How to Find the Right Estate Planning Attorney
Choosing an estate planning attorney can be a daunting task. Few of us like to
think about our own mortality, let alone tackle all the details that come along
with planning for it. Plus, putting together a truly effective estate plan means
sharing financial and personal information that you may very well be accustomed
to keeping private. We all know, however, that making sure our loved ones are
taken care of after we’re gone is the right thing to do. So, how do you go about
finding the right estate planning attorney?
1. Ask around. Check with family members, friends, colleagues, even your
financial advisor or banker. Find out whether they’ve had a particularly
good experience with an estate planning attorney – if they have, they’ll
likely be more than happy to share that attorney’s name and phone
number with you.
2. Check Online. Search online for estate planning attorneys in your area.
You’ll probably find that you have a variety of options, and you can use law
firm websites to get a feel for each attorney’s practice and narrow down
your options. Avvo.com is also a wonderful attorney search engine.
3. Meet With the Attorney. You’ll want to make sure that the attorney’s
personality, fee structure and areas of expertise match your needs.
First, it’s a good idea to ask how much of his or her practice an attorney
actually devotes to estate planning. Lawyers who focus on elder law and
estate planning are generally more up-to-speed on the ever-changing tax
laws and other regulations that can affect your estate plan and are likely
aware of current strategies for making sure that your plan meets your
needs. Plus, an attorney who focuses on this complex area of the law is
likely to have more experience in dealing with issues that might crop up in
planning your estate than would an attorney whose attention is divided
among several practice areas.
Once you’re satisfied with an attorney’s knowledge and experience, you’ll
want to make sure you feel comfortable dealing with him or her, person-to-
person. You should feel satisfied that your questions are listened to and
answered carefully and in an understandable manner, and your attorney
should put you at ease when it comes to tackling difficult family or financial
If you’re not comfortable during an initial consultation, this may be a sign
to keep looking until you find an estate planning attorney who’s right for
Experienced estate planning attorneys Greensboro NC of the Law Offices of
Cheryl David offers estate planning and business planning resources to residents
of Greensboro NC. To learn more about these free resources, please visit