Quite simply, a good estate planning attorney should ask you what it is that you want to achieve with your will. Some things they may want to know are how important tax issues are to you, meaning how vital it is to you whether you are to paying high taxes or not.
Full Answer
In addition to learning about you and hearing your narrative, your lawyer will also want to see documents and evidence, both for informational purposes and to help assess the strength of your case. Regardless of the type of legal matter, your lawyer will want to know who you are and how to contact you. Be prepared to provide your:
When choosing whom to hire, not only should your lawyer’s practice specialty come into play, but so should your lawyer’s personal style, points out Lara Bazelon, Associate Professor of Law and director of the Criminal Juvenile Justice and Racial Justice Clinical Programs at the University of San Francisco School of Law.
This will tell your lawyer exactly what you are hoping for from him or her. (For example, "I want sole custody of my daughter because I think my husband is a danger to her" or "I want to sue my former employer because I think it wrongfully terminated me.")
You might have decided that you need a probate attorney's help, but you can still take some matters into your own hands. If you take the time to select a good lawyer, prepare well for your first meeting, and do everything you can to reduce the time that your lawyer will have to spend, you can often save yourself some money.
To best understand the questions to ask a lawyer when writing a will you first need to know when is best to start writing a will to begin with.
These questions, as with the timing of writing your will, will depend on the specific financial situation you are in at the time.
What happens to your property after your death is known as estate planning, and is often one of the most important parts of will-writing given how much of an investment property is today.
It’s difficult to think about our own demise, but drafting a will is crucial to guarantee your assets end up in the proper hands.
Honestly answering the questions your will lawyer asks and providing as many details as possible makes it easier to draft a fair will with your best interests in mind. Some questions a knowledgeable attorney will ask include:
Though it can be a long and arduous process, estate planning is necessary to guarantee you have all your affairs in order before your passing. While there are plenty of estate planning attorneys out there, it is in your best interest to hire someone with experience, like our experts at Handin Law.
In addition to learning about you and hearing your narrative, your lawyer will also want to see documents and evidence, both for informational purposes and to help assess the strength of your case. Obviously, the nature of the evidence will vary dramatically from one type of case to another. As you prepare to meet with your lawyer, try ...
Before you get too far into a meeting or conversation, the lawyer will want to know about any possible conflicts of interest that might prevent him or her from ethically representing you.
Typical goals might include: review and provide comments on a contract or legal document. draft a will.
contracts (such as employment agreements , leases, promissory notes, and the like) financial documents (for example, if you'll be drafting a will or starting a company) correspondence (letters, emails, or text messages between you and the other party or otherwise relevant to your dispute)
respond to a legal complaint, lawsuit, or threatening letter. research whether you have a meritorious legal claim against another person or entity. draft a legal complaint or demand letter to another person or entity, or. negotiate a lease, contract, or other agreement.
Some important details to include in that narrative include: names of the key players in your dispute. date the dispute or problem began. type of the dispute (harassment, contract, divorce) key events of your dispute, including a "who, what, where, when and why" narrative, and. current status of your dispute.
You should ask your lawyer if he or she has any expectations for how you will communicate. For example, the lawyer will probably want you to respond to requests for information in a prompt manner. Also your lawyer will probably want you to notify them of any changes in your situation.
If you don’t, then you won’t know what information to tell your attorney. Take notes if you talk to your lawyer in person or over the telephone. Store your notes in the same place. For example, you might want to keep a special notebook for your case. Always review your notes before contacting your attorney.
1. Ask your lawyer how he or she communicates. Each lawyer is different. Some might prefer to communicate by email. Others may communicate by telephone. At your first meeting with the lawyer, you should discuss how you will communicate. Try not to demand that the lawyer use your preferred method of communication.
If you feel communication has broken down, address your own shortcomings. For example, you might not get requested information to your lawyer until right before a deadline. This makes it very difficult for a lawyer to represent you. Think about why you are struggling to communicate with your lawyer.
1. Organize your thinking. At your first meeting , you need to give your lawyer the background of your dispute. Your lawyer will need to know the “who, what, where, when, how, and why.”. You should spend time trying to get this information organized so that you can share it in a clear way.
Stay informed about your case. You can communicate clearly only when you understand the status of your lawsuit. For this reason, you should commit to staying informed about your case. Try to understand the legal issues in dispute and the important facts.
