How To Choose An Estate Attorney Today
Video Transcript
Ray Hrdlicka – Host – Attorneys.Media
How do you choose an attorney that you know is going to do the best, to give you the best results, that is going to ask the right questions, that is going to be there when you have questions?
Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA
Right.
Well, let me put it to you this way. Ray, you’re choosing to ask me questions about what it takes to do an estate plan. And the reason why you’re interviewing me is because you and I go back way, way back—20, 25 years. And way back at the outset, I was representing you with a couple of matters that you had related to your business.
Over that initial year or two, you began to trust me and felt that I was reliable. It’s the same kind of thing.
When you found me, you got some advice from somebody and they said, “Check out Andrew, maybe he’s worthwhile.” You had an interview with three to five attorneys, I’m guessing, and picked two or three of us to assist you with the particular challenges.
Then you found over the years that you thought I would be reliable. For other people, it’s the same kind of thing.
Who do you know who’s done a trust or an estate plan? Talk to them. What were their experiences? Did they like the attorney? Was the attorney responsive to them?
And if you don’t have family and friends who’ve got an attorney, you find someone who knows somebody and then it’s just word of mouth.
Mostly, it’s about how do you trust the people that you want to get together with, right? It’s sort of like dating in a sense too.
If you have a friend and you just don’t really rely on them because they make terrible choices, you’re not asking for their advice about dating, right? But if you have friends that make good decisions and they have somebody to trust, you rely on them. And that’s sort of how it goes.
It’s like, what do you want to do to find someone to have a good relationship with?
Realistically, you really want to have some kind of relationship with your attorney with estate planning because you’ll probably have questions in the future, once you’ve worked your way through the important initial questions when you start establishing your plan.
Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA
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