Estate Planning? 3 Ways to Know If Your Financial Adviser ‘Gets It’

If they understand the value and mechanics of estate planning, they can offer you peace of mind and the support your loved ones will need when you’re gone.

An older couple looks at a tablet held by an estate planning financial adviser.
(Image credit: Getty Images)

Seriously considering your mortality is difficult, but a good financial adviser can be a key partner in helping you with estate planning. Not only can they help you plan your future while you’re still here, but they can also provide critical support to ensure your legacy is smoothly passed to the people and causes you love when you’re gone.

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Allison L. Lee, Esq.
Attorney-at-Law, Director Trusts & Estate Content, FreeWill

Allison L. Lee is the Attorney-at-Law, Director Trusts & Estate Content for FreeWill, a mission-based public benefit corporation that partners with nonprofits to provide a simple, intuitive and efficient online self-help platform to create wills and other estate planning documents free of cost. Through its work democratizing access to these tools, FreeWill has helped raise billions for charity. Prior to joining FreeWill, Allison spent more than a decade in private practice.