Before retirement, you should consider many important things. In the
previous part of this blog series, we discussed power of
attorney. In this part of the blog series, we will discuss if you need an
attorney to file for social security benefits and what to do if you’re denied.
Do I need an attorney in order to file for social
security retirement benefits?
You do not
need an attorney in order to file for social security retirement benefits1, although you may find it helpful. You can
file for social security benefits on your own. However, you may want to contact
your financial planner when you apply for social security benefits. Although
you can file on your own, the guidance of a financial planner2 is often useful.
