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EstatePlanAdviser.com
EstatePlanAdviser.com is a trusted source of ideas and information that has assisted thousands of individuals, families, and businesses. We provide free educational resources and connect users with independent Fee-Only professionals who are part of the 1800ADVISER.COM network.
Our estate plan professionals, comprising attorneys, accountants, and financial advisers, boast extensive experience in wills, trusts, estate administration, and various estate matters. They excel in handling estate administration, ensuring a seamless transition of assets aligned with your wishes and in compliance with both federal and state laws, all while minimizing estate taxes.
Our directory consists of some of the most respected and experienced legal professionals in the industry. Whether you require assistance with estate planning, long-term care planning, guardianship, or issues related to Medicaid and Social Security, they are committed to providing personalized support with compassion.
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A Fee-Only professional in our network charges clients directly, avoiding commissions from financial or legal product sales or referrals. This makes their advice 100% independent and 100% Objective. Depending on your location and the desired level of engagement, rates can start as low as $100 per hour or $1,500 for a flat-fee package. All fees are negotiable and agreed upon in advance.
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At the heart of our commitment to you is privacy. Your information is never sold to third parties. Private free consultations are one-on-one sessions to help you decide if 100% Independent & 100% Objective advice will benefit you.
Estate Plan Services
All legal services performed by independent attorneys licensed in your geographic area.
Create/Revise a
Will or Trust
We have deep experience in crafting and refining wills and trusts, ensuring your wishes are legally documented and providing a solid foundation for the seamless transfer of assets.
Estate Tax
Planning & Optimization
Navigate the complexities of estate taxes with our professionals. We devise strategic plans to optimize your estate, minimizing tax liabilities and maximizing the wealth transferred to your beneficiaries.
Business Succession
Planning
Secure the future of your business with our tailored succession plans. Our specialists guide you through comprehensive strategies, ensuring a smooth transition of ownership while preserving the company's integrity.
Health Care
Directives
Plan for unforeseen circumstances with precision with health care directives and/or power of attorney documents. We help you articulate healthcare preferences through directives, ensuring your decisions align with your values and are legally recognized.
Executorships and
Trust Oversight
Entrust the administration of your estate or trust to our skilled professionals. From executorships to ongoing trust oversight, we ensure compliance with legal obligations and efficient management of your assets.
Charitable Giving
Strategies
Entrust the administration of your estate or trust to our skilled professionals. From executorships to ongoing trust oversight, we ensure compliance with legal obligations and efficient management of your assets.
