Estate Planning & Probate Attorneys

An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.

203.263 Estate Planning & Probate attorneys listed on AttorneyQnA

Estate planning is how you decide — instead of state law deciding for you — who inherits your property, who raises your children, who makes medical decisions if you cannot, and how to minimize taxes and probate cost. A qualified estate planning attorney builds an integrated plan around your goals, family structure, and asset profile.

Core documents in a complete plan

  • Last will and testament — directs the distribution of your probate assets
  • Revocable living trust — avoids probate, manages assets during incapacity, controls distribution timing
  • Durable financial power of attorney — names someone to handle finances if you cannot
  • Healthcare proxy / power of attorney — names a medical decision-maker
  • Living will / advance directive — records end-of-life treatment preferences
  • HIPAA authorization — lets family access your medical information
  • Beneficiary designations — retirement accounts, life insurance, transfer-on-death accounts
  • Guardianship nominations for minor children

Trusts: when and why

A revocable living trust is often the centerpiece of a modern estate plan. Benefits include avoiding probate (faster, private, less expensive), seamless management during incapacity, and the ability to control distribution to children or beneficiaries with special needs. Irrevocable trusts serve more specialized purposes including asset protection, Medicaid planning, and estate-tax reduction.

When to update your plan

  • Marriage, divorce, or death of a spouse
  • Birth or adoption of a child or grandchild
  • Significant change in net worth
  • Move to a new state
  • Major change in tax law
  • Beneficiary or fiduciary changes
Atty. Bradley R. Waugh
Atty. Bradley R. Waugh
Toledo 27 year 5.0

Being licensed in Ohio and Michigan, Brad has extensive experience in many areas of law including real estate transactions and litigation, probate and...

Business Transactions Probate And Estate Planning Real Estate Transactions Adverse Possession Boundary Disputes +68
Atty. Molly O'Meara Schnell
Atty. Molly O'Meara Schnell
Davenport 37 year 5.0

Molly O'Meara Schnell is a lawyer practicing mergers, acquisitions, contracts, wills, trusts, estate planning, probate law, business law and 2 other a...

Business Law Mergers, Acquisitions, Contracts Wills, Trusts, Estate Planning, Probate Law Elder Law Nonprofit Law
Atty. Thomas E Balhoff
Atty. Thomas E Balhoff
Baton Rouge 50 year 5.0

Thomas E Balhoff is a lawyer practicing estate planning, health care, industrial accident litigation and 2 other areas of law. Thomas received a degre...

Estate Planning Health Care Industrial Accident Litigation Industrial And Commercial Construction Litigation Toxic Tort And Environmental Litigation
Atty. Amie Gartenberg
Atty. Amie Gartenberg
New York 44 year 5.0

About Amie Gartenberg View website Awards AV Preeminent Peer Rated This elite award is granted to attorneys who have been recognized by their peers fo...

Estate Administration Estate Planning Trust Law Ancillary Probate Corporate Law +14
Atty. Andrew David Wyman
Atty. Andrew David Wyman
Boca Raton 29 year 5.0

Andrew David Wyman is a lawyer practicing business litigation, civil litigation, commercial landlord and tenant and 15 other areas of law. Andrew rece...

Business Litigation Civil Litigation Commercial Landlord and Tenant Commercial Litigation Community Association Law +13
Atty. Emily Taylor
Atty. Emily Taylor
Joplin 5.0

Emily Taylor is a lawyer practicing family law, estate planning for the elderly. Emily.

Estate Planning For The Elderly Family Law
Atty. Datan Zvi Dorot
Atty. Datan Zvi Dorot
Aventura 19 year 5.0

Datan Zvi Dorot is a lawyer practicing estate planning, taxation, business and taxation and 7 other areas of law. Datan received a B.S. degree from Fl...

Business And Taxation Estate Planning Taxation Contracts & Agreements International Business +5
Atty. Geoffrey Alan Gannaway
Atty. Geoffrey Alan Gannaway
Houston 24 year 5.0

Mr. Geoffrey Alan Gannaway is a lawyer practicing alternative dispute resolution, appellate: civil, arbitration and 9 other areas of law.

Alternative Dispute Resolution Appellate: Civil Arbitration Energy Ethics Legal Malpractice +7
Atty. Robert D. Johnson
Atty. Robert D. Johnson
Las Vegas 25 year 5.0

R.D. Johnson Law Offices, LLC (aka: RDJ LAW) is headed by Robert D.

Business Transactions and Formation Estate Planning (Wills And Trusts) Trusts – Asset Protection Planning Estate Planning Estate Planning For The Elderly +10
Atty. Eric G. Reis
Atty. Eric G. Reis
Dallas 30 year 5.0

Mr. Eric G.

Divorce And Family Law Estate Planning & Individual Estates And Probate Family Office Tax Health Care +6
Atty. Deborah Larned Werner
Atty. Deborah Larned Werner
Oldsmar 42 year 5.0

Ms. Deborah Larned Werner is a lawyer practicing probate, estate planning, elder law and 5 other areas of law.

