Directory · US
Trusts and Estates in United States
A register of firms and the professionals working at them in the Trusts and Estates sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
166 on file
Bridgeford Trust Company
Bridgeford Trust Company is a fully independent trust company chartered in South Dakota, providing conflict-free and innovative trust and fiduciary services and progressive U.S. modern trust law solutions around asset protection, privacy, and tax planning to domestic and international families worldwide. Now the oldest and largest independently owned South Dakota chartered trust company, we leverage over 140 years of combined legal, accounting, and trust administrative experience, executed through our talented and growing staff of fiduciary professionals. South Dakota is consistently ranked among the top U.S. trust jurisdictions, renowned for its progressive and cutting-edge trust laws. Bridgeford's clients benefit from advanced asset protection, dynasty trust capabilities, and the flexibility to hold non-traditional assets in trusts. Additionally, South Dakota’s privacy provisions and directed trust statutes are among the best in the country, enabling our clients to work confidentially with their chosen financial advisors or investment managers in the administration of trust assets. Bridgeford Trust Company delivers far more direction and control to clients and their advisors than ever before because of South Dakota’s modern trust laws. Learn more about the South Dakota Advantage at:
11 to 50 staff
Estate Management Services
Estate Management Services (EMS), an Arizona licensed fiduciary company, provides property settlement services for probate, trust and estate matters. Utilizing our concierge-style approach, our clients can customize our services to support their estate property settlement challenges. From inventories and appraisals, to distributions, liquidations and clean-outs, we support all aspects of settling property in an estate. For 15 years, we have provided Trustees, Personal Representatives, estate administrators, family members and others with professional and ethical estate property administration services.
1 to 10 staff
Pennington Law - Estate Planning & Probate
Effective estate planning and administration is more than a financial matter. It is a way to protect the people you love while honoring the unique relationship you have with them. At Pennington Law, PLLC, I represent individuals and families throughout central Arizona in a full range of estate planning and probate matters. Though end-of-life planning is a sensitive subject that unfortunately too many people avoid, failing to make the proper arrangements can have a terrible impact on your family. You can never be sure when you will need authoritative instructions on matters such as property distribution, medical treatment and child care. I deliver knowledgeable, compassionate counsel customized to you and your goals. I can develop a plan offering you the security that you have fulfilled your obligations and protected those you love.
1 to 10 staff
J. Garrett Auctioneers
J. Garrett Auctioneers is a full service Dallas auction gallery and estate liquidation company with over 60 years' combined auction experience in the fields of antiques, fine art, designer jewelry, and luxury handbags. We specialize in estate auctions, estate liquidation, and corporate collections. Whether working with private individuals, trust and estate attorneys, or family executors, we offer a comprehensive approach to all aspects of the selling process. Using the latest technology, we promote to live and online audiences of qualified buyers around the globe, achieving maximum sales results.
1 to 10 staff
Magnolia Trust Company
Magnolia Trust Company™ administers trusts for high-net-worth families. As a trust company based in Chattanooga, Tennessee, we serve clients across the Southeast. We partner with investment managers, CPAs, legal counsel, insurance professionals, valuation consultants, bankers, and other advisors. This allows us to be independent while working cohesively to help achieve your goals.
1 to 10 staff
Ozarks Legacy Law
An estate planning law firm committed to helping families throughout the Ozarks avoid probate and preserve family wealth. Ozarks Legacy Law customizes estate plans that prepare families for life’s uncertainties and for life’s prosperities. With offices in Republic, Nixa, and Aurora, Ozarks Legacy Law is an estate planning law firm guided by attorney David Payne whose team provides personalized & professional estate planning service for those in southwest Missouri. We solve problems with time-tested, legal strategies that are proven to preserve wealth, avoid probate courts and prevent the heartbreaking family legal conflicts that rip families apart. Unsure of where to start? Give up worrying about how to plan your estate and book a call. Estate Planning doesn't have to be complicated.
1 to 10 staff
Hall & Diana Llc
Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service. We have three main areas of expertise: • We help clients develop their estate plans, including providing advice about lifetime gifts to family members and charities, and prepare the documents necessary to implement their plans. • For families faced with the death of a loved one, we provide expert guidance on dealing with all the complexities that arise during the estate administration process and offer preparation services for estate tax returns. • We serve as trustees of family and charitable trusts to ensure that clients’ legacies are preserved and nurtured. Through our affiliation with RWA Family Office, a division of RWA Wealth Partners, we are also able to provide unparalleled investment management and financial planning services. Led by our founding partners, Martin Hall and Brenda Diana, our team brings decades of experience and expertise to each matter, and an unrivaled level of commitment. Our partners have been recognized by their peers and by rating services for the rigor of their work and the quality of their client service. We look forward to hearing from you and seeing if we can help.
