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

121 Companies

List of the Best Estate Planning Services Agencies

Lexin Legal Law & Consultancy Istanbul
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Lexin Legal is a leading law firm that provides a wide array of legal services and expert advice across multiple practice areas. Our skilled attorneys are committed to delivering personalized, effective solutions tailored to the specific needs of each client. To discover more about how we can help y
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Istanbul, Tr
Services Provided+2 Services
29% Corporate & Commercial Law
15% Family Law
15% Personal Injury Legal Services
15% Estate Planning Services
AI Summary
“Lexin Legal Law & Consultancy Istanbul delivers expert, personalized legal services across business, family, real estate, employment, criminal defense, and estate planning, primarily within the Turkish market.”
Lori Di Marco, CPA, PLLC
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Lori Di Marco CPA, PLLC is a comprehensive accounting firm located on Long Island's South Shore in Suffolk County, NY. We offer a range of services, including accounting, income tax preparation, estate planning, and tax compliance for individuals, businesses, and non-profit organizations. Being a sm
Highlights
2-9
Employees
Patchogue, New York, Us
Services Provided
49% Accounting Services
40% Tax Preparation Services
11% Estate Planning Services
AI Summary
“Lori Di Marco, CPA, PLLC is a Long Island accounting firm offering personalized financial accounting, tax preparation, estate planning, and business consulting services to diverse clients.”
Marathon Financial Group
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Marathon Financial Group is a U.S. firm that assists professionals and retirees in managing their finances and preparing for the future. Their services include retirement planning, investment management, asset protection, and estate planning. Operating as fiduciaries, their team prioritizes the best
Highlights
10-49
Employees
Services Provided
69% Wealth Management
20% Retirement Planning Services
11% Estate Planning Services
AI Summary
“Marathon Financial Group offers comprehensive financial services including retirement, investment, asset protection, and estate planning, prioritizing client interests with trusted partnerships and responsive support.”
Hyden, Miron & Foster, PLLC
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Hyden, Miron & Foster, PLLC primarily focuses on tax and corporate law, estate and retirement planning, business transactions, complex trust and estate management, accounting, probate, tax disputes, guardianships and conservatorships, asset protection strategies, advanced charitable planning, labor
Highlights
10-49
Employees
Little Rock, Arkansas, Us
Services Provided
40% Tax Consulting
30% Corporate & Commercial Law
15% Estate Planning Services
15% Litigation
AI Summary
“Hyden, Miron & Foster, PLLC offers comprehensive legal and accounting services including tax, corporate law, estate planning, asset protection, labor law, and litigation to safeguard client financial interests.”
Seymour & Perry, LLC
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At Seymour & Perry, LLC, we take pride in our reputation for delivering exceptional client experiences across a range of services. Our offerings encompass individual and business tax services, consulting, auditing, and estate and retirement planning. To discover more about what we provide, click her
Highlights
2-9
Employees
Watkinsville, Georgia, Us
Services Provided+1 Services
34% Accounting Services
25% Tax Consulting
15% Audit Services
15% Estate Planning Services
AI Summary
“Seymour & Perry, LLC provides comprehensive accounting, tax, auditing, consulting, and financial planning services, ensuring exceptional client experiences for individuals and businesses across the United States.”
Quest - Advisory, Business Succession & M&A
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At Quest, our knowledgeable business advisors concentrate on maximizing personal wealth and increasing business value. We provide a variety of services designed to meet your individual and business requirements, such as mergers and acquisitions, succession planning, and family office assistance. Our
Highlights
10-49
Employees
Davidson, North Carolina, Us
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
AI Summary
“Quest offers expert business advisory services focused on wealth maximization, mergers and acquisitions, succession planning, and family office assistance to support business and personal success.”
blackacrelawfirm
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Blackacre Law LLC, located in Greenville, SC, is a real estate law firm that focuses on real estate transactions. They provide a range of services including title insurance, closings, and estate planning. As a reliable real estate attorney in Greenville, they facilitate seamless transactions for bot
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Greenville, South Carolina, Us
Services Provided
59% Legal Services
30% Real Estate Law
11% Estate Planning Services
AI Summary
“Blackacre Law LLC in Greenville, SC, specializes in real estate transactions, offering title insurance, closings, and estate planning services for residential and commercial clients.”
C B Law Firm
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C&B Law Firm was established in Istanbul in 2014 by Attorneys-at-Law Orbay Çokgör and Şura Çokgör. As a Turkish law firm, we deliver legal services to both businesses and individuals in Turkey through our skilled team of Turkish attorneys and mediators. Our commitment is to provide clients with lega
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Esentepe Mah, Tr
Services Provided+1 Services
39% Corporate & Commercial Law
20% Litigation
15% Family Law
15% Real Estate Law
AI Summary
“Founded in 2014 in Istanbul, C&B Law Firm offers professional legal services across corporate, commercial, family, real estate, and inheritance law to businesses and individuals in Turkey.”
Caras & Shulman
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Caras & Shulman, PC is a certified public accounting and business consulting firm that provides a comprehensive array of cohesive business and financial services. These services include auditing, financial statement preparation and review, tax planning and compliance, retirement planning, personal f
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Burlington, Massachusetts, Us
Services Provided+1 Services
39% Accounting Services
20% Audit Services
15% Tax Preparation Services
15% Financial Planning
AI Summary
“Caras & Shulman, PC offers comprehensive accounting and consulting services including auditing, tax planning, financial and retirement planning, and estate management for individuals and businesses.”
M
Majid Iravani Chartered Professional Accountant
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Majid Iravani is a Chartered Professional Accountant firm based in Richmond Hill, Ontario, serving the Greater Toronto Area. This full-service accounting firm focuses on corporate and personal tax, real estate tax, international tax, as well as accounting and advisory services. Majid has extensive e
Highlights
$100,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Richmond Hill, Ontario, Ca
Services Provided
49% Accounting Services
25% Tax Planning
15% Business Consulting Services
11% Estate Planning Services
AI Summary
“Majid Iravani is a Richmond Hill-based Chartered Professional Accountant firm providing comprehensive tax, accounting, and advisory services across corporate, personal, real estate, and international sectors.”

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Top Estate Planning Services Firms & Attorneys

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