Factors For Selecting the
Right Estate Planning Attorney

At Legacy Planning Law Group, we can say YES! to all of these factors. 

Business & Finance - Education and Experience

YES!   Factor 1 -  Does the lawyer limit his/her practice to estate and tax planning, and related matters?
YES!   Factor 2 -  Does the lawyer have the education and experience necessary in law and taxes 
                             to understand your business and finances?
YES!   Factor 3 -  Is the lawyer certified by the State Bar of California Board of Legal Specialization
                                    as a Legal Specialist in Estate Planning, Trust and Probate Law?
YES!   Factor 4 -  Does the lawyer have the education necessary to have a sound understanding of 
                             income and estate taxation?
YES!   Factor 5 -  Does the lawyer have substantial expertise and case volume in tax planning
                             and implementation?

Client Risk - Protecting Your Time and Money

YES!   Factor 6 -  Does the lawyer spend a substantial amount of time during the initial consultation
                             to explain the various estate planning options?
YES!   Factor 7 -  Will the lawyer agree to design and implement your estate plan on a fixed-fee basis?
YES!   Factor 8 -  Will the lawyer commit to a reasonable fixed schedule for completion?
YES!   Factor 9 -  Will the lawyer commit to a fixed fee to settle your estate?

Client Focused Discovery Process

YES!   Factor 10 - Does the lawyer consistently work with clients to help them express their hopes, 
                             dreams, fears and aspirations?
YES!   Factor 11 - Does the lawyer take the time to review and verify a client's assets, including the 
                             asset's ownership and beneficiary designations?
YES!   Factor 12 - Does the lawyer take the time to identify possible issues regarding a client's 
                             children, in-laws and grandchildren?

Client Education and Plan Design

YES!   Factor 13 - Does the lawyer spend substantial time educating the client on basic estate
                             planning, integration of property ownership/beneficiary designations, and estate
                             taxation at no obligation to the client?
YES!   Factor 14 - Does the lawyer provide written diagrams to facilitate client understanding during
                             design and implementation?
YES!   Factor 15 - Does the lawyer provide comprehensive planning documents including living wills, 
                             health care power of attorney, standalone HIPAA authorizations, and general powers
                             of attorney?

Titling of Assets and Coordination of Beneficiary Designations

YES!   Factor 16 - Does the law firm have full time staff to prepare a comprehensive list of assets to
                             analyze an coordinate titling of assets and beneficiary designations?
YES!   Factor 17 - Does the lawyer take the lead in preparing legal documents and institution forms to
                             implement fund the estate plan?

Plan Maintenance and Follow-Up

YES!   Factor 18 - Does the lawyer offer a maintenance plan to systematically maintain the value of
                             a client's estate plan?
YES!   Factor 19 - Does the lawyer offer a systematic process for making the client's emergency
                             documents available 24/7?

Call our office at (408) 244-5754 to speak to an attorney