18 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, It's Your Finances!

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 to understand
                             your business and finances?
YES!   Factor 3 -  Does the lawyer have the education necessary to have a sound understanding of 
                             income and estate taxation?
YES!   Factor 4 -  Does the lawyer have substantial expertise and case volume in tax planning
                             and implementation?

Client Risk - Protecting Your Time and Money

YES!   Factor 5 -  Does the lawyer offer an initial, no-obligation consultation of substantial duration?
YES!   Factor 6 -  Will the lawyer agree to design and implement your estate plan on a fixed-price basis?
YES!   Factor 7 -  Will the lawyer commit to a reasonable fixed schedule for completion?
YES!   Factor 8 -  Will the lawyer commit to a fixed price to settle your estate?

Client Focused Discovery Process

YES!   Factor   9 - Can the Lawyer Consistently work with clients to help them express their hopes, 
                             dreams, fears and aspirations?
YES!   Factor 10 - Does the lawyer take the time to review and verify a client's assets, including the 
                             asset's ownership and beneficiary designations?
YES!   Factor 11 - 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 12 - 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 13 - Does the lawyer provide written diagrams to facilitate client understanding during
                             design and implementation?
YES!   Factor 14 - 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 15 - Does the law firm have full time staff to prepare a comprehensive spreadsheet to
                             analyze an coordinate titling of assets and beneficiary designations?
YES!   Factor 16 - 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 17 - Does the lawyer offer a maintenance plan to systematically maintain the value of
                             a client's estate plan?
YES!   Factor 18 - Does the lawyer offer a systematic process for making the client's emergency
                             documents available 24/7?