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When a client hires an attorney to work with the client on the preparation and implementation of their estate plan, one question that is rarely asked is: “How does the attorney draft the documents?”
The follow up questions then become:
I recently received this email solicitation: “We assist U.S. attorneys and law firms in drafting of estate planning documents like power of attorneys, wills and trusts and help them gain competitive advantage & reduce costs to meet clients' expectations.”
Before hiring an attorney to work with you on your estate plan, you should ask about the process the attorney uses in drafting documents. I believe this is very important, primarily because many estate planning documents are flawed – either because they are inconsistent with the client’s goals/wishes or because the wording is unclear or just plain wrong.
We take pride in making sure that our documents accurately reflect our clients’ goals, objectives, concerns and unique family situation. We consider estate planning a custom process where we first listen to the client, then make recommendations and prepare draft documents based upon the client’s needs. At that point, we normally meet again with our clients to review the documents, make any necessary changes, and sometimes send another draft. Note: Only attorneys draft estate planning documents at Altman & Associates and we make sure that every document is reviewed by at least two attorneys.
It is our goal, through this careful process, to make sure our clients understand the documents and their plan, and to make sure that the words are correct.