Blog | Ball Morse Lowe

Estate Planning: Partnering With Other Attorneys

Written by Ball Morse Lowe | February 2, 2024

What types of attorneys work on Estate Plans? How do they complement each other when crafting the estate plan?

 

Although estate planning attorneys possess extensive knowledge in areas such as estate planning, tax law, family law, and business law, it’s challenging for any attorney to know everything in these fields. Thus, it’s essential for attorneys to collaborate and work together to create estate plans, ensuring that each client benefits from the expertise of several professionals.

Without other attorneys to consult with, a single estate planning attorney may miss out on insights and expert advice from other legal areas, thus only hurting the client in the future. Working together, complementary attorneys can provide expert advice in their field, providing each client with more resources than they would have with just one attorney.

Each estate planning attorney at Ball Morse Lowe custom tailors each estate plan to the individual. No two people are the same, so naturally, their estate plans won’t be either. With the reputation Ball Morse Lowe has acquired over the years and the expertise of other attorneys, each client will have just about any legal resource they could ask for.

There are several fields that Ball Morse Lowe is looking for partners with, including tax attorneys, real estate attorneys, litigation attorneys, and elder law attorneys. Each of these areas can provide more insight into each estate plan.

Collaboration among attorneys can lead to a more efficient estate planning process. While it can appear to be expensive at the start, in the long run, it will be more beneficial. It can be a much more expensive process upfront but will ultimately cost clients less in the long run. Every area of the estate plan will be sectioned off, making the work easier and more efficient for each attorney.

Partnering with other attorneys can bring expert advice, minimize legal risks, personalize plans, bring consistency between areas, increase efficiency, provide tax plans, and bring long-term care plans.

Additional attorneys can help each client reach their fullest potential with their estate plan. Combined with an estate planning attorney, clients can rest assured their estate plans are in the right hands.

Estate Planning Attorneys Oklahoma

For more information, call Ball Morse Lowe at 405.701.5355 or email clientintake@bml.law