What To Expect - The 1st Conversation With Estate Attorney

The planning and strategy conversation that you have with your estate planning attorney may be the most important conversation you ever have. Too many lawyers like to hear themselves talk. But if the lawyer is doing most of the talking, then it is impossible for the lawyer to customize an estate legal program that covers, in necessary depth, all of the needs of the client. I like to say that God gave us attorneys two ears and one mouth, so we should be listening to clients twice as much as we should be speaking.

Initially, the conversation should start out with an attorney finding out what you most want to accomplish about the transition of what you've worked for from one generation to the next. No two people or couples are alike. But it's the attorney's role to find out what is REALLY most important to you and then dig a little deeper with the right questions so that all of your emotional needs regarding you and your family can be met.

Note that all of this should be done in layman's terms. The best attorneys are the ones who ask the right questions and LISTEN, and then respond with another appropriate question. 

Finally, after some time, the attorney should be able to repeat what your biggest concerns are and how those might be addressed with a customized estate legal program. If the attorney did their job, you will think that what he or she concluded was dead-on (no pun intended) with what you want for yourself and your loved ones. Even though nothing's been prepared or executed, you should have peace of mind that you are underway in having the perfect estate planning program designed.

Then, it's just a matter of implementation.

Paul Rabalais
Louisiana Estate Planning Attorney
www.RabalaisEstatePlanning.com