Laurels
Best Estate
Planners in
Richmond
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 Richmond, VA.

ReviewedCuratedTop Picks684819

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.

Armstrong Bristow Farley & Schwarzschild PLC

Armstrong Bristow Farley & Schwarzschild PLC offers estate planning in the Richmond area. Services cover everything from wills and trusts, tax compliance, and disability planning to charitable giving, business succession planning, and fiduciary services. The firm's lawyers boast decades of experience and include a Fellow of the American College of Trusts and Estates Council and attorneys recognized by The Best Lawyers in America, Virginia Super Lawyers, and Virginia Business magazine's Legal Elite.

Richmond, VA(804) 282-6170

Website

Bourdow, Bowen & Ellis P.C.

Bourdow, Bowen & Ellis P.C. has been serving the Midlothian community with estate planning for 30 years. Practice areas include estate planning and administration, wills and powers of attorney, medical directives, trust administration, elder law, guardianships, and tax planning. The firm's "of counsel" attorney is a former member of the Estate Planning Council of Richmond and served as Trustee of the Commonwealth Community Trust as well.

Midlothian, VA(804) 744-6133

Website

Coates & Davenport, P.C.

Coates & Davenport, P.C. has been providing estate planning services in Richmond since 1974. The full-service law firm handles estate planning including elder law and Medicaid law, trusts, power of attorneys, advance medical directives, probate, and estate administration. The firm has been rated AV by Martindale-Hubbell and recognized as a Super Lawyer by Richmond Magazine and a Legal Elite by Virginia Business magazine.

Richmond, VA(804) 729-5537

Website

Estate Planning Council of Richmond

The Estate Planning Council of Richmond offers estate planning services in the Richmond area. The group was founded in 1948 and serves as a membership-based community of estate planning professionals with various events and services. Individuals can search the council's members for a professional that suits their estate planning requirements as well as look for a designated Accredited Estate Planner® or Estate Planning Law Specialist. The council is affiliated with the National Association of Estate Planners & Councils.

Richmond, VA(804) 549-4166

Website

Financial Dynamics & Associates, Inc.

Financial Dynamics & Associates, Inc. is a Chester estate planning team with decades of combined experience in the field. The group features a Complete Planning Review process along with estate planning, asset protection, retirement income planning, financial advice, investment management, and IRA $ 401(k) rollovers. President Isaac W. Wright, ChFC® is an author and financial commentator, has been seen on CBS and in The Richmond Times Dispatch, and is a member of the National Ethics Association.

Chester, VA(804) 777-9999

Website

Frank O. Brown, Jr. , P.C.

Frank O. Brown, Jr., P.C. is an estate planning firm in Henrico. Practice areas include estate planning and administration including wills, powers of attorney, advance medical directives, trusts, probate, funding and accounting for trusts, and required accounting as well. Attorney Frank O. Brown, Jr. is a Fellow of the American College of Trust and Estate Counsel, is a Virginia Super Lawyer per Law and Politics Magazine and Richmond Magazine, and is also rated AV Preeminent.

Henrico, VA(804) 673-7545

Website

Freed & Shepherd, P.C.

Freed & Shepherd, P.C. is a Richmond estate planning firm with almost 100 years of combined experience. The group handles full estate planning, will and trusts, and tax and transactional planning along with business law, dispute resolution, and contract law. Attorney Robert L. Freed is a "Seriously Outstanding" Super Lawyer, a CPA, a member of the American College of Trust and Estate Counsel, and recipient of numerous recognitions including from the The Best Lawyers in America.

Richmond, VA(804) 330-5528

Website

Golightly Mulligan & Morgan PLC

Golightly Mulligan & Morgan PLC is a Richmond estate planning firm backed by over 20 years of experience. Practice areas include wills and trusts, powers of attorney, estate tax planning, probate assistance, and the appointment of guardians and conservators as well as business formation and succession services. The founder is a member of the member of the Richmond Bar Association and the Virginia State Bar Association’s Section on Trusts and Estates.

Richmond, VA(804) 658-3873

Website

James H. Wilson, Jr.

James H. Wilson, Jr. brings 30 years of experience in estate planning to the Glen Allen area. Estate planning services include living trusts, living wills, probate, elder law, powers of attorney, and appointments, and interested parties can access numerous estate planning article on the firm's site. The attorney is a member of the Virginia State Bar's Bankruptcy Law, Family Law, and Trusts & Estates Sections as well as a member of the Henrico County and Richmond Bar Associations.

Glen Allen, VA(804) 740-6464

Website

Kane & Papa, P.C.

