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Laurels

Best Estate Planners
in Bakersfield
2019

We Looked at 91 Estate Planners serving Bakersfield and Picked the Top 13

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Here are the Picks:

Why These Estate Planners?

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

Reviewed Curated Top Picks 91 59 13

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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cover image of Barbich Hooper King Dill Hoffman Accountancy Corporation  law/1.jpg

Barbich Hooper King Dill Hoffman Accountancy Corporation

Barbich Hooper King Dill Hoffman Accountancy Corporation has served clients for more than 30 years, offering a truly comprehensive range of legal services. These include tax planning and compliance; attestation, review, and compilation services; business consulting; estate and trust planning; client accounting and bookkeeping; controllership services; employee benefit plan audits; IRS and FTB representation during audits; litigation support; and pension plan administration. The firm has particular expertise in the agricultural, medical, dental, energy, and real estate industries, as well as experience with not-for-profits, professional services, and special districts. It serves individuals, families, and businesses in Kern County but also from further afield (including overseas). The legal experts here have a reputation for excellence. Their clients are quick to praise the effectiveness, responsiveness, and cost-efficiency of their service.

Bakersfield, CA 93309

Website

cover image of Botti & Morison Estate Planning Attorneys, Ltd.  law/2.jpg

Botti & Morison Estate Planning Attorneys, Ltd.

Botti & Morison Estate Planning Attorneys, Ltd. is an estate planning firm whose attorneys boast more than four decades of combined experience. The firm offers a full range of estate planning services -- its specialties include comprehensive will plans, comprehensive revocable living trust estate plans, durable power of attorney, advanced health care directives, grant deeds, Medi-Cal planning, probate, trust administration, trust litigation, veteran's benefits planning, conservatorship, and guardianship. The experts here have crafted thousands of customized estate plans in the course of their careers, and their former clients have been impressed by their proficiency and patience.

Bakersfield, CA 93309

Website

cover image of Bowles Financial & Insurance Group, Inc.  law/3.jpg

Bowles Financial & Insurance Group, Inc.

Bowles Financial & Insurance Group, Inc. is a wealth advisory and financial planning specialist that serves individuals, families, and businesses in Bakersfield, California. Its technical expertise spans annuities, IRAs, investments, and insurance, and the professionals here are trained to create customized programs that satisfy the needs of each client.

Bakersfield, CA 93309

Website

cover image of Bynum & Wells, LLP  law/4.jpg

Bynum & Wells, LLP

Bynum & Wells, LLP is a Kern County firm that provides friendly and personalized legal representation and advice in the areas of real estate law, estate planning, probate, trust administration, corporate law, and divorce mediation. The firm has earned a name for professionalism and efficiency, and local people are grateful for the helpful and personable approach that it takes.

Bakersfield, CA 93309

Website

cover image of Ethan Aparicio of Northwestern Mutual  law/1.jpg

Ethan Aparicio of Northwestern Mutual

Ethan Aparicio of Northwestern Mutual is an award-winning financial advisor who has more than 25 years of experience in the financial services industry. He specializes in business continuation planning, business risk management, business succession planning, estate planning, financial planning, retirement planning, special needs planning, life insurance planning, long term care planning, education funding, and more.

Bakersfield, CA 93309

Website

cover image of Insight Wealth Strategies  law/2.jpg

Insight Wealth Strategies

Insight Wealth Strategies is a financial planning firm that offers a full range of services to its clients -- including retirement planning, wealth management, 401K rollover, tax reduction strategies, long-term care, annuities, and life insurance services. The firm creates customized financial plans for individuals, couples, and families, and it offers a free, no-obligation, 90-minute meeting to anyone who wants to learn more. Insight Wealth Strategies has several offices in California (San Ramon, Livermore, Point Richmond, Bakersfield, and Irvine), as well as an office in Houston, Texas.

