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.

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