How to Find the Right Trust Lawyer Near You: 5 Questions to Ask Before You Hire

Setting up a trust is one of the most effective ways to make sure your wishes are carried out smoothly and privately. But finding the right attorney to help you can feel overwhelming. With so many firms advertising trust and estate planning services, it’s important to choose someone who combines experience, clear communication, and compassion.

Trusts are not just for the wealthy. A well-drafted trust can help anyone who wants to protect their family, avoid probate, or ensure that their assets are managed responsibly. Before hiring a lawyer, take the time to ask thoughtful questions that reveal how they work, what they value, and how they can support your goals.

1. What Experience Do You Have with Trusts and Estate Planning?

When searching for trust lawyers near you, start by asking how much of the attorney’s practice focuses on estate planning and trusts. Lawyers who regularly handle wills, living trusts, and powers of attorney will have the experience needed to create a plan that fits your unique circumstances.

A trust lawyer should also be familiar with Massachusetts laws that affect how your estate is structured. From planning for incapacity to managing long-term care considerations, the right attorney will understand how these documents work together to form a complete plan that protects you now and in the future.

2. How Will You Customize My Trust to Fit My Needs?

No two families are alike, and your estate plan shouldn’t be either. Ask how your lawyer will tailor your trust to your personal situation, whether that means providing for minor children, supporting charitable goals, or protecting assets for a loved one with special needs.

A skilled attorney will take the time to understand your family dynamics, financial picture, and long-term priorities. They’ll explain your options in clear, everyday language so you can make informed choices without confusion or pressure.

3. What Is Your Process for Creating a Trust?

It’s helpful to understand what to expect once you begin working with a trust lawyer. Ask about the steps involved in creating your plan, from the initial consultation to the final signing of your documents.

Key questions to consider:

• How long does the estate planning process usually take?
• What information do you need from me?
• Will we review the documents together before signing?

A transparent process ensures that you stay informed and confident at every stage. A good attorney will guide you carefully through each step, so there are no surprises or misunderstandings along the way.

4. How Do You Structure Your Fees?

Before you commit, make sure you understand the attorney’s fee structure. Some firms charge flat rates for trust and estate planning packages, while others charge by the hour. Ask what’s included in the cost, such as wills, powers of attorney, or health care documents, and what may involve additional fees.

Clear communication about pricing is a sign of professionalism. You should never feel uncertain about what you’re paying for or what services are covered.

5. Will You Help Maintain My Trust Over Time?

A trust isn’t a one-time document; it’s a living part of your estate plan that should be reviewed regularly. Life changes such as new grandchildren, property purchases, or changes in tax laws can affect your plan. Ask whether your attorney offers periodic reviews to ensure your trust continues to reflect your wishes.

It’s wise to review your estate plan every three to five years to ensure it stays up to date. A lawyer who provides ongoing support will help you keep your plan aligned with your evolving goals and legal requirements.

Key Takeaways

• Ask about the attorney’s experience with estate planning and trusts.
• Look for clear communication and a defined process for creating your plan.
• Ensure your plan is customized to your family’s unique needs.
• Discuss fees upfront so there are no surprises.
• Revisit your trust every few years to keep it current and effective.

Find a Trust Attorney Near You 

Planning for your family’s future doesn’t have to be stressful. At Kristine Romano Law, our Northborough-based team guides you through every step of the estate planning process with patience, professionalism, and care. We take the time to explain your options and help you feel confident in your decisions.

Schedule your consultation today with Attorney Kristine Romano to start building a plan that protects your loved ones and your legacy.

References: Forbes: “Hiring an Elder Law Attorney” (October 4, 2021) and The Orange County Register: “If Estate Taxes Won’t Apply, Why Should You Have a Trust?” (August 31, 2025)