Learning The “Secrets” of Planning

Following Referrals to a Great Estate Planner

When most people want to plan their estate, they find it difficult to determine which attorney to hire for help. The good news is that finding the right estate attorney is not difficult if you know what to look for. Below are three ways that will help you find the right estate lawyer.

Ask for Referrals from Your Financial Adviser

One of the best professionals that can advise you about estate planning is your financial adviser. The financial planner may also know of good estate lawyers that can help you with the matter.

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. 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. 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. 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.

Your Friends in the Legal Industry Can Recommend the Top Estate Attorneys

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. Generally, the legal industry in most cities is tightly-knit. Attorneys know each other and the areas they are specialized in. Chances are that an attorney you have worked with in the past knows an estate attorney that can help you. 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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