Suggestions for finding an Estate Planning Attorney:

It is not always easy to find an estate planning attorney who you feel will assist you in your estate planning needs. Below are suggestions for finding the right estate planning attorney for you before crisis mode hits.

Talk to family, friends and colleagues:

Asking family, friends and colleagues for recommendations is always a good place to start.   These individuals will be able to provide insight from a personal point of view as they may be facing the same concerns such as who to name as trustees, executors, how they would like their estate distributed and who to name as guardians of their minor children. If they found an Estate Planning Attorney to guide them through this process, they are likely happy to share their experience.  Professionals such as your accountant or banker may also point you in the right direction.

Interview multiple Estate Planning Attorneys:

Just because your family, friends, colleagues or even trusted professional recommends a particular estate planning attorney, it is very important that you interview estate planning attorneys yourself. Just because your family, friends or colleagues have found an estate planning attorney who is the best fit for them, that estate planning attorney may not be the best fit for you. At the end of the day, you have to be comfortable with who you choose to assist you with your estate planning needs.  You should not feel obligated to use the same estate planning attorney if you do not feel you have connected with the estate planning attorney.

You can start this very important process by contacting our office at (650) 463-1550 to schedule your complimentary consultation with one of our highly qualified estate planning attorneys.  We also encourage you to visit our website at www.falkbarrot.com/ where you will find information about our attorneys, staff and office.

Mary S. Falk, Estate Planning Attorney
Latest posts by Mary S. Falk, Estate Planning Attorney (see all)
Scroll to Top