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How to Choose an Estate Planning Attorney Near Me

Apr 19, 2024

Life is full of important choices that can set you up for future success, such as choosing to take the first step to begin estate planning. Only 33% of Americans have established estate plans, and that means the other 67% are leaving important decisions about themselves and their assets in case of disability or death up to others or the state. 

Why are they not creating estate plans? Reports show that they just haven’t made the time to do it. Little do they know that finding an estate planning attorney near you is rather easy. Keep reading to learn how.

What Does an Estate Planning Attorney Do?

When you work with an estate planning attorney near you, they can help create legal documents and strategies to manage your assets, plan for an inheritance, minimize taxes after death, and much more. An attorney takes the time to listen to their client’s needs, address potential concerns, and make suggestions based on their unique circumstances. 

What to Consider Before Hiring an Estate Planning Attorney 

Keep these three things in mind as you begin your search. 

Do Your Research

Before hiring an estate planning attorney near you, research to ensure your candidates have the right experience. Ask for referrals from friends and family, read online reviews from previous clients, and look through attorney biographies to better understand their background and work.

Look for Specializations

Depending on your unique circumstances, you may want to consider working with an attorney with specialized expertise, such as elder law, private wealth management, or business succession planning

Take Advantage of Free Consultations

Many law offices offer free consultations so attorneys and clients can get to know one another and discuss expectations before starting the estate planning process. It’s important to feel comfortable around your attorney so you can openly discuss your family matters and other legal needs. 

Questions to Ask an Estate Planning Attorney

It’s essential to find an attorney who offers the best services for your needs. Asking questions regarding their background, experience, and rates can help you narrow your search and make the right choice. Keep these questions in mind as you meet with potential attorneys. 

  • How long have you been practicing?
  • Is your main focus on estate planning? 
  • How will I receive updates about my estate plan?
  • What’s your preferred method of communication?
  • What are your fees and rates? 

Estate planning can be complex and sometimes emotional, so choose someone who can handle all its elements alongside you.

Looking for Estate Planning Attorneys Near You?

An estate planning attorney near you can help you find peace of mind knowing your wishes will be followed in the event of the unexpected. At Auld Brothers Law, we can help you create, revise, or review your documents for various needs, from a durable financial power-of-attorney to Medicaid planning and everything in between. 

Auld Brothers Law can help you make the best choices for your life circumstances. Our areas of expertise and services include:

  • Estate planning 
  • Probate and estate administration 
  • Life stages 
  • Elder law
  • Real estate
  • Business formation
  • Criminal law

Contact us, or schedule a free consultation