Friday, July 28, 2017

Trust Attorney

When you are looking for a trust attorney, there are several questions you should ask…

Here are 3 questions to ask a trust attorney

Question 1: Do you specialize in trusts?  I.e. Are you a trust attorney?

Other attorneys simply don’t have the knowledge, skill, judgment or experience to write a trust properly.

Trust writing is a complex area of law, and requires skills that are not necessarily taught in law school, such as project management and insight.  Only with life experience and professional experience can an attorney be a truly good trust writer.  You should always be willing to ask an attorney about her kills.  A good attorney will share the non-intimate details.

Question 2: Can I trust this trust attorney?

Nothing is more important in a lawyer/client relationship than having a lawyer you trust.  And nothing is more important to most attorneys that they can be trusted by the clients they work for.

Question 3: Do you do all the work yourself?

If the attorney has an assistant create your estate plan, then why hire the attorney?  You may as well hire the assistant (except that it is illegal in most states to practice law without a license…)

Note, it’s not uncommon for lawyers in solo practice to ask a funding coordinator to transfer property into your trust.  Even so, funding is a fairly routine function and you are well protected as long as the lawyer supervises the process.

 


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from DeWitt Law Firm, PLLC

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