The Top Five Questions To Ask Your Estate Planner BEFORE You Buy A Living Trust…
Will your Trust be prepared by an attorney who specializes in Living Trusts?
Some companies use no attorney at all or sell pre-packaged documents. All Estate Plans through the Cobb Planning Group are prepared by an attorney with over 16 years of Living Trust experience. All clients meet personally with the attorney to assure accuracy and appropriateness before any documents are signed.
Does the company working with you specialize in estate planning and Living Trusts or are they a “General Practitioner?”
Anyone can call themselves a “specialist” even someone who only does a few plans per year as part of their practice. The yellow pages are full of attorneys who specialize in “divorce, family law, bankruptcy and estate planning“. How can they specialize in all these areas? At the Cobb Planning Group, estate planning is all we do.
How many Living Trusts has the firm prepared over the last 15 years?
Not boiler plate documents, but personally prepared individual estate plans that take time to prepare with all legal work being done by an attorney who meets with his clients. The professionals at the Cobb Planning Group have prepared over 10,000 trusts since 1982!
Is the Living Trust document complete with the proper provisions necessary to avoid probate?
Many “do-it-yourself” documents are only a few pages in length, missing many important provisions which experience dictates may be needed by heirs. As a guideline, a complete trust will normally be at least 30 pages in length.
Does your plan include all consultations, documents, transfers of assets, and free phone calls to answer future questions?
Many firms charge extra for each of these “options” and you have to know to ask. At the Cobb Planning Group, all these are included for one low fee.