There are more than two-hundred-fifty thousand attorneys in California, and a chunk of these numbers are in estate planning. That means finding one that can best help you in putting up a trust can be daunting. But some tips can help narrow your choices down to a few ones – by asking the following crucial questions to your prospective trust attorney in Rancho Bernardo.
Will you administer the trust that you are creating for me?
With the above question, you are asking your prospect that when death happens in your family – if you are no longer here – are they going to help your family members? If the answer is No, walk away. If they are not administrative attorneys and if they would refer you to somebody else, that essentially means your prospective attorney does not know what he is writing on your document. In other words, if they cannot put to life the wishes they wrote before, there’s no way they can deliver the service you need. In other words, if they do not administer the trust, they cannot be writing it.
How many years of experience do you have?
The more experience they have, the more different scenarios they have encountered in the legal industry. That means they can provide the best way to address your needs. Remember, experience polishes skills, which is 100% correct with establishing trust and administration. So, do not forget to ask your trust attorney in Rancho Bernardo about their industry experience.
What are your practice areas?
Avoid the jack-of-all-trades-master-of-none attorney. If they say they do trust, bankruptcy, physical injury, business law, family law, then you have plenty of reasons to avoid them. Within the legal world, the law changes are so frequent that there is no way an attorney will be able to keep up with all these changes. The key is to find an attorney who focuses on trusts and estate planning. Focus delivers results.
Are you a certified specialist in estate planning?
There is said to be less than 1% of attorneys in California who are certified to be specialists in estate planning. The State Bar of California does certify attorneys in different areas. So make sure the attorney you are working with is a certified specialist in estate planning. For instance, the state bar may certify an attorney to have administered over 50 administration cases. Or they have had over 200 estate planning clients in recent years.
Everyone has a specialty, so hire the right one for your specific needs.
