Daniel W. Uhlfelder P.A. | Attorneys At Law


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How working with a litigator makes for a stronger estate plan

On Behalf of | May 3, 2022 | Estate Planning

As you sit down to work on your estate plan, you know one thing: You want to make it as strong and comprehensive as possible. You’re very interested in how this is going to impact your family for generations to come, and you want to do everything in your power to make sure that it’s a positive impact.

How can working with a litigator help you create this strong estate plan that you’ve been striving for, rather than doing it on your own? There are many advantages, with a few examples noted below.

You get someone with experience

Most people have never done estate planning before. In fact, most people don’t have a plan at all. When you work with somebody who’s been doing this for decades, you get the benefit of all that experience. They’re going to know what to look for or what mistakes to avoid in a way that you never could.

They can tell you about other tools

Many people just think that making an estate plan means writing a will. And that can be a good spot to start, but a will is not all that you need. You can also use medical powers of attorney, advance directives, revocable and irrevocable trusts, and much more. Someone who understands all of the tools at your disposal can help you figure out which ones will work best for you.

They help you identify your goals

You may have a general idea of what your goals are, but an experienced team can help you identify the specific things you’d like to accomplish. Once you know this without a shadow of a doubt, it makes it easier to build a plan that accomplishes those goals.

They can help you avoid mistakes

One of the biggest benefits is simply that you avoid mistakes. For instance, people sometimes forget that their life insurance policy never actually enters their estate and so they don’t address it properly. An experienced litigator can help you make sure that you have really addressed everything that you need to get the results you are looking for.

As you get started on this process, begin by carefully considering all of the options that you have.