How to Find the Best Estate Planning Attorney Near You

estate planning

Here are a few tips for finding the best estate planning attorney near you:

  • Search online for estate planning attorneys in your area. Look for ones that have good reviews and ratings. You can search on Google Maps or use attorney directory sites like
  • Look for attorneys who specialize in estate planning. Avoid jack-of-all-trades lawyers. You want someone well-versed in wills, trusts, asset protection etc.
  • Make sure the attorney is licensed in your state. You can verify their license on your state bar association website. At JDKatz, P.C. all of our attorneys are licensed in Maryland, and many are also licensed in Washington, DC and Virginia.
  • Schedule initial consultations with a few attorneys to get a sense of their expertise and your rapport with them. Many provide free consultations. Scheduling a consult with JDKatz, P.C. is fast and easy. You can call, click or schedule online with operators available 18 hours a day by phone and 24 hours a day via our online chat function.
  • Ask about their estate planning credentials, such as courses taught, or experience, membership in local estate planning councils, such as the Montgomery County Bar Association Estate & Trust Section, or Greater Washington Estate Planning Counsel. Did you know that our firm founder has been listed amongst the top 2% of Maryland lawyers for the last ten years?
  • Look for attorneys who take a holistic approach to estate planning and understand your unique financial situation and family dynamics.
  • Get fee estimates in writing. Estate planning services can vary widely in cost.
  • Go with an attorney who makes you feel comfortable and explains concepts in a way you understand. This is a very personal area of law.

Searching for the right estate planning attorney is an important decision. If you live near Bethesda, Maryland, JDKatz is an excellent option to consider. Here are some key facts about this estate planning law firm:

  • JDKatz was founded over 23 years ago by attorney Jeffrey D. Katz. He leads a team of three other experienced estate planning attorneys – Cailin, Katelyn, & Jared, who collectively bring over 35 years of experience to the practice.
  • They are located conveniently in downtown Bethesda, just outside of Washington D.C. Their office is directly above the Bethesda Metro station.
    JDKatz, P.C. focuses on all areas of estate planning, including wills, trusts, powers of attorney, health care directives, and asset protection. They do not practice in areas like immigration, personal injury, or criminal defense.
  • The attorneys at JDKatz are members of the Maryland State Bar Association, Montgomery County Bar Association, and sit on various prominent estate planning attorney organizations.
  • They take a customized approach to each client’s situation and create tailored plans to avoid probate and minimize estate taxes.
  • JDKatz provides a free initial consultation to discuss your family’s needs and goals. They also give written fee estimates.
  • Client reviews praise JDKatz for their expertise and compassion. They take the time to explain estate planning concepts thoroughly.
  • Areas of expertise include special needs planning, elder law, and asset protection trusts.

So in summary, JDKatz comes highly recommended if you are looking for an experienced estate planning law firm in either the Montgomery County, or Bethesda, Maryland areas. Their attorneys have the credentials and personalized approach to safeguard your assets.