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How to Choose a Good Qualified Lawyer

Jeff Rose, CFP® | September 07, 2021

When you need legal representation, you want to choose the best lawyer for the job. With so many lawyers advertising on TV, the internet, and on billboards, it’s hard to figure out which one is best qualified to serve you. By asking around, doing some research, preparing questions, and meeting with potential attorneys, you can find the best fit for your needs.

When I first started in the business I was completely green on whom to refer my clients to if they needed estate planning work.   Not having any relationships with any attorneys, I relied on my colleagues for some good referrals.   The attorney that most used was one that came with a hefty price tag, but he was considered “the man” for the job.

The first clients that I referred to this attorney walked away with quite a bad experience.  While the cost was a bit higher compared to other attorneys, the clients would not have had an issue with except that they found several errors in the trust document.  My client was a retired English teacher and she took the time to read the entire trust documents.   And thank goodness she did because the errors that she found could have been costly.

I was fortunate that my clients didn’t blame me for the mishap, but I couldn’t help but feel responsible. At that point I vowed to myself that I wouldn’t refer any clients to anyone that I didn’t have a personal experience with.

Friend and Family Referrals

Traditionally, and still one of the best ways to find a qualified lawyer, is to ask for referrals from friends and family. Your friends and family will be able to give you a testimonial regarding the quality of service they have received from lawyers that they have worked with in the past. This is a starting point for narrowing down the field. Once you have a few names, you can contact those lawyers to see if they are able to handle your particular case or needs. If they can, you may set up an appointment to meet with them and further decide if they are a good match for you. If not, they might be able to refer you to a qualified lawyer who works in the area you need.

Online Searches for Qualified Attorney

The internet can be a very useful tool in narrowing down the pool of potential qualified lawyers. You can begin by searching for lawyers in your area, and by specialty. You can then search for references or negative feed back about the lawyers you select. Once you have chosen a few, as with referrals from family and friend, you can begin setting up appointments with potential lawyers.

Prepare Questions

Once you have set up appointments with a few lawyers, you will need to be prepared with some questions for them to help you select the best fit.

Some questions regarding basic fees could include:
  1. What is the cost of the initial consultation?
  2. What is the basic list of fees?
  3. Will they provide a written list of fees?
  4. How many people will be working on your case/services, and what are their fees?

Some questions to ask about each lawyer might include:

  1. Can you see their resume?
  2. Have they achieved any accomplishments or received awards?
  3. How many years experience do they have?
  4. What is their particular area of expertise?

Remember, it is not necessary to choose a lawyer or sign any contracts at this point. You are really just taking the time to interview several to see if their qualifications match your expectations.

Straight From the Source

Curious to see what an actual attorney would say regarding the situation, I went straight to an attorney that I trust.  Adam Lawler of Adam B. Lawler Law Firm, LLC  is an attorney that I trust so I thought I would pick his brain on what he thought about finding a qualified attorney. Here’s what he had to say:

******

First, get a referral from a friend, colleague, lawyer or local bar association to find a lawyer in your geographical area that practices in the legal area you need.  After you get that referral or recommendation, the best way to choose a qualified lawyer is through asking questions of the prospective lawyer.

It is imperative that you ask the lawyer many questions during the first meeting, including:

  • Have you handled a matter like this before?
  • What are  the anticipated costs including the attorney’s fees?
  • What is the anticipated time frame for completion of the item(s)?

You should expect to have these questions answered in such a way that you can decide how/if to proceed with your particular matter.

One must remember that lawyers give legal advice, they do not make ultimate decisions for you.

******

 Listen to Your Gut

After you’ve interviewed several qualified lawyers, it’s important to listen to your instincts. The questions you asked are very important, but so is your feel for the lawyer. You may be working with this person extensively and need to feel comfortable and confident with them. Think about their responsiveness to you in terms of setting up your initial meeting, the appointment time, their promptness and availability. Take into account their abilities and experience but also their willingness to work hard for you and make you feel like an important client too.

how to choose a lawyer

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About the Author

Jeff Rose, CFP® is a Certified Financial Planner™, founder of Good Financial Cents, and author of the personal finance book Soldier of Finance. Jeff is an Iraqi combat veteran and served 9 years in the Army National Guard. His work is regularly featured in Forbes, Business Insider, Inc.com and Entrepreneur.

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Reader Interactions

Comments

  1. Chris woodruff says

    my ex-wife is dead and I owe back pay in child support. Her parents are now the guardians of my 2 kids and their lawyer is saying he they are gonna file for me to pay back pay in child support. can they do that and do I half to pay them back pay in child support?

    Reply
    • Jeff Rose says

      Hi Chris – It will all depend on what the court says, but it’s very possible, since your children are the ultimate beneficiaries.

      Reply
  2. Health Forum says

    Choosing the right lawyer is critical because you want to make sure that they have your best interest when making a judgement or decision

    Reply
  3. Chuck Rylant says

    This is a really good subject to address because it is VERY hard to find great attorneys. I’ve hired many in my career, roughly ten for various purposes, and then worked with hundreds in my former law enforcement career.

    Of all of those, only a few were outstanding and I refer everyone I can to them. The others were terrible and caused more stress then help. On a few occasions I’ve fired attorneys and done a better job using Nolo products (which is not something I’d recommend).

    Here are some additional suggestions to the already great one provided.

    1. When you find a good one that you can trust, treat them like gold, and refer everyone you can to them. When you form a great relationship where private un-billed cell phone calls on the weekends are welcomed, you’ve succeeded, and don’t be shy about rewarding those few with referrals.

    2. Most important. Do NOT get involved with an attorney that bills by the hour until you’ve established a trusting relationship like what I described above. Most, not all, do everything they can to rack up the billable hours, and little to quickly solve your problem.

    3. Ask this very difficult question. “What motive do you have as an attorney to quickly and efficiently solve my problem?” Most can’t answer that question very well if their billing structure is to maximize billable hours.

    You and the attorney have competing goals. If you’ve hired a lawyer, often you want it to be as quick and painless as possible, whereas their goal is often to make it as long and painful as possible, to increase fees. When you get a good answer to that question, you’ve got a winner.

    Reply

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