Making an estate plan is one of the best ways to ensure your assets go to your family quickly and easily. More than half of all Americans pass away without a will in place. This causes problems for their heirs in a time that is already difficult.
As you look for an estate planning attorney, it can be hard to know where to start. If you search online, there are dozens of estate lawyers, all touting their expertise. How do you know who to choose?
There are several ways to find an estate attorney that’s right for you. Here are some tips you can use.
Look for Specific Expertise
Everyone’s estate is different, and lawyers have various areas of expertise. Finding an estate attorney who has experience in the type of estate plan you want can narrow down the search.
Are you trying to set up a living will, a regular will, or a trust? Are you concerned most about taxation issues, or about ensuring your family has the needed resources for your final expenses?
Look for an estate planning attorney who has a lot of experience in the area you’re focused on.
Ask Family and Friends for a Referral
Asking others for names of excellent estate lawyers is another good place to start. Friends and family who have a similar financial situation to you can be great resources.
If you receive a recommendation for an estate attorney who isn’t in your local area, don’t disregard it right away. With modern technology, you can often work with someone long-distance and get terrific results.
Of course, you want to ensure that the estate lawyer you choose is familiar with the state and local law in your area. Because estate planning rules vary, an attorney’s location could be a concern if they’re too far away.
Ask a Professional About an Estate Planning Attorney
If you already work with an accountant, a lawyer, or a financial advisor, you can ask them for recommendations as well. Often these professionals know estate planning attorneys in your area and can give you an idea who would be a good fit.
A financial advisor is a good resource because he or she already knows your financial situation. As a result, the advisor will have a clear picture of whether you need a probate or trust, simple asset protection, or something else. This makes it easier to recommend a qualified estate lawyer.
Take a Free Initial Consultation
The best estate planning attorneys offer a free consultation to allow you to get to know them. The session also allows the attorney to review your situation and find out if they are a good fit for your needs.
Once you have a list of lawyers to consider, you can use free consultations to meet them. The meetings will allow you to determine who you feel comfortable with, who seems the most attentive, and who is the most knowledgeable about your needs.
Finding an estate planning attorney doesn’t have to be difficult. It takes some time and patience, but it’s worth it. Estate planning requires you to ask some hard questions, but it saves your family a lot of headaches in the future.
If you need an estate attorney in Florida, we’d love to help. We work in the Boca Raton area and specialize in several estate issues. These specialties include probates and trusts, taxation issues, asset protection, and more. Contact us today to set up a free consultation!