Best Estate Planning Firms in America — 2026 Rankings

Tax-efficient estate and trust planning, wealth transfer strategies, and fiduciary accounting.

Top Estate Planning Firms

  1. #1 — Olsen Hendricks and Webster CPAs Score: 40/100

    Meridian, ID — Reliable Tax Service in Treasure Valley | Olsen & Webster CPA's & Advisors

    Services: Tax Services, For Small Businesses, Call Us, Fax, Email Us, Our Location, AVAILABILITY, Areas We Serve Boise, Meridian, Nampa, Services Tax Services Business Tax Return Preparation, Estate Planning, Individual Tax Preparation, Investment Planning, Tax Planning, For Small Businesses Accounting Done For You, Bookkeeping For Growth, Cash Flow Management, CFO Services, Payroll Services, QuickBooks Services, Succession Planning, Starting a Business, Strategic Business Coaching, Resources Refund Tracker, What To Bring, Tax Due Dates. View full profile →

  2. #2 — CSI GROUP, LLP. - CPAs Score: 40/100

    Staten Island, NY — CSI Group CPA

    Services: Tax Preparation, Financial Retirement Planning, Estate Planning, Business Services, Services Tax Preparation, Locations New Jersey, New York, More Mergers, Join Our Team, Forms, Disclosure. View full profile →

  3. #3 — Fowler & Co. Score: 38/100

    Bend, OR — Fowler & Co., Inc.

    Services: Our Mission, Employment Opportunities, Services Personal Tax Planning & Preparation Services Individual Tax Preparation, Tax Planning, Business Services Tax Preparation for Businesses, Business Advisory Services, Succession Planning, New Business Formation, Small Business Accounting & Bookkeeping Bookkeeping Services, Services for QuickBooks, Payroll, Wealth Management Services Personal Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Integrated Capital Planning, Tax Center Tax Season Tax Season Important Dates, Tax Season Info for Business Owners, Tax Season Info for Personal Taxes, Tax Questionnaires, Tax Organizer Info, Tax Due Dates, Track Your Refund, Specialized Knowledge The Act (2025), Oregon PTE E, 83(b) Elections, Beneficial Ownership Reporting, Record Retention Guide, General Information Tax Rates, IRS Tax Forms and Publications. View full profile →

  4. #4 — Blank and Co Score: 38/100

    Lake Forest, CA — Lake Forest, CA Accounting Firm

    Services: Our Values, Client Reviews, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Bookkeeping Services, Audits Reviews Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Financial Planning for Businesses, Succession Planning, New Business Formation, Internal Controls, Litigation Support, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Services for QuickBooks Why QuickBooks, Setup for QuickBooks, Answers to QuickBooks Questions, Industries Construction, Hospitality, Law Firms, Manufacturers. View full profile →

  5. #5 — Bhatia & Co. CPAs Score: 38/100

    Portland, OR — CPA Accounting & Tax in Portland, OR

    Services: Send a File, ) > Skip Navigation Make a Payment, Accounting Business and Financial Consulting, Financial Planning, Payroll, New Business Advisory, Business Accounting, Wealth Management, Tax Business Tax Reduction, Tax Preparation, Tax Planning, Trust and Estate Planning, Who We Serve Dental Practices, Hospitality, Medical Practices, Real Estate, Restaurants, Retail Businesses, Retirement planning, Estate planning, Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.), Life insurance, health insurance disability planning, Mutual fund advising, Trust planning, Succession planning for businesses, Buy/sell agreements, Employee benefit plans, Executive compensation plans. View full profile →

  6. #6 — Patsavas & Patsavas Cpas Score: 38/100

    Hinsdale, IL — Hinsdale, IL CPA Firm | Home Page

    Services: Welcome!, Featured Articles, Tax Due Dates, Services Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Tax Relief IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, IRS Payment Plan, Offer In Compromise, Innocent Spouse Relief, Get Your IRS File, Services For Individuals Retirement Planning, Estate Planning, Business Services Small Business Accounting, Bookkeeping Services, Part Time CFO Services, Compilations, Cash Flow Management, Business Valuation, Business Advisory Services. View full profile →

  7. #7 — David R. Ramos Score: 38/100

    Lakeland, FL — Lakeland, FL Accounting Firm

    Services: In This Section, Our Team, Services Individuals Tax Tax Planning Consultation, Individual Tax Preparation, Wealth Management Personal Financial Planning, Estate Planning, Business Services Tax Business/nfp Tax Preparation, Tax Planning Consultation, Accounting Services Advisory/strategic Business Planning, Bookkeeping, Quickbooks Setup, Quickbooks Training, Audit, Internal Controls, Wealth Management Succession Planning, Guides Life Events, Business Strategies, Investment Strategies, Tax Strategies for Business Owners, Tax Strategies for Individuals, Frequently Asked Questions, Tax Center Track Your Refund, Tax Due Dates, Irs Tax Forms and Publications, Record Retention Guide, State Tax Forms, Resources Financial Calculators, Recommended Books. View full profile →

