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Best Estate Planners in Stockton
2021

We scored 82 Estate Planners in Stockton, CA and Picked the Top 13

Here are the Picks:

Beattie & Aghazarian, LLP

Calone and Harrel Law Group, LLP

Haydel & Ornellas

HerumCrabtreeSuntag

Iacopi, Lenz & Company

Jeffrey E. Prag

Kroloff, Belcher, Smart, Perry & Christopherson

Law Office of Emily A. Wirowek

Law Office of Stephen T. Hodge

Neumiller & Beardslee

Ogden Law Firm, PC

Sekhon & O'Bryant, A Professional Law Corporation

Ted H. Bestolarides - Certified Public Accountant

Why These Estate Planners?

Our goal is to connect people with the best local experts. We scored Stockton 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 82 54 13

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.

Read more about our selection process

Beattie & Aghazarian, LLP

Beattie & Aghazarian, LLP provides estate planning in the Stockton area. Practice areas cover estate and wealth preservation planning, property tax strategies, real estate law, business transactions law, and "Taming Your Property Taxes" as well. Attorney Scott Beattie JD, LL.M (Tax) is a tax attorney and board-certified specialist in estate planning, trust, and probate law and offers services for everything from basic wills and trusts to advanced planning strategies such as via partnerships, LLCs, and charitable trusts.

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Stockton, CA 95219

Website

(209) 222-3686 Website

Calone and Harrel Law Group, LLP

Calone and Harrel Law Group, LLP offers estate planning in Stockton. The legal and tax advisory group has over 50 years of experience in estate and wealth management planning, tax planning, post-mortem estate and trust administration, and tax, trust, and estate litigation as well as in business/commercial transactions, real estate law, and Chapter 7 and 13 bankruptcy law. Partners include a former IRS Estate Tax Attorney and USAR Captain and a board-certified taxation specialist.

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Stockton, CA 95207

Website

(209) 952-4545 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Calone and Harrel Law Group, LLP Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Jason Harrel - Partner Active 24
Individual Attorney Information

Haydel & Ornellas

Haydel & Ornellas is a Stockton estate planning firm with 35 years of experience. Practice areas cover wills, living trusts, advance health care directives, retirement and tax strategies, and probate, and the lawyer is certified by the Board of Legal Specialization in Probate, Estate Planning, and Trust Law. Attorney Mark F. Ornelias served on the County's Assessment Appeals Board, as general counsel to the San Joaquin County Employees' Retirement Fund, and as President of the Stockton Estate Planning Council as well.

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Stockton, CA 95219

Website

(209) 956-5900 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: From $395 / hr | Free consultation

Haydel & Ornellas Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Mark Ornellas - Partner Active 46
Individual Attorney Information

HerumCrabtreeSuntag

Herum\Crabtree\Suntag has been providing estate planning services for 20 years in Lodi. Clients hire the team for wills, various trusts including generation-skipping trusts, the formation of family partnerships, LLCs, corporations, and other business entities, durable POAs, health care directives, and probate. The full-service firm is known for top-quality results as well as cost-effective fees and consists of partners with decades of experience.

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Lodi, CA 95242

Website

(209) 924-4523 Website

HerumCrabtreeSuntag Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Steven Herum - Partner Active 41
Simran Sekhon - Associate Active 5
Individual Attorney Information

Iacopi, Lenz & Company

Iacopi, Lenz & Company has been serving the Stockton community with estate planning since 1978. Services include wills and trusts, lifetime family wealth transfers, tax and expense minimization, charitable giving, tax issues, and administration as well as personal financial planning, retirement planning, and elder care. Business services are also available, and the team of seasoned CPAs includes members of the AICPA and the California Society of Certified Public Accountants.

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Stockton, CA 95219

Website

(209) 957-3691 Website

Jeffrey E. Prag

Jeffrey E. Prag is a Stockton estate planning group with over 25 years of experience in the field. Practice areas include estate planning, taxation, tax litigation, special needs trusts, estate and gift taxation, charitable giving, trusts and estates, wills, probate, and business law as well. Attorney Jeffrey E. Prag is rated AV Preeminent by Martindale-Hubbell and is known for personalized, compassionate service.

