how to locate a lawyer specializing in large estates

by Dr. Stanford Green Jr. 10 min read

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.

How to get a lawyer?

Talk to a Few 1 Talk with several lawyers. Get a sense of their communication skills as well as their expertise. You want to be confident that they know what they’re doing professionally, but also trust your gut about how well you ‘click’ and about how well the attorney will meet your needs. 2 Check in with references. Have brief discussions with clients or colleagues who have an opinion about the lawyer's skills and trustworthiness. (You can ask each lawyer for a list of references to call.) 3 Ask who will do the work. Anticipate that the lawyer you hire may delegate some work to his or her staff. Ask about how much of the work the attorney will do, and consider whether the answer is in line with your expectations. 4 Double check promotional materials. Ask for a copy of a firm brochure and promotional materials. Crosscheck these materials against other sources and references. 5 Understand the retainer agreement. Make sure you understand and agree to the lawyer’s retainer agreement. 6 Consider any special needs you have. For example, could you benefit from an attorney who speaks a language other than English? Do you need the office to be wheelchair accessible? Do you prefer to communicate by phone, rather than email?

What to do when you die?

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. help with probating estates.

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.

Why do people need an estate plan?

Individuals, families, and couples who want to think ahead for the future need to create an estate plan so that different pieces of their net wealth can be managed as part of a unified whole and go to the people that they want.

What does an estate lawyer do?

Estate Lawyers can assist with Estate planning, which covers the transfer of property at death as well as other personal matters. An estate plan is a very important thing you would need to complete in your life because it creates a comprehensive strategy for managing and passing on assets, insurance, and health directives.

Who establishes a trust?

Trusts are established by a grantor, who assigns trustees and beneficiaries, as well as guidelines for the trust, and then moves wealth and gifts into the trust. An experienced lawyer can explain all your options and help you understand what types of wills or trusts are right for you and your family when creating your estate plan.

What is estate administration?

Estate administration is the process of maintenance and distribution of assets after someone dies. This is done in agreement with either the will of the decedent (person who died) or state law. The death of someone close to you is one of the most stressful things you can experience in life, and sorting through the surrounding emotional chaos is bad ...

What does it mean to create an estate plan?

Creating the estate plan will mean tallying up all the different pieces of a person's individual wealth, including property owned, stocks, holdings, cash, savings, insurance policies, and health issues. People with disabilities need to create specific estate plans to meet their needs.

What is the importance of a lawyer for a will?

A lawyer can explain all your options and help you understand what types of wills or trusts are right for you and your family.

What can a real estate lawyer do?

A real estate lawyer can help with negotiation, addressing mortgage fraud, managing foreclosures and bankruptcy, transfers of titles and deeds, property ownership disputes, zoning issues, creating a co-ownership contract for joint purchase of a property, and much more.

How much does it cost to write a living will?

The cost typically ranges from $250 to $500, depending on your attorney’s fees; some charge by the hour, while others have a flat rate for writing a living will. Some states require living wills to be notarized, which adds an average of $5 to $15.

Do you need a real estate attorney for closing?

Many states require a real estate attorney to handle sale closing documents. For more complex matters such as a real estate deal gone awry or foreclosure, you’ll want to find an attorney who has successfully handled cases like yours. Look for online reviews of real estate lawyers in your area.

What is an estate attorney?

An estate attorney will develop a legal will, create trusts on your behalf, and ensure the proper execution of your estate after you pass away. Family attorneys and estate attorneys, also called probate and wills attorneys, can each prepare wills. The type of lawyer best suited to prepare your will depends on your situation.

How much does a real estate lawyer cost?

The national average cost for real estate lawyers ranges between $350 and $550, although prices can vary greatly based on the individual case. Many states, such as New York and Georgia, require that a real estate lawyer handle the closing documents when buying or selling a house.

What is the best way to prepare a will?

Estate planning is an important part of financial planning, so it’s important to find the right attorney to prepare your will. Although most family attorneys can put together a basic will, you may want one who specializes in wills and estate planning, especially if you have a lot of assets or a dependent to take care of.

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.

What does legal insurance cover?

These plans vary. Many cover most, if not all, of the cost of legal consultations, document preparation, and court representation in routine legal matters. Other programs cover only advice and consultation with a lawyer.

How long can you be in jail for a crime?

Constitution guarantees you the right to be represented by a lawyer in any case in which you could be incarcerated for six months or more. State constitutions may guarantee your right to a lawyer for lesser crimes.

Can you be incarcerated for six months?

If you are accused of a crime, the U.S. Constitution guarantees you the right to be represented by a lawyer in any case in which you could be incarcerated for six months or more. State constitutions may guarantee your right to a lawyer for lesser crimes. If you cannot afford a lawyer, either the judge hearing the case will appoint a private lawyer to represent you free of charge or the government’s public defender will handle your case, also at no charge.