Finding an Attorney to Help with Estate Planning

It’s never too early to begin the process of estate planning before you encounter cognitive impairment or are diagnosed with a terminal illness. With the help of a professional, you can have peace of mind knowing all of the documents are completing correctly and with accuracy. Here are a few tips on how to find an estate planning attorney you can trust.

Conduct Research

There are many ways to research the top legal professionals in the local area when you’re looking to hire an estate planning attorney in St. Petersburg, FL. Consider getting a personal recommendation from a family member or friend who has had a good experience working with the legal professional. You can also contact an attorney referral service in your city or contact the local Bar Association. Checking advertisements is also a great way to have plenty of options because all states regulate attorney advertising, which can prevent you from hiring someone who is making false claims.

Meet for a Consultation

Meeting an estate planning attorney in St. Petersburg, FL, in person is necessary to ensure you feel comfortable and the individual communicates well. You can ask about their level of experience in the industry and even request a few references. If you’ve found the right fit, you need to provide a list of all major debts, bank accounts, legally binding documents and all title documents.

Ask Your Accountant

Your accountant is a great resource when it comes to finding an estate planning attorney in St. Petersburg, FL. They’ll likely be able to recommend a few local professionals who have a solid reputation and are reliable. You can even feel free to ask your accountant for a reference on who worked on their personal estate plan.

If you or a loved one needs estate planning services, visit this website to learn how we can help.