A directory of the American College of Trust and Estate Counsel (ACTEC) Fellows. These are estate attorneys, the most experienced and technically advanced in their field. These attorneys are likely to be most useful for estates beginning with estates $10,000,000 and higher.
Founded in 1878, the ABA is committed to advancing the rule of law across the United States and beyond by providing practical resources for legal professionals, law school accreditation, model ethics codes, and more.
ACCREDITED ESTATE PLANNER® DESIGNEES
The estate planning professionals who appear in this searchable database – which you can search by name, zip code, or state – all hold the Accredited Estate Planner® (AEP®) designation, awarded and administered by the National Association of Estate Planners & Councils.
Note: this directory includes various professional advisors and is not only limited to estate planning attorneys.
A CFP is trained to help its clients in as many ways as possible. They want to ensure that all aspects of financial planning are covered, and to do this, they specialize in every area of importance.
One of the most notable requirements of the CFP is the fiduciary or trustworthiness spect. This mandates that every CFP has to put their clients’ needs ahead of their own.