Estate Planning as a Career

When it comes to estate planning, Seattle and its surrounding communities offer a number of support networks that are either free or specifically for seniors and retired individuals. To find out more about each, 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.

Their offices are open Monday to Thursday (9:30 am to 3:30 pm). In addition to providing the services mentioned above, they can also help link up seniors with senior-friendly and recommended attorneys, estate planning companies and accountants.

The EPC (Estate Planning Council) of Seattle

The Estate Planning Council (EPC) is a national trade association with an active Seattle branch. Their membership is comprised of estate planners, attorneys, financial advisors, trust officers, chartered accountants, funeral directors and insurance brokers. Each of their members is focused on providing sound advice and services related to estate planning, advance directives, wills and more.

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, t (more…)