Financial advisors for estate planning in Washington

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

For estate planning in Washington, 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 Troy Sapp of Commencement Financial Planning, LLC, Austin Boyce of SoundView Advisors and Daniel Frankel of WealthCollab.

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

The Wellspent public graph lists 190 fee-only advisors for estate planning in Washington, at 89 firms. We counted every advisor record that lists this work, as of November 2026.

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

The most common fee among fee-only advisors for estate planning in Washington is a percentage of assets, used by 87% of the 190 with fees on file. Many use more than one: 35% charge by the hour and 30% charge fixed fees.

How much do fee-only financial advisors charge in Washington?

Fee-only financial advisors in Washington charge a median of $4,500 a year for ongoing planning. We found this across the published prices of 25 Washington firms.

How much does a one-time financial plan cost in Washington?

A one-time financial plan from a fee-only firm in Washington has a median price of $3,000. We found this across the published prices of 27 Washington firms.

See every fee-only advisor fee in Washington

What credentials should a financial advisor for estate planning have?

For estate planning, look for the CFP and CPA. In Washington, 39% of the 190 advisors listed hold the CFP.

Does Washington have an estate tax?

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

Is Washington a community property state?

Yes. Washington is a community property state, which shapes how married couples title assets and what happens to cost basis at death.

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

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 Washington's estate tax as well as the federal one?
6. How would community property rules change how we title our assets?

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

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.