How Do You Know That A Particular Estate Planning Is “Right” For You and Your Family?

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I speak with folks all the time, and they feel comfortable sharing their “good, bad and ugly” attorney stories with me.  Unfortunately for them—they learned the “hard way”.  For what it’s worth, here are some tips on finding the right estate planning attorney for you and your family:

  1.        Work with an attorney who will not push you around or take advantage of you and your family from the standpoint of unreasonable attorney charges. Work with an attorney who addresses upfront appropriate fees for legal services in a very transparent manner, and all fees for legal services are performed for a fixed reasonable cost provided in writing to you in advance.
    2.        Work with a law firm that is referred by hundreds of other Louisiana residents. What an attorney says about himself or herself is merely a claim. When hundreds of Louisiana individuals, couples, and families objectively endorse a firm after using its services, those statements made by those clients are fact, and not a mere claim.
    3.        Work with an attorney and a lawfirm that will establish and maintain a lifetime relationship with you and your family. Estate planning is not a one-shot deal. You cannot “set it and forget it.”  You or your family will need your attorney and his/her firm in the future, so you’ll want to work with one that will be there when you need them.
    4.        Work with an attorney and a firm that has the staff and resources to support you and your family in the future. Work with a firm that has a staff of highly trained professionals that can answer your questions and respond to your inquiries on a moment’s notice in a courteous, prompt and professional manner.
    5.        Work with an attorney and a firm that keeps you informed of important law changes and timely estate planning trends through monthly newsletter mailings to your home and ongoing educational opportunities through live seminars and online webinars.

If you are interested in learning more about planning options for you and you loved ones and am looking for the right estate  planning attorney, I look forward to the opportunity to work with you.