Legal Advice

Legal Advice

The death of a loved one may mean seeking the help of an attorney to assist with estate settlement. While an attorney isn’t required to prepare an advance directive, having one draft a will or handle other estate-related documents can often be helpful.

If you’re unsure where to begin, the following suggestions may help you find an attorney who is well suited to your needs:

  • Look for specialization. Rather than choosing a general practitioner, seek an attorney with experience in the specific area of law involved in estate matters.
  • Ask for recommendations. Personal referrals can be invaluable. Reach out to friends, family members, coworkers, or neighbors who may have worked with an attorney they trust.
  • Contact your local bar association. Most bar associations maintain a directory of licensed attorneys in your area and can help point you in the right direction.
  • Explore legal aid resources. Legal aid organizations and reputable websites can offer referrals and, in some cases, consultation services.

The Next Step in Getting Legal Help

By now, you should have a short list of four or five local attorneys to consider. The next step is making that first call. Ask to schedule a face-to-face meeting, but keep in mind that some attorneys charge for an initial consultation. It’s helpful to begin by asking, “Do you charge for the initial visit?”


If you decide to meet in person, come prepared with questions—and take time to observe as well. Is the office organized? Does the attorney listen carefully and answer your questions clearly? Pay attention to how you feel during the conversation. Trust your instincts; if something doesn’t feel right, it’s okay to move on to the next attorney on your list.


During your initial meeting, consider asking the following:

  1. Do you specialize in my type of case?
  2. Do you have any special credentials related to this work?
  3. Who will handle my case—the attorney or a paralegal?
  4. Who will be my primary point of contact?
  5. What is the preferred way to communicate with your office?
  6. Will I be billed for phone calls or email correspondence with the attorney or staff?
  7. How will I be kept informed about progress in my case?
  8. How are fees calculated—hourly, contingency, or flat fee? If billed hourly, will I be charged for partial hours?
  9. What additional expenses am I responsible for?
  10. How often can I expect to receive a bill?
  11. Is an advance payment required, and what happens to it if I end the case early?
  12. Will I receive copies of all documents related to my case?



Once you feel confident you’ve found the right attorney at a fee structure that works for you, always request a written agreement. Read it carefully, and be sure to ask questions about anything you don’t fully understand before signing.

Sources:

  1. Liz Davidson, "How to Find a Good Lawyer When You Really Need One"
  2. Consumer Reports, "When You Need to Lawyer Up"
  3. Henry, Alan, "How to Find a Reputable Lawyer"