Do I Need an Estate Planning Attorney?

Are you asking yourself, “Do I need an estate planning attorney?” The answer to that question is almost always yes. Whether your estate is large or relatively small, working with an attorney helps ensure your plan is structured correctly and functions as intended.

An estate planning attorney does more than draft documents. They help you organize your assets, clarify your wishes, and create a plan tailored to your needs while supporting your long-term goals, such as avoiding probate. Without proper guidance and planning, even smaller estates can face delays, added costs, and unnecessary complications for your family.

By working with an experienced attorney, you can build a plan that protects what matters most and creates a foundation your family can rely on for years to come.

What Does an Estate Planning Attorney Do?

An estate planning attorney helps you create a comprehensive plan that reflects your goals, your assets, and your family’s needs. Rather than relying on a one-size-fits-all approach, a skilled attorney takes the time to understand your situation and build a plan tailored specifically to you.

An experienced estate planning attorney also stays up to date on state laws and legal requirements, helping ensure your plan remains valid and effective over time. This guidance helps reduce the risk of issues later and supports a plan that can adapt as your life changes.

“You insure your house and your car; if you work hard and have an estate you’ve accumulated, this is like insurance on your estate for your loved ones.”

- Mark and Karen
Clients of Evans & Davis

What Do You Receive From an Estate Planning Attorney?

Working with an estate planning attorney allows you to draft and execute a complete and organized plan that truly reflects your goals and protects your family. A proper strategy includes preparing all necessary estate planning documents to ensure your plan functions as intended.

Key documents include wills, trusts, powers of attorney, and health care directives, all tailored to your specific situation. Rather than standalone forms, each document works together with the rest as part of a cohesive strategy.

At the end of the process, you receive a fully prepared set of documents that clearly outlines your plan. At Evans & Davis, this includes a professionally organized binder that keeps everything in one place, making it easy for you and your family to access and rely on when needed.

KATIE MACKENZIE

I really appreciate the way that we put everything together in one binder it’s complete, it’s ready to go, so when I have people call me, and they say that their mom or dad passed away, and ask what do I do, I say look for the binder and it’ll have everything in it that you need.

Senior Attorney

Started with Evans & Davis many years ago. They have helped my husband and with so many things over the years. Keeping our Trust up to date with all the rules/laws changing. Always ready and willing.

Linda F.

We were very pleased with the service we received when doing our will and trust, advanced directives and power of attorney with Evan’s and Davis. Highly recommend them.

Mary C.

We enjoyed working with the attorneys from Evans & Davis in preparing our trust, and with getting assets transferred into the trust. They were professional, friendly, and patient as we went through the process.

Burle S.

What Are the Benefits of Hiring an Estate Planning Attorney?

If you are considering DIY estate planning vs. hiring an attorney, your choice can significantly affect how your plan functions over time. While online tools may seem convenient, working with an estate planning attorney provides clarity, accuracy, and long-term support.

One of the most important benefits is peace of mind. When an experienced attorney creates your plan, you can feel confident that your documents are legally sound, properly structured, and designed to help your family avoid unnecessary complications.

A closer look at each approach shows how the right support can shape your plan.

Feature DIY Estate Planning Attorney
Legal Validity May not meet all the legal requirements Properly prepared, valid, and reliable
Support Limited or no guidance Ongoing professional guidance and support
Outcome May lead to gaps or exposure to probate Structured to help avoid probate
Security Uncertainty about completeness Confidence that your plan is in place

Work With an Estate Planning Attorney You Can Trust

Working with an estate planning attorney provides the guidance and structure needed to build a plan that reflects your goals and protects your family. A thoughtful approach helps ensure your documents are properly drafted and executed, your assets are aligned, and every part of your plan works together as intended.

At Evans & Davis, our attorneys take a relationship-driven approach to estate planning, focused on protecting your family’s legacy while supporting you through every stage of life.

Call 866-708-2335 or contact us online to start creating a plan that supports your future.

Related Topics

Many estates include illiquid assets that are not easily convertible into cash, such as real estate, long-term investments, or a family business. When those assets are transferred, families may face expenses without the necessary liquidity to cover them.

Estate planning fees are generally not tax-deductible, largely due to changes under the Tax Cuts and Jobs Act. However, in limited situations, certain costs may qualify for a deduction, depending on their purpose.

Estate planning is not the same as a will, though the two are closely connected. A will is one part of a broader estate plan, which can include additional tools designed to help manage your assets, protect your family, and guide decisions during your lifetime and after you pass away.