There is nothing more important to the success of your estate plan than the lawyer you want to design and draw it for. Just as critical is the relationship between the attorney and other professional advisors who advise you in the fields of financial advice and accounting. Sterling Law Offices, S.C. is an excellent resource for this.
Successful estate planning is the product of multiple professions working together for the good of the client. However, professionals from one group also have assumptions about professionals belonging to other groups. For example, the financial planner will see the estate scheduling attorney as nothing more than a paper scrivener. However, this is far from the case.
Many lawyers who limit their practise to estate planning are values-based, relationship-driven, client-cantered, and counselling-oriented. And along with other professionals, the good ones are willing to operate on your behalf. They agree that detailed estate planning requires more than just legal advice. The trick is to locate those attorneys who obey this description.
And where will these strange creatures find you? How do you know if you are dealing with the right kind of attorney? The right form of attorney will have an attitude towards relationship-building and counselling, rather than mere paper planning. The first thing he or she can give is the chance not only to listen carefully to your goals, but also to your hopes, dreams and desires for yourself and your loved ones. The lawyer will hold a delicate discussion that will allow you to make clear your wishes to keep control of your affairs, to be properly cared for in the event of a disability, and to provide compassionate treatment to your loved ones after you are gone.
A solid foundation on which a long-term relationship is formed forms such in-depth therapy. Since an estate plan is not a sale, the partnership is important. Instead it is a continuous mechanism that can be tested from time to time throughout your life, and that continues for several generations. You would want to include your adult children in the planning process, and the right counsellor will also create a relationship with them.