- decide if you should accept the role of trustee or executor
- explain what the job will entail
- interpret the will or trust
- identify beneficiaries
- manage trust or estate property
- distribute the deceased person’s property
- address disputes with or among beneficiaries
- deal with taxes
- provide ongoing trust or estate management
- connect you with other needed professionals, like appraisers or accountants
- manage court proceedings (like probate), and
- answer questions about how the trust and estate law affects your situation.
- the lawyer’s experience with similar estates or trusts
- how much of the work you can do on your own or under the lawyer’s guidance
- the lawyer’s familiarity with the local probate court
- attorneys’ fees and other related expenses (like court fees)
- the attorney-client privilege
- who else will work on your case
- how long it will take to resolve the estate or trust, and
- the lawyer’s initial impressions of your situation.