How to Choose an Estate Planning Attorney

How to Choose an Estate Planning Attorney

Choosing an estate planning attorney is a big decision. After all, you’re entrusting this person with your most important assets and the future of your loved ones. That’s why it’s important to take your time and do your research before making a decision.

Here are a few tips on how to choose an estate planning attorney:

  1. Ask for referrals. Talk to your friends, family, and financial advisor to see if they have any recommendations. Referrals are often the best way to find a qualified and experienced attorney.
  2. Interview multiple attorneys. Once you have a few names, schedule consultations with each attorney. This will give you a chance to learn more about their experience, their approach to estate planning, and their fees.
  3. Make sure the attorney is a good fit for you. When choosing an estate planning attorney, it’s important to find someone you feel comfortable with and who you trust. You should also make sure the attorney is experienced in handling the type of estate planning you need.

Here are a few questions you can ask potential estate planning attorneys:

  • How long have you been practicing estate planning law?
  • What are your areas of expertise?
  • What is your approach to estate planning?
  • Can you provide references from past clients?

Once you’ve interviewed a few attorneys, take some time to think about your decision. Consider each attorney’s experience, approach to estate planning, and fees. Ultimately, the most important thing is to choose an attorney you feel comfortable with and who you trust.

Here are some additional tips for finding an estate planning attorney:

  • Check with your state bar association to see if they have a list of estate planning attorneys.
  • Search online for estate planning attorneys in your area. Be sure to read reviews from past clients before making a decision.

Once you’ve chosen an estate planning attorney, be sure that you communicate your needs and goals clearly. The attorney will be able to create a plan that is tailored to your specific situation and meets your unique needs.

Call Ely J. Rosenzveig & Associates for Estate Planning Services
Call 1.914.816.2900 or email us at: [email protected]

Ariel S. Rosenzveig
Ariel Rosenzveig

Ariel S. Rosenzveig received his Juris Doctor from the Benjamin N. Cardozo School of Law in May, 2011, and has been practicing law with the firm since August, 2011. During his summers while in law school, Ariel interned with the United States Commodity Futures Trading Commission in New York and with the Securities & Futures Commission in Hong Kong, China.

While in law school, Ariel served on the staff of the Cardozo Public Law, Policy & Ethics Journal, volunteered with the Cardozo Advocates for Battered Women, and participated in the National Institute for Trial Advocacy’s Intensive Trial Advocacy Program. Prior to attending law school, Ariel worked as an arbitrage trader for a small proprietary trading firm on Wall Street. Ariel graduated summa cum laude from Yeshiva University in 2006.

Ariel is licensed to practice law in the states of New York and New Jersey, and is a member of the New York State Bar Association (NYSBA), NYSBA’s Elder Law section, and the National Academy of Elder Law Attorneys (NAELA). In June, 2015, Ariel successfully completed a certificate program in mediation through the Program on Negotiation at Harvard Law School.

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