Elder Law Estate Planning Probate Business Law Information Technology Law +3
Atty. Robert Lane Pittard
Atty. Robert Lane Pittard
Benton 34 year 5.0

Robert Lane Pittard is a lawyer practicing commercial, personal injury, commercial law and 2 other areas of law. Robert received a B.A.B.A. degree fro...

Commercial Commercial Law Personal Injury Corporate Law Probate
Atty. John David Williams
Atty. John David Williams
Westlake Village 46 year 5.0

John David Williams is a lawyer practicing civil litigation, personal injury, insurance and 9 other areas of law. John received a B.A. degree from Uni...

Civil Litigation Insurance Personal Injury Automobile Accidents And Injuries Business Law +7
Atty. N. Mauricio Reznik
Atty. N. Mauricio Reznik
San Diego 17 year 5.0

Mr. Reznik has successfully represented a wide array of clients from inception of a case through trial.

Business Litigation Civil Litigation Corporate Litigation Arbitration Breach of Contract +22
Atty. Victoria Guadalupe Winterberg
Atty. Victoria Guadalupe Winterberg
El Paso 13 year 5.0

Victoria Guadalupe Winterberg is a lawyer practicing removal defense, family immigration, adjustment of status and 5 other areas of law. Victoria has ...

Adjustment Of Status Family Immigration Removal Defense Appeals Asylum +3
Atty. James Hale Gordon, Jr.
Atty. James Hale Gordon, Jr.
Hilliard 52 year 5.0

James Hale Gordon, Jr. is a lawyer practicing bankruptcy, business law, commercial law and 4 other areas of law. James Hale received a B.A. degree fro...

Bankruptcy Business Law Commercial Law Family Law Litigation +2
Atty. Ellie K. Harris
Atty. Ellie K. Harris
Port Charlotte 20 year 5.0

Ellie K. Harris is a partner at the law firm of Schwarz & Harris, P.A., where she focuses her legal practice on Wills, Trusts, Estate Planning, Medica...

Elder Law Estate Planning Wills Guardianship Medicare and Medicaid +3
Atty. Gina Louise Lera
Atty. Gina Louise Lera
Sacramento 31 year 5.0

Gina Louise Lera is a lawyer practicing trusts and estates, estate and gift taxes, trusts and estates litigation and 2 other areas of law. Gina receiv...

Estate And Gift Taxes Trusts and Estates Trusts And Estates Litigation Estate Planning Trusts Estates
Atty. Anne Marie Heishman
Atty. Anne Marie Heishman
Alexandria 23 year 5.0

Anne Marie Heishman is a lawyer practicing estate administration, guardianship and conservatorship, fiduciary litigation. Anne received a B.A. degree ...

Estate Administration Fiduciary Litigation Guardianship and Conservatorship
Atty. Adam Mohammadbhoy
Atty. Adam Mohammadbhoy
Bradenton 28 year 5.0

Litigating complex matters since 1998 in both state and federal courts, Adam has earned, from his peers, the highest rating for legal ability and ethi...

Commercial Litigation Probate Litigation Trial Practice Guardianship Litigation Serious Personal Injury +2

Frequently Asked Questions about Estate Planning

Do I really need an estate plan if I am not wealthy?
Yes. Estate planning is not primarily about taxes — it is about who controls your assets if you die or become incapacitated and how your family avoids probate costs and delays. Even modest estates benefit substantially from a basic will, powers of attorney, and beneficiary designation review.
What is the difference between a will and a trust?
A will directs distribution of assets through probate court after you die. A revocable living trust holds assets during your life and distributes them to beneficiaries after your death without probate. Trusts also provide privacy, faster administration, and incapacity planning.
How much does estate planning cost?
A basic will-based plan typically costs $400 to $1,500. A more comprehensive revocable trust-based plan ranges from $2,000 to $5,000. Highly customized plans involving business succession, irrevocable trusts, or estate-tax planning cost more.
What is probate and why avoid it?
Probate is the court-supervised process of validating a will and distributing assets. It is public, can take 6 to 18 months, and typically costs 3% to 7% of the gross estate in fees and costs. Probate avoidance through trust planning or beneficiary designations saves time, money, and family privacy.
Can I do my own estate plan with online forms?
Online forms work for very simple situations, but they typically miss state-specific execution requirements, fail to coordinate beneficiary designations with the document plan, and provide no help during the administration phase. Estate disputes triggered by DIY documents often cost the family far more than a lawyer would have charged up front.
What is the federal estate tax exemption?
As of 2026, the federal estate-tax exemption is $13.99 million per individual ($27.98M per couple with portability). The exemption is scheduled to drop by roughly half at the end of 2025 unless Congress extends it. State estate-tax exemptions are often much lower.
Support