I ultimately chose estate planning because I have a passion for helping people in a positive light. I had initially considered family law and took a family law case pro bono. However, the emotional impact, particularly dealing with a child at risk of losing custody, led me to reconsider. The hardship of that experience prompted me to explore estate planning, and I found it to be a perfect fit.

For an attorney to be successful in estate planning, there are several things to consider. It’s crucial to become very familiar with the technical aspects of estate planning, including the probate code. Studying for a certified specialist exam in estate planning, probate, and Trust Administration law is advisable. Staying abreast of constantly changing laws is essential. Continuous education, such as memberships in professional organizations, can enhance expertise. For example, being a member of the American Academy of Estate Planning Attorneys requires attorneys to obtain 36 hours of legal education credits per year dedicated to estate planning.

Furthermore, success in estate planning requires an innate ability to deal with people and the life issues that clients face. Being empathetic is crucial, and attorneys should view themselves as both legal counselors and advisers. Listening attentively to clients’ needs is just as important as providing solutions, as clients often go through challenging times, relying on the attorney for guidance. Thus, effective counseling involves not just talking but also listening to ensure the plan aligns with the client’s actual needs.