Tips for Choosing the Right Estate Planner

When it comes to planning an estate, your choice of attorney is critical. Your attorney should have an intimate knowledge of all applicable laws and should be able to draft any necessary documents while clearly explaining the complex legal and tax issues along the way.

Here are a few tips to get you started in the right direction to finding the perfect estate planner.

Figure out what you need in a lawyer. The world of estate planning is a complex one, and most people have little knowledge of it beyond a Last Will and Testament. Do your part and research the potential benefits of a more comprehensive estate plan and compare it to what you need your particular plan to accomplish.

Get referrals from those around you. As with any important service like finding a doctor, mechanic, or accountant, you should seek out referrals from friends, family, and even coworkers. Even an attorney who does not practice estate planning can be a useful resource in finding the perfect fit for you. When you don’t know where to start, a direct referral is always a fantastic way to get pointed in the right direction.

Be thorough in your research. Your estate plans are potentially the most important set of legal documents you will have created in your life, and it is worth taking the extra time to do your own research before settling on an attorney to help you. After collecting the names of potential attorneys through referrals and other avenues, start by combing through their websites to find their practices, what they specialize in, and how long they have been practicing law.

Interview your prospects. You wouldn’t schedule a surgery with a doctor you’d only read about on the internet, right? The same principle applies to your estate attorney. Take the time to interview and get to know the attorney who will be responsible for helping create the documents that will protect you, your family, and your possessions throughout your life. Here at the BCN Law Firm, we offer free consultations to allow you to get to know us, and to allow us to determine how we can best help you.

The world of estate planning is one that is difficult to navigate alone, and the team at the BCN Law Firm in The Villages are here to help you through the process. If you’re in need of an expert estate planning attorney, call us today at 352-775-4739 for more information or to schedule your complimentary consultation.