How to Find the Right Estate Planning Attorney

Estate planning is a critical step in securing your legacy and ensuring your wishes are honored. Whether you’re drafting a will, setting up a trust, or navigating complex tax laws, the right estate planning attorney can make all the difference. But with so many options out there, how do you choose the best one for your needs?

Here’s a practical guide to help you find the perfect fit.

1. Identify Your Specific Needs

Before you start your search, clarify what you need from an estate planning attorney. Are you looking for a simple will, or do you require advanced planning like a revocable living trust, powers of attorney, or healthcare directives? Do you have a high net worth that demands tax planning expertise? Knowing your goals will help you narrow down attorneys with the right experience. The American Bar Association (ABA) offers guides on estate planning basics that can help you define your priorities.

2. Look for Relevant Experience

Not all attorneys are created equal. Estate planning is a specialized field, so prioritize someone with a proven track record in this area. Ask potential candidates how long they’ve practiced estate planning law, how many clients they’ve helped with similar needs, and whether they stay updated on changes in state and federal laws—like those tracked by the IRS for estate tax purposes. 

3. Check Credentials and Reputation

Verify the attorney’s qualifications. Are they licensed to practice in your state? You can confirm this through the Wyoming State Bar Lawyer Directory. Do they have online reviews on trusted platforms? Testimonials or word-of-mouth recommendations from friends or family can also provide insight into their reputation. The state bar can also tell you about any disciplinary actions.

4. Assess Communication and Comfort

Estate planning involves sharing personal details about your finances, family, and final wishes. You’ll want an attorney who listens carefully and explains complex legal concepts in plain language (some attorneys think using legal words you don’t understand makes them seem intelligent—but that’s not very helpful to you!). You want to make sure you are going to feel at ease throughout the process. During an initial consultation—often offered for free—pay attention to how well they communicate and whether they seem genuinely interested in your situation. The National Academy of Elder Law Attorneys (NAELA) emphasizes this trait in its tips for choosing legal help.

5. Consider Fees and Transparency

Legal fees can vary widely, so ask upfront about their cost structure. Some attorneys charge a flat fee for standard documents like wills or trusts, while others bill hourly (think $200-$500/hour) for more complex cases. Make sure you understand what’s included and whether there are additional costs for updates down the road. A good attorney will be transparent about pricing and help you weigh the value of their services.

6. Evaluate Their Approach to Customization

Avoid one-size-fits-all estate plans. Your attorney should tailor their advice to your unique circumstances—whether you’re protecting a family business, providing for a special-needs child, or minimizing estate taxes under IRS guidelines. Ask how they’d approach your specific goals to ensure they’re not just churning out generic documents that may not fit your specific needs. The ABA’s estate planning resources stress the importance of personalized strategies.

7. Trust Your Instincts

Finally, go with your gut. Estate planning is a long-term relationship, as you may need to update your plan over time—especially after life events like marriage or the birth of a child. Choose someone you trust, not just the first name you find.

Where to Start Your Search

Begin by asking for referrals from financial advisors, accountants, or other trusted professionals. Friends and family members can also be a helpful source for referrals. You can also learn a lot about potential candidates through a simple internet search. Once you’ve got a shortlist, schedule consultations to compare your options. 

Finding the right estate planning attorney takes a little effort, but it’s worth it for the peace of mind that comes with knowing your future is in good hands. Take your time, do your homework, and choose someone who aligns with both your practical needs and personal values.