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How to Choose an Estate Planning Law Firm

Jun 21, 2024

Estate planning is essential for protecting assets and ensuring they’re left to your chosen people. It can also provide peace of mind that your loved ones are cared for and your affairs are in order. 

An estate planning law firm can help you make the right decisions for your circumstances. An experienced attorney can guide you through your options and what makes the most sense for your needs. 

In this blog post, we’ll explore situations where you may need an attorney and tips for choosing the best one for your unique situation. 

Do You Need an Estate Planning Attorney?

Estate planning is a lot of decision-making. Working with an estate planning law firm can help you make the right choices for your estate and beneficiaries. An attorney can answer your questions and guide you through estate planning at your own pace. 

Whether you should work with an estate planning attorney will depend on your unique life circumstances and goals for your estate. Let’s look at some situations where you may need an attorney:

  • You have children and need to plan for their future if something happens to you before they reach adulthood.
  • You want guidance navigating legal processes and completing necessary documents.
  • You are at risk for incapacity and looking for help advocating for your and your family’s needs. 
  • You qualify for the Pennsylvania inheritance tax and need help understanding state laws and regulations. 

Tips for Choosing an Estate Planning Law Firm

Follow these tips when looking for an estate planning attorney. 

Consider Your Needs

Identifying your specific needs can help you begin your search. Do you want help drafting a will, setting up a trust, or managing estate taxes? Knowing what you’re looking for will help you find a team with the right expertise. 

Research Estate Planning Law Firms

Ask for recommendations from friends or family members. You can also look at online reviews for firms near you or use American Bar Association resources to find qualified attorneys. 

Interview Your Prospects

Interviewing potential attorneys can ensure you find a knowledgeable, trustworthy, and compatible expert who can effectively manage your estate planning needs.

Questions to ask an estate planning law firm:

  • What is your experience in estate planning?
  • Can you share references from previous clients?
  • What is your fee structure?
  • How often do you recommend updating an estate plan?
  • Who in your firm would be handling my case?

Finding the Right Estate Planning Attorney for You

After gathering information and interviewing prospects, compare firms based on their expertise, communication, fees, availability, and comfort level. Pick the attorney who best understands your needs and makes you feel confident your estate planning will be handled competently and professionally. 

Estate Planning Attorneys at Auld Brothers Law

Auld Brothers Law has served the Pittsburgh area for over 100 years. Our estate planning law firm has helped multiple generations of families counsel plans, trusts, and other life stages. 

We can help you make the right decisions for your specific needs. Schedule a free consultation with us today.