You will have to schedule a meeting with an estate planning attorney when you finally decide that it is time to create your estate plan. There will be a point when the conversation may get uncomfortable or personal with your estate planning attorney and you feel that you should not disclose everything and hold back some data. However, choosing to hold back data could jeopardise your plan for your estate. Your estate plan is only as good as how much your estate planning attorney shares with you. To learn more about the Woodbridge Estate Planning Attorney
This means that with the information they are given, your attorney can only make a plan. Based on the client’s objectives and the facts the client chooses to share, the attorney makes the plan for your estate. If the client has goals for their plan, but refuses to share them, then the lawyer might not be able to make a plan to accomplish those goals. More frequently, out of fear of embarrassment or discomfort that can drastically change the strategy, there are details that the client can keep back. To ensure that the best estate plan is made, family issues or personal problems of potential heirs must be shared with the estate attorney. It may not be something you want to share with everyone if a child has an addiction problem, but it is something that must be shared with an estate planning attorney to protect the potential inheritance and well-being of that child. Estate planning attorneys are most likely to rely on information provided to them by the client in making a plan, and do not investigate the facts independently.
Once the attorney’s customer relationship begins, the lawyer is held to a strict confidentiality standard. This means the lawyer is unable to disclose any confidential information you choose to share with them. The attorney and the customer hold deep dark family secrets and concerns that may be inappropriate to discuss with family members or the general public, and this information remains confidential even after you die. There is no reason to be worried about sharing and carrying everything with your lawyer with this standard in place. They’ve heard everything and they shouldn’t be too shocked. To make sure that there are no concerns down the road, it is best to be straight forward and honest with the estate solicitor.
CONTACT INFO :
Johnson Law Firm, PC
13478 Minnieville Rd #204, Woodbridge, Virginia 22192
Phone Number : 703-670-0761