Ask people in your circle for referrals. You know more people than just your neighbor, right?If you moved to a new location for retirement, how did you find a new attorney for estate planning purposes?
I get that you can ask neighbors and the person at a local bank, but are there other more concrete ways to find a competent person?
I may be a bit apprehensive, but that's because I just helped my sister settle our mother's estate and her attorney made huge blunders - discovered
as we went along....malpractice level blunders as it turns out - and he is considered the best in mom's town - ugh.
Church community, Google, your financial fiduciary (Vanguard, Fidelity, etc), on and on.
Prepare to spend several hours on the phone with a minimum of six candidates before you find “the one”. It’s not like buying a cup of coffee from Starbucks, you have to put time and effort into it.
Statistics: Posted by chassis — Mon Jul 15, 2024 6:18 am