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Tips on Choosing a Real Estate Planning Lawyer
Looking for a good estate planning lawyer can be a daunting task but with some help the person can get a good estate planning lawyer. There are some tips that once can apply in the search for a good estate planning lawyer.
One of the best places to begin is to ask for a referral from a financial advisor. Due to the nature of their work financial advisors are a great source of information when selecting an estate planning lawyer. A lot of advisors view estate planning as an integral part of the goals of the clients.
Financial advisors are always in contact with estate planning attorneys thus they are able to refer their clients to good estate planning lawyers. At times a financial advisor does not raise the issue of estate planning thus it remains the duty of the financial advisor to raise that issue with them and come up with a good estate plan. One can opt to inquire from the planner who did their estate planning and see if the estate planning attorney is a good fit for them.
A known fact is that many estate planning lawyers are not accounts thus they seek the services of accountants when handling issues involving income tax, estate planning and trust. There is a high chance that the family accountant has some good leads when it comes to referring the client to a good estate planning lawyer. There are a good number of accountants that even offer advice to their clients on seeking a good estate planning attorneys that meet their needs. The person can even go ahead and ask the accountant the person that did their real estate and the lawyer can at times be a good fit for them.
The other important source of referrals is the local bar association because they normally have real estate planning lawyers registered on their bar. Some of the local bars are so developed such that they can offer certified referral services to clients that want to get the best estate planning lawyers in the whole state.
The client needs to ascertain the field of law that the attorney practices. A good estate planning lawyer is the one that practices estate planning only and not in addition to other kind of law. Estate planning is very intricate and the person needs to select an estate planning lawyer that is familiar with such a case and that can handle it smoothly.
The estate planning lawyer also needs to have the needed experience in handling such cases. The longer the experience the better the lawyer will be since this shows that they are able to handle various kinds of estate planning cases with various intricacies. It is worth noting that by sticking to the tips discussed above one cannot go wrong when looking for an estate planning attorney that meets their needs.
