Finding a Good Estate Planning Lawyer or Financial Advisor

By: Myles O'Riordan
Thursday, August 30, 2018

It’s always a good idea to get your estate and finances in order, especially if you’re terminally ill or elderly. Estate planning doesn’t just help family members or ensure there are little to no disputes, but also helps protect your interests. The estate plan will have detailed instructions about the care and responsibilities of loved ones if you’re capable of making decisions. However, you need a good estate planning lawyer or financial advisor to ensure everything is legally sound. Here are some tips on how to hire a good professional:

1. Ask Your Accountant

Estate lawyers and financial advisors will often hire the services of a qualified accountant to help settle their client’s finances. It is very likely that your accountant can recommend trustworthy and reliable estate planning lawyers or financial advisors. Accountants will also reach out to professionals in the field to handle their own estate, and those experts might be the best option for you.

2. State or Local Bar Association

The State or local bar association will have a list of qualified lawyers in the field. Some establishments even offer certified referral services so it is easy to find someone you can trust. Lawyers and financial advisors sometimes offer free initial consultation or services so you can determine if they’re the right fit without spending money.

3. Consult Your Attorney

If you’ve worked with a lawyer and trust them, it’s a good idea to ask them for recommendations. Real estate, business, or contract lawyers usually have connections with estate lawyers because these fields can intersect. They will offer recommendations based on experience and knowledge of the industry.

If this doesn’t work out, you can always scan the internet or look in newspaper advertisements to find a reliable professional. Just be sure to read reviews and get referrals from past clients.

If you want to know about funeral or memorial services, don’t hesitate to contact us at Wagg Funeral Home today and we’ll be happy to help.

Leave a comment
Name*:
Email:
Comment*:
Please enter the numbers and letters you see in the image. Note that the case of the letters entered matters.

Comments

Please wait

Previous Posts

Social Media Meets Funeral Service- The Pros and Cons

Social media is intrinsically woven into the lives of most people in the modern-day. It isn't uncommon for families to use these platforms even when there is a death in their family, and they make...

Funeral Etiquette 101

A funeral is essentially a solemn affair, as there are many grieving individuals there. So if you are attending one, this is something you need to keep in view, and the etiquette that you follow sh...

Is Live Streaming the Future of Funeral Services?

Communications technology has advanced considerably over the years. It has infiltrated almost every field, allowing people to work from home, attend online classes, communicate with friends across ...

Funeral Terminology

Funeral terminology can be very confusing if you’re not a part of the industry. Many families struggle to understand them, which can hamper the planning process. At Wagg Funeral Home, we are always...

Cremation Facts - Everything You Need to Know

Cremation is an ancient way of disposing of a body and it is still prevalent in different cultures, particularly in Asia. The rite has become popular in the West in recent years as well. At Wagg Fu...

Building The Perfect Video Memorial For Your Loved One

A video memorial is a good way to highlight the deceased individual's life, personality, achievements, and contribution to society. It can be a beautiful tribute that showcases your love and feelin...

Steps to Take to Pre-Plan Your Funeral Service

Funeral pre-planning has become popular in recent years. People like to idea of maintaining some control over how their funeral and burial is handled. At Wagg Funeral Home, we offer pre-planning se...

How to Help Someone Who Has Lost their Pet?

Pets can be trusted companions and an important part of someone’s support system. Many disabled individuals use service dogs while people dealing with anxiety, depression, or panic disorders rely o...

Financial Benefits of Pre-Planning Your Funeral

Funeral pre-planning has become very popular in recent years because it offers several great advantages. It is the process of recording your funeral requirements and preferences with a funeral home...

What to Expect After the Funeral Service

People often become engrossed in funeral planning, arrangements, and service immediately after a loved one dies. They have tasks like contacting family members, hiring a local funeral home, discuss...