Estate & legacy planning
Estate and legacy planning covers the coordination of wills, trusts, beneficiary designations, lifetime gifting, generation-skipping and dynasty planning, and the implementation work that sits between the attorney's documents and the household balance sheet. Advisors listed here coordinate closely with trusts-and-estates counsel and carry the plan forward through life events.
By the numbers
The Wellspent public graph lists 6,173 fee-only financial advisors focused on estate & legacy planning at 2,325 firms, most in Houston, San Diego and Austin. 44% hold the CFP certification. Of the 6162 with fees on file, 91% charge percentage of assets.
- Advisors listed
- 6,173
- Firms
- 2,325
- Cities
- 1,184
- Hold the CFP
- 44%
- Other credentials: CFA 9% · CPA 2% · EA 1%
- How they charge (of 6162 with fees on file): percentage of assets 91% · fixed fees 54% · hourly 44% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors with depth in estate & legacy planning
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dodd Disler | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Dominic Mirretti | Mirretti Perryman Wealth Strategies | Skokie | Not listed | Percentage of assets, Hourly |
| Dominic Stilwell | Greenhill Financial Partners | Rutland | Not listed | Ongoing planning fee, One-time planning fee |
| Don Morgan | Colmina | Spokane Valley | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Donald Kalil | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Douglas Yoakley | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Drake Dunlap | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Drew Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Dustin Fadenrecht | Veridan Wealth | West Linn | Not listed | Percentage of assets, Hourly |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Eduardo Gandara | Consilium Wealth Advisory | Frisco | Not listed | Percentage of assets, Fixed fees |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Edward Ober | Balancing Life Financial Planning | Orange | Not listed | Ongoing planning fee, One-time planning fee |
| Edward Riley | Colmina | Seattle | Not listed | Percentage of assets, Hourly |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Eli Dollinger | Daniel Dollinger CPA, CFP® | Wilsonville | Not listed | Percentage of assets, Hourly |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elizabeth Flores | Legacy Wealth Advisors | Santa Cruz | Not listed | Percentage of assets, Hourly |
| Elizabeth Kombrink | Willamette Wealth Partners | Eugene | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Elizabeth Meeks | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Morrison | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Elizabeth Mott | Tillman Hartley | Denver | Not listed | Percentage of assets, Fixed fees |
| Ellen Ginsberg | Harbor Asset Planning | Belmont | Not listed | Percentage of assets, Hourly |
| Ellen Seitzler | AssetBuilder | Allen | Not listed | Percentage of assets, Flat fee or retainer |
| Elliott Hollingsworth | Clifford Swan | Pasadena | Not listed | Percentage of assets, Hourly |
| Emilio Gonzalez | RFG Wealth Advisory | Argyle | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Eric LaNier | Higher Impact Financial | Riverside | Not listed | Percentage of assets, Hourly |
| Eric Linger | Sherwood Investments | Redmond | Not listed | Percentage of assets |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Erick Reinoso | Guerra Wealth Advisors | Miami | Not listed | Percentage of assets, Hourly |
| Erik Beck | Beck Bode | Dedham | Not listed | Percentage of assets, Fixed fees |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Erin Erdil | Saxon Financial Group | Houston | Not listed | Percentage of assets, Hourly |
| Erin Kinney | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Ernest Domingue | BCM Advisors | Lafayette | Not listed | Percentage of assets |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ethan Mayo | Fluent Financial | Dallas | Not listed | Percentage of assets, Hourly |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Evan Daniels | Nexus One Financial Advisors | Plano | Not listed | Percentage of assets |
| Evan Harris | Willamette Wealth Partners | Kalispell | Not listed | Percentage of assets |
| Fabian Waldner | Eiger Wealth Management | San Diego | Not listed | Percentage of assets, Fixed fees |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Felicia Fly | Mainsail Financial Group | Bellevue | Not listed | Ongoing planning fee |
Guides
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Estate attorney vs financial planner: who does what in an estate plan
An estate attorney drafts and signs the legal documents: wills, trusts, powers of attorney. A financial planner works out what those documents should do and keeps beneficiaries, accounts and taxes lined up. Most people need the attorney for the documents and a planner for the rest.
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Estate planning in Canada: what you need and what it costs
A Canadian estate plan is a will, two powers of attorney, up-to-date beneficiary designations and a plan for the tax due at death. The documents come from a lawyer or notary; a one-time plan from a fee-only planner costs a median C$1,900.
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Setting up an estate plan: the documents and the order
A basic estate plan is a will, a durable financial power of attorney, a healthcare directive and up-to-date beneficiary forms, plus a revocable trust for many families. Federal estate tax starts at $15 million in 2026, but some states tax estates from $1 million. A one-time plan from a fee-only planner costs a median $2,000.
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After a death in the family: the first 90 days
In the first 90 days, get death certificates, secure the home and accounts, find the will and let the deadlines set the order. Most money decisions can wait. A few can't, including Social Security paid for the month of death and, for estates that need one, an estate tax return due 9 months after the death.
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How to review your beneficiary designations
Beneficiary forms decide who receives your retirement accounts, life insurance and transfer-on-death accounts, whatever your will says. Check every form after a marriage, divorce, birth or death. A divorce doesn't reliably remove an ex from a workplace plan, and a 401(k) generally goes to your spouse unless they sign a witnessed waiver.
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Financial planning for a blended family
In a second marriage, the default rules often leave everything to the new spouse and nothing to children from before. Beneficiary forms, trusts and a written agreement fix that. A one-time plan from a fee-only planner costs a median $2,000.