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Laurels

Best Estate
Planners in
Stockton
2019

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 Stockton, CA.

Reviewed Curated Top Picks 85 57 16

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 Beattie & Aghazarian, LLP  law/1.jpg

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.

Stockton, CA 95219 (209) 222-3686

Website

cover image of Calone and Harrel Law Group, LLP  law/2.jpg

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.

Stockton, CA 95207 (209) 952-4545

Website

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Croce & Company

Croce & Company has been an estate planning firm in Stockton since 1987. The team of CPAs and Enrolled Agents helps individuals with estates and trusts, tax returns, selecting and restructuring entities, planning and projections, and returns/planning for partnerships, corporations, s-corporations, nonprofits, and LLCs as well. Additional services cover accounting, bookkeeping, and assurance and financial statements. The founder is a member of the AICPA and is a former member of the board of directors of the California Society of Certified Public Accountants.

Stockton, CA 95219 (209) 943-2222

Website

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Hakeem Ellis & Marengo

Hakeem Ellis & Marengo is a Stockton estate planning office. The full-service law firm provides experienced analysis, representation, and execution of estate planning, guardianships and conservatorships, and probate and also offers counsel in business and civil litigation, corporate and contract law, family law, employer matters, real estate and land use, personal injury, and mediation. Interested parties can contact the team directly online for further information.

Stockton, CA 95219 (209) 474-2800

Website

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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.

Stockton, CA 95219 (209) 956-5900

Website

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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.

Lodi, CA 95242 (209) 924-4523

Website

cover image of Iacopi, Lenz & Company  law/3.jpg

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.

Stockton, CA 95219 (209) 957-3691

Website

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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.

Stockton, CA 95207 (209) 472-3480

Website

cover image of Kroloff, Belcher, Smart, Perry & Christopherson  law/1.jpg

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.

Stockton, CA 95219 (209) 478-2000

Website

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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.

Brisbane, CA 95352 (209) 572-2124

Website

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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.

Elk Grove, CA 95624 (916) 525-9455

Website

cover image of Neumiller & Beardslee  law/4.jpg

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.

Stockton, CA 95203 (209) 948-8200

Website

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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.

Modesto, CA 95354 (209) 524-4466

Website

cover image of Schneweis-Coe & Bakken, LLP  law/2.jpg

Schneweis-Coe & Bakken, LLP

Schneweis-Coe & Bakken, LLP brings over 30 years of estate planning experience to clients in Lodi. The women-owned firm offers estate planning, trust administration and litigation, estates and trusts, wills, probate, conservatorships and guardianships, business succession, and supplemental needs trusts. Additional practice areas include business and family law. Attorney Sabrina Schneweis-Coe is a certified specialist in Estate Planning, Trust & Probate Law, a certified mediator, and a member of WealthCounsel.

Lodi, CA 95240 (209) 339-9196

Website

cover image of Sekhon & O'Bryant, A Professional Law Corporation  law/3.jpg

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.

Woodbridge, CA 95258 (209) 924-4523

Website

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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.

Stockton, CA 95207 (209) 951-1040

Website

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