The trust is inherently private, and thus can be completed privately by oneself; however, if legal counsel is wanted for any questions in the trust's execution a Constitutional Attorney is best fit for this type of trust (private irrevocable express ...
Yes, the client who has signed a contract-for-services can be sued if they use another company. Consult an attorney to determine the best course of action and settlement.
The attorney should be in the state one is working in. They need to be familiar with the state's laws (where they have their B.A.R. license) to assist with any oddities or answer questions to help obtain the excess funds faster.