How do I choose the right estate planner?
An example of an AI chatbot conversation about choosing an estate planner.
How do I choose the right estate planner?
Choosing the right estate planner involves considering their qualifications, experience, and your specific needs. What are you looking for in an estate planner?
I want someone who understands tax implications and can help with trusts.
That's a great start! Look for estate planners who specialize in tax law and have experience with trusts. Would you like tips on how to interview potential planners?
Yes, that would be helpful!
When interviewing, ask about their credentials, experience with similar cases, and their approach to estate planning. Do you have any specific questions in mind?
What should I expect in terms of fees?
Fees can vary widely based on complexity and planner experience. It's common to see hourly rates or flat fees. Would you like to know how to budget for these costs?
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