Choosing the Right Estate Planning Attorney in Texas: 6 Essential Questions | The Ashmore Law Firm

6 Questions to Ask When Choosing an Estate Planning Attorney

Selecting a qualified estate planning attorney is one of the most important decisions you’ll make for your family’s future. Once you’ve chosen an attorney, you’ll be working and communicating with them for years to come — so it’s worth taking the time to find the right fit.

Before your first consultation, have these six questions ready to ensure your attorney provides the service, guidance, and long-term support your family deserves.

1. What happens during the initial meeting, and how much does it cost?

When you call an attorney’s office, pay attention to how you’re treated from the very first interaction. A dedicated estate planning team should answer your questions clearly, make you feel heard, and have a live person available to assist clients — not just an answering machine.

Ask upfront if there’s a consultation fee and what to expect during that first meeting. At The Ashmore Law Firm, your initial meeting is designed to give you a clear understanding of your options and a personalized action plan for your family’s financial and legal future. You should leave that meeting knowing your next steps, with no hidden surprises about costs or fees.

2. Does my fee include future reviews and updates to my plan?

A proper estate plan isn’t something you “set and forget.” Life changes — marriages, children, home purchases, or business ventures — all affect your plan.

Ask whether your attorney offers ongoing maintenance and regular reviews. Your documents should evolve as your life does. At Ashmore Law, we treat your estate plan as a living document, offering programs that ensure your plan stays up to date and continues to protect your loved ones.

3. How long have you been practicing estate planning law?

Experience matters. The longer an attorney has practiced estate planning and probate law, the more likely they are to anticipate challenges and provide tailored solutions.

Our attorneys bring decades of combined experience in estate planning, probate, and elder law — guiding Texas families through every stage of life with clarity and compassion.

4. Are you licensed in the state of Texas?

Always confirm that your attorney is licensed to practice law in Texas. Estate planning laws vary from state to state, and working with an out-of-state attorney can create costly complications.

The Ashmore Law Firm has served Texas families for over 40 years, and our attorneys are licensed and experienced in all aspects of Texas estate planning law.

5. Will you help ensure my assets are properly titled?

A successful estate plan isn’t just about documents — it’s about how your assets are owned. Even the best-drafted plan won’t work if your assets aren’t titled correctly.

Ask whether your attorney helps with asset titling and beneficiary designations. Our team takes the extra step to confirm that your accounts, property, and investments align with your estate plan so your wishes are honored without unnecessary legal complications.

6. How will your office handle my ongoing needs?

Consistent communication is key. Ask how your attorney’s office handles client calls and follow-ups. Will someone be available to answer quick questions? How soon can you expect a call back?

At The Ashmore Law Firm, we believe communication builds confidence. Our estate planning team is committed to being responsive and accessible, ensuring that you always have guidance when you need it most.

Making the Right Choice For Estate Planning in Texas

Don’t be afraid to ask these questions — your estate planning attorney will play a long-term role in protecting your family and legacy. Choose someone you trust, who listens, and who treats your plan as more than paperwork.

At The Ashmore Law Firm, we help Texas families create lasting peace of mind through thoughtful, personalized estate planning.

“Estate planning isn’t just about legal documents—it’s about people, relationships, and peace of mind. Every family we work with has its own story, its own challenges, and its own legacy to protect. My goal is to make sure each client feels seen, understood, and supported throughout the process.

When you take the time to create a thoughtful plan, you’re not only protecting your assets—you’re giving your loved ones the gift of clarity and comfort when they need it most. That’s why we approach every estate plan with care, compassion, and the understanding that behind every document is a family counting on us.”

— Lori Ashmore Peters, Managing Partner

Lori Ashmore Peters lpeters@ashmorelaw.com

20+ year Super Lawyer helping families in Dallas, HP & all DFW with Estate Planning, Probate, & Litigation

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