Estate Planning Services
Estate Planning is about directing how assets pass to heirs and charities. These Financial Advisors provide this as part of financial planning and wealth management; browse verified reviews, compare pricing, and reach out with no referral fees.
29 financial advisors. 92 client reviews. Used by 200,000+ business owners and high net worth individuals.
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- 5T Wealth Management — 1 review
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- Ian Weiner, CFP®, CEPA® — 1 review
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- Thomas-Kopelman — 1 review
- Bone Fide Wealth
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What clients are saying
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew Powers, 0.0 stars, for Steward"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike O'Malley, 0.0 stars, for Thomas-Kopelman"I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
— Yev, 0.0 stars, for 5T Wealth Management
Frequently asked questions
- What is estate planning?
- Estate planning is arranging how your assets will be managed and passed on — through wills, trusts, beneficiaries, and tax strategy — so your wishes are honored and taxes and delays are minimized. Compare vetted advisors by verified client reviews on Sam's List.
- How much does estate planning cost?
- Estate planning costs depend on complexity — a simple plan costs far less than one involving trusts, business interests, or a large estate. Compare professionals and their pricing and reviews on Sam's List, then reach out directly — no referral fees.
- Who needs estate planning?
- Nearly everyone with assets, dependents, or specific wishes benefits from estate planning — not just the wealthy. If you own property, have children, or run a business, a plan protects them. Find vetted advisors on Sam's List and compare verified reviews.