However, some people, to their detriment, try to put together an estate plan themselves, filling out template forms, using only how-to books for their source of legal knowledge.
One-size-fits-all estate plans can rarely, if ever, address every configuration of personal circumstances.
If you have already tried to plan your own estate, it is not too late to do it correctly. At the very least, make sure that a qualified lawyer reviews what you have done. He can tell you what your plan is lacking and what is needed to make it conform to state law.
However, if you are new to estate planning, always begin by making an appointment with a qualified attorney. While other professionals, such as public accountants, sometimes become involved in estate planning, trusts and wills are legal documents; therefore, only attorneys are qualified to draft them.
Any professional you consult should have expertise in his chosen field and be licensed by the state where you live. The state bar recommends using only professionals legitimately certified to give estate planning advice. To see who is qualified, freely interrogate any legal professional on his credentials.
Also, avoid estate planners who call themselves “trust specialists” or “certified planners.” Although these titles may sound professionally authentic, those who use them rarely have the training, certification, or legal knowledge needed to benefit you.
Notice, too, if anyone seems too eager to sell you a product. Any person you enlist to help you should have your best interests in mind. Anyone trying to sell you an unnecessary product is only trying to make a profit at your expense.
The future of your estate is entirely too important to be handled by pseudo-professionals, do-it-yourself books, or financial predators. To speak to an experienced attorney, call the Law Office of Richard Nevins. A qualified legal professional who specializes in estate law will explore your legal options to find the solution most beneficial to you and your estate.