Phoenix, AZ estate planning attorney Mark A. Bregman talks about what clients should know when working with him or any estate planning attorney. He advises that prospective clients should rely on common sense when choosing an attorney. In his view, the decision often comes down to whether there is a natural rapport. He emphasizes that even the strongest recommendation cannot replace the importance of personal compatibility. By the first few minutes of an initial meeting, most clients already have a clear sense of whether he is the right fit for them.

When asked about next steps, he explains that the first and most important question is whether the client feels comfortable working with him. Regardless of his skill or experience, if a client has reservations, the relationship is unlikely to succeed. He underscores that what he and his colleagues provide is not just legal expertise but also a sense of comfort. Estate planning involves not only the client but also their spouse and children, and it is essential that all involved feel confident and at ease. He notes that first impressions matter greatly, as there is only one opportunity to establish that foundation of trust.