Should you create an online will or use an attorney?
Take the Online Will vs. Attorney Quiz!
Back to Blog

How to choose the right estate planning attorney for your family

Estate planning is an important process that ensures your assets are protected and distributed according to your wishes after you pass away. But estate planning can be complex, which is why it's important to have an experienced estate planning attorney on your side. Here are some tips for choosing the right estate planning attorney for your family:

Look for experience and expertise

When choosing an estate planning attorney, it's important to look for someone who has experience and expertise in the field. Estate planning is a specialized area of law, so you want to find an attorney who focuses on this area and has years of experience working on estate plans. An experienced attorney will know the ins and outs of estate planning laws and will be able to provide you with guidance and support throughout the process.

Check their credentials

You want to make sure that the attorney you choose is licensed to practice law in your state and has no disciplinary actions against them. You can easily check an attorney's credentials by contacting your state's bar association or doing a quick online search. Look for an attorney who has a good reputation and a track record of success.

Read reviews and get referrals

One of the best ways to find a great estate planning attorney is by reading reviews from previous clients. You can find reviews online or ask friends and family for referrals. Reviews will give you an idea of what it's like to work with the attorney and whether they provide good service. Getting referrals from people you trust is also a great way to find a reliable attorney.

Consider communication and availability

Estate planning is a complex process, so you want an attorney who is easy to communicate with and is available when you need them. When you first meet with potential attorneys, pay attention to their communication style and whether they take the time to answer your questions and explain the process. Make sure they are responsive and can be reached when you need them.

Look for someone who tailors their approach to your needs

Every family's estate planning needs are different, so you want an attorney who will tailor their approach to your specific needs. Look for an attorney who takes the time to understand your unique situation and provides personalized advice and guidance. An attorney who takes a one-size-fits-all approach may not be the best fit for your family.

Consider their team

Estate planning can be a team effort, so it's important to consider the attorney's team as well. Ask about the team's experience and credentials, and make sure they work well together. You want an attorney who has a strong team supporting them and who can provide you with comprehensive support throughout the estate planning process.

Discuss fees and billing

Lastly, it's important to discuss fees and billing before hiring an estate planning attorney. Find out how the attorney charges for their services and whether they offer flat fees or hourly rates. You'll also want to understand how billing works and what expenses are included in the fees. Make sure you're comfortable with the fees and billing structure before moving forward with an attorney.

Choosing the right estate planning attorney for your family is an important decision. By taking the time to research and interview potential attorneys, you can find the right professional to help you protect your assets and ensure your wishes are carried out after you pass away. We’ve made finding your great match by creating an Expert Network. Schedule your free consultation today and begin your estate planning with ease.

Should you create an online will or use an attorney?

If you're weighing the pros and cons of doing it online versus going through an attorney, let us break it down.
Take the quiz!
Gabe Caldwell
Gabe Caldwell

Gabe Caldwell is an entrepreneur, investor, biohacker and co-founder at Addio. He leads Addio’s partnership efforts and makes sure that families have access to the top experts in Addio’s Expert Network. In his free time, you can find him riding bikes, lifting weights, or playing beach volleyball.

Learn more about the Addio team

Schedule a chat with us.

Every customer gets a complimentary call with one of our Family Guides.

More from Addio

The importance of a personal legacy letter in your estate plan
When you think of estate planning, you may immediately think of wills, trusts, and other legal documents that ensure your assets are distributed according to your wishes after you pass away. While these documents are certainly important, there's another aspect of estate planning that is often overlooked: the personal legacy letter.
Read More
The role of life insurance in estate planning
Estate planning is a critical part of ensuring that your assets are distributed according to your wishes after you pass away. Let's explore the role of life insurance in estate planning and why it's an important consideration for anyone who wants to protect their family's financial future.
Read More
What happens to your digital assets after you pass away? A guide to digital estate planning
In this article, we'll explore what digital estate planning is, why it's important, and what steps you can take to ensure that your digital assets are handled properly after you pass away.
Read More

Should you create an online will or use an attorney?

If you're weighing the pros and cons of doing it online versus going through an attorney, let us break it down.

Take the quiz