Russet

Another option would be to consider instructing a good Financial Advisor, with a Financial Planning background. They often have a good network of professionals that they deal with on a regular basis, CPAs, Estate Attorney etc that they could recommend. They could also help you look at a Financial Plan, including a detailed review of your finances, goals and options for your Estate. Maybe looking at Trusts, Long Term Care Insurance, Gifting etc. Of course that opens up another issue of how you choose a good Financial Advisor!

Pulaski

Or indeed decide if you want one. I had a couple of meetings with FPs looking to recruit me as a client, but I never could fathom out what they were going to do for me - they just seemed like leeches adding another layer of bureaucracy, and fees!, to our household.