Transferring Your Assets To Your Beneficiaries By Using A Trust Attorney

Posted by smithclea on February 14th, 2020

If you pass away without the proper estate plan in place, the court will decide who gets your assets with little to no input from you. To avoid this, you need to make sure that you have the proper estate plan in place that identifies the specific beneficiaries you want to receive your money and property.

Estate planning and estate laws can be complex, so it is best to use the services of an experienced trust attorney who focuses his practice in estate planning. Using a trust attorney can ensure that your will or trust is drafted properly and is legally binding.

This can save you money in the long run. That’s because an improper estate plan can leave your family in court battling for access to the assets you wanted them to have in the first place. This can mean expensive court costs and lawyer fees that are much more expensive that creating an estate plan ahead of time.

 trust attorney

How to Find a Good Trust Attorney?

There are numerous ways you can find a good trust attorney. One way is to ask within your circle of friends to see if anyone used a trust attorney in the past that they would recommend. If don’t feel comfortable asking your friends and you would like to be more private, you can always conduct a simple search on google for “trust attorney” or “trust attorney near me”. This will give you the ability to quickly get a list of some of the reputable attorneys in your local area.

Google may even provide you with local attorney reviews to assist you in your search. Lastly, you can call your local bar association to find a list of reputable trust attorneys and estate planning lawyers in your area. Make sure when you are conducting your search that you are seeking the services of an trust attorney who focuses his practice in estate planning.   

 Once you have done a little bit of research, call an attorneys office to see if you can schedule an initial consultation. An initial consultation is a great way for to ask questions and get a level of familiarity and comfort with an attorney. It also allows the trust attorney to give you an accurate quote based on your estate planning goals and the complexity of your estate.

 consult Rochester law center

What Does The Estate Planning Process Look Like?

  • Research a trust attorney.
  • Schedule an initial consultation – some attorneys provide free initial consultations, others charge.
  • Discuss your estate planning goals with the attorney. This is your chance to get all of your questions answered by a professional who helps people estate plan everyday.
  • Retain a trust attorney to draft your estate plan.
  • Review your estate plan with your trust attorney.
  • Sign your estate plan to make it legally binding.

Read : How to use trust attorney effectively when estate planning?

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