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",[1103],{"type":129,"attrs":1104},{"color":12},{"type":18,"content":1106},[1107,1112,1121],{"text":1108,"type":22,"marks":1109},"If you are ",[1110],{"type":129,"attrs":1111},{"color":12},{"text":1113,"type":22,"marks":1114},"medically incapacitated",[1115,1118,1120],{"type":31,"attrs":1116},{"href":1117,"uuid":34,"anchor":34,"target":809,"linktype":36},"https://www.lawinsider.com/dictionary/medical-incapacity",{"type":129,"attrs":1119},{"color":12},{"type":811},{"text":1122,"type":22,"marks":1123},", such as being in a comatose or vegetative state, you will need someone to advocate for you on your behalf and make both financial and medical decisions for you. An estate planning financial advisor can help you legally designate that person.  ",[1124],{"type":129,"attrs":1125},{"color":12},{"type":826,"attrs":1127,"content":1128},{"level":1032},[1129],{"text":1130,"type":22,"marks":1131},"Want your estate to be divided among multiple people ",[1132],{"type":129,"attrs":1133},{"color":12},{"type":18,"content":1135},[1136],{"text":1137,"type":22,"marks":1138},"Splitting up an estate, especially a large or complex one, is a lengthy process that can be fraught with family tensions and agendas.  ",[1139],{"type":129,"attrs":1140},{"color":12},{"type":18,"content":1142},[1143],{"text":1144,"type":22,"marks":1145},"However, a financial advisor estate planning specialist can assist you with dividing your assets among multiple people for a smooth estate wrapping-up process when you can no longer manage it yourself.  ",[1146],{"type":129,"attrs":1147},{"color":12},{"type":826,"attrs":1149,"content":1150},{"level":828},[1151,1156],{"text":1152,"type":22,"marks":1153},"How can I prepare for an estate planning meeting with a financial advisor?",[1154],{"type":129,"attrs":1155},{"color":12},{"text":836,"type":22,"marks":1157},[1158],{"type":129,"attrs":1159},{"color":840},{"type":18,"content":1161},[1162],{"text":1163,"type":22,"marks":1164},"You should prepare before talking with a financial advisor about estate planning to ensure a productive consultation.  ",[1165],{"type":129,"attrs":1166},{"color":12},{"type":18,"content":1168},[1169,1174,1183],{"text":1170,"type":22,"marks":1171},"This can be achieved by ",[1172],{"type":129,"attrs":1173},{"color":12},{"text":1175,"type":22,"marks":1176},"providing basic documentation",[1177,1180,1182],{"type":31,"attrs":1178},{"href":1179,"uuid":34,"anchor":34,"target":809,"linktype":36},"https://www.unbiased.com/discover/banking/estate-planning-documents",{"type":129,"attrs":1181},{"color":12},{"type":811},{"text":1184,"type":22,"marks":1185}," or information about all your assets and anticipating any questions or concerns you may have.  ",[1186],{"type":129,"attrs":1187},{"color":12},{"type":826,"attrs":1189,"content":1190},{"level":828},[1191,1196],{"text":1192,"type":22,"marks":1193},"How to find the best financial advisor to help with estate planning",[1194],{"type":129,"attrs":1195},{"color":12},{"text":836,"type":22,"marks":1197},[1198],{"type":129,"attrs":1199},{"color":840},{"type":18,"content":1201},[1202],{"text":1203,"type":22,"marks":1204},"Finding a financial advisor for estate planning is one of the best ways to ensure that your assets and dependents are fairly distributed and managed in the event of your passing.  ",[1205],{"type":129,"attrs":1206},{"color":12},{"type":18,"content":1208},[1209],{"text":1210,"type":22,"marks":1211},"However, unless you have experience dealing with financial advisors, finding one that can cater to your individual needs and offer you a more circumstantially aligned estate plan can be difficult.  ",[1212],{"type":129,"attrs":1213},{"color":12},{"type":18,"content":1215},[1216],{"text":1217,"type":22,"marks":1218},"You can find a financial advisor for estate planning by researching trusted advisory firms or asking for recommendations from trusted colleagues or friends. However, the best and easiest way is to get matched with a personal estate planning financial advisor through Unbiased.  ",[1219],{"type":129,"attrs":1220},{"color":12},{"type":18,"content":1222},[1223,1228,1237],{"text":1224,"type":22,"marks":1225},"Unbiased can connect you with a financial expert who can offer ",[1226],{"type":129,"attrs":1227},{"color":12},{"text":1229,"type":22,"marks":1230},"expert financial advice",[1231,1234,1236],{"type":31,"attrs":1232},{"href":1233,"uuid":34,"anchor":34,"target":809,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas?_gl=1%2ajqe56f%2a_gcl_au%2aMzE4NTAyMjcuMTcyMTYzNTc1MQ..