Laurels

Best Estate
Planners in
Phoenix
2020

Why These Estate Planners?

Our goal is to connect people with the best local experts. We scored Phoenix Estate Planners on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 397 244 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

BLG Attorneys and Counselors at Law

Boland Law Group Attorneys and Counselors at Law is a legal firm in Scottsdale, AZ that practices in areas such as business, corporate, and tax law, as well as estate planning, probate, and trust administration. With over 40 years of combined experience, the team at BLG has a clear understanding of their client's needs and provides the best advice to help them prepare and protect for legal events and life's inevitabilities. The group has been working with many of America's wealthiest families and their respective businesses and has assisted in over a thousand companies from various industries for future strategic planning.

Scottsdale, AZ 85254

Website

Brown & Jensen Law Firm

Brown & Jensen Law Firm is a legal firm that serves the Arizona area in cases which involve bankruptcy, estate planning, probate, trust administration, tax planning, and asset protection. The firm's principals are Shad M. Brown and Scott T. Jensen, who each bring extensive experience to their areas of practice. Brown received his Masters of Laws in Taxation from the University of Florida's Levin College of Law. He has also worked as an attorney at the IRS’s Office of Chief Counsel, representing the IRS. Jensen received his JD at the Thomas Jefferson School of Law and his BS in Business Marketing at Arizona State University's W.P. Carey School of Business.

Charles F. Myers, PA

Charles F. Myers, PA is a law firm in Phoenix, AZ that specializes in estate planning, business succession planning, and trust administration. The firm was established in 2001, and has since prided itself on client satisfaction; handling simple and complex cases, with a team of lawyers with over 45 years of combined legal experience. Founder and firm owner, Charles Myers earned his J.D. from the University of Toledo, an LL.M in Taxation from New York University, and an AV Martindale-Hubbell rating.

Phoenix, AZ 85012

Website

Nicole Pavlic Law Firm

Nicole Pavlik Law Firm is a legal firm in Phoenix, AZ that specializes in probate, estate, and business planning. Founder and managing partner Nicole Pavlik offers an initial consultation to each potential clients. This gives the firm a chance to assess the cost for their services, as well as offer a general timeline for clients. In the same vein, clients will also be given an option to proceed or find a solution that works for them. Nicole offers a flat rate for her services, for her legal and business expertise. Being a business owner herself, she has a unique perspective and extensive knowledge of business jargon and paperwork involved in running a business. Nicole earned her J.D. from Arizona Summit Law School and is a member of the State Bar of Arizona, as well as the Probate & Trust Section.

Phoenix Tax Planning, LLC

Phoenix Tax Planning, LLC is a CFP firm based in Peoria, AZ that specializes in a variety of tax and accounting services. The firm is comprised of Enrolled Agents who are licensed practitioners to represent clients with issues ranging from simple tax returns to complex tax problems. The company has built its reputation in hard work; handling each case with efficiency and responsiveness.

Peoria, AZ 85382

Website

Ronald F. Larson, P.C.

Ronald F. Larson, P.C.is a law firm serving metropolitan Phoenix in areas of estate planning, probate, estate and gift taxation, wills, and trusts. Attorney Larson founded his firm in 1986 and has since earned an AV Preeminent Peer Rating by Martindale-Hubbell, as well as being listed as a Southwest Super Lawyer and one of Arizona’s Finest Lawyers. Apart from offering legal counsel, Ronald frequently speaks at seminars on estate planning, probate, and ethics. Being a military man himself, he served as appellate judge of the Arizona Court of Military Appeals from 1993 to 2011. With his years of service, he has gained a unique perspective of the law and has used this to help others.

Sun City, AZ 85351

Website

The Law Office of Libby Banks

The Law Office of Libby Banks is a legal firm based in Phoenix, Arizona that handles cases which include estate planning, wills, trusts, asset protection, and probate. Founder and managing partner Libby Banks personally handles each case and is known for making the process as smooth and as easy for her clients as possible. Libby offers not only legal counsel but also information by simplifying legal terminologies for clients. This information enables both sides to be open; making sure that clients are involved, every step of the way. She also requires a fixed fee for each case, for clients to have one less thing to worry about, throughout the whole experience.

Union Retirement Solutions

Union Retirement Solutions is a financial provider for Union members and their families for more than 20 years in the Arizona area. The group also provides other services including estate and insurance planning, as well as retirement solutions. Being an independent brokerage, the group is loyal and objective when it comes to each client. CEO and founder Jeffrey A. Skidmore has been providing his services to union members, regarding health, welfare, and pension programs since 1985. He has over 25 years of experience in financial and estate planning and numerous awards, including being named one of the top 20 Annuity Investment Advisors in the country.

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