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Top Estate Planning Services Firms & Attorneys

For an owner, the estate plan decides who controls the company after death or incapacity and how much of its value survives estate tax. Estate planning services, usually provided by attorneys, prepare wills, revocable and irrevocable trusts, powers of attorney and healthcare directives, and for business owners coordinate buy-sell agreements, succession plans, gifting of shares and trusts that hold business interests.

When comparing the estate planning firms here, look for attorneys focused on estate and tax work in your state, experience with closely held businesses, and how they coordinate with your accountant and financial adviser.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

List of the Best Estate Planning Services Agencies

  1. Schulze Law Group logo
    Schulze Law Group
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    With over 25 years of experience, Schulze Law Group focuses on providing full estate planning services. Our knowledgeable estate planning attorney in Reno is here to assist you in safeguarding your assets and making sure your wishes are fulfilled, whether it's setting up powers of attorney or drafti

    Highlights

    2-9

    Employees

    Reno, Nevada, Us

    Services Provided
    100% Estate Planning Services
    AI Summary

    “Schulze Law Group offers comprehensive estate planning services in Reno, leveraging over 25 years of experience to protect assets and ensure clients' wishes are fulfilled professionally.”

  2. Select Law Partners PLLC-Fairfax Estate Planning Lawyer logo
    Select Law Partners PLLC-Fairfax Estate Planning Lawyer
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    Every adult should create an estate plan, yet many delay doing so for various reasons. There's a common misconception that only wealthy individuals or those with significant assets require an estate plan, but that's inaccurate. The documents involved in estate planning can address crucial matters su

    Highlights

    10-49

    Employees

    Fairfax, Virginia, Us

    Services Provided
    100% Estate Planning Services
    AI Summary

    “Select Law Partners PLLC-Fairfax specializes in estate planning and related family and finance law services, guiding clients in Fairfax, VA to secure their legal and personal affairs.”

  3. Eghrari Law Firm logo
    Eghrari Law Firm
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    Eghrari Law Firm is a premier source of professional estate planning advice on Long Island, NY. We specialize in estate planning for individuals and families, aiming to reduce taxes and safeguard against the expensive costs of nursing care, thereby preserving wealth for future generations. Our goal

    Highlights

    10-49

    Employees

    Smithtown, New York, Us

    Services Provided
    89% Estate Planning Services
    11% Tax Consulting
    AI Summary

    “Eghrari Law Firm offers expert estate planning services in Long Island, NY, focusing on tax reduction, nursing care cost protection, and wealth preservation for families and businesses.”

  4. Ellis Law Group, P.L. logo
    Ellis Law Group, P.L.
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    Ellis Law Group, P.L. is a comprehensive law firm specializing in estate planning, administration, and litigation. Our team of estate litigation attorneys in Boca Raton consists of highly skilled professionals from the Trusts and Estates sector who have gained expertise through years of concentrated

    Highlights

    10-49

    Employees

    Boca Raton, Florida, Us

    Services Provided
    89% Estate Planning Services
    11% Legal Services
    AI Summary

    “Ellis Law Group, P.L. is a Boca Raton-based law firm specializing in estate planning, administration, and litigation, offering expert, collaborative legal services for comprehensive client solutions.”

  5. Ledwidge & Associates logo
    Ledwidge & Associates
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    At the law firm of Joseph A. Ledwidge, P.C., our estate and probate attorneys in New York City offer expert guidance to clients dealing with estate and probate matters.

    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Queens, New York, Us

    Services Provided
    70% Estate Planning Services
    30% Probate Services
    AI Summary

    “Ledwidge & Associates is a New York City law firm specializing in estate and probate law, providing expert legal guidance and support to clients in these areas.”

  6. The Orlando Law Group logo
    The Orlando Law Group
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    Under Florida law, probate cases must be kept open for a minimum of three months to give creditors of the deceased the opportunity to present their claims. If the IRS is involved, the process can take a year or longer, often extending to at least a year. As is frequently the case with legal issues,

    Highlights

    10-49

    Employees

    Orlando, Florida, Us

    Services Provided
    70% Estate Planning Services
    30% Legal Services
    AI Summary

    “The Orlando Law Group specializes in probate law, offering expert guidance on wills and estate planning to navigate Florida's legal requirements and complex cases efficiently.”

