Financial advisors for estate planning in Maine

Which financial advisor should I talk to about estate planning in Maine?

For estate planning in Maine, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sara Casale of Cornerstone Financial Planning, LLC, Brie Pio of Birch Point Wealth Management LLC and Chad Kelley of Means Wealth Management.

How many fee-only financial advisors in Maine work on estate planning?

The Wellspent public graph lists 28 fee-only advisors for estate planning in Maine, at 8 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for estate planning in Maine charge?

The most common fee among fee-only advisors for estate planning in Maine is a percentage of assets, used by 100% of the 28 with fees on file. Many use more than one: 39% charge fixed fees and 32% charge a flat fee or retainer.

What credentials should a financial advisor for estate planning have?

For estate planning, look for the CFP. In Maine, 21% of the 28 advisors listed hold the CFP.

Does Maine have an estate tax?

Yes. Maine has its own estate tax, separate from the federal one, and its threshold can be lower.

What should I ask a financial advisor about estate planning in Maine?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. How would you plan for Maine's estate tax as well as the federal one?

How current is this list of fee-only advisors for estate planning in Maine?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.