Top advisors focused on general estate planning guidance in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You need a general estate planning advisor when you're organizing your assets to protect your family and ensure your wishes are followed after you pass. Without clear guidance, you might overlook key documents or strategies that can lead to costly probate or family disputes.
- Comprehensive document review. Confirm they cover wills, trusts, powers of attorney, and healthcare directives, not just one or two basics.
- Asset protection insight. Ask how they help shield your estate from unnecessary taxes and creditors while keeping your plans flexible.
- Beneficiary coordination. Ensure they check that all beneficiary designations align with your overall estate plan to avoid conflicts.
- Regular plan updates. Life changes like marriage, divorce, or new children require revisiting your plan; ask how often they recommend reviews.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott M
Series 63, Series 65
New York, NY
Morgan Stanley
Scott Mahoney specializes in general estate planning guidance, offering expertise in comprehensive document review and asset protection strategies to help clients organize their estates effectively. With 34 years of experience at Morgan Stanley, a large firm known for its extensive advisory programs and financial planning resources, he provides seasoned guidance that benefits clients seeking thorough and structured estate planning support in New York.
Experience: 34 years
Avg account: $670,481
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos specializes in general estate planning guidance, supported by nine years of experience and expertise in multi-generational wealth transfer and divorce financial planning. Operating from a large firm, Mass Mutual Investors Services, she offers comprehensive financial planning and asset management services, utilizing firm-approved tools to deliver detailed recommendations, which may provide a broader resource base compared to smaller practices.
Experience: 9 years
Avg account: $249,379
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Gordon B
Series 66
Luling, LA
Edward Jones
Gordon Brown III specializes in general estate planning guidance, leveraging 18 years of experience and expertise in retirement income strategy and wealth management to help organize and protect your assets effectively. Based in Luling, LA, he operates within Edward Jones, a large firm managing over $1 trillion in assets, offering a comprehensive advisory program with fees up to 1.35% annually, which may suit clients seeking robust institutional support alongside personalized planning.
Experience: 18 years
Avg account: $246,728
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William S
Series 63, Series 65
College Station, TX
Smith & Wyatt
William Soltow specializes in general estate planning guidance, offering comprehensive services including wills, trusts, and beneficiary coordination, supported by 13 years of industry experience. Operating from College Station, TX, he provides flexible fee options such as flat fees and hourly rates, and works independently within Smith & Wyatt, a firm known for discretionary portfolio management tailored to high-net-worth individuals and corporations.
Experience: 13 years
Avg account: $286,584
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Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps specializes in general estate planning guidance, offering comprehensive services including wills, trusts, and powers of attorney, supported by 28 years of industry experience. His firm provides flat-fee financial planning options and discretionary investment management with risk strategies, catering to individuals and high-net-worth clients, which distinguishes him from others by combining estate planning with tailored investment and tax-related services.
Experience: 28 years
Avg account: $463,417
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