Key Questions To Ask Your Estate Planner

Estate Planning
By Goodwin Como, P.C.

Believe it or not, estate planning is not just for the elderly and the very ill. Most people, especially those with children, should speak with an attorney regarding their estate planning needs as soon as possible. A proper estate plan can help ensure that the people and possessions you love most are cared for even when you cannot personally provide for them.

Meeting with an estate planner can be intimidating, and it is best to go into the meeting with some questions that will help you determine if they are the right person to help you and what the estate planning process could entail. Following are some of those key questions.

How much experience do you have in estate planning in Pennsylvania?

It is important to find out how much experience an attorney has in estate planning before retaining them to represent you. The more practical experience an attorney has in estate planning, the more likely they will know the best way to achieve your estate planning goals.

What is included in an estate plan?

The term “estate plan” refers to many different legal documents, including wills, trusts, living wills, and powers of attorney. Determining what an attorney’s plan will include for you can help you determine their ability to meet your needs.

What will happen if I die without any estate planning documents, including a will?

Most people incorrectly assume what will happen to their belongings and dependents when they pass away without a will. Finding out exactly what will happen when you are dead will help you understand the importance of a thorough and accurate estate plan.

How often should I review my estate plan?

Even after your estate plan is complete, it is a matter that you should revisit from time to time to ensure your plan continues to meet your needs. For example, if you marry, divorce, have children, experience a death in your family, or buy a home, these issues should be addressed in your estate plan. Also, laws may change that affect your previous estate plan.

Can your office handle the probate of my estate plan?

After you pass away, your estate may need to be probated. Ask a potential estate planning attorney if they are able to handle this part of the process, as they are already familiar with you, the documents, your family, and your wishes.

Speak With A Pennsylvania Estate Planning Attorney at Goodwin Como, P.C.

If you have questions about what will happen to those you love most after you are gone and want to ensure they are taken care of to the best of your ability, it is best to speak with an attorney focusing on estate planning. At Goodwin Como, P.C., our lawyers are well-versed in the laws surrounding estate planning in Pennsylvania and can help you craft an estate plan that meets your short and long-term goals. Contact our firm today by calling 724-438-1616 or via our contact page.