Estate planning need not be stressful. Take a look at the following tips to make it easier on you:
Start with a referral
Your friends and family know you the best. So if you ask them for a referral, they’re likely in the best position to know if someone—an estate planner—is a professional fit for you. If this pans out, you have the added benefit of knowing you’re working with someone your loved ones wholeheartedly trust.
Ask your financial advisor
Chances are, you’ve already got a financial advisor to help you grow your funds and assets in the first place. If you haven’t got one, though, time to start looking for one. Your financial advisor usually sees the big picture so that’s a major plus. And because they likely know a lot of people in the industry, it won’t take much to find a lawyer to help you.
Ask lawyers you’ve worked with
You might have worked with a lawyer or two drawing up contracts. Reach out to those contacts to see if they know someone who can help you, says Investopedia. If you’re looking for an attorney offering estate planning services in Roseville CA, you can call a firm like The Sterling Law Group for more details. Professionals will help you get in touch with the right legal counsel that suits your situation and budget the best.
Do your research
The best way to move forward is to know as much as you can about the lawyer you plan to hire. estate planning services in Roseville CAReputation counts for a lot. An excellent one indicates you’re in good hands while a bad one is a red flag you shouldn’t dismiss out of hand. Your research should also include the costs. By knowing more, you’re in the best possible position to make a decision regarding your estate and trusts.
