Estate Planning

Choosing an Estate Planning Attorney: Traits of Excellence

choosing an estate planning attorney

Joel Lim

Mar 9, 2024

Planning your estate is one of the most important things you can do before you pass away. However, it can be complicated and costly if you aren’t knowledgeable about it. That’s why we suggest hiring a good estate planning attorney to do it for you. 

But with so many attorneys to choose from, how do you find the right one? In this guide, we’ll explore what makes a good estate planning attorney, how to find one, and how to prepare a meeting with them. 


Key Takeaways 

  • An estate planning attorney will prepare your estate documents, identify beneficiaries, establish a POA, and assist with tax planning.

  • A good estate planning attorney has expertise in the field, strong attention to detail, and is client-focused.

  • Before meeting with your attorney, organize all legal documents, talk about your wishes with your family, and prepare your questions. 


What Does an Estate Planning Attorney Do?

what does an estate planning attorney do

Before we get into the details of choosing an estate planning attorney, you should understand what they do. This will ultimately help your decision-making in the future. 

Prepare Estate Documents

The gathering and preparation of many documents makes estate planning an overwhelming task without the help of an estate planning attorney.

These include your will, trusts, insurance policies, account details, a list of your physical and digital possessions, power of attorney documents, and debts if you have any. You also need to prepare all your estate tax documents. 

Having an attorney specializing solely in estate planning can be a tremendous help. While working alongside your estate planning attorney, you can also use a family operating system like Trustworthy to keep all your documents safe and organized in a secure location. The collaboration features make it easy for your attorney to access prepared documents. 

Identify Beneficiaries

Part of planning your estate is identifying which family members or friends you’ll leave your physical possessions and monetary proceedings to. Your estate planning attorney can help you identify beneficiaries for any retirement accounts or insurance policies. They will prepare the estate plan to ensure the beneficiary receives these assets as you wish. 

Establish Power of Attorney

Your estate planning attorney can assist you in setting up your power of attorney. This document will name specific people you want to carry out all your important matters, such as medical or financial decisions. Your attorney will prepare the document for you to sign with this information. 

Make Advanced Health Directives   

Advanced health directives are documents in which you can list your specific and legal instructions for your medical care preferences. These instructions are carried out when you can no longer make sound decisions. 

Make a Suitable Trust for You

Creating a trust is an important plan you need to complete for your loved ones after your passing. The trust is an arrangement where your trustee of choice will hold onto your assets on behalf of your selected beneficiary. Your estate planning attorney will draw up a suitable trust for you and your loved ones. 

Tax Planning 

Your estate planning attorney can assist with other tax planning. For example, they can help you sort out your estate taxes and ensure it complies with local and federal law. 

This will help minimize the chances of issues with the IRS after a passing, which is the last thing you want.

Ensure Minimal or No Probate Process

Nobody likes spending an excessive amount of money on estate assets tax, also known as probate fees. Consulting with an estate planning attorney can minimize the probate process or help your estate avoid this process altogether. 

During the estate planning process, stay organized with Trustworthy. Your attorney will thank you for it.


What Makes a Good Estate Planning Attorney?

what makes a good estate planning attorney

Now you know why you might need an estate planning attorney, but how do you choose a good attorney? Here are some traits you should look out for.

Expertise in Estate Planning Law

When choosing an attorney, select one with experience in estate planning, not just a general attorney. One way of doing this is to check if they have the relevant qualifications. Most times, the attorney will have this information easily accessible. 

Paul Rabelias, an Estate Planning Attorney, recommends to consider this as one of the top selection factors: 

“Do they practice at a minimum, if not exclusively, in the estate planning area? In the estate planning area, there are a ton of little nuances and unless the lawyer works in that area on a daily basis, then it’s likely that they may miss something, so you want to work with somebody who practices regularly or preferably exclusively in the area of estate planning.”

This makes time because, if they practice regularly or exclusively in this field, they know the ins and outs of estate planning, what to expect, and how to best guide you through the process. 

