How to Find an Estate Planning Attorney?
Searching for a lawyer who can help you put together a good estate plan may seem like a daunting task. But with a little help, you should be able to find several qualified lawyers to choose from. Here’s a list of tips that can help you find an estate planning attorney in Miami.
Ask Your Financial Advisor for a Referral
Your financial advisor should be a great source of information for you, including finding a qualified estate planning attorney in your area. Estate planning is an essential part of financial goals. Your advisor can refer you an estate lawyer depending on your needs.
Many advisors view estate planning as an essential part of their clients’ overall financial goals, and so these advisors have one or more estate lawyers that they’ll refer their clients to depending on each client’s individual needs.
If your advisor hasn’t approached the subject of estate planning with you, be sure to bring it up with your advisor.
Ask Your Accountant
Most of the estate lawyers turn to accountants for help with estate, trust, and income tax issues. Thus, you can ask your accountant for any recommendation. Similarly, accountants need estate lawyers
Likewise, many accountants seek out estate planning lawyers for their clients since accountants have direct access to their clients’ financial information and family situations which warrant the need for an estate plan. Go ahead and ask your accountant, does he/she has any experience in estate planning. Who knows the answer could be yes!
Consult Other Attorneys
If you don’t know any estate attorney, talk to your lawyers who’ve helped you buying your home, setting up your business, or reviewing a contract. Maybe they know one or more qualified estate planning attorneys in your area. Lawyers are helpful and don’t mind referring their clients to other attorneys who have different expertise because this will promote referrals back the other way.
Contact Your State or Local Bar Association
Each state has a State or Local Bar association. Most of these associations maintain a list of attorneys and their practice areas. Talk to the Local Bar association and if you’re lucky enough, you might get contacts of certified attorney referral services to the public.
Check Advertisements
Many attorneys, including estate attorneys put their ads in local newspapers, on TV, or on radio. The ads that pass the strict scrutiny of the state bar association are eligible for advertisements. This means the attorney in the ad isn’t making any false claims or promising unattainable results.
Contact Your Local Probate Court
This may not work for you, particularly if you live in a large city, but in smaller communities, the court clerks know all of the local attorneys and which ones are easy to work with and which ones the judges like. Practicing in a small town can allow you to have a good working relationship with the court clerks and judges, it’s easy to earn referrals this way and is considered a high compliment.
This list is only a starting point and doesn’t even attempt to address the vast amount of information you can find about professionals, including estate lawyers, on the internet. Sometimes, however, too much information is just that, and so you need to stick with some basic methods.
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