I wanted to thank …. all of the staff at Lifeinsure.com who made the process quite easy.
Get life insurance Quotes now

Estate Planning Tips – Hiring an Estate Planning Attorney

Hiring an Estate Planning Attorney

When you’re ready to start the process of estate planning, it’s advisable to seek the counsel of a qualified attorney. It’s important to bear in mind that most attorneys specialize in particular aspects of the law.  For many attorneys, estate planning is something that is outside of their primary scope of practice. When you are concerned with taking care of the structure of your estate, it’s certainly in your best interest to select a lawyer who has experience and expertise specific to estate planning.

Finding an Attorney

It’s likely that there are a number of attorneys in your area who specialize in estate planning.  You might want to ask your friends and family members who have recently taken care of their own estates for referrals.  Your financial planner and/or life insurance agent can also be good sources for helping locate a qualified estate planning attorney.  Make sure that you are comfortable communicating with the attorney you select, as you’ll have to share specific details about your family and financial situation throughout the estate planning process.

What to Expect

If you decide to work with an attorney, you can expect to receive sound advice regarding the legalities of establishing and finalizing your estate plan. Attorneys who specialize in estate planning typically have experience in setting up living and life insurance trusts, drafting wills, and handling probate proceedings. If your estate is sizeable, it’s vital to verify that your lawyer has expertise in the area of estate taxation.

Verifying Credentials

Verify that any attorney you choose is properly licensed to practice law in your state of residence. The best way to check out an attorney’s credentials is to contact your state’s Bar Association, either via telephone or online. Taking the time to check out credentials ahead of time can keep you from finding yourself in an awkward situation if a problem should arise.

Latest News

Life Insurance Terms You Should Know
life insurance terms

Life Insurance Terms You Should Know   Just like with lawyers, members of the insurance industry use unfamiliar terms when they discuss the various products they represent. Not because they’re smarter than anyone else, it’s just the nature of the industry. Certainly, anytime you’re speaking with an agent, you can … Continue reading Life Insurance Terms You Should Know

Read More
Life Insurance Myths Debunked
life insurance myths

As a general rule, every type of insurance can be confusing, especially when a layperson listens to life insurance myths and attempts to read the content of an actual policy. Not because they don’t understand the concept of insurance, because most people do; but because policy information is typically written … Continue reading Life Insurance Myths Debunked

Read More
Like to Drive Fast? It Could Be Costing You in More Ways Than You Think
driving and life insurance premiums

The amount of money that you pay every month for your life insurance policy is based on a number of different factors. You might be surprised to know that your driving record is one of them. Insurance companies are always assessing the risks involved in taking on a new policyholder. … Continue reading Like to Drive Fast? It Could Be Costing You in More Ways Than You Think

Read More

Location

Newsletter Signup

    • Intramark Insurance Services, Inc., Insurance Services, Glendale, CA

    • Intramark Insurance Services, Inc.