The Essential Laws of Estates Explained

How to Find the Right Estate Planning Attorney

When most people want to plan their estate, they find it difficult to determine which attorney to hire for help. 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

One of the best professionals that can advise you about estate planning is your financial adviser. 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. It is common practice for financial advisors to regularly refer clients who are serious about their wealth management to estate attorneys. If your financial planner hasn’t brought up the matter of estate planning, you should bring it up. You can also ask the advisor about the attorney that he/she used for estate planning. You may be impressed by the financial advisor’s attorney and even end up hiring him/her.

Find Out Whether Your Accountant Knows a Good Estate Attorney

Estate planning involves various financial aspects such as income tax issues. Estate attorneys usually work with accountants to help ensure their clients have favorable tax requirements based on the way they want their estate planned. If you know of an accountant, chances are that he/she knows some of the top estate attorneys in the city. Ask the accountants for referrals.

At the same time, many accountants work with estate attorneys when handling the financials 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.

Your Friends in the Legal Industry Can Recommend the Top Estate Attorneys

There are various situations that may have made it necessary for you to work with an attorney in the past. For instance, you may have dealt with one when setting up your business, reviewing a contract or buying a house. In most cities, players in the legal industry are closely-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. Therefore, ask around. You need to research well to find the right estate planning attorney.

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