You should address problems head-on with your lawyer. Remember, you hired them. If you are having a hard time communicating with your lawyer, then you should schedule an appointment to talk about it. Of course, scheduling a meeting can be difficult if your lawyer never returns your calls.
An important question to ask a lawyer is what the strategy for your case will be and the outcome the lawyer expects. You’ll want to get details on what kind of procedures to expect. Ask how long it will take for the entire case to be resolved. Discuss the legal strategies that will be used. Find out if your attorney will attempt to settle and if mediation or arbitration are options. Think about the answers and if you are comfortable with them. Maybe you want to avoid a trial at all costs but your attorney really wants to just go to trial, or perhaps you have no intention of settling and want your day in court. It is important that your lawyer’s strategy lines up with your needs.
Most lawyers offer a free consultation so that you have a chance to determine if he or she is the right person for you. Going to the first meeting with some simple questions can help you ensure you find the right person for the legal help you need. You will not get much legal advice at this consult since it is not meant to resolve your legal ...
Meeting with a lawyer for an initial consultation is generally not a chance to ask legal questions that are in depth, but is instead an opportunity to get a sense as to whether this lawyer is the right one to handle your case. Use this meeting to help you decide which lawyer will be the best one for your case.
Meeting with a small business attorney is an important way to get your business off to a good start and minimize future risks. Here are questions to ask at your first meeting.
It is generally not very helpful to ask where the attorney went to law school since you can find this information online and it often tells you nothing useful anyhow. Focus instead on experience with your type of case. You can also ask the average verdict the lawyer has obtained in your type of case.
Tell the Truth. If your lawyer doubts you in the consultation, or doesn't think you have a case, while that may change over time, getting over an initial disbelief is very hard. You have to prove your case. Your attorney is not your witness. They are your advocate - but you are responsible for coming up with proof.
Most people hired attorneys because they don't want to sit in court. Well, truth be told, neither do I. The difference between lawyer and client is that the lawyer expects it to take a long time and understands. The client typically thinks it's unjustified. So, your hard truth is that each case takes time. Be patient.
Credibility is one of the most important things in this world - and most important in a courtroom. If you care enough only to wear sweats to the courthouse, then the judge will see that you don't care, and that will be reflected in their desire to help you, listen to you, and decide in your favor. Step it up.
If the judge can see your boobs, he's not listening to your story. If I can see your boobs, then I know you didn't care enough about yourself to talk to an attorney. Dress like you are going to church. Credibility is one of the most important things in this world - and most important in a courtroom.
If you don't pay your lawyer on the day of trial, or however you have agreed to, then while he or she may be obligated by other ethical duties to do his/her best, they won't be motivated by sympathy for you, and it will show in court.
If no one can confirm that the story is true, you will at least need something external, such as a hard copy document, to prove your case. Be prepared.
While lawyers can certainly take your money and your time and we can file a case that will be very hard to win, if you don't care enough about your life to get a contract, the judge is not very likely to be on your side. At least, not automatically. Oral contracts are extremely hard to prove. What are the terms.
“If you want to improve your chances of securing the best lawyer to take your case, you need to prepare before you meet them,” advises attorney Stephen Babcock. “Get your story, facts, and proof together well before your first meeting.” This not only ensures that you understand your own needs, but it helps a good lawyer to ascertain whether he or she can actually help you. “We want the best clients too. Proving you’re organized and reliable helps us.”
“ Winning cases can be lost because of a client who lies or exaggerates just as easily as because of a lawyer who tells the client what the client wants to hear instead of what is true.” So when dealing with attorneys, don’t just look for honesty—be honest.
On reading a demand letter, the other person will often say, “this isn’t worth the trouble” and they quickly settle. But here’s a secret from Knight: You don’t need a lawyer to write a demand letter. You can do it yourself. Just make it look as formal as possible, and you may find your dispute goes away—no charge to you.
If you feel helpless when faced with an insurance denial, please know that you might be able to appeal with the help of a qualified lawyer, says David Himelfarb, attorney. Insurance companies routinely deny long-term disability claims, for example, particularly because it’s assumed that most people don’t have access to reputable attorneys to challenge the denial. “This is where intricate knowledge of the legal and insurance process, as well as the right team of experts to prove the claim, can reverse the odds.”
In fact, a lawyer should try to stay out of court. “In my experience, a good lawyer always finds every opportunity to keep a case from being decided by a judge, and only relents on trying a case before the bench when all alternatives have been exhausted,” attorney, Jason Cruz says.