5 Questions to Ask Before Hiring a Life and Legacy Planning Lawyer

Posted by Yuki Ku | Jan 05, 2024 | 0 Comments

estate planning

Since you'll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn't have to be that way at Roots and Wings Legal, P.C. Instead, it can be the most empowering decision you 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 first. This is the person who is going to be there for your family when you can't be, so you want to really understand who the lawyer is as a human, not just an attorney. Of course, you'll also want to find out the kind of services your potential lawyer offers and how they run their business.

To this end, here are five questions to ask to ensure you don't end up paying for legal services that you don't need, expect, or want. Once you know exactly what you should be looking for when choosing a planning professional, you'll be much better positioned to hire an attorney who will provide the kind of love, attention, care, and trust your family deserves.

01 | HOW DO YOU BILL FOR YOUR SERVICES?

There's no reason you should be afraid to ask a lawyer at Roots and Wings Legal, P.C. how he or she bills for the work they do on your behalf. In fact, questions about billing and payment should be among the very first subjects you bring up when you first contact them. No one wants surprises, especially when it comes to the bill.

At Roots and Wings Legal, P.C., we charge a $750 fee for our Life and Legacy Planning Session, where we dive deep into your family dynamics, assets, and educate you about what would happen if something happens to you. This fee is fully credited to your planning investment should you engage us for further services.

02 | HOW WILL YOU RESPOND TO MY NEEDS ON AN ONGOING BASIS?

One of the biggest complaints people have about working with lawyers is that they are notoriously unresponsive. That's not the case at Roots and Wings Legal, P.C. We pride ourselves on being accessible and responsive to our clients. Ask us how quickly calls are typically returned, if there will be someone on-hand to answer quick questions, and how we will support you to keep your plan up to date on an ongoing basis.

03 | HOW WILL YOU PROACTIVELY COMMUNICATE WITH ME ON AN ONGOING BASIS?

Your lawyer should proactively communicate with you and keep you and your family educated on an ongoing basis. At Roots and Wings Legal, P.C., we ensure to keep our documents up to date and ensure your assets are owned in the right way throughout your lifetime.

04 | CAN I CALL ABOUT ANY LEGAL PROBLEM I HAVE, OR JUST ABOUT MATTERS WITHIN YOUR SPECIALTY?

You want your personal lawyer at Roots and Wings Legal, P.C. 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. While your lawyer may not be able to advise you on all legal matters, he or she should at least be able to refer you to another trusted professional who can help you.

05 | WHAT HAPPENS IF YOU DIE OR RETIRE?

This is critically important to ask. Look for a lawyer who has their own detailed plan in place that will ensure someone warm and caring will take over your planning without any interruption of service. At Roots and Wings Legal, P.C., we have such a contingency plan in place for our clients.

A LASTING RELATIONSHIP

Although hiring the right estate planning lawyer may not seem like a super important decision, it's actually one of the most critical choices you can make for both yourself and your family. 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, if that's your wish. 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 own loved ones.

To learn more about our one-of-a-kind systems and services, schedule a Life and Legacy Planning Session™ today by calling our office. Mention this article to understand more about how the $750 session can be an investment into your family's future.

About the Author

Yuki Ku

Yuki Ku Chief Attorney Roots and Wings Legal Get In Touch Welcome to Roots and Wings Legal, where we are committed to helping you secure your family's future and ensure a smooth transition for your business. My name is Yuki Ku, and I am an estate planning attorney based in the vibrant San F...

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