Find a estate planner near you

Find estate planners near me

Find estate planners near me

Share a few details and we'll show you the best estate planners in Columbus.
Zip code

Find estate planners near me

Share a few details and we'll show you the best estate planners in Columbus.
Zip code

Top 10 estate planners near you

Clients agree: these estate planners are highly rated for knowledge, experience, communication, and more.
Carlyle Tax Services

Carlyle Tax Services

5.0(2)
Offers online services
3 hires on Thervo
35+ years in business
Jennifer W. says, "Attentive, personable, knowledgeable, quick. I need to have 100 characters, but that's really it. Still not enough!" Read more
By The Law

By The Law

5.0(1)
Offers online services
10 hires on Thervo
5+ years in business
Linda L. says, "My consultation was very helpful, and thorough. My questions were answered with additional clear clarification when needed." Read more
Monterey Peninsula Law Inc.

Monterey Peninsula Law Inc.

New on Thervo
Offers online services
1 hire on Thervo
6+ years in business
Sheilding you, your family, your business and your future.
Lisa M. Nentwig, Esq.

Lisa M. Nentwig, Esq.

New on Thervo
Offers online services
25+ years in business
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.
Divinity Tax Consultants DBA Divinity Surety And Investments LLC

Divinity Tax Consultants DBA Divinity Surety And Investments LLC

New on Thervo
Offers online services
6+ years in business
We have been preparing tax returns for the past 5 years. We thrive to provide excellent customer service and client satisfaction by thorough communication with our clients, easy streamlining process of submitting documents and winning results! Honesty is key. Our service is prompt, efficient and affordable. I enjoy when my clients are satisfied with their results and also enjoy finding solutions to complex situations.
Arthur Skibell

Arthur Skibell

New on Thervo
Offers online services
59+ years in business
I have been in the practice of law in excess of 50 years; served as a municipal court judge and have been general counsel of a major hotel company for over 25 years. I currently limit my practice to business and real estate matters and transacdtions as well as probate and estate planning and family law. I enjoy the research and challenge of the practice of law
Leonard J. Tarantino, Attorney At Law.

Leonard J. Tarantino, Attorney At Law.

5.0Exceptional(6)
Offers online services
3 hires on Thervo
34+ years in business
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
Winter & Duffy Law

Winter & Duffy Law

5.0Exceptional(13)
Offers online services
14 hires on Thervo
27+ years in business
Erik says, "Michelle handled my case with 1st class professionalism. She fought for me for what she thought was right and fair. I continue to use Michelle for my case to this day making educated decisions based off Michelle’s suggestions.If you need a 1st class, knowledgeable and attentive lawyer that pays attention to detail, Michelle is the one for you! 5 stars across the board from me." Read more
Law Office Of  Anna L. Burr

Law Office Of Anna L. Burr

New on Thervo
Offers online services
9+ years in business
Early in my legal career, I worked as trial counsel for one of the largest insurance companies in the nation. From that experience, I learned from the inside how the insurance companies work and how to fight against the tactics they use to diminish injury claims. Today I use that experience to help injured people. As a sole-attorney practice, I will personally handle your injury case from beginning to end. I have a reputation for high-quality representation, and I pride myself on my integrity and straightforward, practical approach....
Dwayne Jefferson LegalShield Independent Associate

Dwayne Jefferson LegalShield Independent Associate

New on Thervo
Offers online services
1 hire on Thervo
53+ years in business
LegalShield provides affordable access to legal services, connecting you with a network of dedicated law firms for a wide range of personal and business legal matters, without the worry of high hourly costs.

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.
Julie T.
After searching for a Tax person with to luck we found GEORGE CARLYLE on Thervo.com. Excellent knowledge and people skills, He let us know exactly what was needed and in some cases how to locate it. He made our tax filing painless! We will definitely recommend him to others!!! Thank you so much for your help! Julie
Carlyle Tax Services
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.
John O.
An extremely talented and well respected attorney in the legal community, I wholeheartedly recommend her to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of her clients and getting them the most favorable result possible.
Winter & Duffy Law
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