Find the Perfect Estate Planning Attorney Near Me

If you find yourself typing “find the perfect estate planning attorney near me” you have come to the right place. Let us outline what you need to know about estate planning attorneys, what they can help you with, what to look for when searching for one and how to find one.

What is an estate planning attorney?

Estate planning attorneys, also called estate law attorneys or probate attorneys, are experienced and licensed law professionals. They have a thorough understanding of the state and federal laws that impact how your estate will be valued, dispersed and inventoried as well as taxed after you die. Estate planning attorneys can help you with the following:

  • • Creating your will
  • • Designating your beneficiaries
  • • Appointing guardians for your children
  • • Establishing power of attorney and medical power of attorney
  • • Finding ways to reduce and avoid estate tax, if and when possible
  • • Setting up trusts in order to protect your assets
  • • Acts as a resource for any questions that come up about estate planning and local laws

Tips to find the perfect estate planning attorney

Research the local candidates. First thing’s first, you’ll want to take some time to research estate attorneys near you. This can be done online with a simple Google search of “estate attorneys near me” or “estate attorneys in (your city name)”. Make sure you find an attorney that specializes in exactly what you are looking for, whether it is will creation or maximizing the benefits of Medicaid and so on. Once you have narrowed that down, you can start building a list of candidates. The Internet is a great resource for this but good old word of mouth can come in handy too. If you get a referral from a friend who has an estate attorney that you love, you are already one step ahead! Once you have your candidates, check into their background. Check out their education, specialization, experience and how big their firm and client list is. See if they use social media and how and check out any online reviews available.

Contact the financial experts in your life for a recommendation. Whether it’s your tax preparer, accountant or financial advisor, many of these professionals have close relationships with estate attorneys and can give you a solid recommendation.

Interview candidates: Once you narrow down your list of candidates, it’s time to start interviewing them. Even if an attorney comes highly-referred by a friend, it is still a good idea to interview them to make sure they are the perfect fit for your specific needs. Come to the meeting prepared with exactly what you are looking to accomplish and any supporting documents you have.

On your list of questions to ask during the interview, include the following:

  • How long have you been practicing estate law?
  • Where were you educated?
  • How and when will you communicate with me?
  • What are the best ways that I can contact you?
  • Will you be my point of contact or will it be another staff member?
  • Will you send me updates about the status of my plan?
  • What is your rate and how do you charge?
  • Are there any extra fees or charges not included in your rate?

Based on your research you should now be in a great position to make the right choice.

You want an attorney that is smart, experienced, and easy to work with. The good thing is that attorneys who are difficult to work with will develop a reputation as such, quickly. So, do your best to stay away from hiring an estate attorney that has any complaints of poor behavior, performance and communication. You are trusting this person with an important part of your life, so make a wise, thought out decision. There’s nothing wrong with having a follow-up conversation after your initial interview with an attorney to ease out any concerns or questions you may still have. It’s also actually an excellent way to gauge how fast they return phone calls and handle any follow-up communication.

The Law Offices of Kyle A Steller is here to guide you through the often complicated process of putting together a complete Estate Plan. To reach out directly to Kyle please call (845) 489-8712 or contact her here.

Consult with an Elder Law Attorney

Fill our form to schedule a free consultation with an experienced Elder Law Attorney. If you need guidance with wills, trusts, medicaid planning, asset protection or any other service Kyle Steller provides. Kyle serves families and individuals in Ulster County, Dutchess County and throughout the Hudson Valley of New York. Schedule your consultation using the form here, or call Kyle at 845-489-8712