How To Find The Right Estate Planner
Estate planners help you get your estate documents together so your assets go to the right people and places when you pass away.
For something so important, you don’t want to choose just any estate attorney, and that’s why you should keep listening to my tips on how to find one…
First, qualifications matter: Choose an attorney who is board certified in estate planning.
Next, ask for a referral: Word of mouth will always be the jam, so ask someone you know if they know an estate attorney. If this doesn’t help, you can search the National Association of Estate Planners & Councils.
Last, ensure you use an estate attorney who is licensed in your state because they’re likely to draft an estate plan based on the state laws they’re familiar with, and a lawyer based in your state will be familiar with your specific state laws – and let me tell you each state is different.
Don’t let not knowing how to find an estate planner keep you from putting documents and clarity together for your family. An estate plan is a grand gesture your loved ones will thank you for later.
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About the Host
Rianka R. Dorsainvil
Rianka R. Dorsainvil, CFP®️ is the Co-Founder and Co-CEO of 2050 Wealth Partners a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. Rianka also hosts 2050 TrailBlazers, a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation.
As an award winning successful, millennial Certified Financial Planner professional, Rianka offers a unique perspective not only on the current state of the financial service industry, but on how to stay relevant in an ever-changing world.
Rianka serves as a member of CNBC’s Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations such as Investment News’ inaugural 2017 Women to Watch Rising Star and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.