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10 Best Seattle Estate Planning

  • Steve Dossick - We used Jamie for basic wills and estate planning when our babies arrived...super easy to work with and very thorough.
    Darlin Gray - Jamie at Phinney Ridge Estate Law is thoughtful and smart and really good at what she does!
  • 7116 Greenwood Ave N, Seattle
    Jana Kleitsch - I used Kanoa Ostrem for my will. He made the process very straightforward and simple since he specializes in Estate Planning. I first tried using Legal Zoom and that was a disaster! Maybe it was fine, but since I didn't understand the implications of the questions I didn't feel very secure with what was generated. My visit to Kanoa took about an hour and viola, we have a will.
  • Bellevue Gateway II, 915 118th Ave SE 360, Bellevue
    Laurel Buckner - Jennifer King at 360Law is a great friend and amazing attorney and Estate Planner. We worked together at Davis Wright. She's the best!
    recommended by Andrea Kaempf
  • 11005 Main St, Bellevue
    Gregory A Collins - Katie Ludwick is highly experienced in estate planning, wills, etc.. Located in Bellevue but worth the drive especially with no traffic now. Highly recommend!
    Linda Chow - I have been using the Fitch and Ludwick firm for decades. Very personalized and highly competent, as well as very approachable.
  • 500 Yale Ave N 100, Seattle
    Lawrence Lerner - I recommend Colin at Layroots for estate planning, he is great to work with.
    Priyanka Raha - I highly recommend Colin and Shreya from Layroots for estate planning, great to work with.
  • Safeco Plaza, 1001 4th Ave 4200, Seattle
    recommended by Detlef Schrempf
  • 701 5th Ave 3300, Seattle
    recommended by Marston Gould
  • 10400 NE 4th St 500, Bellevue
    Adam Doppelt - A friend from college, and then she want to UW with Shannon. Highly recommended. natasha@natashablacklaw.com
  • 701 5th Ave 6100, Seattle
    Hadi Partovi - Walter Impert at Dorsey Whitney is absolutely phenomenal as an estate planning lawyer
  • Shauna Swerland Youssefnia - very professional!!!

Estate Planner

What does it mean to “have your affairs in order”? To most Americans, that means having a will or trust that directs how their possessions will be distributed upon their death, end-of-life care, and money set aside for funeral expenses. No one really likes to talk about their mortality or if they are unable to make their own decisions due to a disability, which is why only 55% of adults over 55 have a will, and only 18% have a will, healthcare directive, and durable power of attorney.* It is never too soon to start planning your estate, so here are your top questions answered for wills, trusts, and estate planning—and where to start.

What is estate planning?

Everyone has an estate. Your estate is everything that you own—no matter how small. Generally speaking, your financial accounts, investments, life insurance, car, home and other real estate, and personal possessions make up your estate. When you die, you can’t take any of these possessions with you, so having an estate plan and directive for who (people or organizations) gets what and when they are to receive it. There are three essential pieces to estate planning: will & trust, healthcare directive, and durable power of attorney.

Who can prepare an estate plan?

There are DIY options out there, but many people use an attorney recommended to them from a financial planner or close family member. If you go the DIY route, you need to have your documents notarized by a notary public (an official you pay who can verify your identity, witnesses your signature, and seals your document with a stamp). If you go the professional services route, your attorney and financial planner will work together to implement your estate plan. You will gather pertinent information on your assets (e.g. insurance policies, real estate deeds, stocks/bonds, retirement plans, safe deposit boxes, debts, and funeral prepayment plans). The attorney then puts together all of the necessary documents and assets into a will, living trust, healthcare directive, and durable power of attorney. They may give you additional estate planning homework assignments (e.g. update beneficiaries).

How much does an estate plan cost?

Attorneys will either charge a flat fee, hourly, or à la carte for estate plans. Flat fees for a standard estate plan range from $1000 to $3000. The lower end would be appropriate for individuals and expect to pay at the higher end if you are married with minor children. If you want healthcare directives and powers of attorney (go for it—you’ve come this far), expect to pay $3000 to $5000 for your estate plan. In the Seattle area, attorney fees range from $150 to $300/hour.

