Choosing Your Estate Attorney

This article provides a roadmap for choosing an estate planning attorney, asking the right questions and making the right choices. A well designed process will also give you better insights into your own aspirations across the business, financial and cultural dimensions of your family enterprise.

When interviewing potential candidates, what you will ask will depend on how much your family already knows about what they are looking for, how much creativity and guidance you want from your lawyers, who your other advisors are, and what plans are already in place.