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Senior Retirement Tips :: Estate Planning Seattle

Estate Planning Seattle: Getting Estate Planning Advice in Seattle



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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 one, keep reading.

Senior Rights Assistance of Seattle

A new service has been recently launched by the Senior Rights Assistance of Seattle. Essentially, they pair up retired financial service, legal and investment planning professionals with other seniors to help them with their retirement planning, investments and estate planning. Seattle residents can access the program by calling 206-448-5720.

The Senior Rights Assistance of Seattle office is home 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 are 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.

To get in touch with the Estate Planning Council of Seattle, you can visit their website at http://epcseattle.org. On their site, they offer free booklets and information on estate planning along with a searchable member's directory.

Understanding Social Security

Social Security is a federal issue, not a Washington state issue, but it is critical that you understand how much Social Security you should be receiving and what happens to those payments after you pass. One place to get answers for all your Social Security questions is the Social Security Administration.

You can contact the SSA at 1-800-772-1213 or visit their website at http://socialsecurity.gov. Their website lets you calculate your benefits and also provides answers to numerous frequently asked questions.

Legal Aid Clinics

Another great source of very affordable (free) legal advice regarding estate planning are the 25 community legal aid clinics across Seattle and King County. They are sponsored and run by the King County Bar Association.

Attendees at these events get 30 minutes of free consultation with a volunteering attorney and can get assistance with questions about their wills or anything related to estate planning matters. People of all income levels and ages are welcome to attend. To book an appointment or for more information, call 206-267-7070.

When it comes to estate planning, Seattle offers numerous options and support networks that can help you make the right decisions. These include the legal aid clinics, the local Estate Planning Council, the Senior's Rights Assistance group and, of course, Social Security.
 

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