Best Estate
Planners in

Why These Estate Planners?

Our goal is to connect people with the best local experts. We scored Rochester 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 64 44 14

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.

Angelo Planning Group, LLC

Angelo Planning Group, LLC is located in Rochester New York. This firm provides valuable service in the areas of estate planning, investment management, 401 (k), 403 (b), 457 advisory services, college savings, savings for retirement, mutual funds and more. The firm believes that family matters, helping their clients plan for the future while growing their assets.

Rochester, NY 14623


Burgess & Miraglia

Burgess & Miraglia are attorneys at law providing service in the city of Rochester, New York. The law firm concentrates in offering legal assistance in the areas of landlord-tenant/ evictions, real estate transactions, estate planning, bankruptcy, tax law and small and medium business general counsel. Burgess & Miraglia take pride in the affordable and quality legal representation that they deliver to their clients.

Rochester, NY 14604


Champlin & Associates

Champlin & Associates is located in the city of Rochester NY and offers its services to the neighboring communities as well. The firm provides a wealth of expertise in the areas of business planning, special needs planning, elder care planning, retirement planning, estate planning and more. By assisting clients in planning for the future, the firm's focus is on financial security moving forward by offering a peace-of-mind solution.

Rochester, NY 14625


David C. Pettig, P.C.

David C. Pettig, P.C. is located in Pittsford, New York. The law firm specializes in wealth preservation, providing services in the areas of estate planning, estate settlement, asset protection planning, trust administration, transfer of interests in family businesses and more. The firm offers their expertise and skills to help various individuals, families, businesses and other professionals keep their financial future safe and secure.

Pittsford, NY 14534


Harris, Chesworth, Johnstone & Welch, LLP

Harris, Chesworth, Johnstone & Welch, LLP are attorneys-at-law serving Rochester, New York. The practice areas they concentrate in include trusts and estates, elder law, personal injury, business law, real estate and divorce and family law. The firm takes pride in delivering responsive, assertive and accomplished service to clients that guarantee the most practical legal solutions to legal conflicts.

Rochester, NY 14625


Insero & Co.

Insero & Co. is an accounting and business advisors' firm located in the city of Rochester, New York. This firm specializes in offering tax services, such as help with audits and accounting, outsource, employee benefit plan audits, litigation support, business valuations, internal audit, estates and trusts groups and more. The firm has been chosen as the #1 Small Business Top Workplace, guaranteeing that their clients are not mere numbers but are treated as individuals, and clients can expect the same caring and careful treatment.

Rochester, NY 14614


Law Office of Kelly Odorisi, P.C.

The Law Office of Kelly Odorisi, P.C. is located in Rochester, New York where they provide legal aid to the city and its surrounding communities. The law firm specialties of practice include estate planning, elder law planning, estate administration and trust settlement. Over 20 years of experience can attest that the Law Office of Kelly Odorisi, P.C. deliver high-quality service that clients can trust.

Rochester, NY 14607


Pellittiere & Jonsson PLLC

Pellittiere & Jonsson PLLC is located in Penfield, New York, where it also serves its nearby counties. The law firm specialties include business succession planning, estate administration, estate planning, estate tax planning and long-term care and Medicaid planning. Over 25 years of experience has enabled the firm to provide reliable services for hassle-free legal solutions.

Penfield, NY 14526


Weinstein Randisi

With more than 60 years of experience, Weinstein Randisi is a premier estate planning attorney serving Rochester, New York, together with its neighboring cities. This law firm offers legal counsel for estate planning, estate administration, elder law, divorce, and litigation. By providing personalized and practical legal advice, the firm provides clients with the information needed so that they can make plans to protect their assets and their legacy.

Rochester, NY 14625


William J. MacDonald

William J. MacDonald is located in Rochester, New York. The law firm offers assistance to their clients pertaining to various legal matters such as business and corporate law, elder law and Medicaid planning, personal injury and trusts, estates and wills.

Rochester, NY 14625


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