Selecting and Working with an Estate Planning Attorney

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This is our guide to getting the most out of your estate planning experience.  Don't settle for the frequently asked questions.  Instead, these are the things we would ask if we were in your shoes, knowing what we know now.  Our attorneys have prepared a thoughtful screening tool for you to find your right fit of an estate planning team, and how to prepare yourself before ever meeting with an attorney.

We discuss our answers to these screening questions at our regular Client Orientation Meetings.