7 Signs You Need an Attorney for Wills and Trusts
- Mickie Giacomini, Realtor®
- Jun 2
- 2 min read
Updated: 2 days ago
Planning your estate is one of the most important steps you can take to protect your family and your legacy. While DIY legal services may work in some simple cases, there are many situations where hiring an estate planning attorney is the smart—and safe—choice. Not sure if you need legal help? Here are 7 signs it’s time to call in a professional:
1. You Have a Blended Family
If you or your spouse have children from previous relationships, things can get complicated fast. An attorney can help ensure your estate plan protects all of your loved ones and avoids potential disputes over inheritance.
Why it matters: Without clear legal guidance, assets may not be distributed as intended—and conflicts can arise.
2. You Own a Business
Business interests require special planning. Whether you want to pass your business to a family member or sell it upon your death, a lawyer can help you set up the proper structure and documentation.
Pro Insight: An attorney can also help you with succession planning, buy-sell agreements, and minimizing taxes.
3. You Want to Minimize Estate Taxes
If your estate is large or complex, proper planning can significantly reduce the tax burden on your heirs. An estate planning attorney knows strategies and tools—like specific types of trusts—that can help preserve more of your wealth.
Expert Help: Tax laws are complex and constantly changing. A lawyer will help you stay compliant while maximizing benefits.
4. You’re Concerned About Family Conflict
Wills and trusts can be contested, especially if a family member feels left out or mistreated. An attorney can help draft clear, legally sound documents that reduce the risk of challenges—and defend your wishes if needed.
Avoid drama: Proper planning prevents misunderstandings and keeps your legacy intact.
5. You Have Property in Multiple States
Owning homes, land, or other assets across state lines can lead to legal headaches if not handled properly. An attorney can help you create a plan that avoids multi-state probate and ensures a smooth transition.
Smart Planning: Trusts can be especially helpful in managing multi-state property efficiently.
6. You Need Long-Term Care Planning
If you're concerned about future medical costs or qualifying for Medicaid, an attorney can help you create a plan that protects your assets while ensuring you receive the care you need.
Medicaid Planning: Done correctly, this can help you avoid depleting your life savings to pay for care.
7. You Just Want Peace of Mind
Even if your situation seems straightforward, working with an estate planning attorney ensures your documents are legally sound, properly executed, and tailored to your unique needs.
Bottom line: Mistakes in wills and trusts can be costly—both financially and emotionally. It’s worth doing it right the first time.
Final Thoughts
Wills and trusts aren’t just about assets—they’re about people. Your family. Your future. Your peace of mind. If any of these signs apply to you, consider speaking with an estate planning attorney. A small investment now can prevent major complications later.
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