The job of finding an attorney to help you build a solid estate plan can seem like a daunting task. However, with a pre-plan and some help you should be able to find a selection of highly qualified candidates for your consideration. Let's take a look at a list of seven tips for finding a good estate planning attorney.
Ask your family, friends and coworkers to recommend an attorney who can assist you in your estate planning. This is a great way to add value to your final choice by finding out if he or she has been recommended by a satisfied client. Don't limit your search to local referrals. You can have your needs met online or over the phone.
Check with the person who handles your taxes. Many people don't have a financial advisor. However, if you do have one, you should ask for a recommendation. Many financial advisers have a wealth of knowledge and can also add estate planning to their business cards. In this instance, it is crucial that you find a specialist.
Call your income tax preparer and ask for a referral. This is a crucial task that requires you to use all resources and reach out to as many people as possible. Many times, real estate attorneys collaborate with tax preparers regarding trusts and estate income taxes.