Attention to Detail 

A good estate planning attorney has excellent attention to detail, which is important when preparing and filing important documents with the government. Keep all your important documents stored safely on Trustworthy

Communication Skills 

Choose an attorney with great communication skills. This includes professional written and verbal communication skills. Good communication skills means they should be clear about what they need from you. They should also provide updates as needed. Choosing an attorney with good communication skills helps the entire estate planning process go as smoothly as possible. 

Strategic Thinking

Being an estate planning attorney is more than just filling out a bunch of documents. Your attorney should be able to think strategically to create an estate plan that benefits your family in the long run. For example, they can help minimize or do away with probate fees and lower the amount of taxes to pay. 

Client-Focused

Another trait to look out for is if your attorney is client-focused. This means they have their client’s interests at the forefront of whatever they’re doing, rather than just seeing their clients as a means to make money off of them. 


Do I Need an Estate Planning Attorney?

do i need an estate planning attorney

You may wonder if you need an estate planning attorney. Not everyone needs one, but here are some circumstances where you should consider it:

  • You have kids: Planning an estate is highly recommended if you have kids to ensure they get your assets. This will mean drawing up a suitable trust.

  • You’re at risk for incapacity: If you suffer from, have been diagnosed, or are at risk for a chronic/terminal illness, and know that you won’t be able to make sound decisions about your money or health.

  • Your state has estate taxes: In addition to the federal estate tax, some estates have their own state estate taxes that you need to be aware of.

  • You’re not confident navigating the legal process alone: Estate planning can be daunting, so having an estate planning attorney at your side can give you peace of mind. 


How to Find a Good Estate Planning Attorney

Finding a good estate planning attorney isn’t difficult if you know what to look for and how to do it. To assist you in your search, we compiled some useful tips.

Identify Your Specific Needs

Before you look for a good estate planning attorney, consider your specific needs. Perhaps you are struggling with creating only certain parts of the estate plan, or you’re unsure of the financial planning involved. Once you establish exactly what you need in an attorney, you can begin your search. 

We suggest making a list of your needs and storing it on Trustworthy so it does not get lost. 

Ask for Referrals

One of the best advertising tools is word of mouth, and asking for referrals often guarantees good results because people will be more than happy to refer attorneys they’ve used themselves. Ask for referrals among friends and family, your workplace, or even online forums like Facebook. 

Request Free Consultations

Many estate planning attorneys offer free consultations to help you get to know them before deciding whether to use their services. During a consultation, you can ask them some things to help you decide whether to hire them.

Ask your attorney: 

  • Is estate planning your primary focus? 

  • How long have you been practicing? 

  • What is your estate tax experience? 

  • What will happen during the first meeting with your office?

  • What is included in your fees? 

  • What is not included in your fees? 

  • What additional costs should I be aware of? 


How to Prepare for a Meeting with an Estate Planning Attorney

how to prepare for a meeting with an estate planning attorney

Once you choose an attorney, it’s important to prepare and organize all the necessary information beforehand so you enter the meeting confidently. 

Prepare Legal Documents

Before your meeting, prepare all your legal documents. These include your financial details, accounts, insurance policies, and other important documents, including your medical information, tax information, and a list of all your possessions. 

Use Trustworthy to store your legal documents in a secure location and share them with your spouse, other family members, or your attorney. 

Talk to Family About Wishes

Talk to your family about your wishes before your meeting. Let them know what you plan to do to keep them informed and hear their thoughts and ideas about what they would like. Discuss who will manage your money, who will make decisions regarding your healthcare, and who will be your executor. This gives your family a chance to prepare for their new roles. 

Have Specific Requests & Questions Ready

The last step to preparing for your meeting is to get all your questions and requests ready for your attorney. This is a chance to express your concerns and wishes before progressing further into the planning process. You can talk with your attorney about what to expect during the planning process, how long it will take, and any other things you need to know. 


Frequently Asked Questions (FAQs)

What are the important factors to consider in estate planning?    

Some important factors of estate planning include your will, estate taxes, your life insurance policies, and choosing your beneficiaries.

How much does an estate planning attorney cost?

