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How to Find the Right Estate Planning Attorney

Estate planning is one of the important financial activities most people struggle with, especially when it comes to hiring an attorney. If you know what makes a good estate attorney, you will not struggle to determine whether the ones you will be referred to will be the best to work with. Below are three ways that will help you find the right estate lawyer.

Find Out Whether Your Financial Planner Knows a Good Estate Lawyer

If you have a personal financial planner, ask him or her for advise on how to handle estate planning. The professional is also likely to know of some of the top estate lawyers in the city that can help you.

A financial planner will take estate planning as part of the important activities you need to do to achieve your overall financial goals. For this reason, the professional is likely to have one or multiple estate attorneys that he/she refers clients to depending on their needs. If you haven’t yet discussed estate planning with your financial advisor, it’s time to have the discussion. You can even go a step further to inquire which lawyer the advisor used when handling estate planning issues. You may be impressed by the financial advisor’s attorney and even end up hiring him/her.

Your Accountant Can Refer You to a Good Attorney

There are a number of financial aspects, for example income taxes, that are involved in estate planning. When it comes to tax issues, most attorneys work with accountants to ensure their clients’ best interest are put in place. Therefore, it does not hurry to find out whether your accountant knows of an estate lawyer that will be a good fit for you. Ask the accountants for referrals.

On the same note, most accountants contact estate attorneys to help them deal with various financial matters of their clients. Trusted accounts usually know the family and financial situation of their clients and in most cases, will bring in an attorney to help with estate planning.

Ask for Referrals from Other Lawyers

You may have worked with other attorneys in different settings. For example, if you bought a house, chances are that you involved an attorney in some part of the process. Generally, the legal industry in most cities is tightly-knit. Attorneys know each other and the areas they are specialized in. There is a very high likelihood that an attorney you know can recommend an estate attorney. If you know of any lawyer, find out whether he/she can recommend a good estate attorney. You can also find out from the attorney which lawyer did his/her estate planning.

What Do You Know About Estates

What Do You Know About Estates