Q. What advice do you have for a customer looking to hire a provider like you?
A. Find someone who is a good fit with your needs. Talk to a few Estate Planners.
Do you have ARAG coverage or Pre-paid legal services? I handle both of these plans.
Do you need someone who can listen to your concerns regarding Estate Planning and address them? Find a good listener.
Do you have questions and concerns about the Estate Planning Process? Write them down to discuss by phone or at our first meeting.
Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?
A. Make sure you engage someone who you can talk to and who listens to you.
Do a complete job on your initial questionnaire regarding assets, your choices for fiduciaries, your choices, and concerns. You planner can only help you with situations you have disclosed.
Q. What questions should a consumer ask to hire the right service professional?
A. What kind of information do you need from me?
What do I need to prepare for our first meeting?
What services would you recommend?
What are the costs for these services?
Q. What important information should buyers have thought through before seeking you out?
A. What do you want to accomplish in your Estate Planning?
Are you willing to fully disclose any family issues that may impact your Planning?
Do you know your assets and can you list them?
Do you know who you can count on to help you if you need help?
Don't put it off!
Q. Why does your work stand out from others who do what you do?
A. I take the time to fully assess my client's needs and craft documents to implement their wishes, pre and post death. Sometimes your life is not simple!
I listen to you describe your concerns so that what you end up with addresses your needs.
Q. What do you like most about your job?
A. I enjoy the opportunity to help people think about and plan for themselves and their families and friends.
Q. What questions do customers most commonly ask you? What's your answer?
A. Clients frequently ask my advice about who to name as their Successor Trustee. I tell them to think of someone they trust implicitly, who is good with managing money, and who is responsible. This person can hire any needed expertise in tax, investments, etc. This person does not need to perform all the services him or herself.
Clients also ask me who they should name to take care of their finances and healthcare issues--eg. an agent for these issues to act if the client is incapacitated. Again, I advise them to choose someone trustworthy, someone who can follow the client's directives, someone they can talk to.
Q. Do you do any sort of continuing education to stay up on the latest developments in your field?
A. Yes, I regularly attend continuing education programs offered by EBTEL (East BayTrust and Estates Lawyers)