Do You Need to Hire an Estate Planning Lawyer?

July 11, 2017

when-to-hire-an-estate-planning-lawyerDo You Need to Hire an Estate Planning Attorney?

Hire an Estate Panning Lawyer to Avoid Costly Estate Planning Mistakes!

Estate planning is serious business. One word, one choice of phrase, can change the entire intent of a will or trust. An attorney whose expertise is in estate planning can work with you to guarantee your estate plan adheres to your needs and wishes.

Mistakes are costly, especially when they violate the law. Working with a qualified estate planning attorney will help you avoid mistakes.

Estate Planning Lawyers Are Necessary – State Law Has Authority over Estate Plans

State law is very specific about what can and cannot be in a will, trust, power of attorney, or medical directive, and what formalities must be observed when signing a will, trust, or medical or financial power of attorney. The last thing anyone wants is for their estate plan to violate State law and become a source of conflict amongst their heirs. Working with a qualified estate planning attorney ensures that your estate plan will conform to all necessary laws and regulations.

Buyer Beware! – Working Without an Estate Planning Lawyer

The Latin expression, “Caveat Emptor,” or “Buyer Beware,” certainly applies to estate planning. Estate planning documents are not one-size-fits all.  Generic fill-in-the-blank forms can be very expensive, for you and your loved ones, and they are not likely to fit your unique situation.  An estate planning attorney will work with you to design a plan that specifically fits your needs and wishes. Proper planning and a tailored estate plan will give you peace of mind.

Estate Planning Lawyers Can Help Sort Out Complex Family or Financial Situations

Does your situation fit into one or more of the following categories?

  • You are recently divorced
  • You recently lost a spouse or other family member
  • You are in a second (or later) marriage
  • You have a disabled family member
  • You have minor children
  • You have a child with a disability
  • You don’t have any children
  • You own real estate in more than one state
  • You own one or more businesses
  • You want to leave some or all of your estate to charity
  • You have substantial assets in 401(k)s and/or IRAs

If one or more of these situations apply to you, then counseling and advice from an experienced estate planning attorney is a must to create a proper estate plan. The expert Denver Estate Planning Attorneys at Evans Case have the experience and skill necessary to help you meet your needs. Call us today for your free 30 minute consultation – 303-757-8300!