Your estate planning attorney is going to be advising you with regard to some very important financial decisions, so you clearly want to be certain that you choose the right lawyer. But how do you go about it? Here are a few things to keep in mind when you are searching for legal assistance.
Seek Out Recommendations
Estate planning has everything to do with efficiency, and with that in mind the most direct path to a competent attorney would be through a recommendation. If you have a family member, friend, or colleague who has had a good experience with a particular estate planning lawyer that really speaks volumes, and such a recommendation can save you a lot of legwork.
Experience Matters
Elder law and all that it entails these days is something that takes time to fully understand. There are complex financial vehicles that can be included in some estate plans, and to know the best course of action and how to implement it perfectly is not something that you learn overnight.
Concentration Is Key
All attorneys can assist you with estate planning…and there are some who are certainly not going to turn away business even if they have no particular estate planning focus. But estate planning a very specific area of the law, and there are those who spend their entire careers concentrating on probate, trust, and elder law issues. Why work with someone who dabbles in estate planning when you can engage the services of someone who has a particular passion for it?
Do You Like The Attorney?
Estate planning involves communicating some very sensitive and personal information. You want to be able to do this freely and openly without feeling uncomfortable. Plus, there are plenty of competent estate planning lawyers out there. Why not give your business to someone you actually like and enjoy communicating with when you are engaged in conversations regarding your estate plan?
