Since you’ll be forced to discussing topics like death, incapacity, and other frightening life events, hiring an Wills and Trusts planning lawyer may feel intimidating or morbid. However, it doesn’t have to be that way.
Instead, it can be the most empowering decision you will ever make for yourself and your loved ones. The key to transforming the experience of hiring a lawyer from one that you dread into one that empowers you is to educate yourself. Your Wills and Trusts planning attorney is the person who is going to be there for your family when you can’t be. Therefore, you want to really understand who the lawyer is as a human, not just an attorney. Of course, you’ll additionally want to find out the kind of services the lawyer offers and how they run their business.
To gather this information, we suggest you ask the prospective lawyer five key questions. Last week in part one of this series, we listed the first two of these questions, and here, we cover the final three.
- How will you proactively communicate with me on an ongoing basis?
The truth is that most lawyers do a terrible job of staying in regular communication with their clients. Sadly, most lawyers don’t have their business systems set up for ongoing, proactive communication, and they don’t have the time to really get to know you or your family.
If you work with a lawyer who doesn’t have systems in place to keep your plan updated, ensure your assets are owned in the right way, and communicate with you regularly, your Will and Trust will be worth little more than one you could create for yourself online. This means that it’s likely to fail when your family needs it most.
Think of it this way: while your Will and Trust is a set of documents, it’s also who and what your family will turn to when something happens to you. You want to work with a lawyer who has systems in place to keep your documents up to date and to ensure your assets are owned in the right way. Ideally, you Wills and Trusts planning lawyer should get to know you and your family over time, so when something happens, your lawyer can be there for the people you love, and there will already be an underlying relationship and trust.
Your lawyer should proactively communicate with you and keep you and your family educated regarding your Will and Trust on an ongoing basis. We think sending out a weekly email is best. I prefer to hear from the professionals whom I work with on a monthly basis by regular mail and on a weekly basis by email, but depending on the relationship, it could be even more frequent than that.
If you are considering hiring a lawyer who doesn’t take the time to proactively communicate with his or her clients, this should be a red flag for you. That’s a sign that the lawyer may be stuck in an outdated mindset that won’t address your ongoing needs in the way you deserve.
- Can I call about any legal problem I have, or just about matters within your specialty?
Given the complexity of today’s legal world, lawyers must have specialized training in one or more specific practice areas. You do NOT want to work with a lawyer who professes to be an expert in whatever random legal issue walks through the door.
That said, you do want your personal lawyer to have broad enough expertise that you can consult with him or her about all sorts of different legal and financial issues that may come up in your life. Further, while your lawyer may not be able to advise you on all legal matters, he or she should at least be able to refer to you to another trusted professional who can help you.
Trust me, in these times you wouldn’t want the lawyer who designed your Will and Trust to also handle your personal injury claim, settle a dispute with your landlord, and advise you on your divorce. But you do want him or her to be there to hear your story, refer you to a highly qualified lawyer who specializes in that area, and serve as your go-to legal consultant.
In this capacity, you should be able to call your personal lawyer before you sign any legal documents, any time you have a legal or financial issue arise, or whenever anything that might adversely affect your family or business comes up, and know that you’ll get excellent guidance.
With this in mind, you should look for a lawyer who has an ongoing service program or membership program, in which you can pay a low monthly fee and be able to call with all of your legal and financial questions, without being charged hourly for the consultation. Further, you should be sure that when you call, you get to schedule time to talk with your own lawyer, who you know and trust. You need get to know your lawyer, and know that your lawyer has your back.
- What happens if you die or retire?
This is a critically important question to ask not only your lawyer, but any service professional before beginning a relationship. Sure, it may be uncomfortable to ask, but a truly client-centered professional will have a plan in place to ensure their clients are taken care of no matter what happens to the individual lawyer managing your plan.
Look for a lawyer who has their own detailed plan in place that will ensure that someone warm and caring will take over your Wills and Trusts planning without any interruption of service. If your lawyer prepared a will, trust, and other Wills and Trusts planning documents for you you want to make certain your lawyer has such a contingency plan in place, so you won’t be forced to start over from scratch should your lawyer die, retire, or become otherwise unavailable.
Finally, if your lawyer offers a membership program, you’ll want to make sure he or she has a relationship with another lawyer who can continue to service you under that program.
A Lasting Relationship
Although hiring the right Wills and Trusts planning lawyer may not seem like an important decision, it’s actually one of the most critical choices you can make for both yourself and your family. After all, this is the individual you are trusting to serve on your behalf to protect and provide for your loved ones in the event of your death or incapacitation.
Should you choose the wrong person for the job, your family could potentially face unnecessary conflicts, expenses, and legal entanglements during a time when they are at their most vulnerable. In the end, Wills and Trusts planning is about far more than having a lawyer create a set of documents for you or only seeing you when something goes wrong.
With us as your Personal Family Lawyer®, we develop a relationship with you and with your family that lasts not only for your lifetime, but for the lifetime of your children and their children. Our unique, family-centered legal services are specifically tailored to provide our clients with the kind of love, attention, and trust we’d want for our loved ones.
To learn more about our special systems and services, schedule a Family Wealth Planning Session™ today.
This article is a service of Levi L. Alexander, Personal Family Lawyer®. We do not just draft documents. We help to ensure you make informed and empowered decisions about life and death, for yourself and the people you love. This is why we offer a Family Wealth Planning Session™. During this session, you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office to schedule a Family Wealth Planning Session and mention this article to find out how to get this $750 session for free.