Tips on Choosing a Real Estate Planning Lawyer
These days it can be hard getting a good real estate planning lawyer but with a bit of guidance one can find a great estate planning lawyer. There are some tips that once can apply in the search for a good estate planning lawyer.
One’s financial advisor is a good source of referrals when looking for an estate planning lawyer. The financial advisor plays a very integral role in providing information about getting a good estate planning lawyer. A majority of financial advisors view estate planning as an important topic for their 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 way to handle the topic of estate planning is by asking their financial advisor about the lawyer that helped them plan their estate.
A lot of estate lawyers do not have an accounting background thus they turn to accountants to help in trust, estate planning and income tax issues. Therefore there is a high chance that one’s accountant can have a good referral on a real estate planning lawyer in one’s locality that meets the individual needs of the client. There are also some accountants that look for real estate planning attorneys on behalf of their clients since they have information on the financial situation and social situations thus they know which real estate planning lawyers to approach. 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.
Another way to get a good estate planning attorney is to consult the local bar association since they have a record of all estate planning lawyers that practice in the state. 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. The best lawyer to cater for one’s estate planning needs is a lawyer that handles estate planning issues and not one that practices the other kinds 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.
It is important that the real estate lawyer have the right experience in handling matters regarding estate planning. The higher the number of years the client has the better since this is an indication that they have had the chance to assess tons of cases and have a good track record. 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.