Why You Need an Estate Planning Attorney



An estate attorney is a lawyer whose job is to handle your estate/properties’ acquisition, bequeathal, or liquidation. Generally, an estate attorney is a lawyer who oversees your property management both in your lifetime and death. Estate Attorneys are professionals trained in the state and federal laws that govern how personal assets are managed.

Are you planning to go on a long vacation? Or maybe old age has set in, and you think it is time to start putting your affairs in order. If the answer to one or more of the above questions is yes, this article is just for you. Below are the reasons why you need an estate attorney.

Why You Need a Real Estate Attorney

1. Incapacitation

This is probably the most obvious reason. It would help if you had an estate attorney for the unavoidable incidences like illnesses, or death. In the event of a holiday or a debilitating medical condition, you need a real estate attorney who will oversee your estate’s smooth running and management. 

It will also be your estate attorney’s job to prevent, if possible, or take care of probate cases while you are away. While it is usually unplanned, death is inevitable. When it happens, you need an estate attorney to make sure your will is executed correctly, and your trust and debts are managed so that your loved ones are adequately taken care of.


2. Estate law is complex

Real estate law is quite complicated, and you should look beyond the “do-it-yourself” guides replete on the internet when navigating such deep waters. Federal and State laws guide how real estate is managed. In many cases, these laws vary from state to state and sometimes even clash. Hence, you need an estate attorney by your side to avoid costly mistakes, especially when they are easily avoidable.


3. Strategizing and planning smartly

Because estate attorneys are trained and experienced professionals, they are the people you need when patenting your ideas, trying to protect your copyrights, in need of a property purchase, lease or acquisition, etc. Real estate attorneys routinely handle numerous real-estate cases. Thus, they have the experience and resources needed to help you, for example, make the best deals and an understanding of the loopholes to reduce or eliminate your estate tax or negotiate the most favorable deal for you in the case of a divorce.


Real Estate Clients: What Attorneys Need to Know

Clients are the life force of every firm. If your firm is not growing, you are not generating leads or not closing enough of them. Here are two crucial things estate attorneys need to know about estate leads and clients.


Diversify your leads’ source

You have a mailing list, and you conduct cold calls; maybe you even have a referral system that you have used for years. So, you think you have lead generation covered. Unfortunately, that is inaccurate. The old methods mentioned above are becoming less and less effective. 

This is why the time to diversify is now. Times are changing, and attorneys need to evolve to stay competitive. One of the methods that have proven to be reliable in recent lead generation is digital marketing. Digital marketing efforts such as webinars, Google ads, business listing, and quality copywriting have produced excellent results for attorneys and firms that have implemented them.


Build Trust

Generating leads is the first step to boosting your clientele. The next step to take in the journey to converting leads to clients is trust-building. Estates are the culmination of people’s entire life’s work so, before they will agree to hire you, you need to have demonstrated a high level of trustworthiness. For many real estate leads, excellent communication, efficiency, and practicality, empathy, etc., are strategies with which you can cultivate their trust.