A Guide to Dealing With an Estate Planning Attorney

by Paula Hogan

It is well-known that the best way to motivate someone to go see an estate planning attorney is to arrange a trip to a faraway place.

I found this out myself several years ago when I called our attorney to request an update of our estate plan documents and further inquired about the possibility of a quick turnaround time. After a polite pause, the attorney laughed and asked: “Where are you going, Paula?” The answer, of course, was that I was about to accompany my husband on a business trip to Croatia and neither of us felt comfortable leaving our four young children at home while traveling across the ocean to a newly post-communist country.

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There are, of course, excellent reasons for consulting with an estate planning attorney other than exotic travel.

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