Top 10 Questions to Ask an Estate Planning Lawyer

1. What are your recommendations for my estate plan, and how does this weigh against other options?

2. What’s your approach to minimizing estate taxes and probate costs?

3. Can you help with powers of attorney and healthcare directives?

4. How do you handle disputes between heirs or beneficiaries?

5. Will you help me navigate the probate process if needed?

6. Do you offer guidance on charitable giving or legacy planning?

7. How do you stay current with changes in estate and tax law?

8. Do you work with financial advisors or accountants to coordinate estate plans?

9. Can you assist with digital assets and online accounts in estate planning?

10. Will you review and update my existing estate plan as needed?

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