The cost of an estate planning attorney will depend on the complexity of the estate and the actual attorney. Generally, estate planning will start from $1000 for basic plans and around $5000 for complex plans. They generally cost between $350 and $700 per hour.

How much do most lawyers charge for a will?

Again, the costs will vary, but a basic will start from $300 to $1,200

At what net worth does a trust make sense?

A good rule of thumb is to have a net worth of at least $100,000 to make having a trust make sense.

Estate Planning

Choosing an Estate Planning Attorney: Traits of Excellence

choosing an estate planning attorney

Joel Lim

Mar 9, 2024

Planning your estate is one of the most important things you can do before you pass away. However, it can be complicated and costly if you aren’t knowledgeable about it. That’s why we suggest hiring a good estate planning attorney to do it for you. 

But with so many attorneys to choose from, how do you find the right one? In this guide, we’ll explore what makes a good estate planning attorney, how to find one, and how to prepare a meeting with them. 


Key Takeaways 

  • An estate planning attorney will prepare your estate documents, identify beneficiaries, establish a POA, and assist with tax planning.

  • A good estate planning attorney has expertise in the field, strong attention to detail, and is client-focused.

  • Before meeting with your attorney, organize all legal documents, talk about your wishes with your family, and prepare your questions. 


What Does an Estate Planning Attorney Do?

what does an estate planning attorney do

Before we get into the details of choosing an estate planning attorney, you should understand what they do. This will ultimately help your decision-making in the future. 

Prepare Estate Documents

The gathering and preparation of many documents makes estate planning an overwhelming task without the help of an estate planning attorney.

These include your will, trusts, insurance policies, account details, a list of your physical and digital possessions, power of attorney documents, and debts if you have any. You also need to prepare all your estate tax documents. 

Having an attorney specializing solely in estate planning can be a tremendous help. While working alongside your estate planning attorney, you can also use a family operating system like Trustworthy to keep all your documents safe and organized in a secure location. The collaboration features make it easy for your attorney to access prepared documents. 

Identify Beneficiaries

Part of planning your estate is identifying which family members or friends you’ll leave your physical possessions and monetary proceedings to. Your estate planning attorney can help you identify beneficiaries for any retirement accounts or insurance policies. They will prepare the estate plan to ensure the beneficiary receives these assets as you wish. 

Establish Power of Attorney

Your estate planning attorney can assist you in setting up your power of attorney. This document will name specific people you want to carry out all your important matters, such as medical or financial decisions. Your attorney will prepare the document for you to sign with this information. 

Make Advanced Health Directives   

Advanced health directives are documents in which you can list your specific and legal instructions for your medical care preferences. These instructions are carried out when you can no longer make sound decisions. 

Make a Suitable Trust for You

Creating a trust is an important plan you need to complete for your loved ones after your passing. The trust is an arrangement where your trustee of choice will hold onto your assets on behalf of your selected beneficiary. Your estate planning attorney will draw up a suitable trust for you and your loved ones. 

Tax Planning 

Your estate planning attorney can assist with other tax planning. For example, they can help you sort out your estate taxes and ensure it complies with local and federal law. 

This will help minimize the chances of issues with the IRS after a passing, which is the last thing you want.

Ensure Minimal or No Probate Process

Nobody likes spending an excessive amount of money on estate assets tax, also known as probate fees. Consulting with an estate planning attorney can minimize the probate process or help your estate avoid this process altogether. 

During the estate planning process, stay organized with Trustworthy. Your attorney will thank you for it.


What Makes a Good Estate Planning Attorney?

what makes a good estate planning attorney

Now you know why you might need an estate planning attorney, but how do you choose a good attorney? Here are some traits you should look out for.

Expertise in Estate Planning Law

When choosing an attorney, select one with experience in estate planning, not just a general attorney. One way of doing this is to check if they have the relevant qualifications. Most times, the attorney will have this information easily accessible. 

Paul Rabelias, an Estate Planning Attorney, recommends to consider this as one of the top selection factors: 

“Do they practice at a minimum, if not exclusively, in the estate planning area? In the estate planning area, there are a ton of little nuances and unless the lawyer works in that area on a daily basis, then it’s likely that they may miss something, so you want to work with somebody who practices regularly or preferably exclusively in the area of estate planning.”

