How to Find a Financial Lawyer

Where You Need a Lawyer:

(This may not be the same place you live)

At No Cost! 
Legally Reviewed
Fact-Checked

 What Does a Financial Lawyer Do?

Actionable Insights and Helpful Tips

Actionable Insights and Helpful Tips

  1. Identify your specific financial legal issues before seeking a lawyer.
  2. Research and find financial lawyers who specialize in your area of need.
  3. Contact multiple lawyers to compare their availability and fit for your case.
  4. Ensure the lawyer has relevant experience and a good reputation in finance law.
  5. Use reputable websites like LegalMatch to find qualified financial attorneys online.

A financial services lawyer is an attorney who helps people with financial legal problems, questions, or issues. A financial services lawyer can help clients with a number of financial matters. Finance law covers many different financial matters. Finance law includes topics like insurance, investments, commercial banking, capital markets, etc.

Finances are important in your life. Things like investing money for retirement or buying real estate fall under finance law. Financial services lawyers may handle cases in a specific area of finance law. As a quick example, they may address issues in real estate, investments, banking, taxes, etc.

A financial services lawyer can help clients with many different tasks. An experienced financial services lawyer will be skilled in one or more of the following areas.

Banking matters

A financial services lawyer helps you with your banking problems. They can help you with your banking documents. They can also help if you have a dispute or disagreement with your bank.

Consumer and business bankruptcy

Consumer and business bankruptcy claims are another focus area. Bankruptcy can also have a big impact on your life. A financial services lawyer will explain your rights and give you advice. If your business is involved in bankruptcy, they can tell you how to best protect your company’s assets during the entire process.

Debts and collections

Debts and collections involve specific collection laws. An experienced lawyer can make sure that debt collectors are following the rules for collecting debt. They’ll also know about the laws under the Fair Debt Collection Practices Act (FDCPA) as well as debt collector harassment laws. A financial services lawyer can speak to collection businesses on your behalf and help with a settlement plan for any debts owed.

Insurance and annuities

Insurance and annuities form another important area. An annuity is a contract used to create a savings or retirement plan. A financial services lawyer can explain the facts of your annuity contract. They’ll make sure you’re aware of how the contract can affect you and your family. A financial services lawyer will also know the law in your state that applies to insurance. They can work with any problems you have with your insurance or your insurance company.

Taxes and tax law

Taxes and tax law can be tough to understand. Depending on your situation, different tax laws will apply. A financial services lawyer can help you file your taxes. They’ll explain which tax laws affect your personal taxes or your business’s taxes. They can give you advice during the entire process of filing your taxes. If you’re audited, they can also help you.

Wills, trusts, and estates

Wills, trusts, and estate planning is an area of law that is always changing and very hard to navigate without an attorney. A financial services lawyer can help you through the estate planning process. They can explain and help you create trusts and wills. A financial services lawyer will make sure all your legal documents are correct, valid, and signed.

Securities

Securities law deals with the sale, purchase and creation of security interests. Common examples include stocks and bonds. Federal laws apply to securities. A financial services lawyer can help you understand this tough area of law.

How Do I Start the Process of Finding a Financial Lawyer?

It can seem stressful to find a skilled financial services lawyer. There are three easy steps you can take to find a lawyer that’s able to manage your financial legal issue. These steps work whether you search online or ask friends for referrals.

Figure out your legal issue or question

You should first figure out what legal problems you need a financial lawyer for. Financial lawyers handle cases in different areas of finance law, such as tax, bankruptcy, securities, or compliance, so try to gather as much information about your issue as possible. If possible, figure out exactly what type of finance law your situation involves – whether it’s tax planning, filing for bankruptcy, or securities regulation. If you can give the facts about your situation, a lawyer can tell you if they work in that area of law and if they can take your case.

For example, some financial services lawyers only take tax law cases – and they might not help you file for bankruptcy. Tax law lawyers can advise on audits, returns, and IRS negotiations. If you need to file for bankruptcy, you would need a lawyer who handles bankruptcy law cases.

