How to Choose an Estate Planning Firm for Older Adults

As we and our loved ones age, it becomes increasingly important to plan for the future. 

An Estate Planning attorney that supports older adults, focuses on addressing their unique needs that arise at different stages of life.

With so many options available, choosing the right attorney or firm can seem like an intimidating task.

Here’s a guide to help you navigate the process and find the right fit for your needs.

Reflect on your situation.

Before you find the right elder law attorney, take some time to reflect on what your needs and concerns are. 

Are you primarily interested in estate planning? Are you concerned about your medical situation? Do you need support with guardianship?

Knowing what your requirements are will help you narrow down your options and focus on finding an attorney who has expertise that aligns with your needs. 

Spend some time researching. 

Once you know what you’re looking for, spend some time researching potential attorneys and firms that specialize in your area of focus. 

You may find it helpful to read reviews, visit websites, and ask your family and friends for recommendations. Make sure that you’re looking for attorneys who have the proper credentials, and who have experience in elder law. You want to work with someone who has a track record of success in handling cases similar to yours. 

Don’t forget to consider factors such as years of experience in these specific areas. 

Schedule a consultation.

Once you have an idea of who you may want to work with, schedule a consultation to meet with the attorney or firm. 

Use this time to discuss your specific needs, ask questions about their experience and approach, and asses if you feel comfortable working with them. 

During the consultation, pay attention to their communication style, responsiveness, and willingness to listen and address your concerns. You’ll likely be working closely with them on sensitive matters, so it’s important you feel comfortable and confident with them. 

Make your decision. 

Choose someone who takes the time to understand your unique circumstances, communicates clearly and effectively, and keeps you informed throughout the process. 

It’s essential to work with an attorney or firm who you can trust, and who you feel confident in.

Want to get started? 

If you’re looking for an elder law attorney who is going to listen to you and work with you to find solutions you feel confident in, contact us. You can schedule a free consultation in person, via Zoom, or over the phone!

DISCLAIMER: The content contained herein is for general informational purposes only.  These materials do not constitute legal or other professional advice.  We do not accept any responsibility for any loss that may arise from reliance on this information.  No reader should act or refrain from acting based on information contained in this article without seeking advice of counsel.