How to Choose the Right Estate Planning Attorney for Your Family

Jun 03 2025 16:00

Choosing the right estate planning attorney is a key step in protecting your family’s future. Whether you're creating a will, setting up a trust, or planning for long-term care, the attorney you select will guide some of your most important life decisions. So how do you find the right fit? Here’s a guide to help you choose an estate planning attorney who truly understands your goals and values.

Traits to Look for in an Estate Planning Attorney

  1. Experience in Estate Law
    Make sure your attorney focuses specifically on estate planning. The laws surrounding wills, trusts, taxes, and probate can be complex, and a general practitioner may not be up to date on the latest changes.

  2. Clear Communicator
    A good estate planning attorney should be able to explain legal terms in everyday language and make you feel comfortable asking questions. Estate planning isn’t just about documents—it’s about understanding your options.

  3. Personalized Approach
    Look for someone who takes the time to understand your unique family dynamics and financial situation. A one-size-fits-all plan could leave your loved ones unprotected.

  4. Responsive and Reliable
    You want someone who returns calls, answers emails, and keeps you in the loop. Timely communication is especially important when handling sensitive family matters.

Questions to Ask During a Consultation

  • What is your experience specifically with estate planning law?

  • Can you help with both simple wills and complex trusts?

  • How do you typically structure your fees—flat rate or hourly?

  • Will I be working directly with you or someone else in the firm?

  • How often should my estate plan be updated?

  • Can you help my family with probate or trust administration if needed?

Red Flags to Watch Out For

  • Vague or confusing answers to your questions

  • Lack of reviews or referrals from past clients

  • Pushy sales tactics or pressure to buy unnecessary services

  • Outdated knowledge—laws change often, and your attorney should stay current

  • Poor communication or long delays in follow-ups

Trust your instincts. If something feels off, it’s okay to walk away and keep looking.

Connect with The Leffler Law Group

 

At The Leffler Law Group, we understand that estate planning is personal. We take the time to learn about your family, your goals, and what peace of mind looks like for you. Whether you need to create your first will or update an existing plan, we’re here to help—clearly, compassionately, and with your family’s future in mind.

 

Ready to get started? Contact The Leffler Law Group today to schedule your consultation with an experienced estate planning attorney who puts your family first.