Lessons Learned About Estates

Following Referrals to a Great Estate Planner

When it comes to estate planning, many people find it difficult to determine the right lawyer to hire. The good news is that finding the right estate attorney is not difficult if you know what to look for. 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 financial planner may also know of good estate lawyers that can help you with the matter.

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. If your financial planner hasn’t brought up the matter of estate planning, you should bring it up. You can even go a step further to inquire which lawyer the advisor used when handling estate planning issues. 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

There are a number of financial aspects, for example income taxes, that are involved in estate planning. 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.

At the same time, many accountants work with estate attorneys when handling the financials 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.

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

You may have worked with other attorneys in different settings. 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. 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. You need to research well to find the right estate planning attorney.

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