Laurels
Best Estate
Planners in
Lexington
2017

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 analysed the results to give you a hand-picked list of the best estate planners in Lexington, KY.

ReviewedCuratedTop Picks835515

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.

Donald & Company, P.S.C.

Donald & Company, P.S.C. is a certified public accounting firm that is located in Lexington, Kentucky and was founded in 1986. This firm provides accounting services, tax services, and consulting. Consulting services include new business startup, QuickBooks support, financial planning, retirement planning, estate planning, divorce financial planning, and litigation support. Donald & Company, P.S.C. is a member of AICPA, CPA, KYCPA, Kentucky Society of Certified Public Accountants, and more.

Lexington, KY(859) 223-3318

Website

Duncan, Smith & Stilz, PSC

Duncan, Smith & Stilz, PSC is a certified public accounting firm that is located in Lexington, Kentucky and was established in 1978. The firm offers tax services, services for individuals, and business services. Services for individuals include personal financial planning and estate planning. Duncan, Smith & Stilz, PSC is affordable, experienced, and friendly. This certified public accounting firm is a member of the Private Companies Section of the American Institute of Certified Public Accountants.

Lexington, KY(859) 268-2221

Website

Elder Law Lexington McClelland & Associates, PLLC

Elder Law Lexington McClelland & Associates, PLLC is a law firm located in Lexington, Kentucky that specializes in Medicaid planning, special needs trusts, guardianship counseling, veteran benefits counseling, and nursing home planning. Services include able account counseling, disability planning, durable advanced directive for healthcare, durable financial powers of attorney, elder abuse issues, elder care planning, estate planning, trusts and administration of trusts, and more. Elder Law Lexington McClelland & Associates, PLLC is a member of NAELA, NELF, NGA, and more.

Lexington, KY(859) 543-0061

Website

Frederick G. Irtz II, Attorney at Law

Frederick G. Irtz II, Attorney at Law is a lawyer that is located in Lexington, Kentucky and has been representing clients since 1974. Areas of practice include estate planning, creation and revision of wills and trusts, tax litigation, tax audits, litigation and other tax controversies, tax-free exchanges, criminal tax investigations, buying, selling and starting a business, corporate valuation, and more. Attorney Frederick G. Irtz II is an approved mediator by the Kentucky Administrative Office of the Courts.

Lexington, KY(859) 233-4643

Website

Gayheart & Campbell, PLLC

Gayheart & Campbell, PLLC is a law firm that is located in Lexington, Kentucky. Areas of practice include corporate law, estate planning, family law, litigation, probate administration, taxes, and trust administration. Family law practice areas include divorce, marital/nonmarital property, legal and physical custody, maintenance (alimony, timesharing), visitation, child support, post-divorce matters, and prenuptial and postnuptial agreements. Gayheart & Campbell, PLLC is a proud member of the ElderCounsel.

Lexington, KY(859) 276-6193

Website

McBrayer, McGinnis, Leslie & Kirkland, PLLC

McBrayer, McGinnis, Leslie & Kirkland, PLLC is a law firm with offices located in Lexington, KY, Louisville, KY, Frankfort, KY, Frankfort, KY, Greenup, KY, and Washington, DC. This firm has been representing clients since 1963. Areas of legal practice include administrative law, banking, lending and finance, bankruptcy, business and corporate law, commercial and business litigation, construction law, corporate investigations, criminal defense, estate planning and administration, and more. McBrayer, McGinnis, Leslie & Kirkland, PLLC is proud of its client reviews.

Lexington, KY(859) 231-8780

Website

Morris & Morris, P.S.C.

Morris & Morris, P.S.C. is a law firm that is located in Lexington, Kentucky and was established in 1985. Areas of practice include business/corporate, civil litigation, family law, estate planning, immigration, and appeals. The Morris & Morris, P.S.C. lawyers, Attorney Sharon K. Morris and Attorney James M. Morris, have been honored as among the Top 100 Trial Lawyers in Kentucky by the National Trial Lawyers Association.

