Estate Planning & Wills
Lynnwood, WA
Planning With Purpose is a relationship-based estate planning and wealth management firm serving Lynnwood and the greater Seattle area. Founded on the principle that estate planning goes beyond documents, they specialize in trust-based planning, wills, power of attorney, special needs trusts, Medicaid planning, tax strategy, and trust administration. Their holistic approach includes financial counseling for trustees and beneficiaries, business continuity planning, and comprehensive wealth protection across all life stages.
Ideal for: High-net-worth families, business owners, parents with special needs children, blended families, individuals planning for long-term care
Service area: Lynnwood, Washington and surrounding communities
Relationship-Based Approach: Planning With Purpose works with clients throughout their lives, adjusting estate plans as circumstances change rather than treating planning as a one-time document execution.
Comprehensive Service Scope: Beyond estate planning documents, they offer trust administration, probate management, trustee services, tax planning (income, estate, and gift tax), Medicaid planning, and special needs trust expertise.
Flexible Pricing Options: They provide multiple pricing tiers to help clients accomplish their estate planning goals at different investment levels.
Address: 7627 196th St SW, Lynnwood, WA 98036
Phone: (425) 939-9948
Website: planningwithpurposeinc.com
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