If you want to draft a will, create a trust, or prepare a power of attorney, you will need to work with an attorney. An attorney is the only professional licensed to write legal documents. Look for one who specializes in estate planning or elder law. Complex estates such as those with investments, real estate, and/or business assets may require consultation with family members and financial management, tax, and legal experts.
Finding an Attorney
Another way to locate an attorney is to contact your state’s bar association and request a lawyer referral. Bar associations do not rate attorneys, but they exclude from their lists lawyers who have had excessive complaints about them. You can find members of the American and state bar associations on the American Bar Association’s Lawyer Locator Website, http://www.abanet.org/lawyerlocator/searchlawyer.html.
X. How to Hire and Work with an Attorney