1 to 10 staff
The Wealth Transfer Coach
As a trusts and estates attorney in private practice, after 15 years of seeing estate plans blow up because of family conflicts, liquidity issues, long-term care, and lost wealth to taxes, I pivoted to private coaching and advanced insurance planning so I can offer clients nationwide real solutions to prevent these kinds of wealth destroying problems from happening.
1 to 10 staff
Bcre Co
The Brokerage with Heart & Soul
11 to 50 staff
Colorado Estate Matters Ltd
At Colorado Estate Matters, we understand that estate planning, probate, trust administration, and legal matters can be intricate and emotionally charged. That’s why we’ve crafted a law firm that’s more than just a legal resource; we’re your local, tight-knit community of professionals dedicated to guiding you through life’s most important decisions.
1 to 10 staff
Handled - Estate Sales Accomplished
Trusted high-end luxury estate liquidation business in the Los Angeles and surrounding areas. Purveyor of unique, vintage luxury goods.
1 to 10 staff
Lved.Com Inc
LVED.com makes estate planning simple, affordable, and fully digital. Create wills and trusts, manage a secure digital wallet, and preserve your stories for future generations. Our timely delivery system ensures your documents and digital assets reach your beneficiaries exactly when the time comes. We’re redefining how people protect their legacy and share it with the ones they love.
1 to 10 staff
Meurer Law Offices, Pc
If you’re looking for an estate planning attorney, Medicaid attorney or need help with elder law here in Denver, Meurer & Potter, has been helping people pass their legacy on to loved ones since 1991. As experienced Colorado estate planning lawyers, Attorney Michael T. Meurer Attorney Nicole G. Andrzejewski, and Attorney Matthew P. Zanotelli offer clients in the Denver metro area consulting in a variety of estate law and estate planning areas.
1 to 10 staff
The Estate, Trust & Elder Law Firm, P.L
The Estate, Trust & Elder Law Firm, P.L, is excited to announce that after 43 years our founding Attorney, Michael D. Fowler, J.D, LL.M, B.C.S, is finally moving into retirement and he found the perfect successor, Attorney Wesley R. Harvin, II, J.D, LL.M. Wes grew up on the Treasure Coast and obtained his Juris Doctorate degree from the University of Florida, Fredric G. Levin College of Law in 2001. Wes continued his expertise by obtaining a Master of Laws in Estate Planning from the University of Miami. But it is Wes’ 20 years of experience and his true passion for helping others that will continue with Mike’s legacy. The Firm is uniquely positioned to provide outstanding service regarding crisis and advanced long term care planning including eligibility for Medicaid and Veteran’s benefits, essential estate planning and guidance through the long-term care continuum. We have experts in Estate Planning, Trust Planning, and Estate and Trust Administration (probate). We live in a time where Elder Exploitation is an epidemic. Every day a senior is being taken advantage of and we can help! Florida has the most advanced laws to stop exploitation of our most vulnerable and loved citizens. We can help families dealing with Senior Exploitation, Probate & Trust Litigation, Guardianships, and assistance with Tax Law for new Florida Residence. With a combined 60+ years of experience, our Attorneys are poised to assist in all aspects of elder law, and we think anyone in the market for Estate or Elder Law services should check us out. While no one wants to think about disability or death, establishing an Estate or Long-Term Care Plan and protecting one’s family from the potentially financially devastating expenses of long-term care is one of the most important steps you can take to safeguard yourself and your loved ones.
1 to 10 staff
Leblanc & Young
Established in February 1995, LeBlanc & Young is a specialty law firm located in Portland, Maine, with a statewide practice devoted exclusively to estate planning, the administration of trusts and estates, and related areas of law.
11 to 50 staff
Southeast Trust Company
Southeast Trust Company is built on the principles of leadership, continuous improvement and client-driven quality. We provide local service and a comprehensive range of trust and investment services coupled with superior client focus. Services include life and wealth planning, investment management, personal trust services, estate settlement services, and individual retirement accounts.
11 to 50 staff
Zell Family Office
The Zell Family Office (ZFO) is a family-focused office that supports the needs of the Zell Family, offering a range of services focused on enhancing their overall well-being, from their health to their finances. We’re reimagining what a family office should be by offering the Zell family a range of services. Our founder, Sam Zell, believed in exploring your potential and creating an impact. That’s why we aim to support his family — as well as our community and society — by enhancing their well-being. ZFO is a division of Chai Trust, the private trust company for the Zell family. Chai has two primary divisions: The Zell Family Office and Equity Group Investments, which focuses on direct investing in privately held companies across various industries.
