Best Estate Planning Firms in America — 2026 Rankings

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

Rankings last updated April 17, 2026

Top Estate Planning Firms

  1. #1 — Trusted Tax Service Score: 12/100

    Portland, OR — Trusted Tax Service LLC : Accurate Service, Maximum Refund

    Services: Tax Preparation, Estate Planning. View full profile →

How We Rank CPAs & Accounting Firms

Our Guide Score (0–100) combines Google reviews (25%), professional credentials like CPA, EA, CMA, CIA, and CFP certifications (20%), press recognition (15%), review volume (15%), web and professional presence (10%), years of experience (10%), and profile completeness (5%). Read our full methodology →

Frequently asked questions

Who is the best estate planning firm in America?
Trusted Tax Service is currently the #1 ranked estate planning firm nationwide based on our Guide 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?
Our Guide Score (0–100) combines Google reviews (25%), professional credentials (20%), press recognition (15%), review volume (15%), web presence (10%), years of experience (10%), and profile completeness (5%). There is no paid placement.