Find and research lawyers who handle cases like yours

You should find and then research financial lawyers that can take your case. After you have figured out what legal problems you need help with, you can find lawyers that practice in that type of law and then research them. For example, if you need help with a bankruptcy case, search specifically for bankruptcy lawyers. Use the words “bankruptcy lawyer” in an internet search or look up bankruptcy lawyers in the phone book. You can also check online directories, local bar associations, or professional referrals when you search. Make a list of names and contact information and then do some research on each lawyer.

The internet will be the easiest way to research an attorney. You should look at any past cases, their background, and any available reviews. You can also check state bar websites for disciplinary records or professional memberships. On some websites, you’ll only find a list of names and phone numbers. Other sites will give you a summary of the lawyer’s experience and reviews from other clients. LegalMatch can connect you with the right attorney for your needs in your area.

Contact lawyers you may want to hire

You should contact any lawyers you’re interested in hiring. After researching lawyers that can handle your legal problems, contact them directly. If possible, speak to them so you can decide if they’re a good fit. Many offer free initial consultations. You can ask about their experience, fee structure, and approach to your case. It can be helpful to contact more than one lawyer. You can compare a few and choose who you like best before you hire one. Keep notes on each conversation – it’ll help you compare later.

Provide the lawyer with all information about your issue

You should always give your lawyer the information they’ll need. Make sure you cover each legal issue – you might have a bankruptcy issue and a related tax problem. Check that you have all of the important documents related to the issue. If any are missing, find out how to get another copy. Also include any communications with creditors or previous filings you’ve made and be honest about deadlines or court dates. The more information you give your lawyer at the start, the better able they’ll be to help you. Immediately tell your lawyer about your entire problem, any anxiety you have and what your goal is. Remember that when you give your lawyer important documents, it’ll save you time and money. A lawyer can do the best job when they have all of the information and can start on your issue.

What are Some Factors to Look For When Hiring a Financial Lawyer?

Picking the right financial lawyer for your legal issue is an important choice. The right financial lawyer will give you the best possible outcome.

Experience

The experience of a financial lawyer is important to consider for your case. If you have finance law problems, choose a financial lawyer who handles cases like yours. You should always choose a lawyer who has the knowledge and skills to help you with your personal situation. You should hire an attorney that has some experience dealing with cases that are very similar to yours and communicates clearly.

Availability

Your lawyer’s availability is an important consideration for your case. Find a financial lawyer who has enough time and resources to work on your case. An attorney can have too many cases on their plate. Make sure that your attorney has the time to give your case all of the attention it needs and supports your goals.

Reputation

Evaluate the lawyer’s reputation carefully for yourself. The reputation of a financial lawyer is an important factor to remember. A financial lawyer with a good reputation in finance law will give you the best results.

Personality

Your lawyer’s personality affects your working relationship. Everyone has a very different personality. You should choose a financial lawyer that you like and trust based on your interaction with them. You’ll be contacting and working with the lawyer. Choose a lawyer who you feel comfortable with.

What Can Help Me Find a Financial Lawyer?

The internet is the easiest way for you to find a financial lawyer. You can use a search engine or various sites to find a financial lawyer online. Some sites will help more than others. You should definitely choose a site you can trust to get the best results.

LegalMatch is a great way to find a financial lawyer online. We have a free service that matches clients with attorneys in their area. With us, you can quickly find the financial lawyer who’s best for your case.

Using LegalMatch to find a financial lawyer online is very easy. All you need to do is fill out a contact form. Once you submit it, a financial lawyer in your area will respond. Users can also leave reviews of attorneys. If you want, you can look at attorney profiles and reviews and contact an attorney yourself. The information you provide is seen by multiple qualified lawyers in your area. Our free service helps you find the best financial lawyer for your legal financial problems.

It’s recommended that you hire an experienced financial lawyer in your area. Finance law can be very tough and you’ll need an attorney for your financial matter. An experienced financial lawyer will give you the best advice for your specific issue.

Save Time and Money - Speak With a Lawyer Right Away

  • Buy one 30-minute consultation call or subscribe for unlimited calls
  • Subscription includes access to unlimited consultation calls at a reduced price
  • Receive quick expert feedback or review your DIY legal documents
  • Have peace of mind without a long wait or industry standard retainer
  • Get the right guidance - Schedule a call with a lawyer today!

Law Library Disclaimer

star-badge.png

16 people have successfully posted their cases

Find a Lawyer