How to Choose the Right Estate Planning Advisor for Your Needs

How to Choose the Right Estate Planning Advisor for Your Needs

What is an Estate Planning Advisor?

An estate planning advisor is a professional who specializes in helping individuals and families create a plan to manage their assets and protect their interests in the event of death or incapacity. Estate planning advisors provide advice on how to manage finances, investments, and taxes, as well as how to create an estate plan that meets the legal requirements of the state where the person lives.

How to Choose an Estate Planning Advisor

Choosing the right estate planning advisor is an important decision, as it is important to find someone who is qualified and experienced in the field. Here are some tips to help you find the right estate planning advisor for your needs:

1. Research Potential Advisors

Start by researching potential advisors in your area. Check their credentials and experience to make sure they are qualified and have a good reputation. You can also ask for recommendations from friends, family, and colleagues.

2. Schedule an Initial Meeting

Once you have narrowed down your list of potential advisors, schedule an initial meeting to get to know them better. During this meeting, ask questions about their experience, qualifications, and services. Make sure to ask about fees and other costs associated with their services.

3. Discuss Your Goals and Objectives

During the meeting, discuss your goals and objectives with the estate planning advisor. Make sure to discuss any specific concerns or questions you may have. The advisor should be able to provide you with a clear understanding of the planning process and how they can help you achieve your goals.

4. Ask for References

Once you have discussed your goals and objectives with the advisor, ask for references. Speak to previous clients to get an idea of the advisor’s level of expertise and customer service.

5. Make Your Decision

Once you have gathered all the information you need, make your decision. Choose an estate planning advisor who is experienced, qualified, and provides the services you need.


Choosing the right estate planning advisor is an important decision. Do your research, ask questions, and get references before making your decision. With the right estate planning advisor, you can ensure that your assets and interests are protected and your estate plan is tailored to your specific needs.