Key Professionals for Your Estate Planning Team


Key Professionals for Your Estate Planning Team


Your estate and everything in it is yours to make decisions about. While you are still well enough to do so, you can choose what you want to do with your assets in life and in death.

Advance care planning and estate planning can seem intimidating, especially if you don’t have any experience with legal, financial, or medical planning. Fortunately, there are experts who can help you make important choices about the future. Their job is to offer you information and services that organize and carry out your wishes and make it possible to protect your assets and care wishes as you grow older. 

Whether you’re planning for yourself or alongside a loved one, here are some key professionals to include in your estate planning team:

  • Financial planners: As early as possible in your work life, it’s great to work with a financial planner who can help you best understand how income, taxes, investments, and savings all work together. A financial planner knows the current laws, what products produce the best results, and how to invest and save your money for whatever long-term plans you have. 

  • Insurance agents: Like financial planners, insurance agents can help you save and protect your assets for the future. From insuring your car, home, and personal property to helping with life insurance and other forms of insurance that generate death benefits, or other income, an agent can help increase your income after you retire or in the event of a catastrophic life event. 

  • Primary care physicians: Outside of being the go-to for your health care, your primary care physician can help you create and carry out your advance directive and do not resuscitate (DNR) notifications. Having someone to talk to with a wide-range of medical knowledge can help you sort through the options and make decisions that will protect you if/when there is a medical need. 

  • Probate attorneys: There are attorneys who specialize in writing wills, trusts, and helping people make important decisions about their estate. These attorneys have streamlined ways to help you organize your information and legally protect your estate before and after your death. 

You don’t have to know all there is to know about medicine, money, and the law to protect yourself. You can access professionals who specialize in each of these areas and make informed decisions you can trust and count on when you need them most. 

Read more: Questions to ask before a loved one gets sick or hurt

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