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What should you look for in an estate planning attorney?

On Behalf of Law Offices of Linda J. MacKay | Oct 6, 2020 | Estate Planning

You are trying to put together a solid estate plan so that you know that the people you love will be taken care of if you pass away. You also want to know that your wishes will be carried out if you are badly hurt or can no longer speak on your own behalf. 

Your attorney is someone who can help you put together a great estate plan, but finding the right attorney is key. Here are a few different things you should be looking for in an estate planning attorney.

Find an attorney with positive reviews

The first thing to do is to talk to an attorney who has positive reviews. Research any attorney you want to work with, so you know their methods and level of success.

Consider hiring an attorney with tax knowledge

Not all estate planning attorneys have tax knowledge, but if you can find an estate planning attorney who has performed tax work in the past, then that attorney may be able to offer more insight into ways to protect your assets as you age and after you pass away. 

Get a consultation to get to know the attorney

Finally, take the time to go through an initial consultation with an attorney and get to know them. It’s a smart idea to talk to them about what they can do for you and their record of success helping people in similar situations.

These are a few tips for finding a great estate planning attorney. Look for these attributes, and you may be more satisfied with the help you receive. Our office has been helping people make their estate plans for years. Please continue reviewing our website or contact us directly to learn more.

 

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Law Offices of Linda J. MacKay
1361 S. Winchester Blvd.
Suite 210
San Jose, CA 95128

Phone: 408-379-9600

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