  8. #8 — Penn & Company LLC Score: 36/100

    Dearborn, MI — Your Partner in Financial Success

    Services: Links, Payroll, Upload, Bookkeeping, General ledger, Bank reconciliation, Payroll processing, Corporate tax planning and filing, Investment Management, Financial Planning, Tax Planning, Estate Planning, 20100 Outer Drive Dearborn, MI 48124. View full profile →

  9. #9 — James Dee Johnson and Company CPAs Score: 36/100

    Oklahoma City, OK — Oklahoma City, OK Accounting Firm | Home Page

    Services: Our Team, Our Values, Client Reviews, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Wealth Management, Business Services Small Business Accounting, Bookkeeping Services, Payroll, Part Time CFO Services, Reviews Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Financial Planning for Businesses, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Litigation Support, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Cryptocurrency Accounting Services, Tax Relief IRS Audit Representation. View full profile →

  10. #10 — Bhatia Dimple CPA Score: 36/100

    Addison, TX — Greater Dallas Area CPA

    Services: & Affiliations, Phone, Email, Fax, {title}, Profile, Services Services For Individuals Retirement Planning, Estate Planning, Tax Services Tax Preparation, Tax Planning, Business Services Accounting Services, Bookkeeping Services, QuickBooks Services Why Quickbooks, QuickBooks Setup, QuickBooks Training, QuickAnswers, QuickTuneup, Buy QuickBooks and Save, Part Time CFO Services, Cash Flow Management, Business Advisory Services, Strategic Business Planning, Succession Planning, New Business Formation, Industries Construction, Healthcare, Law Firms, Manufacturers, Real Estate, Client Portal Secure Firm Portal. View full profile →

  11. #11 — Saddock Advisory Score: 36/100

    Dallas, TX — Based in Dallas, Saddock Advisory offers professional accounting services across TX. Get in touch at +19724375201 or through their website.

    Services: A Little About Us, WE HELP SOLVE PROBLEMS TO EMPOWER YOUR SUCCESS, TAX PLANNING, STRATEGIC PLANNING, CFO CONSULTING, EXIT PLANNING /VALUATION/ ACQUISITIONS, LOANS AND CAPITAL ADVICE, FAMILY OFFICE, ESTATE PLANNING, STRATEGIC PHILANTHROPY, WEALTH MANAGEMENT, ACCOUNTING SERVICES, Clients We Serve Best, EXITS, ESTABLISHED COMPANIES, GROWTH COMPANIES, STARTUPS, Our Team, Full Name *, Email *, Subject *, Message *, CAPTCHA. View full profile →

  12. #12 — Vertical Advisors Score: 36/100

    Newport Beach, CA — Financial Advisory Services

    Services: Peter DeGregori, Firm Growth Initiative, Services Tax Services Mergers and Acquisitions, Tax Return Preparation, Tax Consulting, Income Tax Strategy, Estate Planning, Multi State Tax Consulting, International Tax Consulting, Other Tax Services, Tax Resolution, Accounting Services, Business Consulting, Business Management, Wealth Advisory, Family Office, Industries Manufacturing, Retail, Real Estate, Professionals, Individuals, Other Industries, Tax News, Financials Calculators, Income Tax, Estate Tax, State(s) Tax, International. View full profile →

  13. #13 — Billings and Martin Score: 36/100

    Missouri City, TX — Houston, TX CPA Firm | Graphic Intro Page

    Services: In This Section:, Quick Links:, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Payroll, Part Time CFO Services, Audits Reviews Compilations, Cash Flow Management, Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Litigation Support, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, Offer In Compromise, IRS Payment Plan. View full profile →

  14. #14 — Justin E. Way CPA, P.C. Score: 36/100

    Dallas, TX — Dallas, TX CPA Firm

    Services: Employment Opportunities, Services Services For Individuals Personal Financial Planning, Estate Planning, Business Services Small Business Accounting, Payroll, Part Time CFO Services, Succession Planning, New Business Formation, Tax Services Tax Preparation, Tax Planning, QuickBooks Services Why Quickbooks, QuickBooks Setup, QuickBooks Training, Buy QuickBooks and Save, Today's News and Weather, Guides Life Events, Business Strategies, Investment Strategies, Tax Strategies for Business Owners, Tax Strategies for Individuals, Frequently Asked Questions, Resources Financial Calculators, SecureSend, Recommended Books, Internet Links, News and Weather, Tax Center Track Your Refund, Tax Due Dates. View full profile →

