Estate planning

[jp1]

My dad's lawyer was quite old, as was my dad, and retired right at the start of everything, dumping us with a stranger who was not a good fit.
They say pick a lawyer and doctor at least 20 years younger than you are.

That’s a good tip.

Yeah. That's one of the things I liked about the guy who did the estate planning seminar. He was probably in his mid-30's. Exactly 20 years younger than me so old enough to know what he's doing but young enough to keep doing it until I die. One of the things I liked about him was that it's a one time fee for him to create all the trust docs and then every three years he follows up to make sure that the asset inventory hasn't changed and will do minor changes to add in new assets for free.