This makes time because, if they practice regularly or exclusively in this field, they know the ins and outs of estate planning, what to expect, and how to best guide you through the process. 

Attention to Detail 

A good estate planning attorney has excellent attention to detail, which is important when preparing and filing important documents with the government. Keep all your important documents stored safely on Trustworthy

Communication Skills 

Choose an attorney with great communication skills. This includes professional written and verbal communication skills. Good communication skills means they should be clear about what they need from you. They should also provide updates as needed. Choosing an attorney with good communication skills helps the entire estate planning process go as smoothly as possible. 

Strategic Thinking

Being an estate planning attorney is more than just filling out a bunch of documents. Your attorney should be able to think strategically to create an estate plan that benefits your family in the long run. For example, they can help minimize or do away with probate fees and lower the amount of taxes to pay. 

Client-Focused

Another trait to look out for is if your attorney is client-focused. This means they have their client’s interests at the forefront of whatever they’re doing, rather than just seeing their clients as a means to make money off of them. 


Do I Need an Estate Planning Attorney?

do i need an estate planning attorney

You may wonder if you need an estate planning attorney. Not everyone needs one, but here are some circumstances where you should consider it:

  • You have kids: Planning an estate is highly recommended if you have kids to ensure they get your assets. This will mean drawing up a suitable trust.

  • You’re at risk for incapacity: If you suffer from, have been diagnosed, or are at risk for a chronic/terminal illness, and know that you won’t be able to make sound decisions about your money or health.

  • Your state has estate taxes: In addition to the federal estate tax, some estates have their own state estate taxes that you need to be aware of.

  • You’re not confident navigating the legal process alone: Estate planning can be daunting, so having an estate planning attorney at your side can give you peace of mind. 


How to Find a Good Estate Planning Attorney

Finding a good estate planning attorney isn’t difficult if you know what to look for and how to do it. To assist you in your search, we compiled some useful tips.

Identify Your Specific Needs

Before you look for a good estate planning attorney, consider your specific needs. Perhaps you are struggling with creating only certain parts of the estate plan, or you’re unsure of the financial planning involved. Once you establish exactly what you need in an attorney, you can begin your search. 

We suggest making a list of your needs and storing it on Trustworthy so it does not get lost. 

Ask for Referrals

One of the best advertising tools is word of mouth, and asking for referrals often guarantees good results because people will be more than happy to refer attorneys they’ve used themselves. Ask for referrals among friends and family, your workplace, or even online forums like Facebook. 

Request Free Consultations

Many estate planning attorneys offer free consultations to help you get to know them before deciding whether to use their services. During a consultation, you can ask them some things to help you decide whether to hire them.

Ask your attorney: 

  • Is estate planning your primary focus? 

  • How long have you been practicing? 

  • What is your estate tax experience? 

  • What will happen during the first meeting with your office?

  • What is included in your fees? 

  • What is not included in your fees? 

  • What additional costs should I be aware of? 


How to Prepare for a Meeting with an Estate Planning Attorney

how to prepare for a meeting with an estate planning attorney

Once you choose an attorney, it’s important to prepare and organize all the necessary information beforehand so you enter the meeting confidently. 

Prepare Legal Documents

Before your meeting, prepare all your legal documents. These include your financial details, accounts, insurance policies, and other important documents, including your medical information, tax information, and a list of all your possessions. 

Use Trustworthy to store your legal documents in a secure location and share them with your spouse, other family members, or your attorney. 

Talk to Family About Wishes

Talk to your family about your wishes before your meeting. Let them know what you plan to do to keep them informed and hear their thoughts and ideas about what they would like. Discuss who will manage your money, who will make decisions regarding your healthcare, and who will be your executor. This gives your family a chance to prepare for their new roles. 

Have Specific Requests & Questions Ready

The last step to preparing for your meeting is to get all your questions and requests ready for your attorney. This is a chance to express your concerns and wishes before progressing further into the planning process. You can talk with your attorney about what to expect during the planning process, how long it will take, and any other things you need to know. 


