Estate planning is one of the important financial activities most people struggle with, especially when it comes to hiring an attorney. The good news is that finding the right estate attorney is not difficult if you know what to look for. Read on for some top tips that will help you find a good estate planning attorney in your city.
Ask for Referrals from Your Financial Adviser
If you have a personal financial planner, ask him or her for advise on how to handle estate planning. The professional can also refer you to a good estate planning attorney in your city.
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. 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. Do not be surprised to find out that the financial advisor’s attorney may also be right for you.
Find Out Whether Your Accountant Knows a Good Estate Attorney
Estate planning involves various financial aspects such as income tax issues. When it comes to tax issues, most attorneys work with accountants to ensure their clients’ best interest are put in place. 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.
Estate attorneys also work with accountants on different financial areas related to estate planning. 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
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. Therefore, ask around. You can also find out from the attorney which lawyer did his/her estate planning.