Bakersfield, CA 93309

Website

cover image of LeBeau-Thelen, LLP  law/3.jpg

LeBeau-Thelen, LLP

LeBeau-Thelen, LLP is a Californian civil practice firm that specializes in business litigation, construction, real estate, insurance defense, casualty, professional liability, labor and employment law, and agriculture. It also handles oil and gas law, water law, environmental law, taxation, business planning, probate, corporations, partnerships, receiverships, conservatorships, trusts, and estate planning. It takes a results-oriented approach, aiming to deliver creative and practical legal solutions for its clients. The firm has practiced in California for more than 30 years, and it is well-known for its commitment to quality. The lawyers here have decades of combined experience, which they use to help individuals and start-up businesses, as well as corporate, institutional, and governmental clients. LeBeau-Thelen provides professional services in Kern, Kings, Tulare, Fresno, San Luis Obispo Counties, as well as in northern Los Angeles County and the rest of the state of California.

Bakersfield, CA 93309

Website

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Michael Burger & Associates

Michael Burger & Associates is an appraisal specialist that has served the local area for more than a quarter of a century. It helps clients with residential, commercial, industrial, and agricultural real estate appraisals, as well as offering right of way and condemnation appraisal services for property owners and government entities. The appraisers here draw upon decades of experience, and they are fully qualified to deliver valuation services for estate planning, tax planning, and divorce purposes. Michael Burger & Associates is based in Bakersfield and serves clients throughout Kern County. It also provides some services in Tulare, Fresno, and Los Angeles.

Bakersfield, CA 93312

Website

cover image of The Law Office of Rosetta N. Reed  law/1.jpg

The Law Office of Rosetta N. Reed

The Law Office of Rosetta N. Reed helps clients with wills, revocable living trusts, durable powers of attorney, advance health care directives, probate, non-probate death transfers, and Chapter 7 bankruptcy. It serves the Kern County and Bakersfield areas, and local people are quick to express their gratitude for the helpful and personal service that they have come to expect. Rosetta N. Reed is a member of the State Bar of California, the National Association of Consumer Bankruptcy Attorneys, and the Kern County Bar Association.

Bakersfield, CA 93309

Website

cover image of The Werner Law Firm  law/2.jpg

The Werner Law Firm

The Werner Law Firm is a Southern Californian legal firm that has served its clients for more than 40 years. The company has won numerous awards, including Attorney of the Year from the SCV Bar Association and a Reader's Choice Award for Best Attorney from the Daily News. It offers a free initial consultation for anyone who wants to learn more.

Santa Clarita, CA 91351

Website

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The Wright Law Office

The Wright Law Office provides elder law, estate planning, and medical planning for clients in Bakersfield, where it has practiced for more than a quarter of a century. It is a family firm with particular experience helping older and disabled people to protect their assets.

Bakersfield, CA 93301

Website

cover image of Trovato Wealth Management  law/4.jpg

Trovato Wealth Management

Trovato Wealth Management is a wealth advisory firm that serves individuals, families, and businesses in the Kern County area. It offers a broad range of advice and guidance, including fee-based financial planning, estate planning, philanthropy planning, retirement planning, portfolio management, tax strategies, risk management solutions, long-term care, stock option planning, and education planning. Joe Trovato has served local people for more than 15 years, and he builds lasting relationships with his clients.

Bakersfield, CA 93309

Website

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Wall Wall & Peake

Wall Wall & Peake is a California legal firm with a focus on efficiency and personal service. It specializes in estate planning, probate representation, business law, real estate law, construction law, landlord representation, eviction services, public agency law, and municipality law. The attorneys at the firm each have more than 25 years of experience in their profession, and the firm itself has a history in Bakersfield and Kern County that dates back more than 60 years. Clients who engage the firm for estate planning and probate services can expect to be assisted by attorney and partner John Wall, a Bakersfield native who has almost 40 years of legal expertise. Mr. Wall has been admitted to practice law in the United States Court of Appeals for the Ninth Circuit, and he has considerable experience in matters concerning wills and trust administration. His firm helps individuals, families, and businesses in Bakersfield and the surrounding areas, offering advice and representation at a reasonable price.

Bakersfield, CA 93301

Website

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