Estate planning is one of the important financial activities most people struggle with, especially when it comes to hiring an attorney. However, with some tips up your sleeve, you can easily find multiple attorneys that can help you put together a good estate plan. 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 financial planner may also know of good estate lawyers that can help you with the matter.
Estate planning is a crucial part of financial planning that all advisors know about. This is why most financial advisors have a list of estate attorneys that they refer different clients to based on their requirements. If your financial planner hasn’t brought up the matter of estate planning, you should bring it up. It also does no hurt to inquire about the attorney that the planner may have hired to help him or her with estate planning matters. Sometimes, the advisor’s estate attorney may be a good fit for you.
Your Accountant Can Refer You to a Good Attorney
Estate planning goes hand-in-hand with accounting as matters related to taxes are also involved. Estate attorneys usually work with accountants to help ensure their clients have favorable tax requirements based on the way they want their estate planned. Therefore, you should get in touch with some local accountants and find out whether they know of good estate attorneys. The accountants can refer you to estate lawyers that have a great reputation in your city.
On the same note, most accountants contact estate attorneys to help them deal with various financial matters of their clients. The accountants may be in charge of their clients’ financial information and understand their family situation, which usually means involving an estate attorney in the planning.
Find Out From Other Lawyers Who Are the Best Estate Attorneys in Town
You may have worked with other attorneys in different settings. For instance, you may have dealt with one when setting up your business, reviewing a contract or buying a house. 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. For this reason, ask for recommendations of estate lawyers from other attorneys you may know. You can also find out from the attorney which lawyer did his/her estate planning.