Lexington, KY(859) 281-6981

Website

R.L. Brown Wealth Management

R.L. Brown Wealth Management is a financial planning firm that is located in Lexington, Kentucky. Services include financial planning, estate planning, insurance, and business planning. This firm aids its customers achieve peace of mind through financial planning and can assist with eliminating or reducing possible estate taxes. R.L. Brown Wealth Management offers a free consultation. The firm has been featured in Yahoo Finance, U.S. News & World Report, and Investopedia.

Lexington, KY(859) 317-5889

Website

Russell Capital Management

Russell Capital Management is a financial consulting firm that is located in Lexington, Kentucky with more than 25 years of experience in the industry. This firm helps with creating and preserving wealth. Services include trust and estate planning, high net worth families, charitable foundations and endowments, life events, retirement accounts, and 403B/401K participants. The Russell Capital Management representatives are registered and the firm is a member of FINRA/SIPC.

Lexington, KY(859) 254-5225

Website

Spectrum Financial Alliance Ltd., LLC

Spectrum Financial Alliance Ltd., LLC is a financial planning firm that is located in Nicholasville, Kentucky and has been helping individuals establish financial security for more than 30 years. Areas of expertise include retirement planning, wealth management, investment risk management, 401(K) and 403(b) plans, existing retirement and company pension plans, college savings plans, legacy and estate planning, home and auto loan advice, and more. Spectrum Financial Alliance Ltd., LLC offers a free consultation.

Nicholasville, KY(859) 223-6333

Website

The Law Office of Robin C. May & Associates

The Law Office of Robin C. May & Associates is a firm that is located in Lexington, Kentucky. Practice areas include intellectual property, business and commercial law, civil rights, family law, military law, appellate law, contracts, estate planning, and eFiling. The firm believes estate planning is quintessentially about planning the client’s future and legacy. The Law Office of Robin C. May & Associates renders legal services with integrity and respect.

Lexington, KY(859) 523-7418

Website

The Law Offices of Walter C. Cox Jr. and Associates, LLC

The Law Offices of Walter C. Cox Jr. and Associates, LLC is a law firm that is located in Lexington, Kentucky. Areas of practice include wills and living wills, estate planning, revocable living trusts, irrevocable living trusts, powers of attorney, and health powers of attorney. The Law Offices of Walter C. Cox Jr. and Associates, LLC is a proud member of BBB-Commercial Law League and Commerce Lexington and has been AV Rated by Martindale-Hubbell for over 30 years.

Lexington, KY(859) 514-6033

Website

Trent Capital Management, Inc.

Trent Capital Management, Inc., established in 1987, is a financial planning firm with offices located in Greensboro, North Carolina and Lexington, Kentucky. Investment advisory services include individually managed accounts, retirement plan asset management, tax planning, real estate planning, estate planning, retirement planning, and college planning. Trent Capital Management, Inc. offers a free analysis.

Lexington, KY(859) 254-2141

Website

Twila Mynhier Brooks

Twila Mynhier Brooks is an attorney at law located in Lexington, Kentucky. This attorney offers estate planning and tax services. She concentrates in estate planning, estate administration/probate, tax, adult mental health, elder law, and business planning. Twila Mynhier Brooks is licensed to practice law in the Commonwealth of Kentucky. She has been admitted by the United States Supreme Court and by the United States Tax Court to practice.

Lexington, KY(859) 351-2294

Website

Wallingford Law

Wallingford Law is a law firm that is located in Lexington, Kentucky and has been providing legal assistance since 1998. Primary practice areas include business planning and litigation, trademark and copyright, personal injury and wrongful death, creditor’s rights, debt collection and judgment enforcement, and more. Other areas of practice include non-profit representation, health care law, construction law, false claims act representation, and estate planning and administration. The firm's goal is to deliver cost-effective solutions to its clients.

Lexington, KY(859) 219-0066

Website

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