Orange County California

Trust Attorneys


After researching potential attorneys, your next step should be to interview each candidate, either by phone in person. It is important not to simply choose an attorney at random. Updating your estate plan is an important task, and choosing someone who is not experienced may result in negative consequences. Similarly, even the most experienced practitioners sometimes lack a good bedside manner. Estate planning is a personal endeavor, and having a good relationship with the person who is handling this crucial task will make the process easier and more efficient.

Questions to Ask an Estate Planning Attorney

Now that you are ready to speak with your potential attorney, consider asking him the following questions:

  1. How many years have you been practicing law?
  2. What percentage of your practice is devoted to estate planning?
  3. How frequently do you meet with or follow up with clients regarding the potential need for an estate planning update?
  4. Do you keep in contact with clients and notify them if there is a significant change in estate or tax laws that may call for modification of an existing plan?
  5. Are you comfortable amending an existing plan, or do you prefer to revoke all old documents and prepare new ones?
  6. In general, how quickly can a client expect a response to an inquiry?
  7. How many attorneys will be assigned to work on my estate plan modification?
  8. How often do you recommend that your clients update their estate plans?
  9. Are you available for follow-up questions after the documents are signed, including questions about trust funding?

Are you looking for an experienced legal team to help with your estate planning needs? Read the reviews on our client testimonials page to see how we have helped other clients. Then, contact us to schedule a consultation to discuss your specific needs and answer all of your questions.

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