Choosing an Estate Planning Attorney

If you’ve decided to put your affairs in order and finally accept that estate planning is something that most of us would be better off having than not, the next thing you might be wondering about is how to choose a property planning lawyer. The first thing to note is that your estate-planning lawyer is a person you’ll share a lot of personal details with. The bottom line is whatever you pick, you should feel confident talking to him about your needs and concerns because, if you don’t, he / she isn’t the best lawyer for you. Your solicitor is your legal confidant and is duty bound to take your trust in them into their own estate plan, which is jargon because they have to take your secrets with them to the grave. But if you don’t feel confident asking them what you need first, it doesn’t matter what their job is. If you start talking to your prospective estate planning specialist uncomfortably, you should start shopping elsewhere. Learn more on Cary Elder Law Attorney.

The second thing to remember is that not all lawyers are made equal in terms of their skill in managing the estate. A good first step in finding a lawyer that’s going to be a good match for you is to ask people you already know and trust. Ask your church leader, psychiatrist, and friends if they have had an opportunity to use an estate planner and ask what they think of that person. Only don’t stop there if you get a recommendation. Look up the prospective lawyer candidates on Martindale Hubbell (martindale.com) to find out where they went to school, how long they’ve been practicing and what areas of law they’re specialized in. Of course, these answers do not tell you anything you need to know about your future confidant, but it’s better to have some information than blindly heading into the lawyers universe. If the suggested lawyer is not experienced in estate planning then you may not want the lawyer to build a financial plan for you and your family.

Another perfect way to locate a lawyer or firm specializing in estate planning in your field is to take a peek at the National Academy of Elder Lawyers (NAELA) (www.naela.org). NAELA is a platform that hosts lawyers to keep up with problems surrounding elder law and estate planning, and it’s a perfect place to find an attorney who is versed in managing the estate. There is a way to type in your zip code on the NAELA website to find local attorneys specializing in elder law to estate planning, which includes their contact details and a link to their doorstep. Once you’ve got this list, you could cross it with a Martindale Hubbell search and ask anyone you know if they’ve heard about any of the lawyers on the list. Besides that, there are other good websites on the Web where you can gather information about the subject before you meet with a planner for the estate.