Find a estate planner in Orlando, FL

Find estate planners in Orlando, FL

Find estate planners in Orlando, FL

Confirm your location to see the best estate planners near you.
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Find estate planners in Orlando, FL

Confirm your location to see the best estate planners near you.
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Top 10 estate planners in Orlando, FL

Clients agree: these Orlando estate planners are highly rated for knowledge, experience, communication, and more.
The REAP Companies

The REAP Companies

2 hires on Thervo
21+ years in business
Serves Orlando, FL & Online
Truly multi-disciplinary firm with dedicated professionals in estate planning, income planning, wealth management & tax planning. Specializing in retirement planning, my main goal each and every day is to help families reach their retirement financial goals. I am a diligent educator of the retirement process. I believe in taking the extra time and care needed to educate my clients and help them understand this process and the solutions presented to help navigate their biggestretirement hurdles with ease. Whether helping with healthcare, to opening up guaranteed income streams, I go above and beyond – to find the best strategy for each client,...
Family Legacy Builders Insurance & Financial Services

Family Legacy Builders Insurance & Financial Services

5.0(1)
1 hire on Thervo
40+ years in business
Serves Orlando, FL & Online
David S. says, "Professional and very experienced." Read more
Perez Accounting Tax & Notary Services LLC

Perez Accounting Tax & Notary Services LLC

8+ years in business
Serves Orlando, FL & Online
We focus on educating our clients while our clients focus on growing their business. We are a small boutique Accounting Practice. We offer a varied of accounting services that are GAAP compliant. We specialize in one to one client interaction. We interact daily with our clients no matter what the hours are.
Coye Law Firm

Coye Law Firm

34+ years in business
Serves Orlando, FL & Online
I like to help people solve problems. Sometimes when someone is hurt or sick, they need a more holistic individualized approach to solving their medical needs, financial needs and future needs. For over 28 years that has been my passion, taking the set of problems someone is having and trying to find the right avenues in the law and our system to help. As a result my team and I focus on solving the problems and helping people make solid decisions about their situation.
LegalShield

LegalShield

4.6Awesome(5)
7 hires on Thervo
53+ years in business
Serves Orlando, FL & Online
Mary S. says, "A letter from a lawyer can make all the difference. Recently a member reached out when a jewelry store lost her wedding ring set and refused to fully refund or replace it. After her LegalShield provider attorney contacted the company, it reversed it's decision and paid the full cost: $13,982. Find out what a LegalShield provider attorney can do for you at www.TomandLyse.com" Read more
Sikes  Law Group, PLLC

Sikes Law Group, PLLC

24+ years in business
Serves Orlando, FL & Online
We are a two attorney law firm in Winter Garden. We offer a free initial consultation to prospective clients and take a personal interest in their needs. We offer a strong mix of family law experience with a strong business background. We have over 45 years of combined experience. We enjoy helping our clients obtain closure on their legal issues. We work to distinguish between the emotional issues that accompany most family law matters from the "business" issues and strive to help our clients achieve their desired results whenever possible....
Court Documents, Inc.

Court Documents, Inc.

33+ years in business
Serves Orlando, FL
1. Been in business since 1992 helping people through out the entire State of Florida preparing court documents. 2. I have a degree in the Paralegal field and qualified to prepare court documents for court filings. 3. The company website is: www.yourdivorcedocuments.com 4. We are the largest Paralegal Service in Florida. Are fees for some of our services start at $65.
Notary Nation LLC

Notary Nation LLC

5.0(2)
4+ years in business
Serves Orlando, FL
Tyrone F. says, "A 1st class company and the owner Dawn Velez is one of a kind. Grade A customer service!! " Read more
Ronald Cutler, Attorney, CPA, Former Special Agent FBI

Ronald Cutler, Attorney, CPA, Former Special Agent FBI

54+ years in business
Serves Orlando, FL & Online
2025 0813 I AM AN ATTORNEY, CPA, AND FORMER SPECIAL AGENT OF THE FBI. MY PRACTICE INCLUDES IRS REPRESENTATION AND RETURNS, WILLS, TRUSTS, ESTATES, ASSET PROTECTION, REAL ESTATE, CORPORATIONS, ELDER LAW. I HAVE BEN PRACTICING FOR OVER 50 YEARS.

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 Orlando estate planners

Recent success stories from people in the Orlando area.
Shannon K.
Divorce with children is never easy, especially for the children. Having a provider law firm that is caring and empathetic toward my personal situation has taken a bit of the burden and stress off me. That has freed me up to be the mom I want to be for my children, without the worry of the divorce process. I couldn't be more grateful for the help and support I received from them. Kudos to such an amazing t=eam of professionals
LegalShield
Anna S.
Phenomenal experience. Very professional. Came on time and took care of me in a very timely manner would definitely do business with them again.
Notary Nation LLC
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Orlando estate planners by service