![]() Check their websites for information about firm size, experience, and specializations. When you have a working list of candidates and referrals, look into each attorney's background. Tip: The Fidelity Estate Planner ® * is available for Fidelity customers and provides resources for finding estate planning attorneys, including (in some states) information on Fidelity-vetted attorneys in your area. They may be able to refer you to attorneys they know and trust. "If people have had a bad experience, they're sure to tell you." Also consult with financial professionals with whom you work, such as accountants, insurance agents, and bankers. "Word of mouth is always one of the best approaches," says Christy. ![]() Start by asking trusted friends and family members for referrals. Once you know the kind of attorney you need, you can begin to build a list of potential candidates.
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