She emphasizes that success in estate planning requires both technical expertise and strong interpersonal skills. Attorneys must become thoroughly familiar with the intricacies of estate planning, including the California Probate Code. Preparing for a certified specialist exam in estate planning, probate, and trust administration is advisable, and staying current with evolving laws is essential. Continuous professional education, such as membership in organizations like the American Academy of Estate Planning Attorneys—which requires 36 hours of estate-planning-focused legal education annually—can further enhance expertise.

Equally important, she notes, is the ability to engage with clients empathetically and thoughtfully. An estate planning attorney must serve not only as a legal counselor but also as an adviser, understanding the personal and emotional dimensions of clients’ lives. Effective guidance involves attentive listening and clear communication, ensuring that estate plans are aligned with the client’s true needs and objectives during what are often challenging times.