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Home » Estate Planning Articles » I Have an Estate Plan: Do I Still Need My Attorney?

I Have an Estate Plan: Do I Still Need My Attorney?

January 31, 2012

Compliments of Our Law Firm,
By: The American Academy of Estate Planning Attorneys

Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over Will just in case, and your incapacity plan is ready and waiting in the event you need it. Is it time to part ways with your attorney?

Not at all! In fact, your relationship with your estate planning attorney has just started, and here’s why:

Your Estate Plan Should Be Reviewed and Updated Regularly

Peoples’ lives change, and their estate plans should be adjusted accordingly. Every two to four years, you should sit down with your attorney and look over your existing plan in light of your family’s current circumstances.

  • Has anyone been born, gotten married or divorced, or died?
  • Has your family’s financial status undergone a significant change?
  • Have any of your fiduciaries – your Executor, Trustee, guardian – moved away, passed away, become disabled, or otherwise undergone a status change that necessitates the appointment of a replacement?
  • Do you want to change any bequests or add or remove any Beneficiaries?
  • Do you need to change the Beneficiary designations of any insurance policies or financial accounts?

Your attorney can help you address these and other important considerations, in addition to advising you on how changes in the law may affect your estate plan. Your attorney may recommend changes in your estate plan that address these law changes or take advantage of new legal strategies.

You Might Not Be Your Own Trustee For Life

You might serve as Trustee of your Living Trust until your death, but that is not guaranteed. What will happen if you become physically or mentally incapacitated – or if you simply reach a point where you’re ready to hand over the reins to your Successor Trustee?

In either of these situations, your estate planning attorney can prepare the appropriate documents, guide your Successor Trustee, and assist with the transition so that the management of your Trust remains uninterrupted.

Your Successor Trustee Will Need Help

One of the reasons for creating a Living Trust is to make the administration of your estate after you pass away easier, less expensive, and faster with a Trust than it would have been without one. However, this does not mean that your Successor Trustee’s job will be easy and hassle-free. There will be assets to inventory, Beneficiaries to deal with, and financial issues to worry about. Your estate planning attorney is already familiar with the requirements imposed by state law. He or she can guide your Successor Trustee in administering your Trust and ensuring that your estate is settled as quickly and efficiently as possible.

Your estate planning attorney can help ensure your plan keeps pace with your evolving needs and can serve as a trusted guide as you and your loved ones face new challenges.

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Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
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July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
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July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
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July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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