The Benefits of Getting References On Your Estate Planning Attorney

October 22, 2015

 

It goes without saying that knowing one estate planning attorney does not mean you know them all. Finding the right mix of experience, expertise, and compassion is important for anyone looking to put together a plan for the future.shutterstock_241365595

In an initial consultation, it’s a good idea to ask for testimonials. Your attorney might have them directly posted on a public forum like Avvo or a business Facebook page, but you can do your own due diligence by asking for contact information of satisfied clients, too. Hiring someone to put together these materials for you or your family is an important task and one that should be undertaken with care. Make sure you consult with others who have engaged an attorney’s services so that you understand how your own needs will be handled.

In the best case scenario, this can highlight just how much value you get from working with the right attorney. In the worst case scenario, it gives you a heads up before engaging in a business relationship that is not the right fit for you.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Succession Planning Checklist for Business Owners and Families

Discover a practical succession planning checklist designed to help business owners and families prepare for leadership transitions, preserve legacy goals, and support long-term continuity. For many business owners and families, succession planning is one of the most important — and often most delayed — aspects of long-term planning. ...

<p>The post Succession Planning Checklist for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning

Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...

<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Hidden Cost of a Disjointed Financial Portfolio

Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...

<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>