Frequently Asked Questions (FAQs)

What are the important factors to consider in estate planning?    

Some important factors of estate planning include your will, estate taxes, your life insurance policies, and choosing your beneficiaries.

How much does an estate planning attorney cost?

The cost of an estate planning attorney will depend on the complexity of the estate and the actual attorney. Generally, estate planning will start from $1000 for basic plans and around $5000 for complex plans. They generally cost between $350 and $700 per hour.

How much do most lawyers charge for a will?

Again, the costs will vary, but a basic will start from $300 to $1,200

At what net worth does a trust make sense?

A good rule of thumb is to have a net worth of at least $100,000 to make having a trust make sense.

Estate Planning

Choosing an Estate Planning Attorney: Traits of Excellence

choosing an estate planning attorney

Joel Lim

Mar 9, 2024

Planning your estate is one of the most important things you can do before you pass away. However, it can be complicated and costly if you aren’t knowledgeable about it. That’s why we suggest hiring a good estate planning attorney to do it for you. 

But with so many attorneys to choose from, how do you find the right one? In this guide, we’ll explore what makes a good estate planning attorney, how to find one, and how to prepare a meeting with them. 


Key Takeaways 

  • An estate planning attorney will prepare your estate documents, identify beneficiaries, establish a POA, and assist with tax planning.

  • A good estate planning attorney has expertise in the field, strong attention to detail, and is client-focused.

  • Before meeting with your attorney, organize all legal documents, talk about your wishes with your family, and prepare your questions. 


What Does an Estate Planning Attorney Do?

what does an estate planning attorney do

Before we get into the details of choosing an estate planning attorney, you should understand what they do. This will ultimately help your decision-making in the future. 

Prepare Estate Documents

The gathering and preparation of many documents makes estate planning an overwhelming task without the help of an estate planning attorney.

These include your will, trusts, insurance policies, account details, a list of your physical and digital possessions, power of attorney documents, and debts if you have any. You also need to prepare all your estate tax documents. 

Having an attorney specializing solely in estate planning can be a tremendous help. While working alongside your estate planning attorney, you can also use a family operating system like Trustworthy to keep all your documents safe and organized in a secure location. The collaboration features make it easy for your attorney to access prepared documents. 

Identify Beneficiaries

Part of planning your estate is identifying which family members or friends you’ll leave your physical possessions and monetary proceedings to. Your estate planning attorney can help you identify beneficiaries for any retirement accounts or insurance policies. They will prepare the estate plan to ensure the beneficiary receives these assets as you wish. 

Establish Power of Attorney

Your estate planning attorney can assist you in setting up your power of attorney. This document will name specific people you want to carry out all your important matters, such as medical or financial decisions. Your attorney will prepare the document for you to sign with this information. 

Make Advanced Health Directives   

Advanced health directives are documents in which you can list your specific and legal instructions for your medical care preferences. These instructions are carried out when you can no longer make sound decisions. 

Make a Suitable Trust for You

Creating a trust is an important plan you need to complete for your loved ones after your passing. The trust is an arrangement where your trustee of choice will hold onto your assets on behalf of your selected beneficiary. Your estate planning attorney will draw up a suitable trust for you and your loved ones. 

Tax Planning 

Your estate planning attorney can assist with other tax planning. For example, they can help you sort out your estate taxes and ensure it complies with local and federal law. 

This will help minimize the chances of issues with the IRS after a passing, which is the last thing you want.

Ensure Minimal or No Probate Process

Nobody likes spending an excessive amount of money on estate assets tax, also known as probate fees. Consulting with an estate planning attorney can minimize the probate process or help your estate avoid this process altogether. 

During the estate planning process, stay organized with Trustworthy. Your attorney will thank you for it.


What Makes a Good Estate Planning Attorney?

what makes a good estate planning attorney

Now you know why you might need an estate planning attorney, but how do you choose a good attorney? Here are some traits you should look out for.

