Choosing an estate planning attorney is one of the most important decisions you can make for yourself and your family. The attorney you work with will help you put your wishes into clear legal documents, protect your assets, and reduce stress for loved ones down the road. With so many options, knowing what to look for can help you feel confident in your choice.
Credentials That Matter
Not all attorneys handle estate planning in the same way. When reviewing potential lawyers, you’ll want to look closely at their background:
- Bar admission and standing: Confirm they are licensed and in good standing with the Pennsylvania Bar.
- Professional affiliations: Memberships in local bar associations or estate planning councils show ongoing involvement in the field.
- Educational background: Training in estate planning, taxation, or elder law adds another layer of confidence.
These details show a commitment to providing reliable service, not just offering estate planning as an occasional practice area.
Questions to Ask During Your Consultation
An initial meeting is your opportunity to get a feel for how the attorney works. Consider asking:
- How many estate plans do you prepare each year?
- What is your process for updating documents if circumstances change?
- How do you coordinate with accountants or financial advisors?
- What types of clients do you typically represent?
The answers will help you decide whether their approach matches your needs.
Understanding Fee Structures
Cost is a practical consideration. Estate planning attorneys may bill in different ways:
- Flat fees for drafting wills, trusts, or powers of attorney.
- Hourly rates for more complex planning or litigation.
- Hybrid models, combining fixed and hourly rates depending on the task.
Transparency is key. You should leave the consultation with a clear understanding of what is included in the fee and whether future updates carry additional costs.
Areas of Focus
Estate planning can touch many areas of law. Depending on your situation, you may want someone with experience in:
- Trust creation and administration
- Business succession planning
- Guardianships or special needs planning
- Estate litigation, including will contests
An attorney with a wide range of services can help ensure that your plan covers both today’s needs and tomorrow’s challenges.
The Value of Client Testimonials
Testimonials and reviews offer insight into how an attorney treats clients beyond the paperwork. Look for feedback that highlights responsiveness, clarity, and compassion. A consistent pattern of positive experiences can be a strong signal that the attorney builds trust and delivers on promises.
Red Flags to Watch For
Just as there are signs of a good fit, there are warning signs that should give you pause:
- Vague or evasive answers to your questions.
- Unclear or shifting fee structures.
- Pressure to purchase unnecessary services.
- Limited availability or poor communication.
If something feels off during the consultation, trust your instincts and explore other options.
Local vs. National Firms
While large national firms may advertise estate planning services, a local firm often provides more personalized guidance. Local attorneys are well-versed in Pennsylvania law and procedures, and they are familiar with the courts in Allegheny County and the surrounding areas. They can also provide ongoing support if disputes arise. A national firm may lack that local connection and may treat your plan more like a template than a tailored strategy.
Technology Capabilities
Modern estate planning isn’t limited to pen and paper. Many firms now offer:
- Secure client portals for document sharing.
- Virtual meetings for convenience.
- Digital signing and cloud-based storage of key documents.
Technology can make communication faster and keep your information safe, so it’s worth asking what systems the attorney uses.
Working With Jones, Gregg, Creehan & Gerace
At Jones, Gregg, Creehan & Gerace, we help clients in Pittsburgh and throughout Pennsylvania with every aspect of estate planning and estate litigation. Our attorneys bring decades of combined experience, a personalized approach, and the local knowledge that makes a difference. Whether you are drafting your first will, setting up a trust, or facing a dispute in court, we will guide you through the process with clarity and care.
Making the Right Choice
Finding the right estate planning attorney is about more than credentials. It’s about working with someone who listens, communicates openly, and provides guidance you can trust. By asking the right questions, checking for transparency, and considering both local experience and technology, you’ll be better equipped to choose the attorney who will safeguard your wishes and protect your family’s future.
At Jones, Gregg, Creehan & Gerace, we are committed to helping Pennsylvania families protect what matters most. If you’re ready to put a solid plan in place or need guidance on updating your current documents, contact us today to schedule a consultation.