how do i find a reputable estate lawyer?

by Meggie Kutch 10 min read

  • Look at biographical information, including the lawyers’ own websites. Do they appear to have expertise in the area of trusts and estates? ...
  • Search the internet to learn more about prospective attorneys. Search using the name of the lawyer and his or her law firm. ...
  • Ask other people if they have heard of the attorneys and what they think about them.
  • Contact your state bar association or visit the bar association's Web site to find out if the lawyer is in good standing.
  • Is the lawyer certified as a specialist in your state? Not every state certifies specialists in trusts and estates, or estate planning, but if your state does, selecting a lawyer ...
  • Check the membership directory of local, state or national associations. Is the lawyer listed? One example would be the American College of Trust and Estate Counsel.
  • Read any relevant Yelp reviews.
  • Consider how lawyer's staff treats you when you call the office because they are a reflection of how the lawyer practices. ...
  • Unless there are special circumstances, you'll want to hire a lawyer with a local office.

Get a Referral from an Attorney or Other Advisor
Get a referral from another attorney, financial advisor or CPA whom you know. He or she will probably know someone that is a good estate planning attorney and specializes in this area of the law.

Full Answer

How do I find a good real estate attorney?

  • How long have you practiced real estate law?
  • What types of cases have you handled that are similar to mine?
  • How much do you charge?
  • How would you approach my situation?
  • Who will personally manage my case?

What are the duties of an estate attorney?

  • Superb analytical and negotiation skills. To translate this skill into a role we like to call this the chief operations officer combined with advocacy leader.
  • In fact, we were hired by an affordable housing grouprecently. ...
  • Excellent researcher. ...
  • Great communicator. ...
  • Stellar interpersonal skills and networking abilities. ...

How to hire an estate attorney?

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How to become an estate lawyer?

Part 1 Part 1 of 6: Earning a Bachelor’s Degree Download Article

  1. Satisfy degree requirements. To qualify for law school you will need a four-year bachelor’s degree. ...
  2. Gain experience in public speaking. The ability to speak with anyone is a great skill for a lawyer, including real estate lawyers.
  3. Earn high grades. ...
  4. Work closely with faculty. ...
  5. Intern with a real estate lawyer. ...

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What should I look for when choosing a lawyer?

The lawyer will be helping you solve your problems, so the first qualification is that you must feel comfortable enough to tell him or her, honestly and completely, all the facts necessary to resolve your problem.

Are there any practical considerations to keep in mind when choosing a lawyer?

Yes, the lawyer’s area of expertise and prior experience are important. Many states have specialization programs that certify lawyers as specialists in certain types of law.

Where should I start to look for a lawyer?

There are many ways to find a reliable lawyer. One of the best is a recommendation from a trusted friend, relative, or business associate. Be aware, however, that each legal case is different and that a lawyer who is right for someone else may not suit you or your legal problem.

Are advertisements a good place to look for a lawyer?

In some ways, yes, ads are useful. However, always be careful about believing everything you read and hear — and nowhere is this truer than with advertisements. Newspaper, telephone directory, radio, television, and Internet ads, along with direct mail, can make you familiar with the names of lawyers who may be appropriate for your legal needs.

What about a local referral service?

Most communities have referral services to help people find lawyers. You might be able to find them under “Lawyer Referral Service” or something similar in your yellow pages. These services usually recommend a lawyer in the area to evaluate a situation.

My new job offers a prepaid legal services plan. What can I expect?

Legal services, like many other things, are often less expensive when bought in bulk. Some employers, labor and credit unions, and other groups have formed “legal insurance” plans. These plans vary. Many cover most, if not all, of the cost of legal consultations, document preparation, and court representation in routine legal matters.

I want to hire a lawyer, but I do not have much money. Where can I find low-cost legal help?

Several legal assistance programs offer inexpensive or free legal services to those in need. Look in the yellow pages under topics such as “legal clinics,” “legal aid,” or “legal advice,” or search online. Most legal aid programs have special guidelines for eligibility, often based on where you live, the size of your family, and your income.

What can a trust and estates attorney do?

