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.
Refresh
Audio

Comments

Please wait

Previous Posts

Compassionate Grief Support Beyond the Funeral

Wagg Funeral Home's Holistic Approach to Healing The journey through grief rarely ends when funeral services conclude. While many funeral providers consider their role complete after ceremonies, W...

Creating Meaningful Celebration of Life Ceremonies

Wagg Funeral Home's Personalized Approach When honoring a loved one's memory, many families now seek alternatives to traditional funeral services. A Celebration of Life offers a refreshing approac...

Understanding the Average Funeral Cost in Ontario CA: How Wagg Funeral Home Provides Value

When facing the loss of a loved one, understanding the average funeral cost in Ontario CA becomes an important consideration for many families. While financial matters may seem secondary during gri...

Finding the Best Funeral Homes in Port Hope: Why Families Choose Wagg Funeral Home

When searching for the best funeral homes in Port Hope, families often extend their search beyond city limits to find truly exceptional service. Just a short drive from Port Hope, Wagg Funeral Home...

Understanding Funeral Costs Ontario Average: Why Families Choose Wagg Among Funeral Homes in Lindsay Ontario

When facing the loss of a loved one, families in the Lindsay area seek compassionate guidance and transparent pricing. While many funeral homes in Lindsay Ontario provide standard services, Wagg Fu...

Transforming Remembrance: The Art of Celebration of Life and Funeral Services at Wagg Funeral Home

In Port Perry's historic downtown, a 175-year tradition of compassionate care continues at Wagg Funeral Home. Since 1846, this family-owned establishment has guided generations through life's most ...

Selecting Among Funeral Homes in Port Hope: Why Families Choose Wagg Funeral Home

When families in the Port Hope region face the loss of a loved one, choosing the right funeral provider becomes an important decision during a difficult time. While several funeral homes in Port Ho...

Peace of Mind: Funeral Pre Planning and Understanding Cremation Costs in Ontario

Making end-of-life arrangements might seem daunting, but funeral pre planning offers families clarity, peace of mind, and financial protection. Meanwhile, many Ontario residents wonder, "How much i...

Compassionate Burial Services and Grief Support in Port Perry: A Legacy of Care at Wagg Funeral Home

In the quiet town of Port Perry, nestled along the shores of Lake Scugog, families have turned to one establishment for nearly two centuries when facing life's most difficult moments. Wagg Funeral ...

Understanding Funeral Services and Average Funeral Cost in Ontario: The Wagg Funeral Home Difference

When facing the loss of a loved one, families in Port Perry and surrounding communities have turned to Wagg Funeral Home for compassionate guidance since 1846. While navigating grief, understanding...