anticipating to include members to your family through birth or adoption?

Are you anticipating any big expenditures or inheritances?

Questions For Your Estate Planning And Trust Attorney.

If you are preparing to meet with an estate planning and trust attorney in Houston, there are a couple of questions you might ask to identify if that potential estate planning attorney is right for you.

Are you experienced in dealing with estate planning matters?

Proceed with an estate planning and trust attorney only if he/she answers “yes” to this question. An estate planning attorney will be familiar with present law and will have the required tactical know-how to thoroughly prepare your documents in the most reliable manner possible.

For how long have you been practicing?

Certainly, you ought to aim to find the most qualified attorney possible, one who has seen his prepared documents take effect after a customer’s death. There is no substitute for experience. It’s likewise essential that you feel comfortable speaking to this attorney. After all, you will be going over some of your most private and personal problems.

Do you really execute the strategy?

Some legal advisers merely prepare estate planning documents, while others likewise execute the associated trusts and home transfers. It’s generally more effective to maintain a legal counsel in the latter classification, who can assure that the right possessions are transferred into the trust.

Can you assist me produce a detailed estate plan that consists of wills, trusts, survivorship arrangements and transfer on death documents?

You may have an option of multiple types of wills, trusts, survivorship arrangements and types of transfer on death documents, and comprehensive estate strategies can consist of all of these. So it’s essential that your estate planning attorney is educated in these fields. You might want your estate planning attorney to assist you comprehend the advantages and drawbacks of each estate planning tool and suggest the ones that might be best for you.

How do you charge?

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

How do you feel about revocable living trusts?

Putting possessions into a revocable living trust can prevent the time consuming and expensive probate process. But this may not be the best move for everybody, particularly in Houston Texas, because here the probate process is relatively simple. Unfortunately, some legal advisers suggest revocable living trusts just so they can charge more. There may be other, easier and more cost effective techniques to fulfill your objectives.

What other problems do you address?

As life expectancy increases, so do the possibilities of physical and psychological impairment problems. Estate planning attorneys ought to assist clients get ready for the possibility of short-term or permanent impairment or dementia by preparing medical and durable powers of attorney, living wills, and statement of guardianship documents.


This is just a sample of the types of questions that ought to assist guide the decision on what documents best fit your requirements. Asking these questions and hearing the best answers before you engage a legal counsel to deal with your wills, trusts, estate planning or organization in Houston, Texas will guarantee that you put in place legal planning for your whole family and your organization that will work when you require it.

Nick C. Caridas

Estate Planning And Trust Attorney 

Serving -city-, Texas


We serve Houston and the surrounding areas, including:

Afton Oaks ,Bellaire ,Braeswood Place ,Cane Island ,Cinco Ranch ,Galleria-Uptown ,Greater Heights ,Greater Memorial ,Heights ,Highland Village ,Hunters Creek Village ,Memorial Forest ,Memorial Villages ,Midlane ,Montrose ,Museum District ,Piney Point Village ,Rice Military ,River Oaks ,Royden Oaks ,Seven Meadows ,Tanglewood ,University Place ,Upper Kirby ,Washington Corridor ,West University ,Westchase ,Woodlake ,Woodlands ,Woodside ,Boulevard Oaks ,Briarbend ,Briargrove ,Bunker Hill Village ,Charnwood ,Frostwood ,Kelliwood ,Knollwood ,Midtown ,Rice ,Southside Place ,Towne Lake ,West Houston