Tips for Choosing an Estate Planning Attorney

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If you are looking for a way to manage and direct the distribution of your assets after your death or an incapacitating illness or injury, consider investigating estate planning. However, most estate planning requires the help of an estate planning attorney Sun City AZ, but you need the right attorney to ensure that your assets are protected and distributed properly.

Ask for Referrals

It is highly likely that someone you know has worked with an estate planning attorney. Therefore, discuss your options with your friends, family and peers. You may also consider asking your accountant, financial advisor or a legal professional you have worked with. Finally, a local probate court official may be able to give you suggestions.

After you make a list of referred attorneys, contact your state bar association to ensure the lawyers are in good standing. You may also check online and Better Business Bureau reviews for outstanding complaints.

Further Research

Before conducting further research on your list of attorneys, you should research estate planning and the tasks the attorney will complete.

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Then, research the attorneys. For example, you want an attorney whose primary focus is estate planning. You want someone who specializes in this field so they understand current laws and ways to avoid any problems with your estate’s distribution. Consider searching for article or book publications from local attorneys.

Contact the Attorneys

Your first contact is very important. Observe how you are treated and whether the office seems too busy to handle another case or the person answering the phone has plenty of time to answer your questions. You should be offered an initial consultation free of charge.

Ask about the lawyers’ malpractice insurance, licensing and what law school they attended. Learn about any professional organization memberships. Also, did your prospects ask you questions? Ask for references, and be sure to check them.

To gain peace of mind in your estate planning process, choose a high-quality, credentialed estate planning attorney.

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