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Estate Planning Attorneys

The American Bar Association (ABA) includes nearly 29,000 attorneys with a specialty in trust and estate planning. Trust and estate planning is an integral part of wealth management. Finding an expert estate planning attorney to address complicated and confusing trust and estate planning issues is a challenging task.

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Here are a few of the criteria that Goldline Research uses when evaluating a dependable Estate Planning Attorney:

  • The number of years of experience
  • The range of services offered by the attorney/practice (e.g. trust and estate, tax, etc.)
  • The number of total staff in the practice
  • The number of attorneys in the practice, if applicable
  • Advanced certifications and/or training held by staff
  • State bar admittance
  • Geographic service area
  • Membership in relevant trade associations (e.g. ABA, ACTEC)
  • Any estate minimums
  • The average estate size
  • Any relationships that the attorney/practice has with other related services (e.g. financial planning, accounting, etc.)
  • The number of active clients
  • The number of total clients
  • An analysis of any client additions in the last 12 months
  • An analysis of any client losses in the last 12 months
  • The quality of client and professional references
  • A review of any outstanding lawsuits, grievances and/or com plaints against the attorney/practice
  • The attorney’s/practice’s key differentiators