A trusts and estates attorney can help you: make a plan for what will happen your property when you die ( wills and trusts) avoid probate (living trusts, transfer-on-death tools, beneficiary designations) reduce estate taxes. plan for incapacity (powers of attorney and living wills) set up trusts for loved ones. manage ongoing trusts.

How should a lawyer's staff treat you?

At a minimum, you should expect to be treated courteously and professionally both by the staff and by the lawyer.

Does Medicaid affect estate planning?

For example, if you're going to rewrite your will and your spouse is ill, the estate planner needs to know about how Medicaid will affect your estate plan. Unfortunately, there are some attorneys who hold themselves out as experts in trusts and estates, but who have little or no experience in this area of practice.

Does every state have a certified specialist in trusts?

Not every state certifies specialists in trusts and estates, or estate planning, but if your state does, selecting a lawyer with this certification provides an added assurance that he or she is qualified. (A certified specialist may charge more than someone without a certification.)

Do wills have to be made by attorneys?

Simple wills, trusts, and powers of attorney don’t have to be made by attorneys. And with good self-help products, you can either make your own documents or learn more about the documents that an attorney will make for you.

Does experience make a good lawyer?

After all experience does not necessarily make a good lawyer, and a newer attorney may very well become a great attorney. However, less experienced attorneys should also know when they are in over their heads, so make sure that any less experienced lawyer you hire has a more experienced attorney to consult, if needed.

What is estate planning lawyer?

Estate planning lawyers help people write instructions for the future handling of their property, finances, healthcare, and the future support and care of their loved ones.

Is it a good idea to research your lawyer before hiring?

It is always a good idea to research your lawyer prior to hiring. Every state has a disciplinary organization that monitors attorneys, their licenses, and consumer complaints. By researching lawyer discipline you can:

Why is it important to have an estate attorney?

A good attorney will also adjust your estate plan so that it minimizes taxes and eliminates court costs and interference. You can create a legally binding document that ensures that you have control of your finances, taxes, and medical plans.

What can an estate planning attorney do for you?

An estate planning attorney will be able to help you legally determine how your assets will be managed during your lifetime and how to distribute them after your death. A good attorney will also adjust your estate plan so that it minimizes taxes and eliminates court costs and interference.

How to plan your estate on your own?

1. Decide whether you need an attorney. If you own very little real estate or personal property, you may be able to use a document kit and plan your estate on your own. However, if you own real estate, have retirement or investment accounts, or own your own business, you should seek professional legal assistance.

How to narrow your list of potential attorneys?

1. Have a preliminary phone consultation. Many attorneys will hold a brief interview with you over the phone. Since these take up less time and require less effort than in-person consultations, you can talk to more attorneys this way and use the phone interviews to narrow your list of possible contenders.

What factors affect the cost of an estate plan?

Many factors will affect the cost of your estate plans, including the experience of the attorney, the type and amount of assets you have, and the complexity of any tax planning. Each attorney should be able to explain clearly how costs are assessed and how rates are computed.

What is estate planning?

Planning your estate involves deciding what will happen to your personal property and real estate after you die. The law provides a default scheme for disposing of property, but relying on that involves a lengthy court process and potentially hefty tax consequences for your heirs. The alternative is to plan things out ahead ...

What is the state bar association?

State bar associations often offer a lawyer referral service that enables you to meet briefly with a pre-screened attorney after answering a few general questions about your needs.

How much does an estate planning attorney charge?

Some estate-planning attorneys charge by the hour. As a rule of thumb, these lawyers typically have hourly fees of $250 to $550. If you’ll use one who charges this way, ask approximately how long the process will take, so you have an idea of the total cost from the outset.

What can an estate planner do for you?

An estate planner can help you prevent crucial missteps and assist you in adjusting your plans as your circumstances, and laws, change.

Why add a trust?

Add on a trust, and the cost tends to get much steeper. A trust can help save on estate taxes, avoid probate (proving in court that a will is valid), save on time and court fees and put conditions on the disposition of your assets after you die.

Is estate planning a part of financial planning?

Estate planning is a critical part of financial planning, but something many Americans procrastinate about. Yet drafting a will and a health care proxy or power of attorney, maybe creating a trust, and maximizing your loved ones’ inheritances by minimizing taxes are all important matters you don’t want to leave to chance.

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