Protect Your Legacy
Work with advisors who specialize in wealth transfer, trusts, and estate strategies.
Ensure your assets go where you want them to go. Connect with estate planning specialists who navigate complex regulations and help you protect what matters most.
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Connect with verified estate planning advisors who specialize in your needs.
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Featured Estate Planning Advisors
Top-rated estate planning advisors across the country
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$100,000
Experience
22 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Based
Min. Assets
$1,000,000
Experience
9 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Based
Min. Assets
$250,000
Experience
11 years
Response Time
Same day
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
Fee Structure
Fee-Only
Min. Assets
No Minimum
Experience
18 years
Response Time
Within 1 hour
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$100,000
Experience
22 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Based
Min. Assets
$1,000,000
Experience
9 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Choosing a Estate Planning Advisor: What You Need to Know
What to Look For
- Verify fiduciary status and fee structure
- Check relevant certifications (CFP, CFA, etc.)
- Review client testimonials and track record
- Compare multiple advisors before deciding
- Confirm their specialty aligns with your needs
Typical Fee Structures
- Fee-only: Flat fee or hourly rate
- AUM-based: 0.5% - 1.5% of assets managed
- Commission-based: Varies by product
- Fee-based: Combination approach
- Many offer free initial consultations