1 / 10

How to find a good estate planning attorney

Must check how to find a good estate planning attorney

Télécharger la présentation

How to find a good estate planning attorney

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. How to Find a Good Estate Planning Attorney

  2. Let's take a look at a list of seven tips for finding a good estate planning attorney.

  3. 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.

  4. Check with the person who handles your taxes. 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.

  5. Give your income tax preparer a call and ask for a referral. 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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. Seiden Netzky Law Group, LLC Thanks For Watching Information Shared By

More Related