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How to Choose an Estate Planning Attorney

The best way to choose your estate planning attorney begins with building a list of potential candidates. Factors of proximity, pricing, experience, age, and gender, as well as referrals from other attorneys or advisors, are considered. Once you feel all the potential candidates are listed, revisit each attorney on that list and research their accolades, past and current work experiences, whether they are members of a professional organization, along with their education. Certain achievements and awards cement an attorney’s credibility and reputation among their peers. Professional organization memberships reveal that the attorney cares to be advised of estate planning developments and techniques. These attorneys pay fees to be a part of these organizations. Researching an attorney’s schooling can give you insight on their education because some schools are known to produce better attorneys than others. For example, some schools require a higher GPA to get accepted. Your research should involve confirming their state bar registration status and reading their ratings and reviews. You want to make sure the attorney has authentic positive reviews and high ratings. This shows that the attorney values client relationships and their needs.

You may run into financial decisions when it comes to creating your estate plan. Although pricing is a factor to acknowledge, with an investment as important as estate planning, saving a few dollars now may cost you dearly in the future.

Our attorneys at Tresp Law, APC have the skills, legal knowledge, and experience to successfully execute your estate planning documents. We are dedicated to providing personal, responsive legal services to families and businesses throughout Southern California. Contact us today to meet with one of our exceptional attorneys.