How to Find a Trustworthy Estate Planning Attorney in California

📌 Quick Answer: To find a qualified estate planning attorney, look for someone with experience in wills, trusts, and probate law in your state, especially if you live in California. Start with referrals, research their credentials, read reviews, and schedule a consultation to evaluate their communication and fees.

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Choosing the right estate planning attorney is one of the most important steps you can take to protect your family, your assets, and your legacy. A well-crafted estate plan can help you avoid probate, minimize taxes, and ensure that your wishes are honored. But how do you find the right attorney—someone you can trust to guide you through the legal process?

At Moravec, Varga & Mooney, we help clients throughout California create tailored estate plans that reflect their unique goals and family dynamics. Here's what to look for when choosing an estate planning attorney.

👨‍⚖️ 1. Look for Estate Planning as Their Primary Focus

Not all attorneys handle estate planning regularly. Choose someone who:

• Specializes in wills, trusts, and probate

• Understands California-specific estate laws

• Offers guidance on tax minimization, asset protection, and Medi-Cal planning

Ask: “What percentage of your practice is dedicated to estate planning?”

🏠 2. Choose a Local Attorney Familiar With State Law

Estate planning laws vary by state. A California-based attorney is essential if:

• You own property in California

• You're planning for probate or trust administration under California law

• You want to use strategies like Proposition 19 exclusions or Medi-Cal planning

✅ Tip: Avoid using online-only or out-of-state services—they may not comply with California legal standards.

🧾 3. Ask About Their Experience With Complex Planning

Some families have simple needs, but others require:

• Trust-based planning (revocable, irrevocable, special needs, QPRT, etc.)

• Business succession planning

• Blended family planning

• Asset protection and elder law strategies

If you anticipate complex issues, ask if the attorney has handled similar cases.

🗂 4. Request a Consultation to Evaluate Fit

A good estate planning attorney should:

• Offer a consultation (free or flat-fee)

• Listen to your goals and explain options clearly

• Be transparent about fees and timelines

• Provide written engagement terms

You should feel comfortable asking questions and confident in your knowledge.

🧭 5. Use Reliable Sources to Begin Your Search

Start with:

• Referrals from financial advisors, accountants, or trusted friends

• State bar websites, such as the California State Bar Attorney Search

• Legal directories like Avvo, Martindale-Hubbell, and Super Lawyers

• Google Reviews and Better Business Bureau ratings

❓ Questions to Ask During the First Meeting

• What estate planning documents do you typically recommend?

• How do you handle updates or changes to my plan?

• Will you work with my financial advisor or CPA?

• Do you charge flat fees or hourly?

🏁 Final Thoughts

Your estate plan is too important to leave in the hands of just anyone. By selecting a qualified, local estate planning attorney, you gain peace of mind knowing your family will be protected, and your wishes will be carried out exactly as intended.

If you live in California and need an experienced attorney, contact Moravec, Varga & Mooney. We’re here to help you create a clear, customized plan that works now—and for generations to come.