Considerations for Choosing an Estate Planning Attorney

August 8, 2025

Finding an attorney to guide you through the estate planning process can feel overwhelming at first. However, having a clear idea of your goals and an organized approach can make the search much more manageable. Below are three steps to help you identify and hire an attorney who’s the right fit for your needs.

1. Identify What You Need and Build a List of Candidates

Begin by clarifying the goals of your estate plan. Knowing if you need a basic will, powers of attorney, or simple trusts will help you focus your search.

For example:

●     If you want to protect eligibility for Medicaid or plan for long-term care, you may need an elder law specialist.

●     If you have overseas assets, look for someone with international estate planning experience.

●     If your assets or beneficiaries span multiple states, confirm that the attorney is licensed in all relevant jurisdictions.

Once you’ve defined your needs, start compiling names. Referrals from friends, family, or trusted professionals—such as accountants, insurance agents, or bankers—are a great place to start. Word of mouth is one of the best approaches. People will tell you quickly if they’ve had a bad experience.

You can also check online resources, such as attorney directories, to learn about qualifications, experience, and areas of focus. Review each candidate’s website and social media presence to get a sense of their professionalism and communication style.

2. Meet and Interview Your Top Prospects

Once you’ve narrowed your list, confirm each attorney’s state bar registration and set up interviews—whether in person or via video call. Some attorneys may offer a free consultation; others may charge for the meeting.

Come prepared with key documents, such as an outline of your estate plan goals, and a list of questions. Consider asking:

●     How long have you been practicing estate planning law?

●     What is your educational and professional background?

●     Who will be my main point of contact?

●     How will you communicate updates, and how often?

●     Do you charge hourly or a flat fee? What’s included?

●     Are there any additional costs I should expect?

The interview is as much about assessing personal rapport as it is about credentials. You’ll want an attorney you feel comfortable sharing sensitive information with—and one who explains things clearly. If your instincts tell you the fit isn’t right, keep looking.

3. Understand the Fee Structure

Cost is a major factor when selecting an attorney. Fees vary widely depending on location, complexity, and the attorney’s level of experience.

Some charge a flat fee. This fee usually ranges from $1,000 to $2,500 for a basic estate plan.

For complex plans that include trusts, the cost can be $5,000 or more. Some people charge by the hour, usually in six-minute blocks. They may also add fees for services like court filings, document copying, or courier costs.

Always ask for a written estimate or engagement letter before committing. This agreement will outline the scope of services, rates, and responsibilities for both you and the attorney.

Keeping Your Plan Current

Hiring an attorney is not a one-time event. Review your estate plan every two to three years, or sooner if you’ve experienced a major life change such as marriage, divorce, the birth of a child, a death in the family, or a significant inheritance. Regular updates ensure that your plan continues to reflect your wishes and current laws.

Sources:

https://www.fidelity.com/viewpoints/wealth-management/finding-an-estate-planning-attorney

Disclosure:

This information is an overview and should not be considered as specific guidance or recommendations for any individual or business.

This material is provided as a courtesy and for educational purposes only.

These are the views of the author, not the named Representative or Advisory Services Network, LLC, and should not be construed as investment advice. Neither the named Representative nor Advisory Services Network, LLC gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your Financial Advisor for further information.