Finding an Estate Planning Lawyer
Finding an estate planning lawyer may seem intimidating. After all, there are many potential candidates around, and they are hardly all the same. But by going after the right leads, you can make the task a whole lot easier.
Here are a few resources that can provide high-value referrals:
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Financial Advisor
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For financial advisors, estate planning is part of setting financial goals. That means your advisor will probably know a few estate lawyers they can refer to their clients. If you haven’t talked about estate planning with your advisor, mention it yourself. More details on estate attorney
Accountant
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A lot of estate lawyers rely on accountants when it comes to estate, trust, and income tax matters. Therefore, your accountant may be able to recommend one estate planning lawyer in your area. In the same way, accountants often work with their clients’ estate planning lawyers, who have direct access to these people’s financial and personal information that may call for an estate plan.
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Other Lawyers
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Most likely, a lawyer who has helped you buy a home, set up your business or review a contract will be able to refer you to qualified estate planning attorneys in your area. Lawyers are always happy to do that to help their clients and benefit from back referrals as well.
State or Local Bar
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Every state has its own bar association and lawyers who practice in a particular county or city may have their own bar associations as well. These groups have a list of members and their practice areas and may even provide certified referral services. To find a referral service in your area, check online or your phone book. Read more about mckinney estate attorney
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Advertisements
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Lawyers, including estate lawyers, may advertise on various channels, like print, TV, and radio. Lawyer advertisements are regulated in all states, so you can be sure that these ads have been scrutinized by the concerned state bar association before they are put out there.
Local Probate Court
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If you live in a big city, this may not apply to you. However, in a smaller community, you can seek referrals from the court clerks, who obviously know all the local attorneys and even which ones are nicer to work with or are well-liked by judges. When a lawyer works in a small town, it’s easier for them to have a great working relationship with the court clerks and judges. They can get referrals this way, and that is usually considered a compliment.
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