Questions to Ask: Estate Planning Attorney

Questions to Ask: Estate Planning Attorney
Legal Questions to Ask
  • 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?


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