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The Millennial Parent: How do I find an estate planner for my family?

As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future. Finding the right estate planner can be daunting, but with these tips, you can find a professional who fits your family’s needs.

1. Start with referrals

Asking friends and family for referrals is a great way to find an estate planner. If someone you know and trust has had a positive experience with an estate planner, it’s likely they’ll be able to provide valuable insights into what it’s like to work with that planner. You can also ask other professionals you work with, like your accountant or financial advisor, for recommendations.

2. Check credentials

Just like any professional, it’s important to make sure your estate planner is properly licensed and certified. Estate planners can have a range of designations, such as Certified Financial Planner (CFP), Accredited Estate Planner (AEP), or Chartered Financial Consultant (ChFC). Look for someone who has experience in the areas that are important to you, whether that’s retirement planning, tax planning, or asset protection.

3. Look for experience

While credentials are important, experience is also a crucial factor to consider when choosing an estate planner. Find out how long the planner has been practicing and how many clients they’ve worked with. You want to work with someone who has a track record of success and can provide references.

4. Discuss fees

Estate planners can charge fees in a variety of ways, including hourly rates, flat fees, or a percentage of the assets they manage. It’s important to understand how the planner charges for their services and what’s included in their fee structure. Be wary of planners who only charge a percentage of your assets, as this can create a conflict of interest. You want someone who is working in your best interest, not just trying to increase their own fees.

5. Ask about their process

Every estate planner will have their own process for working with clients. Find out what that process looks like and make sure it’s a good fit for you. For example, if you prefer to communicate via email, make sure the planner is comfortable with that. If you want someone who is available outside of regular business hours, find out if the planner is willing to work with your schedule.

6. Consider their approach

Estate planning can be a complex and emotional process. You want to work with someone who takes the time to understand your unique situation and goals. Find out what the planner’s approach is and make sure it aligns with your values. You want someone who is empathetic and understanding, but also able to provide sound financial advice.

7. Trust your gut

At the end of the day, you want to work with someone who makes you feel comfortable and confident. If you don’t feel like you can trust the planner or if something doesn’t feel right, don’t be afraid to walk away. This is an important decision that will have a big impact on your family’s future, so it’s important to take your time and make the right choice.

If you’re looking for an estate planner, consider using Addio's Expert Network. Addio is an estate planning software that makes it simple to create and share an estate plan with your family. The Expert Network is a group of vetted estate planners who can help you create a plan that meets your unique needs. With Addio, you can rest assured that your family’s financial future is in good hands. Don’t wait until it’s too late - start planning today with Addio.

Should you create an online will or use an attorney?

If you're weighing the pros and cons of doing it online versus going through an attorney, let us break it down.
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Jeremy Clarke
Jeremy Clarke

Jeremy Clarke is an entrepreneur, investor, father, and actions-sports enthusiast. As co-founder at Addio, Jeremy focuses on solving complex problems for families with simple, yet elegant solutions. In his free time, you can find him on a race track or enjoying one of his many other hobbies.

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Should you create an online will or use an attorney?

If you're weighing the pros and cons of doing it online versus going through an attorney, let us break it down.

Take the quiz