Questions to Ask Your Utah Estate Planning Attorney
Creating an estate plan is one of the most important things to do during your lifetime while you still have the capacity to do so. Perhaps you have started creating one, or you have just started thinking about your estate plan. With the number of websites offering online templates today, you may be tempted to simply fill out some forms and be done with it. However, this can result in serious mistakes that significantly impact your future, and your family’s.
To avoid these mistakes, it is always important to work with a Utah estate planning attorney. Unfortunately, not all estate planning attorneys are created equally. To ensure you are working with the lawyer right for your case, ask the questions below and ensure you are satisfied with the answers you receive.
Questions About Their Experience
Estate planning is an important task, but it is also very nuanced. Your plan will greatly impact your property, beneficiaries, and your legacy. Given the importance of a comprehensive plan, it is critical to ensure that the attorney you work with has the necessary experience. To determine their level of expertise, ask the following questions:
- How long have you practiced estate planning law in Utah?
- Have you handled cases like mine? This can include the complexity of the estate, whether a business is involved, and other unique factors in your case.
- What are common challenges you have faced and how have you overcome them?
- How do you ensure you stay up to date with recent changes in estate planning law?
Questions About State Law in Utah
Of course, when working with an attorney, it is critical that they understand the state laws governing estate planning. Some questions to ask to gauge any attorney’s knowledge of these include:
- Does Utah have any laws that differ from those in other states?
- Are there any recent changes in the law that will impact my estate plan?
- Do state laws accommodate digital property?
- What tax laws in the estate may affect my estate plan?
Questions About the Law Firm’s Services
Along with knowledge and experience with the law, there are also practical matters pertaining to the specific law firm and its services that you should ask. These are as follows:
- Can you help with all aspects of estate planning, including wills, trusts, powers of attorney, and advance health directives?
- Can you help me prepare documents for incapacitation planning?
- Can you help if I have property in another state?
- What is your fee structure?
- Will you be the attorney handling my case?
Our Estate Planning Attorney in Utah Can Answer All of Your Questions
At AGS Law, our Utah estate planning attorney can answer all of your questions regarding what documents your plan may need, the services we provide, and how we can help ensure your wishes are respected. Call us today at 801-477-6144 or fill out our online form to schedule a consultation with our knowledgeable attorney and to get the answers to your questions you need.
Source:
le.utah.gov/xcode/Title75/Chapter2/C75-2-P5_1800010118000101.pdf
