Your estate is one of the most important assets that you have. As you get older, you want to make sure that, in the event that anything happens to you, your estate is properly handled. An estate planning attorney or a Queens CPA can help to ensure that all of your assets are properly handled and that your loved ones are properly cared for.
While it is important, finding an estate planning attorney that you can count on can be overwhelming. Where do you start? How do you find someone qualified? To help you on your quest for finding the best estate attorney for your specific needs, here are five tips to keep in mind.
- Ask for Referrals
Word-of-mouth is one of the best tools that you can use to find a reputable estate attorney long island. Ask friends, family and co-workers if they have worked with an estate attorney, and if so, if they would recommend him or her. A referral from people you trust is one of the most reputable sources of information.
- Speak with Your Financial Advisor
Your financial advisor should also be able to provide you with references to a reputable elder law attorney. Because your financial advisor handles your assets, it is more than likely that he or she is not only going to suggest you secure the legal guidance of an estate attorney, but will also make recommendations to estate attorneys that they trust – and that you can trust.
- Ask Your Accountant
If you work with an accountant, you could use him or her as a source for finding a reputable estate attorney. Estate lawyers often rely on accountants to aid them with the monetary affairs that come with planning an estate. As such, there’s a good chance that your accountant will be able to recommend a trusted attorney that can successfully handle and plan your estate.
- Contact the Bar Association
Every state has a bar association and maintains lists of attorneys in specific practice areas, including estate law. Many of the referrals a bar association will offer are certified, which means that the attorneys are highly trusted and have a proven track record of success. Contact your state’s bar association and ask specifically for referrals for an attorney that specializes in estate law.
- Do Some Research
Thanks to the Internet, finding information about attorneys that specialize in long island elder law is easier than ever. You can do a search for estate lawyers in your area and search their website to find pertinent information.
Once you have compiled a list of estate attorneys, make sure you schedule consultations with each one before you decide which lawyer you will work with. During your consultation, ask pertinent questions regarding the handling of your estate, as well as questions that relate to the attorney’s experience, reputation and process. Don’t forget to jot down notes during each consultation. After you meet with each attorney, compare your notes and review your overall impression of each attorney. Choose the one that you feel has the most experience, has a record of success, and that you will feel comfortable placing the matters of your estate in. Remember, your estate is extremely important, and as such, you want to entrust it to an attorney that you are completely confident will handle the affairs of your estate the most effectively.