How to Choose the Right Estate Planning Attorney

Choosing an estate planning lawyer isn’t just about credentials—it’s about trust, clarity, and the confidence that your future is in the right hands. We’re here to simplify that decision.

Why Choosing the Right Estate Planning Attorney Matters

Estate planning can shape how your loved ones are cared for, how your assets are handled, and how your wishes are honored. The right attorney makes sure your plan is not only legally sound, but personally aligned with your values and goals.

Common Mistakes People Make When Choosing an Estate Planning Lawyer

Choosing the wrong attorney can lead to confusion, extra costs, or a plan that doesn’t reflect your wishes. Here are a few missteps to avoid:

Choosing someone based only on a quick Google search

Prioritizing cost over experience

Assuming all estate planning attorneys offer the same services

Not checking if the attorney has worked with similar family situations

Overlooking communication style and responsiveness

Waiting until it’s too late to start planning

Choose wrong, and you could risk everything.

What to Ask During Your First Consultation with  Estate Planning Attorneys

Your first conversation with a potential attorney should leave you feeling informed and confident. Here are a few questions that can help:

How many estate plans have you helped build?

Do you offer flat fees or hourly billing?

What happens if I need to update my plan?

Have you worked with families like mine?

What makes your approach different?

A good attorney won’t just answer your questions—they’ll help you ask the right ones.

Get Matched to the Right Estate Planning Attorney in 3 Simple Steps

1

Take the Quiz

In under 90 seconds give us the information we need to understand your situation.

2

Match and Get a Free Meeting

In under 90 seconds give us the information we need to understand your situation.

3

Get Forever Peace of Mind

In under 90 seconds give us the information we need to understand your situation.

Signs You’ve Found the Right  Estate Planning Attorney

Not sure if you’ve found the right lawyer?
These signs can help you feel confident in your choice.

They listen more than they talk

They take time to explain your options clearly

They’ve worked with clients in similar situations

Their fee structure is clear and fair

You feel respected, heard, and understood

They make the process feel doable, not overwhelming

Planning today brings peace tomorrow.

You Don’t Have to Figure This Out Alone

“Estate planning can feel overwhelming—especially in New York—but you don’t have to navigate it by yourself. We’ll help you find the right attorney who listens, understands, and knows how to protect what matters most.”

Simon Turnbull

Founder of EP Attorneys

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Register for a Free Estate Planning Event Near You

Want to learn more before making a decision? Get notified about our next free in-person or online educational event near you and get clear, expert answers to your estate planning questions—no pressure, just guidance.