How to Choose an Estate Planning Attorney in Pennsylvania
Estate planning protects your family’s future and ensures your assets will be distributed according to your wishes. The best way to prevent anything from falling through the cracks is to choose a reputable estate planning attorney to help you draft a will, establish a trust, prepare an advanced healthcare directive, and meet other end-of-life objectives. Here’s how to choose the right attorney to guide you through the estate planning process.
Seek Recommendations from Trusted Sources
Word of mouth is a powerful tool when choosing an estate planning attorney in Pennsylvania. Ask family, friends, or your financial advisor for recommendations. People who’ve had positive experiences with an attorney can provide valuable insights into their expertise and approach.
Don’t stop there—online research is another excellent resource. Read client testimonials for additional understanding of an attorney’s reputation. Look for consistent praise regarding their knowledge, professionalism, and communication skills. While you’re at it, check online directories, like the American Bar Association’s website, to help you identify qualified attorneys.
If possible, ask the attorneys you’re thinking of hiring for references. This allows you to speak directly with past clients for an even clearer picture of what to expect.
Evaluate Credentials and Experience
Estate planning involves complex legal processes, so you’ll want to work with someone who knows the law inside and out. When researching attorneys, verify their qualifications. They should be licensed to practice in Pennsylvania and focus on estate law. They should also specialize in tax strategies, trust administration, and elder law to be the most effective estate attorney possible.
Experience matters, too. An attorney with a strong background in estate planning will be more familiar with common challenges and potential pitfalls. Look for professionals who have years of experience, ideally working with clients whose needs are similar to yours.
Schedule a Consultation
Once you’ve narrowed down your options, schedule initial consultations with a few attorneys. These meetings allow you to discuss your goals, assess their approach, and ensure they’re the right fit for you. Use this opportunity to ask about their experience, fees, and process for handling estate plans.
During the consultation, pay attention to how the attorney listens to your concerns. Do they explain things in a way you understand? Are they patient and responsive to your questions? Estate planning often involves discussing sensitive and personal information, so you want someone you feel comfortable with, who respects your wishes, and who can guide you with confidence and empathy.
Meet with Us Today
At the Law Offices of Robert E. O’Connor, P.C., we understand how important estate planning is for you and your family. Based in Media, PA, and licensed to practice in Pennsylvania and New Jersey, Mr. O’Connor brings over 25 years of experience to every case. Let us handle your estate planning needs with professionalism and care, from drafting a power of attorney to naming guardians for your children. When you’re ready to get started, please schedule your free consultation. We look forward to meeting with you!