What’s the difference between a will and trust?

A will is a document used to name a guardian for your minor kids, names who receives your possessions, and funeral arrangements after you die. A trust can be used to distribute your possessions before and after you die and can be used if you become disabled. A will includes property that is in your name (e.g. real estate, financial accounts, vehicles), but it will not include anything that you share ownership. A will goes through probate court, which oversees that your wishes are followed and becomes part of the public record. A trust on the other hand does not go through probate court and remains private between the grantor (person who created it), trustee (person who manages it), and beneficiaries (people who receive anything inside of it).

What is a healthcare directive?

A healthcare directive is also known as a living will and it allows you to clearly communicate your end-of-life wishes to your loved ones if you are unable to make decisions on your own. If you have a healthcare directive, your family members won’t be burdened with having to make tough decisions for you. Depending on your age, your healthcare directive decisions might be different when you are 35 than when you are 80—you can make changes to this document as you get older or if you change your wishes. If you do not have a healthcare directive and you are unable to make decisions on your own, the state where you live assigns someone to make decisions for you. This is usually a spouse, parents, or adult children. If you have no family members, the state will assign a representative for you.

What is a durable power of attorney?

A durable power of attorney is someone who can make decisions for you if you become incapacitated. You can have both a durable power of attorney and a durable power of attorney for healthcare—they don’t have to be the same person. A durable power of attorney can act on your behalf on business, financial, and tax matters, where a durable power of attorney for healthcare acts on your behalf for medical decisions.

What’s the difference between a trustee and executor?

A trustee is the person who controls the assets inside of your trust. They are responsible for distributing assets to beneficiaries according to your instructions. An executor is the person named in your will who is given control of your assets when you die until they are distributed to your beneficiaries. They are responsible for collecting all of your assets, paying final debts, filing estate taxes, and expenses related to your estate.

*Merrill a Bank of America Company (2019). Life Stage Series: End of Life/Legacy. Bank of America. Retrieved from: https://images.em.bankofamerica.com/HOST-01-19-2701/ML_Legacy_Study.pdf

Ask for Recommendations

Need help finding the right estate planning? Ask your friends.
Sarah Bird
5 months ago • Queen Anne
My parents have decided to redo their wills and also to make sure their assets are protected etc. Anyone have an experienced estate planning and a...
9 replies
5 months ago
Marston Gould Hey Sarah - I can't recommend Karr Tuttle karrtuttle.com enough. We had some really difficult things to plan through - including out of state parents nearing their 90s with property in 3 states, an irresponsible sibling, a family business and and a few kids in the family who likely were going to need some level of support as adults due to medical conditions. KT worked its way through all these issues in a straightforward, easy to understand way and created the documents for whatever scenario might occur.
Sarah Bird @Marston That sounds exhausting! whew! Glad you found someone to help your family make good sense of it all. <3
Detlef Schrempf Marston - complex issues require more expertise that goes way beyond a simple will. Hope you got it all worked out
Liz Pearce
6 months ago • Montlake
I promise, this was on my list long before the current crisis! But now that I have some extra time on my hands, I'd love to cross it off my list. W...
37 replies
14 days ago
Liz Pearce @bglais01 I haven't made a selection yet, but I have calls scheduled for this week. Will keep you posted!
Detlef Schrempf Laura Hoexter - again :)
Nathan Hoerschelmann I do this work as well. Hoerschelmann Dietz PLLC. Happy to be of help!
H Hardin
8 months ago • Montlake
Afternoon! Looking for a estate planning attorney. Need to do some wills. 🦋
5 replies
8 months ago
Kelly Crimmins I recommend Julie Seaborn at Crowley Law Office: Julie@crowleylawoffices.com. She is very responsive, customer oriented, and detailed. Wonderful experience with her! Tell her Kelly Crimmins sent you. :)
Josh Barnard We used Nancy Cahill at holmancahill.com and had a good experience.
Darlin Gray Jamie at Phinney Ridge Estate Law is thoughtful and smart and really good at what she does! phinneyestatelaw.com
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