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Following Referrals to a Great Estate Planner

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When most people want to plan their estate, they find it difficult to determine which attorney to hire for help. However, with some tips up your sleeve, you can easily find multiple attorneys that can help you put together a good estate plan. Below are three ways that will help you find the right estate lawyer.Click here to read more about the estate planning.

 

Find Out Whether Your Financial Planner Knows a Good Estate Lawyer

 

If you have a personal financial planner, ask him or her for advise on how to handle estate planning. The professional is also likely to know of some of the top estate lawyers in the city that can help you.

 

Estate planning is a crucial part of financial planning that all advisors know about. It is common practice for financial advisors to regularly refer clients who are serious about their wealth management to estate attorneys. If you haven't yet discussed estate planning with your financial advisor, it's time to have the discussion. It also does no hurt to inquire about the attorney that the planner may have hired to help him or her with estate planning matters. Do not be surprised to find out that the financial advisor's attorney may also be right for you. Go to the reference of this site http://www.rhodeslawfirmpc.com/practice-areas/estate-planning/.

 

Your Accountant Can Refer You to a Good Attorney

 

Estate planning goes hand-in-hand with accounting as matters related to taxes are also involved. Estate attorneys usually work with accountants to help ensure their clients have favorable tax requirements based on the way they want their estate planned. Therefore, you should get in touch with some local accountants and find out whether they know of good estate attorneys. The accountants can refer you to estate lawyers that have a great reputation in your city.

 

On the same note, most accountants contact estate attorneys to help them deal with various financial matters of their clients. The accountants may be in charge of their clients' financial information and understand their family situation, which usually means involving an estate attorney in the planning. You can read more about estate planning https://en.wikipedia.org/wiki/Estate_planning.

 

Ask for Referrals from Other Lawyers

 

In the past, you may have had to involve an attorney in different matters. For instance, you may have dealt with one when setting up your business, reviewing a contract or buying a house. Generally, attorneys usually have a large scope of everything happening in the industry, even though they may not be directly involved in a case. Attorneys know each other and the areas they are specialized in. If you have worked with an attorney in the past, chances are that he/she knows an estate lawyer that will be of great help to you. Therefore, ask around. You need to research well to find the right estate planning attorney.