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. You can find the right estate lawyer through the following ways:
Ask for Referrals from Your Financial Adviser
One of the best professionals that can advise you about estate planning is your financial adviser. The professional is also likely to know of some of the top estate lawyers in the city that can help you.
Any professional financial advisor knows how important estate planning is clients that want their assets to be used in a particular manner. 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.
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. Ask for recommendations of the best estate attorneys from the accountants.
At the same time, many accountants work with estate attorneys when handling the financials of their clients. Accountants who know their clients’ financial and family situation ensure everything is set based on their clients’ wishes, and this usually involves bring in an estate planning attorney into the picture.
Find Out From Other Lawyers Who Are the Best Estate Attorneys in Town
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. Generally, the legal industry in most cities is tightly-knit. Attorneys who may be specialized in different field know each other well and may even work together from time to time. Chances are that an attorney you have worked with in the past knows an estate attorney that can help you. 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.