6 Mistakes Most Families Make When Choosing An Attorney
At Robbins Law Group, we hear countless stories of families getting embroiled in legal battles during the most painful times in their lives or feeling lost with nowhere to turn after the loss of a loved one, simply because they never found a trusted advisor to help get their affairs in order (or it wasn’t done well or right).
Well, here’s the great news, you're about to discover how you can get real advice and avoid the costly mistakes made by so many when choosing a lawyer for their family’s legal planning needs.
Mistake #1: Going It Alone With Online Options or Cheap Lawyers Who Provide Documents Only Service
First, because these cheap, online options are NOT as “easy to use” as claimed, and secondly…they actually cost you an arm and a leg because more than likely you (or your loved ones) will need to hire a real lawyer to clean up the mess later!
Using those programs can end up leaving thousands (or much more) of YOUR assets in the coffers of Uncle Sam or the County Court system…even if you follow all of their instructions to a tee. Not to mention all the errors we find by people who think they did everything just right, but still got stuck in unfortunate traps for the unwary that you just wouldn’t know about.
Mistake #2: Choosing a lawyer who will charge you hourly for your planning or lure you in with a $399 offer
Estate Planning should almost never be provided on an hourly basis. Any lawyer who knows his or her stuff is able to quote you a package fee for a comprehensive service.
If not, beware because you may be paying for your lawyer to learn how to do things OR you are going to end up with big expenses down the road when things change in your life, the law or your assets.
And really watch out if the package fee you are quoted is less than a few thousand dollars.
A lawyer offering plans for $1000 or less is either cutting corners somewhere, luring you in to sell you something expensive, ugly and unseen on the back end or simply will not be able to provide you with the quality service and care your family deserves.
When you're investigating flat fee services from a lawyer, here are some simple questions to ask:
Are all of your fees flat fees.?
What about ongoing assistance after the initial completion of my estate plan documents?
What happens when I call with legal questions 2 years after my planning documents were completed?
What if the questions are about something other than my estate plan?
What about my assets? Will you ensure my assets are owned in the right way?
Will you keep my plan up to date as my life, the law and my assets change? How does that get paid for?
You need to be satisfied by the answers you receive to these questions, as they often sneak up after-the-fact, and can be a major drain on your family’s cash flow and peace of mind.
Want to keep reading? Download our report and get a special offer today! Be sure to connect with our team to avoid common mistakes & protect your family!
