Estate Planning Attorneys in Woodinville, WA

We did the hard work of finding trustworthy partners in Woodinville, WA. Fill out the form to get connected.

Get Legal Help With Your Estate Plan


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Woodinville, WA Estate Planning Law Firms

Northwest Estate Planning & Probate, P.S.
Location 999 N Northlake Way STE 206, Seattle, WA 98103, USA
Phone (360) 437-4172
Woodinville Law
5 out of 5
Location 13901 NE 175th St, Woodinville, WA 98072, USA
Phone (425) 485-6600
DAL Law Firm
5 out of 5
Location 19803 1st Ave S #200, Normandy Park, WA 98148, USA
Phone (206) 408-1688
Sound Estate Planning, PLLC
5 out of 5
Location 152 3rd Ave S #107, Edmonds, WA 98020, USA
Phone (425) 967-7287
Gregorek and Associates, PLLC
4 out of 5
Location 3055 112th Ave NE #110, Bellevue, WA 98004, USA
Phone (425) 284-3450
Somers Tamblyn Isenhour Bleck
5 out of 5
Location 701 Pike St Suite 1510, Seattle, WA 98101, USA
Phone (206) 340-2200
Possinger Law Group, PLLC
5 out of 5
Location 20250 144th Ave NE STE 205, Woodinville, WA 98072, USA
Phone (206) 512-8030
Law Office of Ken Schneider, P.S.
5 out of 5
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 258-2704
Mill Creek Wills & Trusts
5 out of 5
Location 16708 Bothell Everett Hwy #104, Mill Creek, WA 98012, USA
Phone (425) 402-3800
Estate Planning Lawyers in Woodinville, WA

Where Estate Planners in Woodinville, WA Serve

Woodinville, WA is a vibrant city located in King County, Washington, known for its lush greenery, wineries, and breweries. The city is home to several landmarks such as the Chateau Ste. Michelle Winery, one of the oldest and most prestigious wineries in the state, and the Redhook Brewery, a popular craft brewery known for its delicious beers. The city boasts of a diverse economy, with top employers including Microsoft, Northshore School District, and Woodinville Wine Country. The city is also home to a thriving tourism industry, with visitors coming from all over the world to explore its wineries, breweries, and natural beauty. Major highways and streets in Woodinville include State Route 522, which connects the city to Seattle and Monroe, and the Woodinville-Duvall Road, which runs through the heart of the city.

Financial Services Related to Estate Planning in Woodinville, WA

Banks and Credit Unions

Residents of Woodinville, WA can benefit from a bank in a variety of ways. One of the most common ways is through home mortgages, as Woodinville is a popular area for homebuyers due to its proximity to Seattle and its reputation for excellent schools. A bank can help residents secure a mortgage with favorable terms and interest rates, allowing them to purchase their dream home in this desirable location. In addition, a bank can provide access to financial planning services, helping residents to save for their children's college education or plan for retirement. With its strong economy and high quality of life, Woodinville is a great place to live, and a bank can help residents make the most of their financial opportunities.

Insurance Broker

Residents of Woodinville, WA can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help them find the right insurance coverage for their needs, whether it's auto, home, or life insurance. They can also help residents compare different insurance policies and prices to ensure they are getting the best deal. In addition, an insurance broker can provide guidance on how to file a claim and assist with any issues that may arise. Moreover, given that Woodinville is a city known for its wineries and breweries, an insurance broker can help residents who own such businesses to get the right insurance coverage to protect their assets and investments. Overall, an insurance broker can be a valuable resource for residents of Woodinville, WA, helping them to navigate the complex world of insurance and find the best coverage for their unique needs.

Retirement Planning

Residents of Woodinville, WA can benefit greatly from the guidance of a retirement planner. With its high cost of living and proximity to Seattle, many residents may struggle to save enough for retirement. A retirement planner can help them create a personalized financial plan that takes into account their unique circumstances, including their current income, expenses, and retirement goals. They can also provide advice on investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help Woodinville residents navigate the complexities of Social Security and Medicare, ensuring they receive the maximum benefits they are entitled to. Overall, a retirement planner can provide invaluable assistance to Woodinville residents as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Woodinville, WA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can assist Woodinville residents is by providing personalized investment advice. With the town's close proximity to Seattle and its booming tech industry, many residents may have high incomes and complex financial situations. A wealth manager can help them navigate these complexities and create a customized investment plan that meets their unique needs and goals. Additionally, with Woodinville's reputation as a wine country destination, a wealth manager can provide guidance on estate planning and tax strategies for those with vineyards or other business interests in the area. Overall, a wealth manager can provide invaluable support and expertise to help Woodinville residents achieve financial success and security.

Financial Advisor

Residents of Woodinville, WA can greatly benefit from the guidance of a financial advisor in a number of ways. One specific challenge that many residents face is the high cost of living in the area. A financial advisor can help individuals and families create a budget, manage their expenses, and invest wisely to ensure long-term financial stability. Additionally, with the abundance of wineries and breweries in Woodinville, many residents may have unique financial needs related to owning or operating a small business. A financial advisor can offer specialized advice on business finances and help entrepreneurs navigate the complexities of taxes and regulations. Overall, a financial advisor can provide valuable support and expertise to help Woodinville residents achieve their financial goals and thrive in a vibrant and growing community.

Mortgage Loan Officer

Residents of Woodinville, WA can benefit from the expertise of a mortgage loan officer in several ways. First, a mortgage loan officer can assist residents in finding the best mortgage rates and terms for their unique financial situation. This is especially important in Woodinville, where the median home price is higher than the national average. Additionally, a mortgage loan officer can guide residents through the complex loan application process, ensuring that they understand all of the requirements and paperwork involved. Finally, a mortgage loan officer can provide ongoing support and advice to residents throughout the life of their mortgage, helping them to manage their finances and make informed decisions about their home investment.

Tax Services

Residents of Woodinville, WA can benefit greatly from the expertise of a tax advisor. One specific way that a tax advisor can help is by navigating the unique tax laws and regulations in Washington state. For example, Washington is one of the few states that does not have a state income tax, but instead has a business and occupation tax that can be confusing for small business owners. A tax advisor can help residents understand how to properly file and pay these taxes, as well as provide guidance on deductions and credits that may be available. Additionally, with Woodinville being a popular destination for wine enthusiasts, a tax advisor can assist those in the wine industry with tax planning and compliance. Overall, a tax advisor can provide valuable insights and support to help Woodinville residents make informed decisions and maximize their financial wellbeing.


Wills, Trusts, and Other Estate Law FAQs