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Where can I find a financial advisor to help with estate planning?

The natural place to begin looking for a financial advisor to help with estate planning is online. Google and sites like the U.S. News & World Report Financial Advisor search tool can help you identify local advisors, but the results can quickly get overwhelming.

Who needs an estate plan?

Everyone needs an estate plan — not just the wealthy. And estate planning can actually be fairly simple. Your financial advisor and this helpful information can guide you through the estate planning process. Wells Fargo Advisors is not a legal or tax advisor.

Do you need a financial advisor for your estate plan?

You may want to ensure you leave your son enough money to pay for your granddaughter's education, or to support a charitable cause. A financial advisor's expertise and estate planning tools can help you create an estate plan that will meet all of your goals. Here are some points to consider as you begin your search: What does an estate planner do?

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