November 14th, 2019


If you're interested in hiring a San Diego estate planning lawyer to draft your trust or will then there are several things that you need to consider before hiring someone. Specifically, there are a few things that you should ask. Take a look at the list below.

1. What are your fees?
One of the first things you should ask a San Diego estate planning lawyer is about their fees. Each firm charges differently. Some charge by the hour while others charge by a flat rate based on the type of document you need to be drafted. So make sure that you're clear about this before you sit down for your consultation.

2. What should I bring to the consultation?
Your lawyer may require several documents in order to ensure that everything is drafted properly. This typically includes things such as a list of assets, documents that prove your marital status, as well as special requests. So be prepared.

3. In which states are you licensed to practice?
Sure, you may have found a lawyer that specializes in estate planning. However, it's essential that they're licensed to practice in the states in which you need representation and have assets. Specifically, you should be on the lookout for a San Diego estate planning attorney.

4. Can you answer my related questions?
Yes, your lawyer can help you with your drafts. However, many are also able to give you insight into other things that may affect these documents. For instance, you may find someone who can offer advice when it comes to tax laws.

5. Will you notify me of changes in the law?
There are changes in the law all of the time. Keep in mind that these changes could possibly affect your will and trust. And in these instances, your lawyer may let you know so that you can make changes to these documents.

6. Are you working with a team?
Another important factor to consider is who your San Diego estate planning attorney is working with. And that's because you need to know how your estate will be handled if they happen to retire or pass away. Do they have a clear plan in case of these events?

7. Will you ensure that my assets are properly titled?
Even if you have the best legal plan set up for your loved ones if your assets arent's properly structured things may not go as you planned. You should be in full compliance if you want to ensure the best outcome.

8. Does my fee include a regular review?
Not only should you find out how your lawyer charges, but you should also know if reviews of your plan are included in this fee. As previously mentioned, there's always a chance that the laws will change. And you may need to be updated and make plans accordingly.

9. How do you handle intellectual property?
Not all property is tangible. So your lawyer needs to have a way of capturing things such as your intellectual property. This will ensure that it's distributed in the way that you wish.

10. Can you protect my children from lawsuits?
There's a chance that your children could become involved in a lawsuit. Whether they get divorced or someone wants to contest the will. Ideally, your lawyer should have a plan for protecting them in these instances.

If you have any more questions or aren't quite sure where to start, get in touch with The Katzner Law Group. They're an estate planning firm located in San Diego, California. And they'll be happy to help.