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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. If you know what makes a good estate attorney, you will not struggle to determine whether the ones you will be referred to will be the best to work with. Read on for some top tips that will help you find a good estate planning attorney in your city.

Find Out Whether Your Financial Planner Knows a Good Estate Lawyer

One of the best professionals that can advise you about estate planning is your financial adviser. The professional is also likely to know of some of the top estate lawyers in the city that can help you.

Estate planning is a crucial part of financial planning that all advisors know about. 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. You may be impressed by the financial advisor’s attorney and even end up hiring him/her.

Find Out Whether Your Accountant Knows a Good Estate Attorney

Estate planning goes hand-in-hand with accounting as matters related to taxes are also involved. When it comes to tax issues, most attorneys work with accountants to ensure their clients’ best interest are put in place. Therefore, you should get in touch with some local accountants and find out whether they know of good estate attorneys. Ask the accountants for referrals.

Estate attorneys also work with accountants on different financial areas related to estate planning. Trusted accounts usually know the family and financial situation of their clients and in most cases, will bring in an attorney to help with estate planning.

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 have started a business, you may have contacted an attorney to help you with the legal setup of the type of company you are running. Generally, attorneys usually have a large scope of everything happening in the industry, even though they may not be directly involved in a case. Attorneys who may be specialized in different field know each other well and may even work together from time to time. If you have worked with an attorney in the past, chances are that he/she knows an estate lawyer that will be of great help to you. If you know of any lawyer, find out whether he/she can recommend a good estate attorney. Moreover, attorneys are usually happy to refer clients to other attorneys that with different expertise because this will lead to reciprocal business.

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