How to Choose An Estate Planning Lawyer

How To Choose an Estate Planning Lawyer

You’ve worked hard to create your legacy— now it’s time to ensure that legacy continues as per your vision and plans. Whether you’re a business owner, a retiree, or just planning for the future in general, thinking about the estate planning process can be overwhelming. This is completely understandable for each and every person, but especially so when the concept is completely new to you.

It can be tempting to use a DIY legal service provider to save time, but taking this route often ends up costing more in the long run. To make the most of your estate, it’s wisest to engage an estate planning lawyer. But what do you need to look for in an estate planning lawyer, and how do you choose one?

This blog explains what an estate planning lawyer does and the best way to select the lawyer most appropriate for your needs. For further information or personalized advice, contact us at J Mishkin Law today.

What Is An Estate Planning Lawyer?

You want the best outcome for your family or business, and the assurance that every detail is taken into consideration. Estate planning lawyers have years of education and experience in exactly this, and histories of ensuring as smooth a process as possible during a difficult and already stressful time. Using their knowledge of correct documentation, wording, and tax law, an estate planning lawyer combines these skills to achieve the best financial outcomes for all beneficiaries.

An experienced estate planning attorney also comes with the additional benefit of acting as a family’s counselor, advising those involved on how to make difficult decisions. Every person, every family, and every business is unique, and an estate lawyer realizes the complexities of such situations. They can also identify beneficiaries, establish power of attorney, and help to avoid the lengthy and costly probate process.

Can’t I Just Do It Myself?

For anybody inexperienced in this area of law, it’s understandable to be tempted by DIY legal services such as online will kits. After all, if you know where you want your funds to be distributed and there shouldn’t be any arguments, why would you need a lawyer?

You can never be too careful when it comes to your family’s or business’ future. Emotions are one factor, and can lead to confusion, disappointment, and even hostility. Any arguments between recipients aside, there are intricacies of tax law to consider. An estate planning lawyer can provide advice to ensure any and all applicable taxes are paid correctly, and can often assist with tax savings.

Having an attorney for your estate plan reinforces and strengthens the validity of the will. This often enables the process to be completed in a more timely manner.

What Should I Look For in an Estate Planning Lawyer?

1. Licensed

First and foremost, look for a licensed estate planning lawyer. Ensure they are in good standing, and specialize in estate planning. Check the website of the firm you plan to utilize to make sure it’s up to date and provides all the necessary information on its lawyers. You can also check the State Bar to check their credentials.

2. Knowledgeable

Not all lawyers are equal, even those within specialized areas of law. Read their website biography and online reviews and testimonials to make sure they have experience in estate planning. Additionally, such information can provide the reassurance you choose a compassionate lawyer who will help you feel at ease during the process.

3. Appropriate For Your Needs

Furthermore, consider the reasons you’re looking into estate planning and tailor your search according to your needs. Some attorneys are more well-versed in planning for families, whereas others specialize in business succession plans. In some instances where you would like to plan for both, you may need a separate attorney for each. In other cases, an estate planning lawyer may be experienced and skilled within both areas.

Looking For An Estate Planning Lawyer in Oregon?

You’ve worked hard to create your legacy— now it’s time to ensure that legacy continues as per your vision and plans. Jonathan Mishkin has years of experience in estate planning for families and business succession planning, and provides a compassionate, considerate, and meticulous process for each and every client. With offices in Portland, West Linn, and Bend, he can guide you throughout an often confusing time with ease. To utilize his well-trusted services, click below to submit an enquiry.


Jonathan Mishkin

Jonathan D. Mishkin focuses his practice on tax/trust controversy, estate planning, taxation and closely-held business advisory services with offices in Portland, Bend and West Linn. Drawing on deep experience gained inside both large accounting firms and large law firms, Mr. Mishkin capably advises and counsels individuals, families and their businesses, and trusts/trustees.


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