Seattle Estate Planning - Tips On Where To Uncover Professional Consultation

As we age, there are necessary financial transitions that must be taken into account. With approaching retirement issues come the need for planning IRAs, tax considerations for seniors, and more. Estate planning becomes essential as well.

If you’re looking for help with your estate planning, Seattle and King Country have a range of services specifically for seniors that are either free or very low-cost. To learn more about where you can go to obtain quality estate planning advice in the Seattle area, keep reading.

Senior Rights Assistance of Seattle

The Senior Rights Assistance of Seattle (SRAS) has a great program where they match seniors with retired estate planners, accountants, lawyers and financial advisors to help them with their estate planning and financial goals. To participate in the program, you must first set up an appointment. You can do so by calling 206-448-5720.

The Senior Rights Assistance of Seattle office is open from 9:30 to 3:30 every Monday to Thursday. They can also help provide recommendations for attorneys, advance directives, will preparation and other estate planning services. If you get a voicemail, just leave a message.

Estate Planning Council of Seattle

The Estate Planning Council of Seattle is a trade association. Its members include estate attorneys, financial planners, trust officers, accountants and insurance professionals. They are all capable and available to advise you on a wide range of estate planning questions - such as trusts, wills, powers of attorney, business successions, and advance directives.

You can visit the Estate Planning Council of Seattle website online at epcseattle.org. From there, you can access a full list of their membership alongside piles of free information resources.

Understanding Social Security

Though Social Security benefits are a federal prerogative, it’s still a critical part of planning your estate. You should have a full understanding not only of your own Social Security benefits, but also those of your spouse and what will happen to your benefits when you pass.

For help with your Social Security benefits, try contacting the Social Security Administration at 1-800-772-1213 or online at socialsecurity.gov. Their website offers a comprehensive FAQ, various how-to articles and lots of online tools to help you.

Legal Aid Clinics

The King County Bar Association runs regular and free legal aid clinics in 25 locations across the county and throughout Seattle. The advice is free and includes help dealing with estate planning issues.

Everyone is welcome, regardless of age or income - however an appointment is recommended. You can book one by calling 206-267-7070. Every participant is given a half hour of free advice with a qualified attorney. You can use this time to ask questions about your will or anything related to your estate.

When it comes to assistance with estate planning, Seattle has numerous options that are geared toward retirees and seniors. From the numerous legal aid clinics throughout the city to the ongoing assistance of the Senior Rights Assistance group, it’s all available and free of charge.