Most Recommended Estate Planning Experts

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

Brad A. Galbraith is the Managing Partner at GW Law, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by The Florida Bar Association. Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time. Brad maintains an Indiana CPA license and has taught estate and tax planning to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs which has been published and distributed nationally. That program, entitled Estate Planning for CPAs, has also been presented to thousands of CPAs throughout the United States. Brad is also the author of several books, including: Intentionally Defective Grantor Trusts Line By Line, Family Limited Partnership Agreement Line By Line, Family LLC Operating Agreements Line By Line, and is co-author of Disinherit The IRS, Don’t Die Until You’ve Read This Book, The Four Corners: Where Your Estate Plan Becomes A Living Legacy, and The Florida Domicile Handbook.

I am a business attorney focused on working with Dentists, DSO's, Physicians, Entrepreneurs, and Small Business Owners. I founded Odgers Law Group in 2013 in Del Mar, California, and have since opened up offices in Poway, Mission Valley, and Los Angeles. My firm, Odgers Law Group, helps professionals and business owners in each step of their business life cycle: Formation, Growing, Protecting, and Exiting and plans for wealth preservation and transfer through comprehensive trust based estate planning.

I am an estate planning attorney with an international background and over 20 years experience. I specialize in creating wills and trusts for families in California, including but not limited to revocable grantor trusts, living trusts, special needs trusts, irrevocable trusts, etc.

Greg Reese is the Founder, President, and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC. With more than 25 years of experience in estate planning, he specializes in helping individuals and families protect their assets, preserve wealth, and create comprehensive legacy strategies. Through AmeriEstate, Greg has built a national network dedicated to making estate and asset protection planning accessible and effective. At Reef Point, he focuses on advanced planning solutions and tax-efficient strategies designed to help clients structure and transition highly appreciated assets. Greg is recognized for his expertise in estate planning, asset protection, and wealth preservation, and is a frequent speaker on trust strategies and long-term financial planning.

I’m Paul Deloughery (also known as Paul E. Deloughery), an estate planning attorney and Certified Family Wealth Advisor with over 25 years of experience helping families protect their wealth and legacy. Based in Phoenix, Arizona, I specialize in creating customized estate plans and family governance strategies to prevent family disputes, protect autonomy, and preserve harmony across generations.Want to discuss how to protect your family’s legacy? Feel free to reach out!

Ryan Duffy is a North Carolina and South Carolina attorney who helps families protect what matters most through clear, practical estate planning. As the founder of Estate Planning of the Carolinas, he focuses on wills, trusts, probate, and incapacity planning, offering a streamlined, virtual-first experience that makes quality legal help easier to access. Ryan also maintains a personal-injury practice and advises clients through complex real-world problems. Outside of client work, he operates Legal Verb, a content and SEO service for law firms looking to grow through better online visibility.

Jeff Burr has been recognized as one of the top tax and estate planning attorneys in Southern Nevada and has been practicing for over 40 years. Through his years of community service and continual hard work, his personal client list contains many of the most prominent families in southern Nevada. Under Jeff's leadership, the firm has received the highest and most prestigious AV rating from Martindale Hubbell. Jeff's community involvement includes having been elected to the Clark County School Board and serving on boards such as the Boys and Girls Clubs of Southern Nevada, KLVX Planned Giving, St. Rose Dominican Foundation, Nevada State College, The Giving Tree, LDS Philanthropies and others. Jeff has been named by his peers as one of the top estate planning attorneys in Southern Nevada in every edition of Best Lawyers in America.

I am a consumer bankruptcy attorney in the Charleston, South Carolina area. I also practice in the areas of foreclosure defense and Fair Credit Reporting Act cases. Regarding any recommendations, endorsements, or testimonials in my profile, South Carolina Rule of Professional Conduct 7.1 requires this notice: "Any result the endorsed lawyer or law firm may achieve on behalf of one client in one matter does not necessarily indicate similar results can be obtained for other clients."

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As a tax attorney, wealth consultant, and entrepreneur, I offer my clients a unique 360-degree view of their financial lives. From tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

Mike is a senior wills and estates lawyer in British Columbia. He founded the firm Westcoast Wills & Estates in 2011. He regularly advises clients on estate planning and prepares Wills, Trusts, Representation Agreements and Powers of Attorney. He also advises and helps clients apply to court for probate orders. Mike earned a Bachelor of Arts degree from UBC in 2002 prior to earning his Bachelor of Laws degree from Dalhousie Law School in Halifax in 2006. A practicing lawyer, Mike is a member of the Law Society of British Columbia and the Canadian Bar Association’s Wills & Trusts and Elder Law subsections. He has earned the TEP designation as a member of the Society of Trust and Estate Practitioners (STEP Canada). He is a member of the Estate Planning Council of Vancouver. He is also a past board member of the Marineview Housing Society and sat on an advisory panel for the BC Cancer Agency. He regularly presents at continuing education courses and also frequently presents publicly on trusts and estate planning for financial institutions, charities and educational institutions around Vancouver. He has been interviewed and featured in numerous publications over the years.

Victoria Lozano is an estate and business planning attorney and the founder of Plan Forward Legal LLC, with offices serving clients in Illinois and South Carolina. She helps individuals, couples, and families build practical estate plans that protect loved ones and reduce conflict, including wills, revocable living trusts, irrevocable trusts, trust administration, and planning for long-term stability. Victoria is known for translating complex legal concepts into plain language so clients can make confident decisions about guardianship planning, beneficiary planning, and the legacy they want to leave. Victoria is affiliated with the Chicago Bar Association, the American Bar Association, and the Lesbian and Gay Bar Association of Chicago (LAGBAC). She earned her Juris Doctor from Chicago-Kent College of Law in 2022, and her academic background includes advanced study in English and teaching in higher education, including Women and Gender Studies.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

Practicing attorney focusing on estate planning

Jay Sunde is an accomplished entrepreneur with deep experience across multiple industries. He began his career in financial analysis, producing complex forecasts and strategic projections for regional and national companies in commercial real estate, residential real estate, and healthcare. Driven by an entrepreneurial mindset, Jay founded a custom homebuilding company in his mid-20s and grew it into a multi-million-dollar business, developing both custom and speculative homes throughout central North Carolina. During the 2008 housing crisis, he successfully pivoted by acquiring two pool and spa retail and service companies. He scaled both operations, overseeing all aspects of the businesses, and later exited through sales in 2012 and 2018. Since 2009, Jay and his wife, Danielle, have partnered to launch, grow, and acquire preschools, daycares, and elementary schools across the Southeast. Along the way, they also acquired the commercial real estate occupied by their schools and built a growing portfolio of residential real estate holdings. Today, their education platform generates more than $5 million in annual revenue, employs over 70 team members, and serves nearly 500 families. Jay is active in numerous entrepreneurial and small business organizations and, for the past eight years, has consistently mentored and advised founders, business buyers and sellers, and individuals seeking greater financial and time freedom through business ownership.