How to Find a Living Trust Attorney

A Living Trust Attorney provides legal advice and assistance in establishing a Living Trust, which is an important part of your estate plan. A Living Trust allows you to retain control of your assets during your life, avoid probate, and ensure the distribution of your estate according to your wishes. A Living Trust can also protect your beneficiaries from creditors, and provide for tax planning in the event of a death.

The Best Places to Find a Trust Attorney

A good place to start is Lead Counsel, an independently verified directory of lawyers who specialize in Living Trusts. These attorneys have undergone an extensive verification process to ensure that they are licensed, have ample experience in this area of law, and maintain a good standing with their bar associations.

Verify the Reputation of an Attorney

Before selecting a Living Trust Attorney, check out their reputation online and with local bar associations. Look for someone who has a good rating in the legal community and has a high client satisfaction rate.

Beware of Sales Agents and Offers

When dealing with a salesperson, be sure to verify his or her qualifications. If the person is selling an estate plan product, the salesperson should be a lawyer or estate planner who has been in business for at least several years and who is licensed to practice in the state where you live.

If the person is representing a trust company, demand that the salesperson show you the credentials of the legal staff who will be reviewing your documents and advise you about any potential costs for preparing the documents. Ask to meet the legal staff in person, as this will help you determine if the salesperson is legitimate and will give you a sense of how well they work with customers.

Be wary of offers that are sold over the phone, in a home, or at a seminar immediately following a presentation. These offers may be worthless and not legally binding.

Don’t pay for a Living Trust without consulting with an experienced New York living trust attorney first. Then, you can make an informed decision on whether a trust is right for you.

A living trust is a valuable tool in your estate plan that can save you time, money, and headaches. A trusted Brooklyn living trust lawyer can answer all your questions, including those related to setting up a living trust.

Do Not Be Pressured Into Buying a Trust

Never buy a living trust at a seminar or in the presence of a salesperson, even if they are licensed and reputable. In some cases, these seminars are a means for unscrupulous individuals to gain your personal and financial information so that they can sell you other products, like insurance annuities.

Do Not Sign Anything containing Options or Terminology You Don’t Understand

Be aware that many people are victims of fraudulent and unscrupulous sales agents who misrepresent their services and products. This is especially true of estate planning products such as living trusts and wills.

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Long Beach, CA, 90807
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