Let’s face it—thinking about the future, especially the kind that involves wills, trusts, and “what happens when I’m gone,” isn’t exactly fun. But planning ahead can be one of the most thoughtful and empowering things you do for yourself and your loved ones. Whether you have a growing family, a thriving business, or just want to make sure your wishes are honored, it’s worth asking: Do I need an estate planning attorney?
Let’s break it all down so you can make an informed decision for yourself and your loved ones.
What Is Estate Planning?
Estate planning is the process of making legal arrangements for what happens to your assets—and your responsibilities—if you become incapacitated or pass away. But it’s not just about money. It’s about ensuring your loved ones are cared for, your healthcare wishes are respected, and your legacy is protected.
Learn More: Estate Planning Basics: What Every New Yorker Should Know
What Documents Does a Good Estate Plan Include?
A solid estate plan isn’t just a will you scribble down on a napkin (seriously—don’t do that). Here’s what a well-rounded plan typically includes:
- Last Will and Testament – Who gets what, when, and how.
- Trusts – A way to manage assets during your lifetime and beyond, often with tax advantages.
- Durable Power of Attorney – Allows someone to handle your financial affairs if you’re unable to.
- Healthcare Proxy or Medical Power of Attorney – Lets someone make medical decisions on your behalf.
- Living Will – Details your preferences for end-of-life care.
- Guardianship Designations – Crucial if you have minor children.
Unfortunately, the most recent Wills and Estate Planning Study completed by Caring.com revealed that just 24% of Americans currently have a will. In addition, over 50% of those surveyed didn’t have any estate planning documents at all. When you work with an experienced estate planning attorney, they can help you not only create a plan but also make sure all of your documents work together to reflect your wishes and protect your interests.
What Does an Estate Planning Attorney Do?
This is a great question! An estate planning lawyer does a lot more than draft documents. They take time to understand your unique circumstances—your family dynamics, assets, goals, and values—and then tailor a strategy that works for you.
They can help you:
- Minimize taxes
- Avoid probate
- Plan for long-term care
- Protect your beneficiaries (especially minors or those with special needs)
- Update your plan as your life changes
Working with a professional means fewer risks, fewer surprises, and way less stress for your family down the road.
Do I Even Need an Estate Planning Lawyer?
If your situation is very simple—no kids, no property, no big assets—you might be able to get by without an attorney. But let’s be real: most of us don’t have cookie-cutter lives that could easily fit into DIY estate planning forms. Even a small mistake in your estate documents could cost your family time, money, and heartache.
Here are a few signs you need to work with an experienced estate planning attorney:
- You own a home or business
- You have children (especially if they’re minors)
- You’ve recently married, divorced, or lost a loved one
- You want to avoid probate
- You care about how your assets are managed or distributed
Learn More: Estate Planning for Business Owners: Ensuring Continuity and Succession
How to Find the Best Estate Planning Attorney
Searching for the “best estate planning attorney near me” can turn up a long list, especially if you live in or near a city. Here’s how you can narrow down your choices:
- Ask for referrals: Talk to friends, colleagues, or financial advisors who have used an estate planning attorney and had a good experience.
- Check online reviews: Look for consistently positive feedback.
- Research credentials: Look for attorneys who specialize in estate planning.
- Look for local experience: Laws vary by state, so you want someone who understands the regulations where you live.
How to Choose an Estate Planning Attorney
Now that you know where to look for the best attorney, let’s talk about how to select the one who will meet your specific needs. When you’re meeting with a potential estate planning lawyer, you want someone who:
- Listens to your concerns
- Offers clear explanations (in non-legal jargon that you can actually understand!)
- Understands state-specific laws
- Has experience with cases like yours
- Offers transparent pricing
A good attorney isn’t just filling out forms—they’re a trusted advisor who helps you make informed decisions.
Questions to Ask an Estate Planning Attorney
If you’re not sure where to start, here are a few helpful questions that can aid you in getting to know your potential attorney better:
- How long have you practiced estate planning law?
- Have you handled cases like mine before?
- Will you help me review and update my estate plan in the future?
- How do you charge for your services—flat fee or hourly?
- What’s your process for creating an estate plan?
Asking these questions can show you what to expect during the process, as well as help you find the best lawyer for your situation.
Looking for a Trusted Estate Planning Attorney in New York or New Jersey?
Laird Law has you covered. With offices in New York City and New Jersey, our experienced estate planning attorney can guide you every step of the way—whether you’re starting from scratch or updating an existing plan.
We believe estate planning should give you peace of mind, not headaches. That’s why we make the process straightforward, supportive, and tailored to your needs.
If you’re ready to plan for tomorrow, today, contact us to schedule a consultation and find out how we can help you build a better future—on your terms.
