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The Probate Prep Kit

Step 3 of 3 · Choose

How to Choose a Probate Attorney

The right attorney is knowledgeable, local, clear about cost and easy to reach. Use this scorecard after each consultation.

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Credentials

Licensed and in good standing with the State Bar of CaliforniaYou can look up any attorney on the State Bar website.
Focuses on probate, trusts and estates — not a general practice
Familiar with the local probate court and its procedures

Fit

Explained the process in plain language
Listened to your family's situation and concerns
Gave a realistic timeline instead of promises
You'd feel comfortable calling with questions

Cost clarity

Fee structure explained in writing
Written engagement agreement provided
Out-of-pocket costs estimated up front

Red flags

Guarantees a specific outcome or timeline
Pressures you to sign immediately
Won't put fees in writing
Slow to respond before you've even hired them

Tip: Most people meet with two or three attorneys before deciding. A short consultation is worth it for a process that can take a year or more.

The full Probate Prep Kit

1GatherProbate Documents Checklist 2AskQuestions to Ask a Probate Attorney 3ChooseHow to Choose a Probate Attorney

This information is general and educational, not legal advice. This website is independently owned and is not a law firm.

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