how to find an estate lawyer

by Freeda Wintheiser 9 min read

Key takeaways

  1. Search for candidates Start by identifying what you need to accomplish with your estate plan. That information will help you determine the type of attorney you'll need. ...
  2. Interview your prospects After you've narrowed your list to your top few candidates, confirm their state bar registration status, and then talk to them about an interview. ...
  3. Understand each attorney's fees

Full Answer

How do I find a good real estate attorney?

Apr 16, 2021 · These 3 steps can help you streamline the process of finding an attorney who is right for you. 1. Search for candidates Start by identifying what you need to accomplish with your estate plan. That information will help you determine the type of attorney you'll need.

How to find a good estate planning attorney?

Knowing how to find an estate attorney is a lot like knowing how to trust a person. You need to talk to them and get a sense of their character. You also need to see examples of how they manage their work, and whether people tend to be satisfied with it. You can reach out to us to schedule a time to speak about what you are looking for in an estate lawyer. We understand …

What are the duties of an estate lawyer?

Aug 24, 2020 · Here are the eight steps you need to take when searching for an estate planning lawyer. With these tips, you can find an attorney who has your best interests in mind. Start your search with this helpful guide today. 1. Ask Your Inner Circle. There are over 169,941 estate lawyers and attorneys in the US. Here in Michigan, there are over 35,000!

How to become an estate attorney?

Jan 21, 2022 · How to find an estate planning attorney. Finding an estate attorney may seem like a daunting task, but breaking the process down into smaller steps can help. 1. Create a list of potential attorneys. Here are some places to find an estate planning attorney: Referrals from friends and family. Referrals from financial advisors or accountants

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Ask for Referrals

The best way to find someone worth hiring to handle your final wishes is to ask around. Almost everybody should have an estate lawyer, and chances are that the people around you have done their research on theirs. Simply ask them who they went with and look into the lawyer yourself!

Research How to Find an Estate Lawyer Online

In addition to flexing your network, you may also wish to research estate lawyers online. Most law firms have reviews from actual clients either on their website or on their Google page. These reviews are usually from clients who felt compelled enough, positively or negatively, to share their experiences.

You Need an Estate Lawyer that You Can Trust

Knowing how to find an estate attorney is a lot like knowing how to trust a person. You need to talk to them and get a sense of their character. You also need to see examples of how they manage their work, and whether people tend to be satisfied with it.

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 ...

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 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.

Who is Jennifer Mueller?

Jennifer Mueller is an in-house legal expert at wikiHow. Jennifer reviews, fact-checks, and evaluates wikiHow's legal content to ensure thoroughness and accuracy. She received her JD from Indiana University Maurer School of Law in 2006. This article has been viewed 35,595 times.

What happens if you don't have liability insurance?

Without liability insurance, you and your heirs could lose everything.

What is an estate lawyer?

An estate lawyer is trained in matters related to passing on your assets after you die, and planning for situations where you can no longer care for yourself. They are experts in wills, trusts, and your local probate process. Some estate lawyers may also have specialties, like planning the succession of a business.

Who is Derek from Policygenius?

Derek is a personal finance editor at Policygenius in New York City, and an expert in taxes. He has been writing about estate planning, investing, and other personal finance topics since 2017. He especially loves using data to tell a story. His work has been covered by Yahoo Finance, MSN, Business Insider, and CNBC.

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.

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.

How does a trust help you?

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. “Often, having a will and trust drafted can cost several thousand dollars,” says Joseph.

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.

How to help a deceased person?

Ask them if they know about events in the deceased's life that would have required legal representation, like an arrest or a lawsuit. Follow up on any leads.

What documents require notarization?

Signatures on deeds, divorce settlement agreements and affidavits are examples of documents that require notarization. If the deceased's signature was notarized, that means that he signed the document before a notary public.

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