Estate Planner in Olympia, WA

Olympia-based Bliss & Tuttle, CPAs, proudly serves Lacey, WA, with professional estate planning services designed to protect your assets and secure your family's future. With a track record dating back to 1980, this trusted CPA firm brings decades of experience to help Lacey residents navigate the full scope of estate planning, trusts, and tax strategy. To get started, call (360) 754-5848 or contact the team today.


Managing estates can feel complex without the right guidance. Washington State imposes its own estate tax separate from federal rules, which means the stakes are real for families and business owners in the Lacey area. A qualified CPA can help you understand how those rules affect your specific situation and build a plan that may reduce tax exposure and avoid costly probate delays.

Estates attorney reviewing property documents beside model home during legal consultation.

What Do Estate Services in Lacey Include?

Estate planning services may cover more than most people expect. Bliss & Tuttle, CPAs, provides estate support in Lacey, WA, that can include trust setup, beneficiary planning, tax strategy alignment, and coordination with your legal and financial team. Key areas the firm may address include:


▸ Revocable and irrevocable trust formation to help avoid probate and manage asset distribution.

▸ Beneficiary designation review to ensure your accounts and policies reflect your current wishes.

▸ Estate tax planning aligned with Washington State thresholds and federal exemptions.

▸ Powers of attorney and advance healthcare directives to protect decisions if you become incapacitated.

▸ Business succession planning for family-owned companies in the Lacey area.


No two estates are the same. Every plan is tailored to your unique financial picture, family situation, and long-term goals, so you can feel confident the strategy actually fits your life.

What Can You Expect When You Work With Bliss & Tuttle, CPAs?

Working with a CPA firm on estate planning follows a clear, structured process. Here is what to expect:


1. Initial Consultation: Discuss your goals, assets, family situation, and any existing documents with a CPA on the team.

2. Review and Assessment: The team evaluates your current estate, tax exposure, and any gaps in your plan.

3. Strategy Development: A personalized plan is built around your wishes, covering trusts, beneficiaries, and tax considerations.

4. Document Coordination: The firm works alongside your attorney to ensure all documents are accurate and legally sound.

5. Ongoing Support: Your estate plan may be updated as your life and financial situation change over time.


All services are reviewed by licensed CPAs who are members in good standing with the Washington Society of Certified Public Accountants and the American Institute of CPAs. That professional oversight may give you added confidence that your plan is thorough and compliant.


You can also learn more about the full range of accounting and tax solutions available by visiting Accounting Solutions.


Learn more about Bliss & Tuttle, CPAs on Google Maps and see what clients in the area have to say.

Start Your Estate Plan in Lacey Today

Estate planning is one of the most meaningful steps you can take for your family. Olympia-based Bliss & Tuttle, CPAs, serves Lacey, WA, and the surrounding South Sound region with personalized, CPA-reviewed estate planning services built around your goals. Call (360) 754-5848 or visit the contact page to schedule your confidential consultation and take the first step toward lasting peace of mind.