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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. However, with some tips up your sleeve, you can easily find multiple attorneys that can help you put together a good estate plan. Read on for some top tips that will help you find a good estate planning attorney in your city.

Your Financial Adviser Can Refer You to a Good Attorney

Among the professionals that you can ask for advice about estate planning is your financial planner. The professional can also refer you to a good estate planning attorney in your city.

Any professional financial advisor knows how important estate planning is clients that want their assets to be used in a particular manner. It is common practice for financial advisors to regularly refer clients who are serious about their wealth management to estate attorneys. 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.

Your Accountant Can Refer You to a Good Attorney

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. Therefore, it does not hurry to find out whether your accountant knows of an estate lawyer that will be a good fit for you. Ask for recommendations of the best estate attorneys from the accountants.

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

There are various situations that may have made it necessary for you to work with an attorney in the past. 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. You won’t come across an attorney that doesn’t know another lawyer specialized in a different field. There is a very high likelihood that an attorney you know can recommend an estate attorney. For this reason, ask for recommendations of estate lawyers from other attorneys you may know. You need to research well to find the right estate planning attorney.

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