Find a estate planner near you

Find estate planners near me

Find estate planners near me

Confirm your location to see the best estate planners in Columbus.
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Find estate planners near me

Confirm your location to see the best estate planners in Columbus.
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Top 10 estate planners near you

Clients agree: these estate planners are highly rated for knowledge, experience, communication, and more.
Leonard J. Tarantino, Attorney At Law.

Leonard J. Tarantino, Attorney At Law.

5.0Exceptional(6)
3 hires on Thervo
34+ years in business
Hackensack, NJ
Anonymous says, "Leonard is an incredible lawyer. He did an amazing job preparing a defense strategy for a DWI, and was tremendously supportive in a difficult time. He is highly knowledgeable and arms you with the best legal counsel you can ask for. He's the person you want handling your case!!" Read more
Katz Law Firm, PLLC

Katz Law Firm, PLLC

5.0(1)
5 hires on Thervo
20+ years in business
Cedarhurst, NY
Fran S. says, "Very courteous and punctual. They addressed my needs, educated me on additional options and on questions I had. And I thought the prices were competititve and also reasonable based on the work product, response time and overall. Recommended!" Read more
Puma's Business Creation & Finanical Services Inc

Puma's Business Creation & Finanical Services Inc

5.0(3)
1 hire on Thervo
13+ years in business
Baytown, TX
D. S. says, "Veloney help me get in compliance with the state with my business. I didn't know where to start. And she took the bull by its horn and lead the way." Read more
Targosz Walker Legal Group PLLC

Targosz Walker Legal Group PLLC

4.8(4)
4 hires on Thervo
16+ years in business
Lathrup Village, MI
Sheila I. says, "I love her attitude and compassion, we are just at the beginning of my case. " Read more
Affordable Law  And Tax Offices

Affordable Law And Tax Offices

5.0(3)
33 hires on Thervo
8+ years in business
South Milwaukee, WI
Troy S. says, "He acted very fast got right on my case to resolve my current situation " Read more
Katje Law Group, APC

Katje Law Group, APC

5.0Exceptional(5)
Top Pro
10 hires on Thervo
14+ years in business
Anaheim, CA
Russel A. says, "Michael the office manager described how the process would work and made sure that we understood the requirements involved " Read more
Your Legacy Legal Care™

Your Legacy Legal Care™

5.0Exceptional(40)
3 hires on Thervo
28+ years in business
Houston, TX
Kevin J. says, "Good communication so far." Read more
Monaghan And Associates

Monaghan And Associates

5.0(1)
4 hires on Thervo
15+ years in business
Plymouth, MI
Anna F. says, "She was very friendly and understanding of my situation. She also explained the process and was willing to be flexible with my appointment times. " Read more
Lisa M. Nentwig, Esq.

Lisa M. Nentwig, Esq.

25+ years in business
Philadelphia, PA
We provide cost effective legal services in the areas of estate planning and estate administration in Pennsylvania, New Jersey and D.C. Our services include the preparation of Living Wills, Powers of Attorney, Wills and various types of Trusts. We also assist executors and administrators with various estate administration matters, including probate, death tax return preparation, selling real estate, liquidating and transferring assets, mediating disputes among heirs and closing estates. Our goals are protecting your interests and assets. I enjoy helping clients through the estate administration process after their loved ones have passed.
OC FINANCIAL SERVICES INC.

OC FINANCIAL SERVICES INC.

19+ years in business
Fullerton, CA
Always professional... Hello,My name is Irene Christensen. I am the owner and CEO at OC FINANCIAL SERVICES INC. my team and I would like to make our firm your number one source for financial solutions and services dealing with personal and small business planning and income tax preparations. I manage and operate our independently owned company, founded in June 2006. I have more than 20 years of experience in the field of personal and small business planning, bookkeeping, tax preparations for individuals, small business and corporations. We are your professional tax preparation and resolution services in Fullerton. We look forward to earning...

Your Wills and Estate Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do estate planners charge?

Estate planners charge $300 to $1,500 for a simple estate plan or $5,000 to $20,000 for a more complex estate plan. Estate planning attorneys charge either a flat fee for an estate planning package or an hourly rate of $100 to $300+ per hour. Estate planners in small towns and newly licensed lawyers needing experience may cost less.

