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pinky12

Hiring trust/Estate Lawyer

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Two-pronged inquiry: Mom died June 2019 at medical facility in CT. Her residence was in PA though she kept a rental in CT. Executor of Will is seeking to engage T&E lawyer. What state do we need to focus on and can you offer suggestions on what to ask as we interview for  an attorney? Topics that come to mind are retainer fee, hourly rate, whether firm has paralegal and/or fiduciary accountants on board (and their fees).  Could you provide us with any other helpful tips when looking for representation?  Thank you.

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3 hours ago, pinky12 said:

What state do we need to focus on

 

Her estate should be probated in her state of residence (assuming probate is necessary under that state's laws).

 

 

3 hours ago, pinky12 said:

can you offer suggestions on what to ask as we interview for  an attorney?

 

The best initial meetings between a lawyer and client involve the lawyer asking the potential client questions, not the other way around.  That said, ask whatever questions you want answered.

 

 

3 hours ago, pinky12 said:

Topics that come to mind are retainer fee, hourly rate, whether firm has paralegal and/or fiduciary accountants on board (and their fees).

 

Obviously, fees should be a topic of discussion.  FYI, probate attorneys typically get a paid a percentage of the estate's value rather than on an hourly basis.

 

 

3 hours ago, pinky12 said:

Could you provide us with any other helpful tips when looking for representation?

 

Ask a lawyer if he/she will give you contact information for a couple former clients whom you could call to get feedback about the lawyer.  In my opinion, however, a lawyer should never do that unless a client has consented in advance to such contact, so it may be difficult to make this happen.

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