11 to 50 staff
Beacon Tax And Estate Services Inc
At Beacon Tax we provide tax preparation and estate administration services for professionals, fiduciaries, and individuals. Our services are tailored to our clients' specific needs.
1 to 10 staff
Dynasty Law, Llc
Dynasty Law is unlike the stereotypical Estate Planning Law Firm. Through our streamlined processes and zealous representation, we pride ourselves in prioritizing true service to our clients, and we are focused on creating plans that truly work for you and the people you love. At Dynasty Law we primarily focus on specialized areas of practice: Estate Planning, Guardianship, Trust Planning, Asset Protection, Conservatorship, Special Needs Planning, Probate, Estate Tax Protection, Kids Protection Plan, Probate and Trust Administration. We understand that estate planning is never “a one size fits all” approach, as everyone has different needs, for one it may be a child with special needs or their elderly parent, and another asset protection. We place an great deal of value on being truly curious with you by discovering what is truly important to you, before we offer guidance on avenues to achieve your personal and financial goals, in order to provide you the protection and comfort you and your family deserve. We are able to create and foster intimate relationships with our clients by focusing our energy and expertise in these niche areas. We’re the best for people who don’t just want to leave family a set of documents that may or may not work, but instead want to use the estate planning process to pass on a legacy of love with care and ease. And, most importantly keep their family out of court and out of conflict.
1 to 10 staff
Future Interest Alliance
Future Interest Alliance (FIA Trust) is a modern fiduciary services company built to bring professional, ethical, and accessible trust management to beneficiaries and families across Texas. Founded by estate planning attorneys Drea Haire and Amy Lefkowitz, together with CEO Summers McKay, FIA Trust was created to solve a longstanding gap in the market: most trustees and corporate fiduciaries focus only on large, high-value trusts — leaving thousands of families without experienced, reliable, or transparent trust administration. We believe every trust deserves professional management, regardless of size. Our team combines decades of experience in estate planning, probate, fiduciary administration, legal strategy, and organizational leadership. FIA Trust provides: • Court-appointed trust administration (including minors and protected persons) • Private trust management • Professional fiduciary services • Collaboration with estate planning attorneys • Clear communication, consistent reporting, and proactive oversight We partner closely with families, attorneys, and courts to ensure beneficiaries receive competent stewardship, financial clarity, and long-term stability. At our core, FIA Trust exists to deliver integrity, accountability, and skill to an industry where all three are often inconsistent. We handle the complex work so beneficiaries can focus on living, healing, and planning for the future. FIA Trust — fiduciary management, done right.
1 to 10 staff
Holman Law Group, Estates And Trusts Attorney
Holman Law Group is a professional corporation that helps individuals secure their future and assists future generations to thrive. Our expert legal team provides reliable expertise in estate planning, wills and trusts, probate administration, and incapacity planning. While most of our clients live in Monrovia, Arcadia, Pasadena, and the greater San Gabriel Valley, we represent clients all over California; from Ventura to Palm Desert, from San Diego to San Francisco. Holman Law Group is your local neighborhood law firm. Our team provides a custom and personable approach to each client who walks through our doors. Together Holman & Holman, Attorneys at Law provide legal services and expertise in Estate Planning, Wills and Trusts, Probate Administration and Litigation, Business Formation, and Real Estate law.
1 to 10 staff
Lambergg
Lambergg is a premier asset protection firm dedicated to safeguarding the wealth of Ultra High Net Worth individuals and families. With decades of financial expertise, we offer unparalleled confidentiality, cutting-edge technology, and personalized service. Our international network ensures optimal asset protection, tax efficiency, and seamless wealth transfer across generations. While we specialize in serving UHNWI, our mission extends to everyone, providing free content and education for those who cannot afford our services. Combining ancient wisdom with modern insights, we secure your financial legacy in an ever-changing world.
1 to 10 staff
Law Office Of Jonathan M. Graham & Associates, P.C
In today's competitive and complicated legal environment, you must have an attorney who is experienced, knowledgeable, and capable. Our firm typically handles simple and complex matters pertaining to Real Estate, Probate, Estates, and Contracts.
1 to 10 staff
Mccormack Law, Llc
McCormack Law, LLC is a boutique estate planning law firm focused on delivering highly personalized, compassionate, and comprehensive estate planning and post death administration services for individuals, families, and small business owners. Whether clients are planning for the future, managing unexpected life changes, or navigating complex family dynamics, the depth of knowledge and personalized approach at McCormack Law, LLC make it a trusted partner in achieving lasting peace of mind.
1 to 10 staff
