YOUR PHILANTHROPY | Charitable Gift Planning
How to Find an Estate Planning Attorney
An Easy 3-Step Approach
1. Collect Names
Here are some common resources to help you identify estate planning attorneys in your area:
No one can help you minimize taxes and protect your assets like a qualified estate planning attorney can.
2. Acquire Information
Once you've compiled a list of possible contenders, research them to determine the following information:
3. Make Your Choice
It's important to choose someone you trust and respect. We recommend that you consult with an attorney who will work well with your unique situation.
Your Next Steps
Getting Started | 4 Steps to Your First Will | Case Study | When and How to Update Your Will | What Your Will Can't Do | How to Find an Estate Planning Attorney | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
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