San Jose Estate Planning Attorneys

While you don’t absolutely need to find an estate planning attorney who’s in San Jose, it can help to find someone local. That said, at the very least, any attorney you use should be licensed in your state. And, keep in mind, all of Trust & Will's documents are state-specific and built by lawyers.

If you don’t know anybody off the top of your head, one way to find an estate planning attorney in San Jose is to go the referral route. Ask friends and family members in your area if they’ve used and trust a good San Jose estate planning attorney they can recommend. You can also use the resources a trusted online service like Trust & Will offers. That way, you’ll know the lawyer you select is vetted, verified and someone you can trust.

While some states don’t require estate planning attorneys to carry malpractice insurance, finding a lawyer in San Jose who does can be a good idea. You don’t want to end up having to pay the consequences of an attorney‘s mistake. Malpractice insurance can protect you and make sure you’re never in that position.

While this isn’t necessarily a deal breaker, there are some organizations, like the National Association of Estate Planning Councils and WealthCounsel, that can give you peace of mind that your attorney is up-to-date with everything new in the world of estate planning in San Jose. The networking and education opportunities these organizations offer San Jose attorneys can really set them apart from their peers.