Who do I need to instruct, engage, consult for advice?

Tax Planning and Financial

Its arrived ...the time for thinking anew about passing reins to sons, [ha] mirror wills, tax implications, grand children, inheritance tax implications, transfer of property titles, EPA's, mental capacity, estate management & portfolio management when the Zimmer- frame beckons.

Recent visits to a solicitor to do LR transfer prompted me to re-visit ''The Trust'' created 15 years ago before significant changes in my portfolio, changes in personal circs of heirs & additions to family as well as deaths. This was thought to be adequate in light of the above.
You can guess the solicitor was avidly touting for business to increase billable hours. Natch.

Before surrendering to those itchy clutches & to big invoices, I wondered what colleagues had done to protect; their portfolio assets, their estate, the best interests of their heirs & their grand-children?

I've spoken to friends who consulted a firm of solicitors who had an expert 'panel' that passed these clients round between them. They haven't yet got the relevant docs, or the hefty invoices.
Are there other ways to buy 'estate management future- proofing' advice that folk can recommend?
Thanks in anticipation.