When it comes to safeguarding your family’s future, working with the right legal professional matters, a search for an estate planning attorney near me will bring up dozens of options—but how do you choose the one that’s right for your needs?
Whether you’re drafting a will, creating a living trust, or planning for long-term care, asking the right questions is key. The answers you receive will reveal whether the attorney is experienced, trustworthy, and aligned with your values.
Here are six smart questions to ask before hiring an estate planning attorney.
1. What Estate Planning Services Do You Provide?
Estate planning involves more than just writing a will. Your attorney should offer a full suite of services to prepare your legacy with confidence. Ask whether they handle:
- Wills and living trusts
- Powers of attorney (financial and medical)
- Advanced healthcare directives
- Guardianship arrangements
- Probate and trust administration
Understanding their scope helps you determine whether their services align with your goals.
2. How Do You Personalize Estate Plans?
A qualified estate planning attorney near me should tailor every plan to the client’s situation. Your life, family, and assets are unique—so your estate plan should reflect that.
Ask how the attorney gets to know you and whether they will:
- Review current financial and property details
- Discuss family dynamics and potential conflicts
- Update documents as laws or life circumstances change
A truly personalized plan is one that evolves with you.
3. What Experience Do You Have With Similar Clients?
Your estate plan may involve special considerations—such as blended families, business ownership, or special needs dependents. Make sure your attorney has handled similar cases before.
Ask about their experience with:
- Texas probate law
- Estate tax minimization
- Family conflict mediation
- Complex asset structuring
An experienced attorney can anticipate and address problems before they arise.
4. Will You Help My Family With Probate or Trust Administration?
Even with solid planning, your family may need help administering your estate later. Some attorneys only prepare documents—they don’t assist with post-death processes.
Make sure the attorney can help your loved ones navigate:
- Filing your will in probate court
- Managing your trust
- Paying debts and distributing assets
- Resolving disputes among beneficiaries
Working with a firm that offers long-term support adds value and peace of mind.
5. How Often Should We Review or Update My Plan?
An estate plan isn’t a one-and-done project. It should be reviewed every few years or after major life events. Ask the attorney:
- How they handle updates or amendments
- Whether they check in with clients over time
- What triggers a necessary review (e.g., marriage, children, relocation)
A proactive approach can prevent legal headaches down the line.
6. What Will It Cost—and What’s Included?
Estate planning should be transparent, not intimidating. Ask about:
- Flat fees vs. hourly billing
- What documents are included in the quoted price
- Whether consultations or follow-ups are extra
A good attorney will explain costs clearly so there are no surprises.
Read our FAQ page for more important information.
Don’t Settle—Work With the Right Estate Planning Attorney Near You
When you search for an estate planning attorney near me, you’re not just looking for someone to fill out paperwork. You’re looking for a partner to guide you through one of life’s most important legal decisions.
Fryer and Hansen provides comprehensive, customized estate planning services to help you protect what matters most. We welcome your questions and work hard to make your experience simple, reassuring, and legally sound.