Working with an estate planning lawyer, also known as an estate planner, is one of the only ways to ensure that your primary goals are covered in full in your estate planning process. The support of an experienced and qualified attorney can go a long way in making things easier for you with your entire estate plan. Given that there are a plethora of options to choose from with estate planners, you should always do some research first. If you have friends or family members who have completed their own estate plan, consider asking for a referral. You may also Google a phrase such as, “estate planner near me”, and take a look at the Google reviews and testimonials of lawyers in your area.A qualified estate planner meeting with clients

This will give you a broad overview of the different types of attorneys available to help you. You are not required to work with an estate planning attorney simply because you set up a meeting with one. Often an initial consultation with a lawyer is a good way to see whether or not you are a good fit for estate planning basics.

What to Know About Estate Planners and First Meetings

Some estate planning attorneys may require the payment of a deposit for an initial planning session that could be credited towards the purchase of services. If this applies, it is far better to spend extra time doing your research to verify that you’re selecting the right law firm for your individual needs.

Your local bar association can also provide you with referrals to a knowledgeable estate planning attorney. If you’re looking for help from an estate planner in Massachusetts, contact our offices now to learn more about how we can help you with a simple or complex estate plan.

 


Disclaimer: This blog post is for informational purposes only and does not constitute legal advice. Reading this content does not create an attorney-client relationship. For legal advice specific to your situation, please consult with a qualified attorney.

Tiffany A. O'Connell, JD, LLM, CELA, AEP

About Tiffany A. O'Connell, JD, LLM, CELA, AEP

Tiffany A. O'Connell, JD, LLM, CELA, AEP is the CEO and Founding Partner of O'Connell Law, an estate planning and elder law firm serving clients across Massachusetts, New Hampshire, and Vermont. She is one of a select group of attorneys in Massachusetts certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA). Tiffany focuses her practice on estate planning, trust and probate administration, Medicaid planning, long-term care planning, Alzheimer's planning, charitable planning, and retirement and wealth strategies. She has been helping families plan for their futures since opening her practice in 2010.

Credentials: JD, LLM, CELA (Certified Elder Law Attorney — National Elder Law Foundation), AEP (Accredited Estate Planner)

Licensed in: Massachusetts

Areas of Practice: Estate Planning, Elder Law, Medicaid Planning, Probate & Trust Administration, Alzheimer's Planning, Asset Protection

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