How to Find a Lawyer: Ask Catherine Excerpt
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“The most important thing you want is somebody you can trust.”
~ Carolyn Betts, Esq.
How to Find a Lawyer
Ask Catherine Excerpt
In this 40-minute audio excerpt (above) from the Ask the Solari Team episode published on July 17, 2026, Catherine and Solari general counsel Carolyn Betts comprehensively address the question of how to find a lawyer.
Carolyn emphasizes at the outset that the search for a lawyer depends on the branch of law and the person’s specific legal issues. With that said, some of the tips for identifying a trustworthy lawyer include contacting local bar associations for referrals, using Internet searches to find lawyers with relevant experience and good ratings, checking peer-review ratings, asking other trusted professionals for referrals, and assessing candidates’ experience through court records. An Internet search for what lawyers in your city or state have written about the question or subject matter area of interest may provide a good indicator of the breadth and quality of their practice.
Carolyn also stresses the importance of clearly understanding a lawyer’s fee structure and the terms of the written engagement agreement.
Related at Solari
Ask the Solari Team PDF for July 17 (see pages 5-7)
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In my ongoing search for a reputable team of professionals to include; Estate attorney specializing in real estate asset protection as well as Investment protection. Using Living Trusts, LLC’s , Land Trusts , etc. In short, a team well versed in Asset protection / liability Structuring .
My suggestion is for you to deeply research these topics on your own and talk to people that have gone through deaths and estate management in multiple situations. If you go to an attorney, you will almost always get an incomplete answer because there are things they do not know. State’s vary in how they handle things also. As you are trying to incorporate estate readiness and asset protection, create an asset inventory and study how each type of asset will be handled in the event of a death of a beneficiary or named owner. If your plan does not incorporate the extremely nuanced and highly different approaches between different assets and even similar assets but allocated for different purposes, the approach will leave your heirs or trust/estate manager in a world of hurt.
Similar to assessing banks, I have conducted counterparty risk assessments on law firms in my State. TPISRM is a great approach to assessing the type of risk that will be introduced to you by doing business with a third party. Or even interacting with a third party in any way though no remuneration may occur.
I performed a public information OSINT (open-source intelligence) assessment on over 50 law firms in Wisconsin. One of them passed this test. Why does this matter?
Whatever data you provide to a law firm, the expectation is that it is super top secret and will be protected by adequate data handling practices and technical controls. Yet 49 out of 50 assessed failed a baseline assessment. This is how bad the IT security state is.
I was recently engaged by a $300mm/yr revenue financial services institution that has separate IT. The engagement was for an audit and advisory on how to get ready for AI inclusion in a responsible manner. During a basic initial discussion, I ended up looking at a public-facing system that I did not even have in scope. The executive brought it in scope.
What I found is that their 40+ person IT services provider plus two-person internal IT team and 25 years of the entrenched high engagement relationship that they have with this large IT services team has resulted in this company having a poor security posture.
Two seconds of looking at a configuration, it was obviously inconsistent with security standards globally published and well distributed since 2021. There is no excuse for the lack of security 5 years later. This gap should not exist.
How long would it take me to rectify it? Less than 2 hours. More evidence that the gap should not exist.
This is not a lack of budget issue. This is a lack of competency issue with an overabundance of assumptions of trust. The first auditor they have had look at things in more than a decade is me. It’s great to trust, but where is the verify?
If you do not know how to do an IT security counterparty risk assessment on a law firm before you engage, please get help doing that. It’s not expensive and it’s worth it. The cost for the service should about the same as one hour of an affordable attorney’s time. Remember that the law firm has copies of all kinds of highly sensitive content that can be used to steal your identity or otherwise target you.