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Checklist: Questions to Ask When Selecting an Estate Attorney

An estate attorney provides legal advice and assistance in the planning and administration of estates, helping individuals create wills, trusts, and other documents to manage their assets and distribute them according to their wishes. They also guide clients through the probate process, ensure compliance with estate laws, and help resolve disputes related to inheritance or estate matters.

Asking the following questions can help you assess the qualifications, experience, and compatibility of an estate attorney to ensure they are the right fit for your needs.

  • How long have you been practicing estate law?
  • What percentage of your practice is devoted to estate planning and probate?

  • Are you licensed to practice law in this state?
  • Are you a member of any relevant professional associations or estate planning organizations?

  • Do you specialize in estate planning, probate, or both?
  • Have you handled cases similar to mine before?

  • What is your approach to estate planning and probate?
  • How do you tailor your services to meet the needs of each client?

  • How do you prefer to communicate with clients (email, phone, in-person)?
  • How responsive are you to client inquiries and concerns?

  • What are your fee structures (hourly rates, flat fees, retainer)?
  • Are there any additional costs or expenses I should be aware of?

  • Do you have any conflicts of interest that could affect your ability to represent me?
  • How do you handle conflicts of interest if they arise during the representation?

  • Can you provide references from past clients?
  • Do you have testimonials or reviews available online?

  • How accessible are you for meetings and consultations?
  • Do you have office locations convenient for me?

  • Do you work alone, or do you have a team to assist with my case?
  • Who will be my primary point of contact throughout the process?

  • How often will you update me on the progress of my case?
  • What kind of reporting can I expect regarding the status of my estate planning documents or probate proceedings?

  • What strategies do you recommend for minimizing estate taxes and avoiding probate?
  • How do you approach estate planning to ensure my wishes are accurately reflected in legal documents?

  • What happens to my estate plan or probate case in the event of your retirement or incapacity?
  • Do you have a succession plan in place for your practice?

  • Do you utilize any specific technologies or software for estate planning and probate management?
  • How do you ensure the security and confidentiality of client information?

  • Do I feel comfortable discussing personal and financial matters with you?
  • Do I trust your expertise and judgment in handling my estate planning or probate needs?

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