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NAPAF members often work with other advisors, such as your financial planner and accountant so be prepared to introduce your attorney to your advisors. If you havenÕt established relationships with other advisors, look to your NAPAF attorney for introductions. As active community members, NAPAF attorneys know the collaborative advisors in your area who also serve families.
Interviewing Your New Family Attorney
Once youÕve identified a NAPAF member in your area, consider reviewing the firmÕs materials to better understand their strengths. When you meet with the attorney, the following questions may help you to get to know the attorney and the firm's approach to planning.
- How much of your practice is dedicated to estate planning and trusts? Of that, how much is with families like mine?
- Under what conditions do you recommend a living trust?
- How do I protect my children from abusive relatives if something happens to me?
- Can I keep my kids from controlling their entire inheritance at 18?
- How can I protect my children's money from creditors?
- How can I leave money for my child's education?
- How long will it take to set up my trust?
- How many times do I meet with you during the process of preparing my trust?
- What do you charge to set up my living trust and what does that fee include?
- If I have more questions after you set up my trust, may I call you?
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