Expertise in Estate Planning Law

When choosing an attorney, select one with experience in estate planning, not just a general attorney. One way of doing this is to check if they have the relevant qualifications. Most times, the attorney will have this information easily accessible. 

Paul Rabelias, an Estate Planning Attorney, recommends to consider this as one of the top selection factors: 

“Do they practice at a minimum, if not exclusively, in the estate planning area? In the estate planning area, there are a ton of little nuances and unless the lawyer works in that area on a daily basis, then it’s likely that they may miss something, so you want to work with somebody who practices regularly or preferably exclusively in the area of estate planning.”

This makes time because, if they practice regularly or exclusively in this field, they know the ins and outs of estate planning, what to expect, and how to best guide you through the process. 

Attention to Detail 

A good estate planning attorney has excellent attention to detail, which is important when preparing and filing important documents with the government. Keep all your important documents stored safely on Trustworthy

Communication Skills 

Choose an attorney with great communication skills. This includes professional written and verbal communication skills. Good communication skills means they should be clear about what they need from you. They should also provide updates as needed. Choosing an attorney with good communication skills helps the entire estate planning process go as smoothly as possible. 

Strategic Thinking

Being an estate planning attorney is more than just filling out a bunch of documents. Your attorney should be able to think strategically to create an estate plan that benefits your family in the long run. For example, they can help minimize or do away with probate fees and lower the amount of taxes to pay. 

Client-Focused

Another trait to look out for is if your attorney is client-focused. This means they have their client’s interests at the forefront of whatever they’re doing, rather than just seeing their clients as a means to make money off of them. 


Do I Need an Estate Planning Attorney?

do i need an estate planning attorney

You may wonder if you need an estate planning attorney. Not everyone needs one, but here are some circumstances where you should consider it:

  • You have kids: Planning an estate is highly recommended if you have kids to ensure they get your assets. This will mean drawing up a suitable trust.

  • You’re at risk for incapacity: If you suffer from, have been diagnosed, or are at risk for a chronic/terminal illness, and know that you won’t be able to make sound decisions about your money or health.

  • Your state has estate taxes: In addition to the federal estate tax, some estates have their own state estate taxes that you need to be aware of.

  • You’re not confident navigating the legal process alone: Estate planning can be daunting, so having an estate planning attorney at your side can give you peace of mind. 


How to Find a Good Estate Planning Attorney

Finding a good estate planning attorney isn’t difficult if you know what to look for and how to do it. To assist you in your search, we compiled some useful tips.

Identify Your Specific Needs

Before you look for a good estate planning attorney, consider your specific needs. Perhaps you are struggling with creating only certain parts of the estate plan, or you’re unsure of the financial planning involved. Once you establish exactly what you need in an attorney, you can begin your search. 

We suggest making a list of your needs and storing it on Trustworthy so it does not get lost. 

Ask for Referrals

One of the best advertising tools is word of mouth, and asking for referrals often guarantees good results because people will be more than happy to refer attorneys they’ve used themselves. Ask for referrals among friends and family, your workplace, or even online forums like Facebook. 

Request Free Consultations

Many estate planning attorneys offer free consultations to help you get to know them before deciding whether to use their services. During a consultation, you can ask them some things to help you decide whether to hire them.

Ask your attorney: 

  • Is estate planning your primary focus? 

  • How long have you been practicing? 

  • What is your estate tax experience? 

  • What will happen during the first meeting with your office?

  • What is included in your fees? 

  • What is not included in your fees? 

  • What additional costs should I be aware of? 


How to Prepare for a Meeting with an Estate Planning Attorney

how to prepare for a meeting with an estate planning attorney

Once you choose an attorney, it’s important to prepare and organize all the necessary information beforehand so you enter the meeting confidently. 

Prepare Legal Documents

Before your meeting, prepare all your legal documents. These include your financial details, accounts, insurance policies, and other important documents, including your medical information, tax information, and a list of all your possessions. 

Use Trustworthy to store your legal documents in a secure location and share them with your spouse, other family members, or your attorney. 

