Wills & Estates
Will & Estate Planning
Tips for Selecting an Estate Planning Lawyer
Estate planning enables individuals to not only have greater control over their assets at death, but to manage their financial affairs to their best advantage while living.
- Is the lawyer experienced in estate planning and wills?
- How long has the lawyer been practicing?
- Check out the lawyer's reputation and skills. Ask other lawyers. Ask friends and associates if they are familiar with the lawyer.
- Is the lawyer available for an immediate appointment? Does the lawyer have the time and resources to give you the attention you require?
- Review the lawyer's biography and areas of practice on the firm's website.
- Visit the website of the state bar association, or call them, to assure the lawyer is in good standing.
- Is the lawyer conveniently located to assist you? Does the lawyer have strong ties in your community?
- Does the lawyer seem to have an interest in representing you?
- Will the lawyer be handling your case personally? Have you been treated with courtesy by members of the lawyer's staff?
- Are you comfortable with the lawyer?
Burton & Simkin Estate Planning Lawyers
How will your estate be divided? Who will raise your minor children if you die? Can you organize your financial assets to shelter them from taxes when you are older or reduce the tax burden to your heirs. At Burton & Simkin we routinely help clients solve these and other estate planning issues. Helping people wisely manage hard earned assets is a gratifying part of our practice.
Contact one of our lawyers to arrange an initial meeting. Call 765-966-5518 or toll-free at 877-966-5518 or email us at info@burtonandsimkin.com
Estate Planning Issues
- Organizing estate paperwork
- Medical powers of attorney
- Financial powers of attorney
- Guardianship of children
- Education of children
- Wills
- Executor selection
- Managing assets for underage heirs
- Living trusts
- Avoiding probate
- Estate tax avoidance
- Making gifts
- AB trusts
- Insurance trusts
- Health care directives
- Charitable Trusts
- Challenging wills
- Final arrangements
Useful Links
Estate Probate Proceedings
Tips for Selecting an Estates & Probate
Lawyer
If you are have been appointed to be the executor of someone's estate, or if someone close
to you has died, you may need to hire a lawyer.
- Is the lawyer experienced in estates and probate?
- How long has the lawyer been practicing?
- Check out the lawyer's reputation and skills. Ask other lawyers. Ask friends and associates
if they are familiar with the lawyer.
- Is the lawyer available for an immediate appointment? Does the lawyer have the time and
resources to give you the attention you require?
- Review the lawyer's biography and areas of practice on the firm's website.
- Visit the website of the state bar association, or call them, to assure the lawyer is
in good standing.
- Is the lawyer conveniently located to assist you? Does the lawyer have strong ties in
your community?
- Does the lawyer seem to have an interest in representing you?
- Will the lawyer be handling your case personally? Have you been treated with courtesy
by members of the lawyer's staff?
- Are you comfortable with the lawyer?
Burton & Simkin Estates & Probate
Lawyers
At Burton & Simkin we routinely help clients in the handling of estate and probate issues.
Contact one of our lawyers to arrange an initial meeting. Call 765-966-5518 or toll-free
at 877-966-5518 or email us at info@burtonandsimkin.com
Things to Bring to Your Appointment
- Copy of wills
- Trust documents
- Deeds to real estate
- Policies for life insurance
- Trust agreements (donor or beneficiary)
- Bank Statements
- Investment statements or reports
- Retirement account statements
- Titles to vehicles
- Social Security documents
- Medicaid documents
- Tax returns with prior gift information
Useful Links
Info@burtonandsimkin.com
home page 
