October 22, 2015

It goes without saying that knowing one estate planning attorney does not mean you know them all. Finding the right mix of experience, expertise, and compassion is important for anyone looking to put together a plan for the future.

In an initial consultation, it’s a good idea to ask for testimonials. Your attorney might have them directly posted on a public forum like Avvo or a business Facebook page, but you can do your own due diligence by asking for contact information of satisfied clients, too. Hiring someone to put together these materials for you or your family is an important task and one that should be undertaken with care. Make sure you consult with others who have engaged an attorney’s services so that you understand how your own needs will be handled.

In the best case scenario, this can highlight just how much value you get from working with the right attorney. In the worst case scenario, it gives you a heads up before engaging in a business relationship that is not the right fit for you.