%2a_ga%2aMjEwOTg3MTczOC4xNjk3NDQ0NjE5%2a_ga_2L93GWDPD4%2aMTcyNTUzMDc3Mi44OC4xLjE3MjU1MzA3NzcuNTUuMC4w&mf-type=regular",{"type":129,"attrs":1235},{"color":12},{"type":811},{"text":1238,"type":22,"marks":1239}," for estate planning and your future goals. ",[1240],{"type":129,"attrs":1241},{"color":12},"article-rich-text",[1244],{"_uid":1245,"image":1246,"title":1248,"component":1262,"breadcrumbs":558},"e5350d58-860d-454d-a7fc-b2eece392c24",{"alt":12,"name":12,"title":12,"filename":1247,"copyright":12,"fieldtype":816},"https://a.storyblok.com/f/185166/1945x1296/580f1b72de/estate-planning-financial-advisor.webp",{"type":15,"content":1249},[1250],{"type":18,"content":1251},[1252,1254,1260],{"text":1253,"type":22},"Do I need a ",{"text":1255,"type":22,"marks":1256},"financial advisor for estate planning",[1257],{"type":25,"attrs":1258},{"class":1259},"primary-gradient",{"text":1261,"type":22},"?","app-hero",{"name":1264,"created_at":1265,"published_at":1266,"updated_at":1267,"id":1268,"uuid":1269,"content":1270,"slug":1281,"full_slug":1282,"sort_by_date":34,"position":1283,"tag_list":1284,"is_startpage":543,"parent_id":1285,"meta_data":34,"group_id":1286,"first_published_at":1287,"release_id":34,"lang":730,"path":34,"alternates":1288,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Andrew Michael","2024-12-12T14:38:57.991Z","2025-01-28T11:53:05.120Z","2025-01-28T11:53:05.154Z",594845712,"51e5cc26-cf3f-44ed-aafe-a1a62ee99787",{"job":1271,"_uid":1272,"name":1264,"image":1273,"component":1277,"education":1278,"expertise":1279,"description":1280},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1274,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1275,"copyright":12,"fieldtype":816,"meta_data":1276,"is_external_url":543},19150475,"https://a.storyblok.com/f/185166/2316x3088/3d19422433/andrew-michael.jpg",{},"article-author","University of London, BSc (Hons) in Physics","Five journalism awards, including Investment Journalist of the Year (twice), Pensions Journalist of the Year (twice), and Venture Capital Journalist of the Year.\nFormer editor-in-chief of investment titles at Financial Times Magazines.\nSpecial recognition trophy, Headlinemoney Awards 2023.\n","Andrew Michael is a multiple award-winning financial journalist and editor whose work has appeared in numerous newspapers, magazines, and online platforms, including The Times, Evening Standard Money, Financial Times, Shares, and Forbes Advisor. ","andrew-michael","authors/andrew-michael",-10,[],224651374,"e88416b7-efa8-4a91-8603-ea86e80e816e","2024-12-12T14:40:44.315Z",[],[1290,1301],{"_uid":1291,"list":1292,"cta_link":1293,"cta_text":698,"component":1294,"visibility":12,"window_label":12,"window_title":1295},"0847f63e-da35-4a2b-a564-8f9517734060","Unbiased connects you with a financial advisor to suit your financial situation.\nOver 10 million people have found trusted financial advice with Unbiased.","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas?mf-type=regular","app-banner",{"type":15,"content":1296},[1297],{"type":18,"content":1298},[1299],{"text":1300,"type":22},"Connect with a financial advisor",{"_uid":1302,"body":1303,"title":1317,"component":1318},"23e4c394-f7ce-4f6a-8feb-ba5f9daadcdb",[1304,1308,1312,1315],{"_uid":1305,"href":1306,"text":1307,"component":542,"openInNewWindow":558},"a090d05f-0077-44a7-a55d-6db07ff12af3","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":1309,"href":1310,"text":1311,"component":542,"openInNewWindow":558},"46f0bc90-f03a-4208-b7fa-6ac8fc4bc8e8","https://www.unbiased.com/discover/retirement/how-to-spend-money-in-retirement","Estate planning checklist",{"_uid":1313,"href":1179,"text":1314,"component":542,"openInNewWindow":558},"c3f5ddc3-ae5b-44f0-94b5-07724351af65","Estate planning documents",{"_uid":1316,"href":860,"text":831,"component":542,"openInNewWindow":558},"170f24ad-b3c5-438d-b8fb-e3a19a1e0bc9","Related articles","app-links-list",{"title":1320,"plugin":1321,"og_image":12,"og_title":12,"description":1322,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"Financial Advisors for Estate Planning | Unbiased","seo_metatags","An estate planning financial advisor can help you create a strategy for managing and distributing your assets. ","app-article",[],[],"Discover why estate planning is important and how to find a financial advisor who understands your needs. You can connect with a financial advisor by answering a few simple questions below.  ",[],"estate-planning-financial-advisor","discover/financial-advice/estate-planning-financial-advisor",-3200,[],365590167,"3e36c9d6-13fe-4ef0-a4c2-f888dca93789","2024-01-31T15:41:12.538Z",[],{"left":727,"top":727,"width":1337,"height":1337,"rotate":727,"vFlip":543,"hFlip":543,"body":1338},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1340,1343,1344],{"title":1341,"exact":558,"href":1342},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1345,"disabled":558},"/discover/financial-advice/estate-planning-financial-advisor",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1347},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777453839307]