Kane & Papa, P.C. has been a Richmond estate planning firm since 2010. The full-service legal team is known for personalized, tailored services and provides estate planning and administration with a focus on estate tax shelters such as credit shelter trusts, family limited partnerships, and family limited liability companies. Attorney James E. Kane has been practicing law for almost 30 years and also handles bankruptcy law, creditors' rights, commercial litigation, and business startups.

Richmond, VA(804) 225-9500

Website

Laker-Beacon Group, LLC

Laker-Beacon Group, LLC brings 80 years of combined experience in estate planning to Richmond clients. The full-service financial group offers both estate planning and estate administration services for tax minimization and proper transfer and works with a client's attorney, CPA, and other advisors on simple estates to complex strategies. Additional services include retirement planning, business planning, life insurance, and charitable giving as well.

Richmond, VA(703) 765-3700

Website

Law Offices of Kimberly A. Pinchbeck, P.C.

Law Offices of Kimberly A. Pinchbeck, P.C. is a Richmond estate planning practice with almost 25 years of practice in the field. The team focuses on estate and trust planning, estate and trust administration, elder law, and asset protection with services for wills, trusts, durable powers of attorney, advance medical directives, probate, administrative issues, and tax issues as well. Attorney Kimberly A. Pinchbeck is a CPA, a Fellow of the American College of Trust and Estate Counsel, and former President of the Trust Administrator's Council of Richmond.

Richmond, VA(804) 320-2439

Website

Law Offices of Robin S. Gnatowsky

The Law Offices of Robin S. Gnatowsky handles estate planning for the community of Glen Allen. The firm helps clients with estate planning and administration, wills, living wills, and POAs, trusts and living trusts, insurance and wealth planning, estate tax planning, asset protection planning, and business law. Attorney Robin S. Gnatowsky is also an Accredited Estate Planner®, a CPA, and a Chartered Financial Consultant®.

Glen Allen, VA(804) 935-8510

Website

Lee Law Office, PLLC

Lee Law Office, PLLC is an estate planning firm in Richmond. Clients have access to a range of services including living trusts, wills and probate, lifetime gifting, joint ownership, beneficiary designations, and life estates. Additional practice areas cover everything from legacy planning to elder law, and attorney Melanie M. Lee regularly speaks and writes, is a member of the American Academy of Estate Planning Attorneys, and offers free online resources and seminars as well.

Richmond, VA(804) 204-1500

Website

Mitchell Wiggins & Company LLP

Mitchell Wiggins & Company LLP is an estate planning firm in Richmond with almost 75 years of history. The team of Certified Public Accountants and consultants helps clients minimize tax consequences and maximize asset retention upon the transfer of an estate. The head of estate planning and administration is a member of the American Institute of Certified Public Accountants and was a Virginia Business Super CPA from 2001 to 2013.

Richmond, VA(804) 282-6000

Website

Shepard & Turner, PLC

Shepard & Turner, PLC brings 70 years of combined experience in estate planning to the Richmond area. Practice areas cover estate planning as well as estate and trust administration with a range of services including wills, generation-skipping trusts, family partnerships, tax return preparation, creditor claims, and probate. One partner is a Fellow of the American College of Trust & Estate Counsel, is listed by The Best Lawyers in America, and holds an AV rating as well.

Richmond, VA(804) 893-4661

Website

The Nance Law Firm

The Nance Law Firm offers estate planning in Richmond. Services include living trusts, wills, powers of attorney, medical directives, family limited partnerships, charitable giving, asset protection, probate, women and money, and veterans' benefits. Attorney Charles Nance is a member of the Virginia State Bar's Trusts & Estates Section, has been interviewed by CNN, is a member of Virginia Business magazine's Legal Elite, and was appointed by Governor Tim Kaine for the board of the Virginia College Savings Plan as well.

Richmond, VA(804) 213-3007

Website

ThompsonMcMullan P.C.

ThompsonMcMullan P.C. offers estate planning services in Richmond. A team of six experienced attorneys cover the practice area of estate planning with services including wills and trusts, powers of attorney, advance medical directives, UCTA/UTMA, charitable gift planning, tax consequences, and the establishment of limited partnerships and limited liability companies. Estate administration services are also available, and the firm holds an AV rating and has been listed by The Best Lawyers in America.

Richmond, VA(804) 649-7545

Website

White & McCarthy, LLP

White & McCarthy, LLP has been a Midlothian estate planning firm since 1970. Clients hire the practice for wills, codicils and testamentary trusts, revocable and irrevocable living trusts, general, limited and special powers of attorney, long-term planning, and advance medical directives. The firm is rated AV by Martindale-Hubbell, and its lawyers are involved with organizations such as the Virginia Coalition for Prevention of Elder Abuse, Wills for Heroes, and Senior Connections.

Midlothian, VA(804) 379-1905

Website

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