While you can find information about how to do end of life planning from many sources, including Plan for Passing On, it is informational only, not professional advice. While you can also download most of the relevant documents, your situation may be too complex to go it alone.
The most important considerations of your choice of an attorney is expertise in estate planning and how well you can talk to and work with them.
While most people rely on word of mouth from family or friends or advice from related professionals, there are other ways to seek a reputable lawyer. The internet is probably not one of them.
When seeking a financial planner the most important consideration is what your specific financial needs are, such as estate planning and investment, budgeting and saving, debt management, insurance coverage, filling out tax forms, retirement planning, or end-of-life finances.
The next consideration is their expertise in the areas you need as well as experience with small or large estates or business, or analyzing your current situation to prepare financial reports and/or assessing investments.
Choose an advisor who is a Fiduciary.
Research and interview different advisors and identify their strengths and weaknesses.
Ask about their licenses, tests, and credentials.
Choose an advisor with an investment strategy you are comfortable with.
Choosing an advisor from a reputable firm increases the chance of a stable relationship and access to better tools and information. However:
Make sure you understand how your advisor is paid and if it conflicts with your interests. Advisors may:
Choose a financial advisor you can work well with and will communicate with you on a regular basis and when otherwise needed.
Once you’ve identified a firm or individual to manage your assets ask enough questions to make sure you understand all available services, such as:
Be wary of any advisor who “guarantees” specific returns on your investment
The Financial Planning Association website has ways to search your area for the type of financial planner you need.
After you decide, schedule a meeting with the advisors to discuss any areas related to their specialty.