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The Benefits of Working with an Estate Planning Lawyer

Posted by Maria N. Jonsson | Dec 20, 2021 | 4 Comments

Most people would agree that estate planning is something they believe is important, but even some of those with that opinion don't have their own affairs in order. Despite all of the benefits estate planning can provide – chief among them: peace of mind! – not everyone who knows and understands the value of a plan has one.

There are many common reasons for this, many of which boil down to the erroneous notion that one is too young, healthy, or not wealthy enough to consider their end-of-life and postmortem affairs. Another common reason, though, is that the role an estate planning attorney can play in the planning process is downplayed or not as well understood as it could be.

Take some time to consider some of the benefits an estate planning attorney can bring to the table to assist you with your estate plan.

A Lawyer Can Ensure Compliance with Current Law

Your estate plan is only as good as it complies with the law. When important documents like a will or trust are left out of sync with the laws that govern them, it can have significant adverse consequences for family members who must pick up the pieces.

You shouldn't rely on any templates for estate planning documents that you find online or anywhere else. Only a licensed estate planning lawyer is qualified to ensure that your estate plan complies with state and federal law.

A Lawyer Can Update Documents When Necessary

A common misconception about estate planning is that it's a “one-and-done” deal that doesn't need to be revisited. The reality is that you should review your estate plan on an annual basis – especially when important events that change your family or assets occur.

Other important events that are cause to review your estate plan are changes to tax laws. These might occur more frequently as they can reflect the values and policies of whichever political party happens to control Congress and/or the presidency in any given year.

Working with an estate planning attorney can mean that you'll have someone who can help you modify your plan whenever important changes occur in your personal life or on a grander scale.

An Attorney Knows the Right Language to Use

What's in a word? Well, when it comes to estate planning, words and the meanings that they convey in a legal context matter to a great degree.

For example, a carefully drafted will can mean the difference between an uncomplicated probate process or a will contest that causes strife in your family. Likewise, properly worded advanced directives mean that your end-of-life wishes won't be up for debate among your loved ones. It's especially important to ensure powers of attorney are properly worded if you wish to limit your agent's power of your financial affairs!

An estate planning attorney can offer the confidence you need to know that your estate planning documents say exactly what you mean them to say. In turn, they are more likely to function as you intend them to function.

An Attorney Can Offer Personalized Legal Assistance

One of the things people misunderstand about estate planning attorneys is that they're something of a formality to the process – people with the credentials and licensing to draft and file important planning documents – rather than advocates who actually care about how those documents will serve clients and their families.

Of course, we can't speak for all attorneys but we at the Law Offices of Maria N. Jonsson, P.C. do value providing our estate planning clients with personalized legal assistance. This means that we invest time in learning about their estate planning goals and customizing our legal services and advice to help them achieve those goals.

Our service isn't just reactive, either – Attorney Maria N. Jonsson is a proactive advocate for her clients and can advise them of potential opportunities and complications that they may not have considered.

If you are interested in learning more about our estate planning services at the Law Offices of Maria N. Jonsson, P.C., please contact us online now!

About the Author

Maria N. Jonsson

Founding Attorney and a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization


Elina BrooksReply

Posted Jul 13, 2023 at 04:11:54

I’m glad you assured us that estate planning is not a one-and-done deal and that we can have it reviewed and updated when necessary, especially during important life events that change our family or assets. I was thinking of preparing my estate plan soon after I complete the purchase of the new home I’ve been eyeing for months now. I’ll keep this in mind and look for an estate attorney to help me out with the documents and the rest of the process soon.

Elle JonesReply

Posted Jul 28, 2023 at 13:43:43

I love the way you described how hiring an estate planning lawyer may provide you access to someone who can assist you in changing your plan anytime significant changes take place in your personal life or on a larger scale. My friend’s father recently passed away, and now he and his siblings need assistance organizing the possessions their late father left them. I’ll make sure to suggest an experienced attorney with a solid reputation who is familiar with matters of this nature.

Shammy PetersonReply

Posted Aug 01, 2023 at 20:00:17

What caught my attention is when you said that you can be sure that your estate plan will comply with state and federal law when you hire a licensed estate planning attorney. This is something that I will share with my sister because she is planning to have an estate plan established for her to secure the future of her two children. I will ask her to take note of your tips to help her hire the right and qualified estate planning attorney.

Elle JonesReply

Posted Aug 19, 2023 at 06:50:19

I’m grateful for your insight into the importance of ensuring that our estate plan aligns with the law. Overlooking key documents such as a will or trust about legal requirements can lead to serious complications for our loved ones in the future. My spouse and I are currently in the process of considering the services of a probate attorney to assist us in creating a will for the benefit of our children. We intend to consult with a professional to help us identify the most suitable lawyer for our needs. Your article has been quite informative, and we appreciate it!

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Attorney Maria N. Jonsson, Esq. is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. The Law Offices of Maria N. Jonsson, PC is committed to providing a comprehensive and holistic analysis of your specific circumstances as they relate to Estate Planning, Probate and Trust Administration issues in California. Schedule a one-on-one discussion of your case with Attorney Jonsson directly.