Discussions around mortality and estate planning are difficult to start with but if you don’t have the right estate planning lawyer guiding you through that process it can be made unnecessarily difficult.
Scheduling a consultation with the right estate planning lawyer can help you to identify the steps that you need to take and open the lines of communication with important family members who might be beneficiaries or those passing on assets to you. Look for relationships established with professionals, such as CPAs who can help provide referrals for an estate planning lawyer.
The right estate planning lawyer will help prepare you for what to expect, answer questions related to the elder law or estate planning process and help you feel confident in the documents that you create that they are well aligned with your individual and family goals.
It can be overwhelming to approach the estate planning process by yourself but the good news is that you don’t have to do this. Identifying an attorney and taking advantage of an initial consultation will give you a better perspective of how this attorney will approach your individual estate planning process and the kind of communication and work ethic you can anticipate from them.
In our Massachusetts estate planning law firm, we often work with families facing challenges, such as those trying to decide whether or not a family member has advanced needs requiring a nursing home. We work with you and your family to figure out the right next steps for where your family is at right now.