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Stockton, CA 95207

Website

(209) 472-3480 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A

Friendliness: A+

Helpfulness: A+

Detail: A+

Jeffrey E. Prag Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Jeffrey Prag - Principal Active 46
Individual Attorney Information

Kroloff, Belcher, Smart, Perry & Christopherson

Kroloff, Belcher, Smart, Perry & Christopherson brings over 70 years of practice in estate planning to Stockton. Clients hire the group for estate planning, tax minimization, probate and trust litigation, trust administration, healthcare directives, durable powers of attorney, charitable trusts, irrevocable trusts, intra-family sales, and family business entities. The firm's lawyers include a Past President of the Stockton Estate Planning Council who also holds an AV rating from Martindale-Hubbell.

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Stockton, CA 95219

Website

(209) 478-2000 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Kroloff, Belcher, Smart, Perry & Christopherson Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Thomas Perry - Shareholder Active 49
Individual Attorney Information

Law Office of Emily A. Wirowek

The Law Office of Emily A. Wirowek is an estate planning practice in Brisbane. The firm helps clients prepare for the future, protect their assets, and minimize risks and expenses via estate planning, living wills, advance directives, special needs planning, business formation and succession planning, and trust administration and probate. The attorney is known for personalized service as well as open communication and also makes house calls.

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Brisbane, CA 95352

Website

(209) 572-2124 Website

Law Office of Stephen T. Hodge

The Law Office of Stephen T. Hodge serves Elk Grove with estate planning. The group protects the rights and interests of its clients via estate planning, probate, trust administration, business formation, and civil litigation and can handle wills, living trusts, and powers of attorney. Attorney Stephen T. Hodge is a member of the Probate & Estate Planning Section of the Sacramento County Bar Association, the Trusts & Estates Section of the State Bar of California, and the Federalist Society.

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Elk Grove, CA 95624

Website

(916) 525-9455 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Law Office of Stephen T. Hodge Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Stephen Hodge - Principal Active 28
Individual Attorney Information

Neumiller & Beardslee

Neumiller & Beardslee is an estate planning firm in Stockton. The group of attorneys and counselors was first founded in 1903 and handles a wide range of practice areas including estate planning, tax consequences, trusts, and probate. One of the principals has almost 45 years of experience in estate planning, has been named a Super Lawyer, served as President of the Stockton Estate Planning Council, and was a Captain in the U.S. Naval Reserve.

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3121 W March Ln Ste 100
Stockton, CA 95219

Website

(209) 948-8200 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Neumiller & Beardslee Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Thomas Shephard - Senior Principal Active 62
Individual Attorney Information

Ogden Law Firm, PC

Ogden Law Firm, PC offers estate planning in Modesto and is backed by 45 years of practice in the field. Estate planning services cover wills, durable powers of attorney, advance health care directives, tax consequences, charitable planning, and probate, and other practice areas include business law, probate, debt collections, and real estate law. Attorney Ralph C. Ogden, III is a member of the Traynor Society and has received three American Jurisprudence Awards.

Click to Call

Modesto, CA 95354

Website

(209) 524-4466 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ogden Law Firm, PC Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Daniel Ogden - Managing Attorney Active 9
Individual Attorney Information

Sekhon & O'Bryant, A Professional Law Corporation

Sekhon & O'Bryant, A Professional Law Corporation is a legal practice with offices in Woodbridge, CA and South Lake Tahoe, NV. Sekhon & O'Bryant focuses on helping clients with estate planning services, probate and estate litigation, bankruptcy, intellectual property, and debtor and creditor rights. With a philosophy of being client-centered and results-driven, Sekhon & O'Bryant, A Professional Law Corporation has earned many positive reviews from past clients who praise the firm's kind, professional, and knowledgeable attorneys.

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18826 N Lower Sacramento Rd Ste H
Woodbridge, CA 95258

Website

(209) 924-4990 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sekhon & O'Bryant, A Professional Law Corporation Attorneys:

Attorney Names: Bar Association Status: Years Of Experience:
Simran Sekhon - Partner Active 5
Individual Attorney Information

Ted H. Bestolarides - Certified Public Accountant

Ted H. Bestolarides - Certified Public Accountant handles estate planning in Modesto. Clients hire the team for wills and trusts, estate plans, tax strategies, business valuations and disposition, liquidity assessments, lifetime gifting, and tax returns. The firm employs a CPA and an EA and participates in the Peer Review program per the American Institute of Certified Public Accountants, the Oklahoma Institute of Certified Public Accountants, and the Texas Institute of Certified Public Accountants.

Click to Call

Stockton, CA 95207

Website

(209) 951-1040 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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