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 |
|---|---|---|---|---|
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Charlotte Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Christine Book | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christine Clinton-Catlin | Bluestone Wealth Management | Keene | Not listed | Percentage of assets |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Christopher Baxter | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Campisano | Attessa Capital | Tucson | CFA | Percentage of assets |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |
| Christopher Conmy | Alpha Capital Family Office | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| Christopher McIntosh | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Stooksbury | Beacon Hill Wealth Management | Victoria | Not listed | Percentage of assets |
| Christopher Vasquez | Lucien, Stirling & Gray Advisory Group | Austin | Not listed | Percentage of assets, Hourly |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | Not listed | Percentage of assets, Hourly |
| Clarke Holt | Elevate Wealth Advisory | Athens | Not listed | Percentage of assets, Hourly |
| Clinton Carpenter | Eckman Wealth Management | Seattle | Not listed | Percentage of assets, Fixed fees |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Cole Kliphouse | Nicholas Hoffman & Company | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Cole McClarren | Cambridge Financial Group | Tucson | Not listed | Percentage of assets, Fixed fees |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Colin Leighton | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Conner Cloyd | Cloyd Capital | Louisville | Not listed | Percentage of assets |
| Cooper Segars | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Corey Oliver | Camarda Wealth Advisory Group | Fleming Island | Not listed | Percentage of assets, Hourly |
| Cortnie Rodriguez | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Craig Jordan | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Craig Silberg | EverPar Advisors | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Dalion Welch | Duncan Wealth Management | Madison | Not listed | Ongoing planning fee |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Bloemers | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Daniel Johnson | Windfall Advisors | Santa Monica | Not listed | Percentage of assets, Hourly |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Rosales | Rose Capital Advisors | Coral Gables | Not listed | Percentage of assets, Hourly |
Guides
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.