5 Qualities to look for in the person who writes your estate plan

On Behalf of | Nov 17, 2022 | Estate Planning

You need to hire someone to help you ensure your plans are adequately documented. However, not everyone has the exact skills and expertise necessary for this job.

Here are the qualities you should look for when picking someone to write your estate plan.

1. Focus on estate planning

Putting together an estate plan can be highly complex. Therefore, you should find someone who focuses on estate planning so they are updated on the laws and know how to get the job done.

2. Has the skills

Estate planning can encompass a variety of topics, such as:

  • Disability arrangements
  • Property law
  • Will development
  • Medicaid planning
  • Gift tax returns

That means you will want to find someone with the skills to handle these topics.

3. Uses modern technology

Some planners still use the same method they started with decades ago. Try to find someone who uses contemporary technology so you can reap the benefits as a client.

4. Works quickly

You want your planner to finish your first draft in under three weeks and the final copy on your desk within two months. If the planner can not adhere to that timeline, they probably have a full plate and may become sloppy.

5. Has flat fees

The person you choose must be honest and up-front about their costs. Ideally, you can find someone with a flat fee. That means you will not face hidden fees later on. You can also ask to sign their fee agreement that outlines every cost you will meet.

Getting the proper assistance will ensure your heirs carry out your wishes. It can also ensure that your plan is comprehensive.