Looking for a good estate planning lawyer can be a daunting task but with some help the person can get a good estate planning lawyer. The points discussed in the subsequent paragraphs will come in handy when getting a good real estate planning lawyer.
One’s financial advisor is a good source of referrals when looking for an estate planning lawyer. The financial advisor plays a very integral role in providing information about getting a good estate planning lawyer. A lot of advisors view estate planning as an integral part of the goals of the clients.
It is worth noting that financial advisors are regularly in contact with estate planning lawyers due to the nature of their work thus they are best suited to refer the client to estate planning attorneys that meet their financial needs. At times a financial advisor does not raise the issue of estate planning thus it remains the duty of the financial advisor to raise that issue with them and come up with a good estate plan. One of the ways to get a good estate planning lawyer is to ask the financial planner who helped them in planning their estate.
planning do not have any accounting experience thus when it comes to matters about estate planning, income tax and trusts they rely on accountants. The odds are very high that the accountant has some good referrals on estate planning lawyers that are suitable to the needs of the member and are found in the same town as the client. There are also some accountants that look for real estate planning attorneys on behalf of their clients since they have information on the financial situation and social situations thus they know which real estate planning lawyers to approach. The person can even go ahead and ask the accountant the person that did their real estate and the lawyer can at times be a good fit for them.
The local bar association is the other great source of information on estate planning lawyers since they keep a list of all their members and are able to refer clients to them. Most associations have a list of all the lawyers in the county and some even go the extra mile of offering certified referral services to the public.
The client needs to ascertain the field of law that the attorney practices. A good estate planning lawyer is the one that practices estate planning only and not in addition to other kind of law. Estate planning is very intricate and the person needs to select an estate planning lawyer that is familiar with such a case and that can handle it smoothly.
It is important that the real estate lawyer have the right experience in handling matters regarding estate planning. The higher the number of years the client has the better since this is an indication that they have had the chance to assess tons of cases and have a good track record. By adhering to the tips discussed above anyone can find themselves a good estate planning lawyer.