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Where can I find a financial advisor to help with estate planning?

The natural place to begin looking for a financial advisor to help with estate planning is online. Google and sites like the U.S. News & World Report Financial Advisor search tool can help you identify local advisors, but the results can quickly get overwhelming.

What does an estate planning financial advisor do?

Estate planning financial advisors can be useful guides for people finding their way through the complex process of planning for the distribution of their assets after death or disability. They can help clarify objectives, select appropriate and draw up legal documents to see clients’ wishes are followed.

How much does an estate planning financial advisor charge?

Estate planning financial advisors typically charge flat fees, and may also receive fees based on the percentage of assets you place under their management. The latter is especially common if they also manage your investment portfolio.

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