Choosing the Right Estate Planner: Skills and Qualifications to Consider

By - Eng Khoon
24.07.23 08:18 AM

Choosing the Right Estate Planner: Skills and Qualifications to Consider

Specialisation: Look for an estate planner who specialises in estate planning to ensure they have in-depth knowledge and experience in the field.

Legal Expertise: Verify the estate planner's legal background and qualifications to handle the complexities of estate planning, including wills, trusts, tax implications, and probate.

Experience: Consider the estate planner's years of experience and whether they have worked with clients in similar situations.

Reputation: Research the estate planner's reputation, read reviews, and seek recommendations from trusted sources.

Communication Skills: Choose an estate planner who actively listens, communicates clearly, and explains complex concepts in an understandable manner.

Comprehensive Approach: Ensure the estate planner takes a holistic approach, considering family dynamics, wealth distribution goals, and potential future changes.

Continuity Planning: Assess the estate planner's approach to continuity and succession planning, ensuring a smooth transition of your estate plan if needed.

Professional Affiliations: Consider their involvement in professional organisations, as it demonstrates dedication to ongoing professional growth.

Continued Education: Look for an estate planner who actively participates in continuing education programs to stay up-to-date with industry developments.

To book a free consultation with our estate planning experts, contact us at +60164818308. By considering these skills and qualifications and taking advantage of our free consultation, you can choose an estate planner who possesses the necessary expertise, experience, and commitment to effectively handle your estate planning needs.