The job of finding an attorney to help you build a solid estate plan can seem like a daunting task. However, with a pre-plan and some help you should be able to find a selection of highly qualified candidates for your consideration. Let’s take a look at a list of seven tips for finding a good estate planning attorney.
1 – Check with family members, your friends and your coworkers by asking them to suggest an attorney they feel can help you with your estate planning. It’s a very good complement for your final choice to find out that he or she was recommended by a satisfied client. And don’t limit yourself to just the local or close by referrals. Your needs can be handled over the Internet or by phone.
2 – Check with the person who handles your taxes. While many people do not have a financial adviser, should you have one you would definitely want to check for a recommendation. Financial advisers are knowledgeable in many areas and sometimes add estate planning to their business card. It is important, in this situation, for you to find a specialist. Ask for a referral.
3 – Give your income tax preparer a call and ask for a referral. You’ll want to cast a wide net and use every resource you can think of for this important task. Often real estate attorneys work with tax preparers in regard to trusts and estate income taxes. This provides you with many additional opportunities to gain valuable insights to add to your search for a qualified and experienced estate planning attorney.
4 – Ask for referrals from a real estate attorney. During the process of purchases and sales of real estate in addition to business or home sales, real estate attorneys will often find themselves working with an estate planning attorney. Don’t hesitate to ask for a referral.
5 – Make a call to your state or local Bar Association. Each state has a bar with literally thousands of members. The additional benefit of searching by way of the Bar Association is found in their database. You will find the ratings given to attorneys can truly help you in making your final decision. The Bar Association is an excellent and reliable resource for your search.
6 – Don’t forget your local yellow pages or the classified section of your newspaper. You’ll also find searching on the Internet or via radio and TV ads are good additional sources for finding estate planning attorneys.
7 – When all else slows down or you’re beginning to panic, just do some old fashioned walking and drop by your local city hall. Especially in smaller communities, city employees tend to know attorneys in the area and can provide solid information about their capabilities and personalities. You’ll be amazed at what you can learn in your search to find an estate planning attorneys through casual conversation at your city’s administration building.
Please consider this list as the starting foundation for your search. Talk to professionals in other areas and don’t be fearful of walking into real estate offices and speaking with a broker. It’s all about networking and seeking information. Knowledge is power when it comes to making a good decision about an estate planning attorney.
I’m sure you’ve heard the expression, “an ounce of prevention is worth a pound of cure.” Well, estate planning is to prevent your loved ones from having to deal with the hardship and stress of having to go through the Probate process in Washington State after your passing. It could make all the difference in the world!
Fortunately, there is something that can be done about it. A proper will and trust can ensure that your loved ones avoid headaches and heartaches when such time arrives. It can protect their wealth and investments for generations to come.
Schneider Steven, Attorney at Law, P.S., in Spokane, WA serve all your needs regarding wills and trusts. If you would like to learn more about how we can help to relieve any undue stress in this area.
Schneider Steven, Attorney at Law, P.S.
621 W Mallon Ave, Spokane, WA 99201