Evaluation Criteria
Evaluation Criteria for Trusts and Estates Lawyers
First we analyze the firm’s understanding of general trust issues that go into creating and administrating trust property. Is the firm able to deal with the legal issues and complaints of a beneficiary? Does the firm give advice to the trustee to handle the estate or property on behalf of the beneficiary?
Next we evaluate the firm’s estate administration as directed by a written will or the governing law for the estate. Do the attorneys work to carry out the proper distribution of property with regard to either the wishes of the deceased or by the law governing the estate?
Another aspect of our evaluation focuses on written wills. Does the firm work with clients who are interested in creating a will or an estate for other individuals? Do they give advice as to necessary legal aspects of these documents? Do they also work with those administrating a will on behalf of the deceased to ensure that the will is being carried out legally?
We then review the firm’s ability to handle cases with regard to retirement aid. Will the attorneys aid in the process of handling paperwork and legal issues for retired individuals in order to help with the transition into retirement? How knowledgeable and effective is the firm with regard to these processes?
Lastly, we focus on contracts. Trusts and estates often use contracts to ensure that the property is to be administered to the wishes of the beneficiaries. Does the firm work with clients to create a binding contract for trusts and estates to ensure that the property is to be administered to the wishes of the beneficiaries? Do they make sure to include problems and issues that the client specifically wants to address?
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