Choosing an estate
planning attorney

Get a recommendation

If you don't yet have an estate planning attorney, ask your friends, family, or accountant for a trusted recommendation from someone they've used directly.

Questions to ask

• Have you practised estate planning law for at least five years?
• Is at least 75% of your practice devoted to estate planning?
• Are you certified in estate planning where applicable?
• Do you carry professional liability insurance?
• Do you offer a free initial consultation?
• Do you bill on a fee-for-service or hourly basis?

Prepare ahead of time

Answering these questions before your first meeting can save you significant time and money:

• Who will inherit your assets?
• Who will care for your minor children?
• Who manages your finances if you are incapacitated?