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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.

Your Financial Adviser Can Refer You to a Good Attorney

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. It is common practice for financial advisors to regularly refer clients who are serious about their wealth management to estate attorneys. You should bring up the issue of estate planning with your financial advisor if you haven’t discussed it already. You can also ask the advisor about the attorney that he/she used for estate planning. Do not be surprised to find out that the financial advisor’s attorney may also be right for you.

Ask Your Accounant to Refer You to an Estate Lawyer

Estate planning goes hand-in-hand with accounting as matters related to taxes are also involved. For this reason, most estate attorneys turn to accountant to help them in these areas. If you know of an accountant, chances are that he/she knows some of the top estate attorneys in the city. 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.

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. In most cities, players in the legal industry are closely-knit. Attorneys who may be specialized in different field know each other well and may even work together from time to time. 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 need to research well to find the right estate planning attorney.

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