If you need to draft or update your estate plan, you may wonder how to find an estate planning attorney. There are a few ways to do this, including using the internet and asking friends and neighbors. If you are looking for an estate planning attorney, you want one who can work with you and achieve your individual goals.
Family and Friends
If you have family and friends who have recently had their estate plan done, ask them who did theirs. Then, ask if they would recommend that attorney or law firm. You can also reach out to other community members: parents of your children’s friends, teachers, coworkers, and more. You can discuss with friends and family members the process they went through to get their estate plan drafted (or revised) and consider whether that process would work for you.
Community Professionals
If you have a CPA, a financial advisor/planner, or attorney handling another matter for you, ask them who they would recommend. Often, professionals know other professionals and can send you in the right direction. Other professionals will also sometimes know the process the attorneys they recommend use to draft estate plans.
The Internet
Of course, in today’s age, the internet is a great source of information. You can find local estate planning attorneys and research them from the comfort of your home.
Telephone Calls
Once you have a few attorneys that may be able to help, contact their office and ask them questions you have about the process. They should be able to explain how their process works and what you can expect. They may not be able to “quote” you a price over the phone, but they should be able to set a time to discuss your situation in-depth and provide investment amounts at that time.
Find an Estate Planning Attorney
If you are looking for an estate planning attorney in Jacksonville, St. Augustine, Orange Park, or surrounding areas, contact us today. We welcome the opportunity to discuss your goals with you and craft your individualized estate plan.