Finding An Estate Planning Attorney

There are many different ways in which you can find a reputable estate planning attorney that you can work with easily and trust fully. Start with someone that you already know, such as your own personal accountant or financial advisor. Your state or local bar association can also be a good source of solid references. If you know an old friend or acquaintance, ask them for help. Or, if you are feeling confident in your judgment, you may decide to try searching online. While it’s a good idea to ask for references before deciding on any particular attorney, sometimes it just seems easier to go with what someone says. Online forums are a good place to start. Have a look at Preston Estate Planning, San Diego for more info on this.

Another important thing to consider is the quality of the attorney. The best attorney will have the resources, skills, and expertise to give you the best outcome. In order to be successful, your attorney needs to be a knowledgeable and thorough planner. You should have your legal needs addressed and your family protected through your lawyer’s help.

Once you’ve found an attorney that you think is the best match for you and your needs, it’s time to get started. The first step is to sit down with your attorney and discuss the options you have. You’ll have to explain to your attorney what you hope to accomplish and how you want to accomplish it. You will be asked questions about your assets, how you want to use those assets, and what you want done with any unclaimed property that may exist. You may even be asked to list any personal liabilities or financial obligations you may have, as well as what you plan to do with any money that you may inherit or create.

Contact Info

Preston Estate Planning
12396 World Trade Dr UNIT 301, San Diego, CA 92128
Phone Number: 619-298-7878