Honestly, I've never worked with a lawyer before and really didn't know what to expect. As a big…read morefan of the Suze Orman show, Suze clearly told me (personally, through the teletube) that I needed a will and trust. Sure, I tried online will and trust services (including my friend, S.O.'s), but I was really unsure of how "legal" those documents were. I didn't want my big ticket items (i.e. car, house, etc.) to end up in a trust that wasn't valid.
Surprisingly, there aren't that many advertisements for will and trust lawyers. However, I did find Mr. Brian Bishop's website. I e-mailed his office and was shocked as to the level of detail and recommendations that they provided even before my (FREE information session - you have to register, though, so the office knows someone is showing up). That's right, it really is free for the first session. If, for some reason you decide to go with another lawyer, they don't bother you... I really liked that). Another plus was his legal assistant Liz. She was very gracious, but sharp as a knife with any issues you may have.
Eventually, after scoping out some other places, I decided to go with Mr. Bishop's office. For the most part, after your initial discussion, Mr. Bishop gives you plenty of time to think about what you really want in your documents. Although he writes up your documents, expect some back and forth for you to provide comments and editing. True, it is rather pricey (compared to a software program), I really felt that I got my money's worth. I was really particular with what I wanted in my documentation and Mr. Bishop was very accommodating. If memory serves me correctly, within a month or so of my initial meeting I had both a will and trust ready to go.
The only thing I really knew about lawyers was the lawyer jokes, but after working with Mr. Bishop, I really have a favourable view now. I will definitely be back if I need any of his other legal services. Tell him his youngest client ever sent you (the Asian lady who is a big fan of hello kitty).