Laurels

Best Estate
Planners in
Stockton
2020

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.

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

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.

Stockton, CA 95207

Website

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

Website

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.

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

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.

Stockton, CA 95207

Website

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

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.

Elk Grove, CA 95624

Website

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

Website

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