Make a quick list of what you think you’ll need help with so you can find the right attorney. Estate planning can cover:

• Wills and trusts

• Powers of attorney (financial and medical)

• Advance healthcare directives

• Tax planning

• Guardianship arrangements

• Probate avoidance strategies
  

• Ask for recommendations: Friends, family, or financial advisors often know good estate planning attorneys.

• Professional directories: Check the American Bar Association or your state bar association’s referral service.

• Local reviews: Yelp or Google reviews can give insight into client experiences.

• Ensure they are licensed in your state.

• Look for attorneys who specialize in estate planning, not just general practice.

• Check for memberships in professional groups like the American College of Trust and Estate Counsel (ACTEC).

Schedule consultations (many offer a free or low-cost first meeting). Ask:

• How long have you been practicing estate planning?

• Do you focus exclusively on this area of law?

• What’s your process for creating an estate plan?

• How do you charge (flat fee, hourly, package)?

• How do you store the original of the will?

• What is your succession plan for clients (e.g. for when the attorney retires)?

• Estate planning is often done on a flat fee basis, but ask for clarity.

• Make sure their communication style feels comfortable—you’ll be sharing sensitive details.

• Remember this is a long-term relationship, not a one-and-done transaction. It is important the lawyer is the right fit for you, someone you will be comfortable reaching out to throughout the years. 

• Choose the attorney who not only has the right expertise but also makes you feel at ease.

• Before signing an agreement, confirm the scope of services, fees, and timeline in writing.