The need for legal counsel can occur in many of life’s situations. In estate planning, oftentimes it is a beneficiary who is unsure of his/her legal rights as a beneficiary of an estate.
The beneficiary may have questions about what responsibilities the personal representative has to the estate, what the law is regarding certain issues of the estate, what rights the beneficiary has to challenge the process, etc.
Even with many unanswered legal questions, sometimes beneficiaries decide not to get legal advice. Financial expense can be a common reason someone denies themself counsel. However, the cost in the long-run can be more to the beneficiary. For example, he/she may waive rights and prevent themselves from receiving the full extent of his/her inheritance.
Every situation is different. Counsel can protect the rights legally due to a beneficiary when the beneficiary may not realize he/she is owed a duty by the personal representative.
Relatives, friends, advisors, or colleagues may have good referrals to estate attorneys. It is good practice to speak to several attorneys before making a decision. Every attorney/firm has its own working style. Learn about the skill, experience, ease of reaching him/her for questions, fee schedule, as well as, who actually performs the work. Is it an attorney, paralegal, or assistant?
Also, be aware that some firms offer complimentary consultations, whereas others charge fees for initial meetings.
Be open-minded, aware and informed. Get educated about the legal rights and duties protecting you. Counsel may be the only way to receive and allow that protection.
Contact Jackie Marie Howard, Attorney At Law at (916) 773-7373 or visit www.JackieMarieHowardLaw.com to find out more about her trust and estate law practice.
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