Estate planning is more than just creating a will—it’s about protecting your assets, ensuring your wishes are honored, and giving peace of mind to your loved ones. Selecting the right estate planning lawyer is crucial to make sure every aspect is managed accurately. Before committing, there are key questions you should ask to ensure you’re working with the right legal partner.
- What Experience Do You Have with Estate Planning Cases?
Not every lawyer practice estate planning. You will want a lawyer with significant experience in wills, trusts, probate, and tax considerations. Ask about their past cases, the types of clients they serve, and how they stay updated on changing laws. A seasoned attorney will know how to anticipate issues and adjust solutions to your case. - How Will My Estate Plan Be Customized to My Needs?
Estate planning is not one-size-fits-all. Ask your estate planning lawyer how they will customize documents to reflect your wishes, including guardianship for minors, charitable giving, or asset protection. The right lawyer will listen carefully, ask clarifying questions, and design a plan tailored specifically to you. - What Is Your Process for Reviewing and Updating My Plan?
An estate plan is never static and should be reviewed regularly, especially after extensive life changes such as marriage, divorce, having children, or purchasing new property. These events can affect existing provisions, so periodic evaluations and updates ensure the plan remains clear, legally accurate, and aligned with current laws and evolving personal objectives. - What Are the Costs Involved?
It is important to know upfront how you’ll be charged — whether a flat fee, an hourly rate, or a combination. Ask for a breakdown of what’s included, from initial consultations to drafting and finalizing documents. Understanding the financial aspect helps avoid surprises and allows you to budget accordingly. - How Will You Help My Family if I Become Incapacitated or Pass Away?
Estate planning isn’t just about distributing assets after death; it’s also about planning for incapacity. Find out how your estate planning attorney will assist your family through medical decisions, financial affairs, and probate. A clear process can make a difficult time more manageable for your family.
Committed to Securing Your Legacy with Care
At Burns & Hansen, P.A., we understand that estate planning is a deeply personal process. We work closely with clients in Minneapolis and the surrounding areas to create plans that reflect their values and protect their loved ones. We make sure that every plan is legally sound and tailored to your needs through our experience, meticulous attention to detail, and commitment to achieving your goals. If you’re ready to speak with an estate planning lawyer who puts your interests first, contact us today to schedule a discussion.