Responsibilities of an Estate Lawyer

With the Baby Boomers approaching their golden years, there has been a surge in demand for a specific type of lawyer: An estate lawyer.

An estate lawyer is a type of attorney who has received extensive training and education in all aspects that pertain to assisting their clients with planning their legal and monetary affairs. Should a client become ill, disabled or pass away, the services of an estate attorney long island can ensure that he or she, as well as his or her survivors, are taken care of.

What Does An Estate Lawyer Do?

An attorney who specializes in estate planning can assist those who have reached their golden years in a myriad of ways. Some of the responsibilities of an estate lawyer include:

  • Preparing a legal power of attorney
  • Preparing wills and living trusts
  • Assisting with avoiding guardianship of an estate for survivors who are disabled or who are minors
  • Ensuring property is passed onto loved ones in the manner the client wishes
  • Aiding with medical benefits, including Medicaid and Medicare
  • Reducing taxes or fees that could potentially be imposed on an estate
  • Ensuring the benefits of life insurance policies are properly allocated
  • Setting up charitable donations

Qualities to Look for in an Estate Lawyer

Before you hire an estate attorney, you want to make sure that he or she has the necessary credentials to provide you with the guidance and support that you need. Unfortunately, some attorneys claim to specialize in estate law, but in reality, they don’t have the experience or knowledge in this area that is necessary to properly handle the affairs that are associated with estate law.

There are certain qualities that you should be on the lookout for to ensure that the attorney you select will be able to assist you with your estate law needs. These qualities include:

  • Experience in matters that pertain to estate law, such as probate, creating wills and trusts and insurance claims and beneficiaries.
  • References that certify the attorney has successfully provided assistance to past clients in the matters of estate law.

How to Find a Reliable Lawyer

In your quest to find an estate lawyer or long island elder law attorney, you will find that there are a lot of options to choose from. You want to make sure that the attorney you hire is a good fit and will effectively meet your needs. To do that, you should do your research and arrange consultations with prospective attorneys before choosing one.

  • Ask family members, friends and trusted colleagues for recommendations. If you know someone who is using the services of an estate attorney, inquire if he or she is satisfied with the services the attorney.
  • Do your research. Refer to your state’s bar association to find attorneys in your area that specialize in estate law.
  • Arrange consultations with prospective attorneys. During your consultations, ask a list of questions that will allow you to learn more about the attorney’s experience and process. Questions to ask include:
    • How many years of experience do you have?
    • How many clients have you worked with?
    • What methods do you use for creating wills and trusts?
    • Can you assist with medical insurance, Medicaid and Medicare?

Once you find an attorney that you are happy with, make sure that you are open and honest, and keep the lines of communication open so that you can ensure all of the matters of your estate are attended to.