What is the role of an attorney in an estate plan?

The role of an attorney in an estate plan is very important. They act as a guide, helping the client create a plan that meets their wishes and minimizes their tax burden. Attorneys provide their clients with advice and help them build an estate plan that should last their lifetime and provide for the future generations. Attorneys will help the client identify their goals and objectives. This includes what they wish to accomplish, who is designated as beneficiaries, and other important facts. Attorneys are knowledgeable with the state’s law and can make sure the client’s wishes are met in a legal and valid manner. Attorneys will also help with the documents required to execute the estate plan. They will explain the importance of language and prepare the forms correctly. This ensures that the estate plan is properly executed and the client’s wishes are fulfilled. Attorneys are also a valuable resource for other important legal matters related to estate planning. This includes probate, which is the court-supervised process for transferring assets after death. Attorneys can also help with setting up trusts, guardianships, and establishing advanced directives such as powers of attorney and healthcare surrogates. At all stages, an attorney provides their client with advice and guidance to make sure the estate plan meets their needs. Attorneys are instrumental in making sure an estate plan is tailored to the needs and wishes of the individual and their family.

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