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What Role Do Financial Advisors Play in Estate Planning?

If you’ve already made an appointment to discuss your estate planning options, it’s possible that your estate planning attorney recommended that you have other professionals in your corner, such as a CPA or accountant or even a financial advisor. The truth is, much like estate planning professionals, not everyone thinks the same way about the financial planning process. 

It’s in your best interests to do appropriate due diligence and research to figure out whether the financial advisor you intend to work with is the right fit for you.

One of the easiest places to start in your search for financial advising support is to ask your estate planning attorney directly. If he or she is active in the community, they may already have a relationship with a financial advisor they trust. This can be beneficial to you because since your estate planning professional already has a regular and ongoing relationship with this other party who has the expertise, it will be easy for them to coordinate together as you develop or change your estate and financial plans.

Entrusting your future plans to a team of people who are thoroughly supportive of you and aware of any changes in the laws will be critical for you as you go forward and it can be much easier for you to accomplish your goals knowing that multiple people are looking out for your best interests.

Getting a referral from your current estate planning attorney is often the first stage for identification of a financial advisor and you can continue to do research on your own and ask friends and family members who have had a good experience with other financial advisors if you are not able to come up with someone you are interested in working with.



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