Estate planning attorneys are legal professionals who specialize in helping people create legally sound documents and strategies to manage their assets, plan for inheritance, and minimize or avoid taxes upon their passing. They work with clients to draft legal documents, such as a Last Will and Testament, trusts, and power of attorney. However, more importantly, they help clients plan for the future and ensure their wishes are fulfilled after their passing. Yet, before you start looking for an estate planning lawyer in Louisiana, it is critical to do your research. 

estate planning attorney

Make a List of Your Needs

Before you even start looking for an estate planning attorney, it is crucial to have a clear understanding of your needs. To do this, you will want to start by creating a list of your specific goals for your estate plan. For instance:

  • Are you looking to protect your assets, minimize taxes, or ensure your loved ones are cared for after your passing? 
  • Do you have a business that you want to protect or a charitable organization that you want to support?
  • Are there any unique objectives you want an attorney to focus on?

By better understanding these goals, you will have an easier time finding a legal professional who understands your situation and can provide tailored advice.  

Check With Friends, Family, and Others

Recommendations from family members, friends, coworkers, and neighbors who have gone through the estate planning process can be a great starting point when looking for an estate planning attorney. They may be able to refer you to a legal professional they trust and who shares values and priorities similar to yours. You could also obtain a referral from another attorney or business professional you know. They may know someone who specializes in this area of law. 

Interview Your Prospects

After you have compiled a list of potential estate planning attorneys, getting to know them before making your final decision is crucial. That is why the interview process is so important. However, these interviews do not need to be elaborate or lengthy. Even a brief list of questions can help you to learn more about these attorneys.

Some potential questions you can ask include the following:

  • How long have you been practicing estate planning?
  • What types of services do you offer?
  • How do we communicate with each other?
  • How will you update me regarding my plan?
  • What are your fees?
  • Are there any additional charges that you will bill?

Contact Losavio & DeJean, LLC To Learn More About Our Legal Team

At Losavio & DeJean, we know that every family is different. That is why we make it a point to provide our clients with personalized estate planning services to ensure that your best interests are met. Whether you own a business or want to safeguard your wealth for future generations, we can provide you with the necessary assistance you need. 

If you are looking for an estate planning attorney in Louisiana or want to learn more about the estate planning process, contact Losavio & DeJean, LLC today or call us at 844-779-2551 and find out how our legal team can help you.