Consumer Guide:
Legal Professionals

NAOSA Gold Standards of Professional Practice™

Legal Professionals

The goal of the NAOSA Gold Standards of Professional Practice™ in the legal profession is to ensure that the client understands expected charges and is not surprised by additional fees. Although legally obligated to bill correctly and not overcharge, at times, legal professionals will bill for services that are unexpected by the client. This is not to imply that the professional is acting unethically. Many times a client will agree to certain work and, later, request additional services without fully understanding that this will increase the total cost.

With the goal of avoiding confusion and unexpected charges, all legal professionals who are members of NAOSA agree to the following:

Z

Fixed prices or a “maximum fee pledge” for work pertaining to wills and trusts

All work will be quoted prior to the engagement agreement between the Client and Legal Professional. If an exact amount cannot be given, then what is known as a “maximum fee pledge” will be offered. A maximum fee pledge guarantees that the work will not exceed the quoted maximum fee.

Z

Additional Charges

If at any time a Client requests additional work to be performed that is outside of the scope of the original work request, the client will be notified in writing. For example, if a Client’s original request is a will or trust and the Client requests advice on a matter unrelated to wills and trusts, the legal professional will communicate to the client that there will be additional charges relating to the additional work.

Are you a professional in the legal field?
We welcome your constructive input to assist in the protection of all consumers. Please contact us.

NAOSA Gold Standards of Professional Practice™

Legal Professionals

The goal of the NAOSA Gold Standards of Professional Practice™ in the legal profession is to ensure that the client understands expected charges and is not surprised by additional fees. Although legally obligated to bill correctly and not overcharge, at times, legal professionals will bill for services that are unexpected by the client. This is not to imply that the professional is acting unethically. Many times a client will agree to certain work and, later, request additional services without fully understanding that this will increase the total cost.

With the goal of avoiding confusion and unexpected charges, all legal professionals who are members of NAOSA agree to the following:

Z

Fixed prices or a “maximum fee pledge” for work pertaining to wills and trusts

All work will be quoted prior to the engagement agreement between the Client and Legal Professional. If an exact amount cannot be given, then what is known as a “maximum fee pledge” will be offered. A maximum fee pledge guarantees that the work will not exceed the quoted maximum fee.

Z

Additional Charges

If at any time a Client requests additional work to be performed that is outside of the scope of the original work request, the client will be notified in writing. For example, if a Client’s original request is a will or trust and the Client requests advice on a matter unrelated to wills and trusts, the legal professional will communicate to the client that there will be additional charges relating to the additional work.

Are you a professional in the legal field?
We welcome your constructive input to assist in the protection of all consumers. Please contact us.

INTERVIEW

An Interview With Elder Law Attorneys

We had a call recently with several elder law attorneys with the goal of demystifying elder law and estate planning. We focused on common questions during the interview, topics such as when to see an attorney, anticipated costs, how NOT to get overcharged, and many other topics.

One of the sayings we use at NAOSA is “Done is better than perfect.” Although admittedly not the best quality video (we are working on improving it), we think the content makes it worthwhile viewing and helpful in clarifying many elder law topics.

Feel free to jump right to your topic of interest via the time marks below.

Time marks:

3:30 – What is an Elder Law Attorney
7:00 – Minimum Suggested Planning
8:00– What is Long Term Care Planning
10:27 – How to protect yourself from long term care costs and crisis
13:52 – The difference between a will and a trust
15:12 – When You should start to plan and when should you update your plans
16:55 – What is a Living Will
20:00 – How to Pick Your Power of Attorney
22:40 – How much power does my Power of Attorney actually have
23:46 – What is a Medical Power of Attorney
25:28 – How to protect yourself from a family member Stealing your money
31:22 – Should you hire a “Corporate Fiduciary” (an outside company or individual) to be your power of attorney
38:00 – Common Planning Mistakes
42:30 – Estate Planning vs. Elder Law – What’s the Difference
46:50 – Costs of planning – Attorney Fees
52:48 – Flat Fee vs. Hourly billed
55:40 – Attorney Fee Agreements – “When to Run!”
58:40 – How to make sure you are not overcharged

INTERVIEW

An Interview With Elder Law Attorneys

We had a call recently with several elder law attorneys with the goal of demystifying elder law and estate planning. We focused on common questions during the interview, topics such as when to see an attorney, anticipated costs, how NOT to get overcharged, and many other topics.

One of the sayings we use at NAOSA is “Done is better than perfect.” Although admittedly not the best quality video (we are working on improving it), we think the content makes it worthwhile viewing and helpful in clarifying many elder law topics.

