What to Look for in a Cincinnati Estate Planning Attorney
How Do I Choose the Best Estate Planning Attorney?
Suppose you’ve recently lost a family member, been named an executor of an estate, or need a plan to protect your assets before you pass on. Therefore, you’ve decided to seek the help of an estate planning attorney. Where do you turn to find a lawyer who can understand your situation and represent your best interests? Here are the most effective ways to find the right attorney.
Resources for Finding an Estate Planning Attorney
There are several available resources to help you choose a probate professional in Cincinnati. The size of your estate might determine whom you work with since some lawyers only handle large estates. In any case, a good estate lawyer will help you structure a plan tailored for you that guards your current assets and those you’ll acquire in the future.
Your bank is an excellent resource to use in your search. Most banks do business with estate planning attorneys, and yours will likely know a qualified lawyer who will do an excellent job in meeting your estate planning needs.
Make sure to carry out a thorough internet search. Scour lawyers’ websites for peer ratings, client testimonials, or other scores that indicate a high level of expertise and experience. You can also consult the Ohio State Bar Association for additional information on your type of case and how to find a lawyer.
Friends and relatives with estate planning experience may assist in your search for a qualified lawyer. Limit your discussions to only the people you are closest to and trust.
How to Know if an Estate Planning Attorney Is Right for You
Meeting with a potential estate planning attorney is the best way to finalize your choice. Schedule a meeting with them to discuss your estate planning needs. Many law firms will let you schedule a one-hour consultation to get to know your prospective attorney.
Prepare some questions in advance so that you can make the best use of your time with the lawyer. The questions should be specific and focus on your estate-related needs. Consider the following types of questions:
- How long have you been practicing, and what is your experience in estate planning?
- Is your sole focus estate planning?
- Can you help with a comprehensive plan that includes a Will, trust, life insurance, and other arrangements?
- Who else can discuss my case with me in your absence?
- What is your fee, and what kind of payment structure do you have?
- Can you explain the estate planning process to me?
Getting answers to your questions might help you get a sense of the estate planning attorney’s interest in your case. From your discussion, they should thoroughly understand your situation, and you should feel at ease with what they propose. Be sure you know the fees they charge, and do not leave the meeting without a complete understanding of the payment arrangements.
Estate Planning Lawyers at Donnellon, Donnellon & Miller
If you’re looking for an estate planning attorney, consider Donnellon, Donnellon & Miller, a neighborhood law firm located near you in Cincinnati. They have built a solid reputation for serving residents in the tri-state area. Contact our office today through their online form or by calling us at 513.891.7087.