What You Should Look For When Selecting An Estate Planning Attorney in Fort Myers

People often tend to overlook the world of estate planning, but to keep your real estate protected, everyone in Fort Meyers should be focusing on their estate planning. But how? What are the first steps? The first thing everyone should do is find an estate planning lawyer that they can rely upon. Today, we will be looking at a few things you should look for before finalizing upon the estate planning attorney, they will be responsible for securing your and your family’s future.

Opt For A Estate Planning Specialist

When looking for an estate planning lawyer in the Fort Myers area, steer clear of general practitioners. Your goal is to look for lawyers specializing in estate planning and who have years of experience dealing with such cases.

The ideal estate planning attorney should have in-depth knowledge of elder law, asset protection, crisis and non-crisis Medicaid planning and more. An attorney who specializes in estate planning will always be equipped with the latest information and be updated regarding any changes to come up with a custom estate planning program that suits the needs of you and your family.

Reasonable Yet Firm

To find the best estate planning lawyer in Fort Myers, you need professionals who are firm but also reasonable enough. Your ideas might not align with that of your estate planner all the time. A good attorney has the ability to identify what is in the best interest of the client even if they insist otherwise just because they do not know any better. A planner should be firm on their decisions based on their experience and expertise and be sure that they are setting up the right program for their clients. The attorney should be able to make the client understand why certain choices are made to keep them in the loop but still insist on a particular course of action being taken.

Familiar With Your Situation

Every case handled by an estate planning attorney in Fort Myers differs from the other. Your goal? Look for an estate planning attorney who has managed estates similar to yours and has plenty of experience handling them. This step is incredibly beneficial if you have special needs dependents who want to be accounted for in your estate planning. Then search for an attorney who has a background working on these cases. The best way to find an attorney who understands all your goals is to list down all things that need to be given utmost priority. You must find an attorney who understands and uses the tools available to benefit the case.

Understands The Client

Estate planning decisions, especially for the client, come from an emotional standpoint rather than an entirely rational, legal, and logical standpoint. An estate planning attorney is appropriate for you if they understand why the client is being rather emotional and are prepared to handle any situation. Emotions may come up while distributing assets and procedures as such, but the planner’s role is to ensure that the client is comfortable with the decisions they are making.


You want your estate planning attorney to work the case rather than handing it over to a paralegal or someone else to handle it. You need to find an enthusiastic attorney who is willing to handle the case because the attorney will be the one helping you make all the crucial decisions. Therefore always check on the availability of the attorney beforehand.

Find The Best Estate Planning Attorney In Fort Myers

Are you looking for an estate planning attorney in Fort Myers? Look no further than Hale Law Services. With a team of dedicated and experienced professionals, we are determined to represent all of our clients by delivering exceptional service. Whether you require legal assistance with real estate matters, wills, trusts, probate avoidance, and more in Fort Myers, Hale Law can provide you with the assistance you need. To learn more, contact us at 239-931-6767 or mail us at ned@halelawservices.com.

By |2022-11-08T01:21:32-05:00June 8th, 2022|Estate Planning|0 Comments

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