What to Consider Before Hiring an Estate Attorney

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Estate planning is a long-term commitment. David Healy, attorney with Appleby Healy, Attorneys at Law, says it’s important to know that the advisor you choose will be around for the duration of that plan. Appleby Healy was established nearly 100 years ago, Healy said. Longevity assures clients there is no doubt someone will be there for them in 10 to 20 years when it comes time to adapt or execute parts of the plan. The following are a few things to consider before scheduling an estate planning consultation. 

It’s important to ask questions of your advisor during estate planning. “Find out how long that firm has been around,” said Healy. “The longer they’ve been around, the more experience they’re going to have in helping you establish the right estate plan for you.”

Healy also recommends asking if the firm has a maintenance program for estate plans. “It is important for estate plans to be periodically updated. Having an attorney that offers a review service is essential.” Appleby Healy Law Firm offers a low-cost membership in a document safekeeping and maintenance program for estate plan clients to maintain and foster the attorney-client relationship. “It is important for our clients to have an ongoing relationship with us.” said Healy.

Clients should also be prepared for questions about dependents, spouse and others who may benefit from your estate plan, questions about assets, both tangible and intangible, and questions about short- and long-term goals.

“It’s not uncommon for us to sit with clients and hear them say, ‘I hadn’t thought about that.’ That’s why we’re here. To help guide clients through those questions and find solutions,” said Healy. “And we’ll be here for them in the long term.”