Choosing the right estate planning attorney means finding someone you trust to protect your assets, support your family’s goals, and provide guidance through important life changes. The process involves researching credentials, reviewing client feedback, and ensuring the attorney’s focus aligns with your needs. From assessing qualifications to building long-term rapport, these steps will help you find a professional relationship that supports your future planning.
Do Your Research Before Deciding
A personal referral is often a helpful starting point, but it shouldn’t be the only factor in your decision. Take time to compare different law firms and attorneys online.
- Review attorney websites to learn about their practice areas and approach to client service.
- Look for transparency about experience, staff size, and services offered.
- Search for independent reviews on Google, Avvo, or Martindale-Hubbell to see what former clients have said about communication, responsiveness, and overall satisfaction.
Online testimonials can reveal how a lawyer treats clients, not just how they draft documents. A consistent record of professionalism and care signals that you’ll be treated with respect and attention.
Review Credentials and Certifications
Estate planning involves complex legal and tax considerations. Before making your decision, review the attorney’s professional background:
- Confirm membership in organizations such as the Massachusetts Bar Association or the National Academy of Elder Law Attorneys (NAELA).
- Check for advanced certifications or designations related to estate planning or elder law.
- Review whether the attorney has been recognized for community involvement or professional leadership.
These details help you confirm that the attorney has demonstrated skill and commitment to continuing education—qualities that ensure your plan reflects current Massachusetts law.
Meet with Multiple Attorneys
Scheduling consultations with at least two or three estate planning attorneys gives you a valuable perspective. Each conversation helps you understand how the lawyer communicates, how fees are structured, and how much personal attention you can expect.
Prepare questions in advance, such as:
- How long have you been practicing estate planning law?
- What types of estate plans do you most often prepare?
- How do you keep clients updated about changes in the law or their plans?
- Do you charge hourly or flat fees?
Meeting more than one attorney allows you to compare working styles and confirm who feels like the right long-term partner for your planning needs.
Choose an Attorney Who Focuses on Estate Planning
Not every lawyer who drafts wills focuses on estate planning as a core practice. A dedicated estate planning attorney can help you with complex matters like trust creation, asset protection, probate avoidance, and tax-efficient transfers. They can also advise on:
- Planning for blended families or second marriages
- Protecting a loved one with special needs
- Establishing healthcare and financial powers of attorney
- Preparing for incapacity or long-term care costs
This deeper knowledge ensures your plan accounts for both immediate needs and future contingencies.
Seek an Attorney with Strong Community Ties
An attorney’s local engagement can reflect their reliability and investment in the community. Look for professionals who are active in Southeastern Massachusetts and Cape Cod organizations or who volunteer their time and resources. Involvement in civic and charitable efforts often translates to stronger professional networks and a sincere commitment to helping local families thrive.
Build a Relationship That Lasts
Your relationship with your estate planning attorney shouldn’t end after your documents are signed. Laws and family circumstances change, and periodic updates are necessary to keep your plan aligned with your goals. Choose someone who encourages ongoing communication and who welcomes periodic reviews of your will, trusts, and other legal instruments.
Why Choose Surprenant, Beneski & Nunes
Working with the right law firm can make estate planning a more personal and confident experience. At Surprenant, Beneski & Nunes, P.C., we take the time to understand your goals, your family, and your values before recommending a plan. With decades of focused experience in Massachusetts estate planning and elder law, our attorneys provide practical strategies designed to protect what matters most.
Our team includes Certified Elder Law Attorneys (CELA) and active National Academy of Elder Law Attorneys (NAELA) members, reflecting our dedication to advanced training and ethical excellence. Backed by independent client reviews praising our clarity, responsiveness, and compassion, we’re proud to serve as a trusted resource for families throughout Southeastern Massachusetts and Cape Cod.
Plan with Confidence
Estate planning is personal, and finding the right attorney can make all the difference in protecting your legacy. At Surprenant, Beneski & Nunes, P.C., we guide clients with thoughtful planning and personalized service.
Contact us today to schedule a consultation and see how we can help you plan with clarity and confidence.
