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Using an Estate Planning Attorney

Estate planning involves the handling of important financial and medical affairs, so it is generally a good idea to find and work with an experienced estate planning attorney to help you get the best results with your estate planning and administration. A good estate planning attorney can help you understand the state of your financial affairs, carry out your loved one's wishes in a Will, notify and work with family members, and help with the overall management of your affairs. This section provides tips on finding and hiring an estate planning attorney, tips on what to ask when meeting with one, and more.

Learn About Using an Estate Planning Attorney
  • Get Legal Help with an Estate Planning Issue

    A guide to getting legal help with estate administration or probate. You’ll find information on whether you may need legal help, how a probate or estate administration attorney can help you, and how to find an experienced attorney.

  • Prepare to Meet with an Estate Planning Lawyer

    Your estate planning attorney will need to know a lot about your personal and financial life in order to prepare an estate plan that accurately reflects your goals. This form will help you organize that information.

  • Hire an Estate Planning Lawyer

    You may feel that you can handle estate planning on your own, but it’s always a good idea to meet with an attorney. Learn how an estate planning attorney can help and how to find the right lawyer.

  • Estate Planning Questionnaire

    Gathering information before meeting with your attorney can save you a lot of time and hassle. This questionnaire will help you gather and organize all your information prior to your initial consultation.

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