I live in NJ where we have something like 1 lawyer for every 10 people... So I had some choices... I understand, not everyone has access to that kind of selection, but you will have some to choose from. You may well have to look outside your immediate area. We never had to step foot in their office, we did everything on the phone, through email, certified mail, and eventually we did have to have a Zoom video meeting to do the signing, and notarizing.
Figure out what is important to you. When I say you, I mean the family, and the person who actually owns everything, assuming they want to involve the family. Whatever the case, the person with the stuff, had damn well better talk to whoever the trustee, and backup are, or if its just a will, then the executor, since they're going to have to administer it. (I get to do this more than once, since I have to do my father, my mother, and then I'm the executor for my aunt and uncle as well, who thankfully did their planning a couple years ago, and are still healthy)
If you can get a recommendation, fine, but look around anyway, and see what the online reviews say. Take those with a grain of salt, but you can still get a feel for things.
I had 2 states to deal with, so I could narrow it by making sure they could handle both states.
After that, around here at least, the initial consultation is free. I did 4. They got back to me with a broad stroke plan. I was able to look up what they were proposing, and see if it made sense, and also if it actually followed our goals.
2 out of 4 didn't come close to achieving what we wanted with their plan. It was like they didn't even bother to listen at all. Obviously they were out.
Another came back with a plan that sounded viable, but then mentioned that the guy in the group with the PA experience had moved on, so they were going to bring in someone else from another firm, and add his cost... No thanks, I doubt that guy had left in the 24 hours involved...
Fortunately, the 4th checked all the boxes. I hit them with a pile of additional questions, which they had no issues answering, before having me commit (it took me 4 more weeks to commit). The process after that was fine. (not their fault my father made some 11th hour changes that will make some things difficult. They did also let me know those changes had been put in rather than letting them be a surprise, buried in 200 pages of paperwork)
If I hadn't been comfortable with any of the 4, then I'd hit the next 4 on the initial list. To simply give up before you start is doing a real disservice to everyone involved. If you're not comfortable doing that kind of research, and you don't want to involve your family, who might be, then find what resources are available though your town, county or state, to help you understand your options.
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Today's Featured Article - New Life for an Old Allis - by Tyler Woods. My friend Jon, has an old '39 Allis Chalmers B. He thought it a marginal tractor that had long since served its time. She smoked terribly and never had much power but he couldn't afford another so he was limping along with what he had. Jon's Allis has a small front loader and though it doesn't carry much, it serves his needs. It was the hard starting and low power that made him think it was time to replace the old girl. Jon called me to help him discover why his tractor wouldn't start
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