Talk to Family About Wishes

Talk to your family about your wishes before your meeting. Let them know what you plan to do to keep them informed and hear their thoughts and ideas about what they would like. Discuss who will manage your money, who will make decisions regarding your healthcare, and who will be your executor. This gives your family a chance to prepare for their new roles. 

Have Specific Requests & Questions Ready

The last step to preparing for your meeting is to get all your questions and requests ready for your attorney. This is a chance to express your concerns and wishes before progressing further into the planning process. You can talk with your attorney about what to expect during the planning process, how long it will take, and any other things you need to know. 


Frequently Asked Questions (FAQs)

What are the important factors to consider in estate planning?    

Some important factors of estate planning include your will, estate taxes, your life insurance policies, and choosing your beneficiaries.

How much does an estate planning attorney cost?

The cost of an estate planning attorney will depend on the complexity of the estate and the actual attorney. Generally, estate planning will start from $1000 for basic plans and around $5000 for complex plans. They generally cost between $350 and $700 per hour.

How much do most lawyers charge for a will?

Again, the costs will vary, but a basic will start from $300 to $1,200

At what net worth does a trust make sense?

A good rule of thumb is to have a net worth of at least $100,000 to make having a trust make sense.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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funeral planning timeline
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writing a heartfelt obituary for your husband
writing a heartfelt obituary for your husband
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planning your funeral
planning your funeral
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crafting a loving obituary for your son
crafting a loving obituary for your son

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improving communication between caregivers and doctors
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copy of a death certificate
copy of a death certificate

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original death certificate vs. certified copy
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handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy
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more then one eulogy at a funeral
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parent retirement pension
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death certificate copies
death certificate copies
death certificate copies

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can a eulogy be funny
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receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

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tax refund of a deceased person
tax refund of a deceased person

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how to start a eulogy
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son talking to elder parents seriously
son talking to elder parents seriously

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how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

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what should you not put in a eulogy
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how are estates distributed if there's no will
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microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

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how to post an obituary on facebook
how to post an obituary on facebook

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death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

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correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

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steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

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steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

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who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

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reasons you need an obituary
reasons you need an obituary

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where do you post an obituary
where do you post an obituary

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obituary vs death note
obituary vs death note

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buying a house with elderly parent
buying a house with elderly parent

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trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

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401k and minors
401k and minors

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How-to-Self-Direct-Your-401k
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grandparents
grandparents

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Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

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Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

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are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

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Multi-generational family walking through a field
Multi-generational family walking through a field

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Retirement center
Retirement center
Retirement center

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Elderly parents with son
Elderly parents with son

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Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

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Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

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A couple looking at their computer
A couple looking at their computer

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Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

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Family seated on sofa having a discussion
Family seated on sofa having a discussion

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Trustworthy guide: How to organize your digital information

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Person signing a document
Person signing a document

Apr 15, 2023

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Son on father's shoulders
Son on father's shoulders

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A couple looking at a document with a calculator
A couple looking at a document with a calculator

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Paper shredding
Paper shredding

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Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

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Can I Change My Power of Attorney Without A Lawyer?

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Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

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Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

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Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

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Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

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Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

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Woman talking with an advisor in a house
Woman talking with an advisor in a house

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Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

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How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

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How To Get Power of Attorney For Parent With Dementia?

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I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

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White house
White house

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Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

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Moving An Elderly Parent Into Your Home: What To Know
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Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

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What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

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What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

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A couple reviewing documents and signing them
A couple reviewing documents and signing them

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A couple in a meeting with a professional
A couple in a meeting with a professional

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Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

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Which Sibling Should Take Care of Elderly Parents?

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Who Can Override A Power of Attorney? (A Lawyer Answers)

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Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

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Can Power of Attorney Sell Property Before Death?

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Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

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Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

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Elderly parents working with a professional
Elderly parents working with a professional

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Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

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Apr 15, 2023

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Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

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House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

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Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

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What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

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Can An Out of State Attorney Write My Will? (A Lawyer Answers)

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People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

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Settling an Estate: A Step-by-Step Guide

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Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

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The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

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How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

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Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

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Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

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Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

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Deleting A Facebook Account When Someone Dies (Step by Step)

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Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

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Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

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Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

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Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

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What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?