Thought for the Day” #1232 – by Stephen R. Elville, J.D., LL.M.

March 20, 2019

In last week’s blog series, we discussed the beginning of the estate planning process, and how the nature, substance, and completion of the Estate Planning Questionnaire is the crucial first step. Along those lines, selection of your estate planning attorney is also part of the “beginning.” In this week’s thoughts, we will explore the selection process, how to gauge it, and how to know you are making an informed decision about who you will be working with – the person with whom you will need to have a “partnership” relationship, and with whom you will be sharing your life’s information. To start, let’s ask these questions: if you are getting ready to interview an estate planning attorney, or are in the midst of that process, how did you arrive at this point (what series of events got you here)? If you have not begun the selection process, how will you begin (how will you move forward)? #elvilleeducation