QUESTIONS TO ASK
Before your appointment
- Which services can you provide before or after a death, and in which states?
- How are you compensated, and where can I review your fees?
- Which professional registrations apply to the services you offer?
- What should I bring to a first appointment?
BEFORE YOU DECIDE
What to check
- 1 Professional registration - Match the person and firm to the relevant public records.
- 2 Fees and conflicts - Ask for compensation and conflict disclosures in writing.
- 3 Scope - Agree on services and identify matters for legal or tax advice.
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