  15. #15 — John H Somerville CPA Score: 35/100

    Houston, TX — Houston, TX Accounting Firm

    Services: In This Section, Meet Our Team John H Somerville, Trisha Willoughby, Diana Tierney, Jose Amesquita, Wendy Salazar, Employment Opportunities, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Payroll, Part Time CFO Services, Audits Reviews Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Tax Services Tax Preparation, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed. View full profile →

  16. #16 — Victor Jones Score: 35/100

    Seattle, WA — CPA in Downtown Seattle, WA

    Services: Meet the Accountant, Client Reviews, Employment Opportunities, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Bookkeeping Services, Payroll, Part Time CFO Services, Audits Reviews Compilations, Forensic Accounting, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Financial Planning for Businesses, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Litigation Support, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Tax Relief IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed. View full profile →

  17. #17 — Rojas and Associates, CPAs Score: 35/100

    SACRAMENTO, CA — Accounting Services

    Services: Skip to primary navigation, Skip to footer navigation, Skip to main content, Skip to primary sidebar, Skip to footer, Business Services Audits and Reviews, Cash Flow Budgeting Analysis, Regulatory Compliance Audits, DDS Audits and Reviews, 401(k) Audits, Financial Statements, Manufacturing, Non Profit Audits, Single Audits, Tax Services Business Tax Return Preparation, Estate Planning, Estate, Gift and Trust Tax Return Preparation, IRS and State/Local Representation, Research and Development Tax Credits, Sales Tax Services, Tax Planning, Articles, Pay Now, Business Services, Tax Services. View full profile →

  18. #18 — Summers McCrary & Sparks PSC Score: 35/100

    Lexington, KY — Lexington, KY Accounting Firm

    Services: Phone, Email, Fax, {title}, Our Team, Our Values, Services Services For Individuals Personal Financial Planning, Retirement Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Bookkeeping Services, Payroll, Part Time CFO Services, Audits Reviews Compilations, New Business Formation, Non Profit Organizations, Internal Controls, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Tax Relief IRS Audit Representation, Back Taxes Owed, Payroll Tax Problems, Offer In Compromise, IRS Payment Plan, Services for QuickBooks Setup for QuickBooks, Training for QuickBooks, Answers to QuickBooks Questions. View full profile →

  19. #19 — Yo & Co., CPA Score: 35/100

    Temple Terrace, FL — Tampa, FL CPA Firm

    Services: In This Section:, Quick Links, {title}, Employment Opportunities, Services Services For Individuals Personal Financial Planning, Estate Planning, Elder Care, Business Services Small Business Accounting, Virtual CPA Services, Bookkeeping Services, Payroll, Part Time CFO Services, Audits Reviews Compilations, Cash Flow Management, Bank Financing, Business Valuation, Business Advisory Services, Succession Planning, New Business Formation, Non Profit Organizations, Internal Controls, Litigation Support, Tax Services Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Tax Problems IRS Audit Representation, Non Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems. View full profile →

  20. #20 — Rojas and Associates, CPA Score: 35/100

    Los Angeles, CA — Accounting Services

    Services: Skip to primary navigation, Skip to footer navigation, Skip to main content, Skip to primary sidebar, Skip to footer, Business Services Audits and Reviews, Cash Flow Budgeting Analysis, Regulatory Compliance Audits, DDS Audits and Reviews, 401(k) Audits, Financial Statements, Manufacturing, Non Profit Audits, Single Audits, Tax Services Business Tax Return Preparation, Estate Planning, Estate, Gift and Trust Tax Return Preparation, IRS and State/Local Representation, Research and Development Tax Credits, Sales Tax Services, Tax Planning, Articles, Pay Now, Business Services, Tax Services. View full profile →

How We Rank CPAs & Accounting Firms

The Directory information score is a 0–100 summary of captured profile and public review information. Fixed point limits apply to public ratings, review volume, web presence, profile completeness, listed credentials, press mentions, and reported experience. Missing information contributes no points. A low score may reflect missing data; the score does not measure service quality or guarantee suitability. Read our full methodology →

Frequently asked questions

Who is the best estate planning firm in America?
Olsen Hendricks and Webster CPAs is currently the #1 ranked estate planning firm nationwide based on our Directory information score. See the full ranked list above.
What is Estate Planning?
Tax-efficient estate and trust planning, wealth transfer strategies, and fiduciary accounting.
How are estate planning firms ranked?
The Directory information score is a 0–100 summary of captured profile and public review information. Fixed point limits apply to public ratings, review volume, web presence, profile completeness, listed credentials, press mentions, and reported experience. Missing information contributes no points. A low score may reflect missing data; the score does not measure service quality or guarantee suitability. There is no paid placement.