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Taking a Financial Inventory

Twelve Months of Financial Milestones

Working with Financial and Legal Advisors

What Kind of Advisor Do I Need?

How Do I Find the Right Financial Advisor?

How Do I Find the Right Legal Advisor?

Get Names

Do Your Homework

Interview Prospective Lawyers

Settling the Estate

Taking Control of Your Financial Future

Glossary of Financial Terms

Resources

WORKING WITH FINANCIAL AND LEGAL ADVISORS
Finding the Right Legal Advisor: Choose Your
Lawyer

Choose your lawyer based on answers to two key questions. First, which lawyer had the most experience providing the legal advice you seek? Second, who did you feel most comfortable talking to? Then consider cost. When evaluating legal fees, remember that a more expensive lawyer who has extensive experience and a good reputation in the issues of most importance to you may do a better job than a less experienced lawyer who charges less.