5 Tips for Choosing a Good Elder Law Attorney

elder law attorney

Elder law attorneys help seniors and caregivers

Elder law is a specialized legal area that’s focused on seniors and their families. Elder law attorneys often concentrate on things like figuring out how to pay for long-term care, drafting Powers of Attorney, and estate planning.

Having the essential legal documents in place allows you to provide the best care for your senior, both now and toward the end of life. That’s why it’s so important to find an expert lawyer you can trust.




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Find an elder law attorney through a referral

Getting a referral from family or a friend is a great way to find a lawyer. If they have a lawyer they’re happy with and would work with again, that’s a good sign.

It’s best if you can get a referral from someone whose legal needs were similar to yours. But even if you need an elder care lawyer and your cousin worked with an excellent civil attorney, that referral is still useful. Good lawyers know other good lawyers and will probably be able to refer you to a colleague they respect.

Similarly, financial advisors, accountants, and fiduciaries (someone legally appointed to manage money) are professionals who often work with elder law attorneys. If you know and trust one of these professionals, ask them for a referral.

 

5 tips for choosing a good elder law attorney

After getting referrals, you’ll still need to choose an attorney. Don’t make up your mind about hiring a lawyer until you’ve met them, discussed your needs, and checked their credentials.

1. Meet for an initial consultation (possibly free)
If you summarize your needs in advance, many lawyers will be willing to meet for 15 to 30 minutes at no charge. If there is a fee for a consultation, find out how much it will be. An in-person meeting helps you get a feel for how they work and if their style works for you.

If you meet with a few lawyers and present the same situation to each, you can also compare what they’ve said. That helps you confirm whether their advice is legitimate and helps you think of questions to ask about any differences in advice.

 

2. Find out how much experience they’ve had with issues similar to yours
Look for a lawyer with experience handling matters just like yours. Experience comes with years in practice and with how many of those types of situations they’ve dealt with.

If you need help with a Power of Attorney, long-term care planning, or estate planning, ask them to describe their experience with those matters.

 

3. Evaluate their customer service
Working with someone who is professional and responsive is important.

Some questions to ask yourself after speaking with lawyer are:

  • Are they polite and professional?
  • Do they return your calls in a timely manner?
  • Do they take time to explain things to make sure you understand what you’re getting in to?
  • Do they follow through with what they said they’ll do?

 

4. Take plenty of notes
To help you remember what each lawyer said and how you felt about them, take notes during and after each meeting. Later, you can review your notes as you make your final decision.

 

5. Check their credentials
Check the State Bar Association website for your state. Look up the attorney’s name or Bar number to make sure they’re actively licensed to practice law in your state. This will also show if they’ve ever been publicly disciplined.

 

Recommended for you:
How an Elder Law Attorney Can Help Seniors and Caregivers
Caregiving Legal Basics: How to Get Started
Get Expert Advice on 4 Common Caregiver Legal Issues

 

By DailyCaring Editorial Team
Sources: Nolo, Forbes, The State Bar of California
Image: WELLCARE Home Health


3 Comments

  • Reply September 9, 2015

    DoloresB

    It’s a good idea to look through referrals first. It’s nice to work with a lawyer that you know has done good work for someone else. It’s also a good idea to look at several different lawyers before making a decision. That way you can pick someone that works well for your individual situation.

  • Reply August 14, 2015

    Lil M

    I have a senior friend who was ripped off by attorneys managing her trust fund. She is in a long, involved court case. I asked a city prosecutor how to find someone good to handle her case and she replied, “Make sure to find an attorney who knows the local legal system well.”
    Other suggestions?

    • Reply August 14, 2015

      Connie Chow

      Hi Lil, thanks so much for your comment. What happened to your friend is terrible! I’m not a legal expert, but it sounds like the city prosecutor gave you good advice. Perhaps you could ask for a few referrals too? At this point, your friend’s situation involves a court battle so someone who is an excellent lawyer AND knows how to work within the local system seems like they would be most helpful. It’s also very important to make sure that a new lawyer will be reputable and ethical, else the situation could get worse. I wish your friend the best of luck. It’s terrible that there are such greedy, unethical people out there.

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