Your estate plan not only distributes your assets upon your death, but is your opportunity to make sure that your loved ones are taken care of in the event that you suffer an untimely death. Given what is potentially riding on how well your estate plan has been created, it only makes sense to retain the best estate planning attorney possible to assist you in the creation of your plan. Of course, the final decision can only be made by you, but there are some tips that may help you find the best estate planning attorney for your needs.
Ask friends and family for a referral. Often the best advice does come from those people we know and trust. Even a referral from a co-worker may provide a good lead. If no one has used an estate planning attorney before, but does have the name of a good attorney, call that attorney and ask for a recommendation.
Check with the local or state bar association. These organizations frequently keep very detailed records of attorneys that can be searched by practice area, geographic area, languages and many other criteria.
Ask plenty of questions. Inquire about the attorney’s experience in general as well his or her experience in estate planning specifically. Because estate planning is such a specialized area you want an attorney whose practice focuses on that area.
Make sure the attorney you choose understands your goals and has a plan that will achieve those goals. A shared vision is very important when it comes to estate planning.
- Common Mistakes in Estate Planning – IV - June 14, 2023
- Common Mistakes in Estate Planning – Part III - June 7, 2023
- The Not-So Transparent Corporate Transparency Act - May 30, 2023