- Is your primary focus on estate planning?
- How long have you been practicing?
- Do you execute the plan?
- Do you conduct periodic reviews?
- What is your estate tax experience? How can I best manage estate taxes?
- Can you help me create a comprehensive estate plan that includes wills, trusts, and life insurance?
- How do you charge? Flat fee? Billing by the hour?
- What other issues do you address?
- How long will it take you to complete my estate-planning project?
- Will you send estate-planning documentation for me to review?
- Will anyone else in your office be able to discuss my issues in your absence?
