What Is the Attorney’s Role in the Estate Planning Process?

What is the attorney’s role in the estate planning process?

 

There’s a difference between what practitioners actually do and what they should do. In practice, your attorney is probably going to advise you how to proceed with your estate plan and draft all necessary documents. You’ll then be passed on to an accountant to help you administer it, and maybe if you’re lucky you’ll either have a financial planner or he/she will refer you to someone who will help implement your estate plan into your financial plan. Haimo Law understands that your time is limited time and you’d prefer to surround yourself with a team of professionals that can seamlessly work together to meet your goals. You don’t need 3 separate meetings with each professional. With Haimo Law, you can rest assured that your interests are our priority.

“Planning with Purpose,” Haimo Law (HaimoLaw.com) can help you plan for and protect your family and your business’s interests for the immediate and long-term future. Together, we can take advantage of incredible tools and techniques that are available to you right now. Call us for wills, trusts, probate, asset protection and business planning. Haimo Law offers premium professional representation at an affordable price. Alternative fee arrangements are available upon request. We are reliable, approachable, honest, hard-working and attentive. Helping your family and business is our priority. We look forward to meeting and exceeding your expectations.

Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
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