An Easy 3-Step Approach to Selecting an Estate Planning Attorney
1. Collect Names - Here are some common resources to help you identify estate planning attorneys in your area:
- References from friends, relatives and co-workers
- The American Bar Association’s Internet lawyer referral service, www.findlegalhelp.org (search for attorneys in your area and research firms or individual attorneys to identify which ones specialize in trusts and estates or wills and probate.)
- Referrals from a local bar association or estate planning council
Quick Tip: No one can help you minimize taxes and protect your assets like a qualified estate planning attorney can.
2. Acquire Information - Once you’ve completed a list of possible contenders, research them to determine the following information:
- Experience and references
- How fees are charged, along with an estimate of costs
- Professional accomplishments
- The number of principals working in the office
- Office hours
- Areas of specialty
- Percentage of work devoted to estate planning
- Alliances with professionals in related fields that may be of help
3. Make Your Choice - It’s important to choose someone you trust and respect. We recommend that you consult with an attorney who will work well with your unique situation.
We hope our website has answered many of your questions about wills. Here are some actions to take to learn even more about estate planning.
- Set up a meeting with your estate planning attorney to get your will in place, or to update your will. Share the example bequest language for Alpha Sigma Phi Foundation with your estate planning attorney: “I, [name], of [city, state, zip] give, devise and bequeath to Alpha Sigma Phi Foundation, 710 Adams Street, Carmel, IN 46032, [written amount or percentage of estate or description of property] for its unrestricted use and purpose.”
- After getting your will in place, make sure the rest of your estate plans are sound.
- Please contact Matt Humberger, Vice President and Chief Operating Officer of the Foundation at firstname.lastname@example.org with any questions you may have about including Alpha Sigma Phi Foundation in your estate plans.
- Remember these other important documents: In addition to a will, make sure you have a living will and a durable power of attorney in place.