I would wait til fall, after leaf drop. Dig all around your tree, with a spade shovel, as you dig, angle slightly in toward the center of the root ball. Once you've gone completely around your tree, you can then use the shovel to pry it upward out of the ground. The diameter of the circle around your tree should be approximately the same as the diameter of the pot it is going into, maybe slightly wider, then you can trim it down to size. If you wait til after leaf drop your tree will be dormant and you can then remove all the in ground soil and replace with an appropriate potting mix. This will give you a good look at the roots and allow for a better root prune. Good luck.