Many people ask how much it costs to plan a sophisticated will and testament but what they should be asking is "What kind of attorney do I need and how much experience should they have in order for my will to executed the way I want?" Here is a problem that lawyers and clients often encounter. In states like Pennsylvania, all lawyers pass the same bar exam and it is against the code of ethics to say that you are a specialists in estate planning, personal injury or any other type of law. This creates an issue for clients who are seeking lawyers with lots of experience in one particular field. If you have no children, no business and no stock options, you can probably create your will online or with a general practice attorney. If you have children, a business, a vacation home or other real estate or complex investments, you will likely want to work with a lawyer who is has been working in the estate planning field for some time. Planning a sophisticated will is extremely complicated but will produce the results that are most desirable for you. The best way to find the right lawyer for your estate planning needs is to have initial consultations with several of them. Ask them questions about how they bill you, what kind of experience do they have, have they ever been the executor of a will and how they would handle your situation. Also, have they published books on estate planning? Do they provide you with lots of educational information? Your lawyer should want you to be educated on the topic also. If you have questions about sophisticated estate planning in Pennsylvania, call David M. Frees at 610-933-8069 or email him directly at [email protected] to learn more.

David M. Frees, III
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Attorney, Speaker and Author