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How to find a probate attorney or trust administration attorney
How to find a probate attorney or trust administration attorney

There are several resources available to help you find a probate or trust administration lawyer.

Updated over 4 months ago

Here are some of the most reliable sources and methods you can use:

1. Local Bar Associations

  • State or County Bar Association: Many state and county bar associations offer lawyer referral services. These services can help you find attorneys who specialize in probate and trust administration.

    • American Bar Association Directory: You can find your local bar association through the American Bar Association (ABA) website's directory of state and local bar associations.

2. Online Legal Directories

  • Avvo: Avvo is an online legal directory where you can search for attorneys by practice area and location. It includes reviews, ratings, and detailed profiles of lawyers.

  • Martindale-Hubbell: This directory provides ratings and reviews of attorneys, as well as detailed profiles and contact information.

  • FindLaw: FindLaw offers a searchable directory of attorneys, including those specializing in probate and trust administration.

  • Justia: Justia provides a comprehensive directory of lawyers, sorted by practice area and location, with client reviews and attorney profiles.

3. Professional Organizations

  • American College of Trust and Estate Counsel (ACTEC): ACTEC is a professional organization of lawyers who specialize in estate planning, probate, and trust law. Their website includes a directory of fellows who are recognized experts in these fields.

  • National Academy of Elder Law Attorneys (NAELA): NAELA members often handle probate and trust administration cases, particularly for older clients. Their directory can help you find qualified attorneys.

4. Personal Recommendations

  • Friends and Family: Ask friends, family members, or colleagues if they have worked with a probate or trust administration lawyer and can provide a recommendation.

  • Financial Advisors and Accountants: Professionals in the financial industry often work closely with estate attorneys and can provide referrals.

5. Court Clerks and Local Probate Courts

  • Probate Court: Contact the clerk’s office at your local probate court. They may have a list of attorneys who frequently handle probate and trust administration cases in your area.

  • Court Websites: Some probate court websites provide resources or links to local attorney referral services.

6. Online Reviews and Testimonials

  • Google Reviews: Search for local probate and trust administration lawyers on Google and read reviews from past clients.

  • Yelp: Yelp can also provide reviews and ratings of attorneys, helping you gauge their reputation and client satisfaction.

7. Legal Aid Societies

  • Legal Aid Services: If the estate is small or if you have limited resources, legal aid organizations may offer free or low-cost legal assistance for probate matters. Contact your local legal aid society to inquire about services.

Steps to Find and Select a Lawyer

  1. Research and Compile a List: Use the resources above to compile a list of potential attorneys who specialize in probate and trust administration.

  2. Check Credentials: Verify the credentials, experience, and specializations of the attorneys on your list. Look for those with positive reviews and high ratings.

  3. Initial Consultation: Schedule initial consultations with a few attorneys to discuss your case, understand their approach, and assess their suitability. Many attorneys offer a free or low-cost initial consultation.

  4. Ask Questions: During the consultation, ask about their experience with similar cases, their fees and billing practices, and their strategy for handling your case.

  5. Evaluate Compatibility: Choose an attorney with whom you feel comfortable and confident, and who communicates clearly and transparently.

By using these resources and following these steps, you can find a qualified probate or trust administration lawyer to assist you in fulfilling your duties as an executor.

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