Feel free to jump right to your topic of interest via the time marks below.

Time marks:

3:30 – What is an Elder Law Attorney
7:00 – Minimum Suggested Planning
8:00– What is Long Term Care Planning
10:27 – How to protect yourself from long term care costs and crisis
13:52 – The difference between a will and a trust
15:12 – When You should start to plan and when should you update your plans
16:55 – What is a Living Will
20:00 – How to Pick Your Power of Attorney
22:40 – How much power does my Power of Attorney actually have
23:46 – What is a Medical Power of Attorney
25:28 – How to protect yourself from a family member Stealing your money
31:22 – Should you hire a “Corporate Fiduciary” (an outside company or individual) to be your power of attorney
38:00 – Common Planning Mistakes
42:30 – Estate Planning vs. Elder Law – What’s the Difference
46:50 – Costs of planning – Attorney Fees
52:48 – Flat Fee vs. Hourly billed
55:40 – Attorney Fee Agreements – “When to Run!”
58:40 – How to make sure you are not overcharged

CONSUMER GUIDES

Be Sure to Review All the NAOSA Gold Standards of Professional Practice™ Before Making a Buying Decision

Simply click on the industry to access the Consumer Guide

Auto and Home Insurance Owners

Home Care & Assistance

Insurance & Investments

Legal
Professionals

Long-Term Care Insurance

Medicare Supplement & Medicare

Real
Estate

Reverse
Mortgage

Advantage
Insurance

Senior Living Communities

Home Improvement / Home Repair

Senior Living Brokers/Consultants

CONSUMER GUIDES

Be Sure to Review All the NAOSA Gold Standards of Professional Practice™ Before Making a Buying Decision

Simply click on the industry to access the Consumer Guide

Auto and Home Insurance Owners

Home Care & Assistance

Insurance & Investments

Legal
Professionals

Long-Term Care Insurance

Medicare Supplement & Medicare

Real
Estate

Reverse
Mortgage

Advantage
Insurance

Senior Living Communities

Home Improvement / Home Repair

Senior Living Brokers/Consultants

NAOSA Guarantee

NAOSA requires members to act in utmost good faith when working with clients. Members must agree to work under “the fiduciary standard” and act in a way that the member reasonably believes to be in the best interest of the client. In addition to compliance with all federal and state regulations, each professional member of the National Association of Senior Advocates must follow and act in accordance with a standard of guidelines called the NAOSA Gold Standards of Professional Practice™.

The NAOSA Gold Standards have been created by professionals in their specific fields. The NAOSA Gold Standards strive to eliminate any gray areas that may exist in various business practices. Although these gray areas may be legal in many cases, NAOSA experts agree that they generally do not serve the best interest of the consumer.

The NAOSA Gold Standards of Professional Practice™ also strive to offer transparency in various professions, and aim to educate consumers on the various business models of these professions. Consumers must have information to make an educated decision when considering a specific product or service.

Members who are found not in compliance with these standards will be censured, with membership subject to revocation.

NAOSA Guarantee

NAOSA requires members to act in utmost good faith when working with clients. Members must agree to work under “the fiduciary standard” and act in a way that the member reasonably believes to be in the best interest of the client. In addition to compliance with all federal and state regulations, each professional member of the National Association of Senior Advocates must follow and act in accordance with a standard of guidelines called the NAOSA Gold Standards of Professional Practice™.

The NAOSA Gold Standards have been created by professionals in their specific fields. The NAOSA Gold Standards strive to eliminate any gray areas that may exist in various business practices. Although these gray areas may be legal in many cases, NAOSA experts agree that they generally do not serve the best interest of the consumer.

The NAOSA Gold Standards of Professional Practice™ also strive to offer transparency in various professions, and aim to educate consumers on the various business models of these professions. Consumers must have information to make an educated decision when considering a specific product or service.

Members who are found not in compliance with these standards will be censured, with membership subject to revocation.

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TESTIMONIALS

What Our Members Say

An independent organization like NAOSA is really needed. It’s so hard to find the right information these days and even harder to find businesses and professionals who I know I can trust. Thank you NAOSA!

Retired CPA

Lakeland, Florida

The NAOSA consumer guides are great. Clear explanations, without all the complex language, is extremely important in helping me make the right decision.

Retiree

Potomac, Maryland

NAOSA has brought me tremendous value when networking with like-minded professionals, it has really helped me stand out from the crowd. I highly recommend it.

NAOSA Member

Austin, Texas

In a world filled with mistrust and spin, honesty and integrity offer a tremendous opportunity for professionals and businesses who do business the right way.

Anthony L. Cinotti, Founder

National Association of Senior Advocates

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