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Qualities to Look for in a San Diego Estate Planning Attorney - PowerPoint PPT Presentation


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Here are some of the most important qualities to look for when finding an estate planning attorney in San Diego. Visit https://odgerslawgroup.com/ for more information.

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Presentation Transcript
hiring an estate planning attorney means

Hiring an estate planning attorney means you can protect yourself, your family and your business from the financial and emotional hazards that may arise without quality estate and business succession planning.

ODGERSLAWGROUP.COM

estate planning attorneys typically prepare

Estate planning attorneys typically prepare documents to transfer property at death, assist with the proper titling of assets to avoid probate, plan for incapacity and more. Here are the important qualities to look for when choosing an estate planning attorney.

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tax planning a good estate planning attorney will

TAX PLANNING

A good estate planning attorney will be able to effectively explain how various taxes play into different aspects of your estate plan and give you choices as to the best outcome for achieving your personal goals.

ODGERSLAWGROUP.COM

firm resources choose an estate planning attorney

FIRM RESOURCES

Choose an estate planning attorney who is a member of a firm with a robust trusts and estates practice group consisting of diverse members with differing skill sets. An attorney with ready access to other qualified attorneys in her firm allows for quick collaboration and the efficient production of client work.

ODGERSLAWGROUP.COM

certifications highly qualified estate planning

CERTIFICATIONS

Highly qualified estate planning attorneys are either board certified specialists or broadly recognized as experts in their field. Look for certificates from Estate Planning Councils and Bar Association Section memberships to choose the right one.

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fee to make sure the engagement will be a good

FEE

To make sure the engagement will be a good fit for the lawyer and the client, the estate planning attorney offers to meet in person or at least by phone the first time without cost. The cost of the services should be outlined in a signed engagement letter before you incur any financial obligation.

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visit odgerslawgroup com for more information

Visit odgerslawgroup.comfor more information.

Call: 858-869-1114

E-mail: matthew@odgerslawgroup.com

ODGERSLAWGROUP.COM