  7. Colorado Estate Matters Ltd logo
    Colorado Estate Matters Ltd
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    If you have some knowledge of estate plans, you know that these documents specify how your assets will be handled after your death, as well as who will make healthcare and financial choices on your behalf if you become unable to do so. However, their benefits extend beyond that. A properly crafted e

    Highlights

    2-9

    Employees

    Wheat Ridge, Colorado, Us

    Services Provided
    70% Estate Planning Services
    30% Legal Services
    AI Summary

    “Colorado Estate Matters Ltd. specializes in comprehensive estate planning, ensuring asset protection, tax efficiency, and support through healthcare and financial decision management.”

  8. Legacy Estate Planning, LLC logo
    Legacy Estate Planning, LLC
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    A specialized estate planning law firm that provides holistic planning services for individuals and families, aiming to minimize disorder, legal proceedings, and disputes.

    Highlights

    2-9

    Employees

    Bellevue, Washington, Us

    Services Provided
    70% Estate Planning Services
    30% Legal Services
    AI Summary

    “Legacy Estate Planning, LLC specializes in comprehensive estate planning services for individuals and families, focusing on minimizing legal disputes and ensuring orderly asset management.”

  9. Smith Law Firm PLC logo
    Smith Law Firm PLC
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    Our knowledgeable trust and estate planning lawyer in Altoona is committed to delivering exceptional service to our clients. Reach out to us today!

    Highlights

    2-9

    Employees

    Altoona, Iowa, Us

    Services Provided
    70% Estate Planning Services
    30% Legal Services
    AI Summary

    “Smith Law Firm PLC offers comprehensive legal services across various practice areas, delivering expert counsel and representation to clients with professionalism and commitment.”

  10. De Alicante Law Group logo
    De Alicante Law Group
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    De Alicante Law Group is an estate planning law firm in Bend, Oregon, that is owned by veterans. We focus on developing personalized estate plans, encompassing wills and trusts, probate avoidance, business planning, and additional services.

    Highlights

    2-9

    Employees

    Bend, Oregon, Us

    Services Provided
    70% Estate Planning Services
    30% Legal Services
    AI Summary

    “De Alicante Law Group is a veteran-owned Bend, Oregon law firm specializing in personalized estate planning, including wills, trusts, probate avoidance, and business planning services.”

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Buyer's guide

Hiring Estate Planning Services companies

What the work covers, how to judge a partner and what drives the price.

What estate planning attorneys prepare

The core documents are a will, a revocable living trust to avoid probate, durable powers of attorney for finances, healthcare directives and guardianship nominations for children. Larger estates add irrevocable trusts, life insurance trusts, gifting strategies, and charitable vehicles to manage estate and gift tax.

For business owners, the plan covers who inherits and who controls the company. Attorneys draft or review buy-sell agreements funded by insurance, recapitalize entities into voting and non-voting interests, transfer shares to trusts or family partnerships, and coordinate succession with the operating agreement. Asset protection planning and Medicaid planning address other risks.

The process runs from an intake meeting and asset inventory to a design meeting, document drafting, signing with witnesses and notary, and funding the trust by retitling assets. Plans should be reviewed after births, deaths, divorces, sales or moves.

Chapter 1 of 3
FAQ

Estate Planning Services FAQs

Short answers to what buyers ask before hiring a Estate Planning Services company.

Question not covered? Ask our team

Estate planning services include wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, guardianship designations and beneficiary reviews. For business owners, they also cover buy-sell agreements, succession planning, share transfers to trusts and estate tax strategies.

Most attorneys charge flat fees for packages and hourly rates for complex tax and business work. Cost grows with estate size, entities and tax planning needs. Most firms on this page set no minimum or a minimum of $1,000, and some start at $5,000, $25,000 or $100,000.

Without a plan, ownership of a company can pass through probate to heirs who cannot run it, and estate tax may force a sale. A plan names successors, funds buy-outs through buy-sell agreements, moves shares efficiently and keeps the business operating during incapacity.

Estate planning happens during life and arranges how assets pass, often through trusts that avoid probate. Probate services happen after death, when a court supervises proving a will, paying debts and distributing assets. Good planning reduces the probate work heirs face.

Estate planning firms listed here most often describe their work as legal services and also serve business services owners, real estate investors, financial services clients, medical professionals and manufacturers. Real estate investors often need trusts or entities for properties in several states.

The estate planning firms on this page are listed most often in Atlanta, Miami, Houston, Toronto and Calgary. Estate and trust law varies by state and province, so hire an attorney licensed where you live and where your real estate sits.

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