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Tips on finding an estate planning attorney

On Behalf of | Aug 4, 2022 | blog |

As a responsible individual, you know that estate planning is essential. You want a lawyer that is both friendly and suits your needs.

The thought of locating someone that fits the bill may induce anxiety. Relax, as the right tactics should ease your quest for an available estate planner.

Cast a wide net

Unless you live in a big city, there are only so many estate planners in your vicinity. Thankfully, the internet allows for limitless options. Video conference calls between attorneys and clients are commonplace. All you need is the right tool on your phone or computer to speak with someone from anywhere.

Get a referral

A great approach to digging up leads is by asking other attorneys. Ask away even when estate planning is not their specialty. Financial advisors and accountants are also superb individuals to approach. This tactic is savvier than using an online directory. These sites merely contain paid listings and do not perform checks on names.

Research a candidate

Find out whether estate planning is the primary focus of any attorney you consider. Also, determine whether the person you are interviewing has membership in professional organizations. Being part of these groups suggests the contender is up-to-date on changes in the field. Another sign of dependability is carrying malpractice insurance. Perform an investigation into the claimed alma mater. Like with other types of schools, some institutions produce better graduates.

Discovering an estate planning attorney is not as difficult as you might think. Remember these suggestions for superior results.