What is estate planning, and what do estate planners do?

Estate planning is the process of creating a plan that appoints who or where you want your assets and possessions to go to after your death. Estate planners—also called estate planning attorneys or estate probate attorneys—are licensed attorneys who specialize in estate and trust law that work with you to create an end-of-life plan based on your specific situation and needs.

Estate planning may involve:

  • Creating a will
  • Setting up a limited or durable power of attorney (POA)
  • Creating a long-term healthcare plan
  • Setting up a trust to protect your assets and designate beneficiaries
  • Additional tax planning

Do I need an estate planner?

While you can create estate planning documents yourself, hiring an estate planner is often the best option to ensure the documents are filled out correctly and prevent any issues with transferring your assets to your designated beneficiaries after your pass on. Estate planners know the details of the laws and, in addition to ensuring that your estate plan documentation is valid, they can answer questions and give you professional financial and tax advice throughout the estate planning process.

What do I need to bring to an estate planning appointment?

The documents you should bring to your estate planning appointment will vary depending on your specific situation. In general, you'll want to bring all the documents needed to give the most complete picture of your current total assets. This may include some or all the following items:

  • Bank statements
  • Brokerage account and investment statements
  • Retirement account statements
  • Business owner or partnership documentation
  • Credit card statements
  • Mortgage or other loan documentation
  • Insurance policies
  • Real estate, auto, and watercraft titles or deeds
  • Trademark, patent, copyright, or intellectual property documentation
  • Birth certificates
  • Adoption certificates
  • Marriage certificates
  • Divorce decrees
  • Beneficiary or guardianship designations
  • Pre-nuptial or post-nuptial agreements

How do I choose the best estate planner near me?

Estate planning often involves sharing a lot of personal information, so it's important to hire an experienced professional that you trust and are comfortable talking with. When researching estate planners near you, be sure to:

  • Interview and compare fees from 3 to 5 estate planning attorneys who are licensed, bonded, and insured.
  • Review their profile and look for excellent reviews on Thervo and Google.
  • Look for an attorney in your state who specializes in estate and trust law.
  • Look for members of the National Association of Estate Planners & Councils or the American Academy of Estate Planning Attorneys.
  • Ask them about their experience with trusts and estates like yours.
  • Ask for a detailed explanation of their fees and fee structure.
  • Hire an estate planner who can work within your budget.

What questions should I ask when hiring an estate planner?

Asking the right questions can help you choose the best estate planner near you:

  • How long have you been an estate planner?
  • What education and certifications do you have?
  • Do you offer free consultations?
  • How long do you expect this process to take?
  • What is your preferred method of communication?
  • Do I contact you directly or do you have an assistant?
  • Do you charge an hourly rate or a flat fee?
  • How much do you charge for estate planning?
  • What is included in the fee, and what additional costs might come up during the process?

Reviews for Columbus estate planners

Recent success stories from people in the Columbus area.
Christina B.
He was very informative and punctual. He gave us a clear picture of what information was needed for our day in court and everything went smoothly. I would highly recommend his services.
Leonard J. Tarantino, Attorney at Law.
K. T.
Puma's Business Creation assist me in obtaining not just one but two trademarks. I'm was extremely happy because it was so stressed for me and she made the process so easy.
Puma's Business Creation & Finanical Services Inc
Bill B.
Having had lost all faith in the judicial system and your typical lawyers, I handle most of my court cases related to myself and or business in Pro Per. When a legal matter presented itself that was far outside of my legal expertise I was fortunate to be introduced to Victoria Targosz. Words cannot express how impressed I am by Victoria‘s knowledge of law and its application. Throughout my time with Victoria she did a stellar job of communicating what to expect and how she was going to address it. At all times I knew she was fighting and devoted to my cause . ( Unlike some other attorneys ). It takes a lot to impress me and Victoria has continued to throughout our relationship
Targosz Walker Legal Group PLLC
Zinanita T.
I feel Robert Malloy is on top of his game. He is responsive to any questions very straight and to the point which is appreciated. He is conscious of my money and my needs regarding my divorce.
Affordable Law and Tax Offices
Ruel M.
Effective, timely and pleasant
Katje Law Group, APC
Mindy R.
Very knowledgeable associates here
Your Legacy Legal Care™
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