Tax Planning Attorneys in Alabama

17 tax planning firms in Alabama, by county and firm type.

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

17 firms

FirmMontgomery, AL

Balch & Bingham LLP

Serves 1 county

Estate Planning & Trusts practice with attorneys in the Montgomery and Birmingham offices. Represents personal representatives, trustees and beneficiaries in probate and trust administrations, will contests and suits over the construction of wills and trusts, and estate and gift tax audits before the IRS.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 445 Dexter Avenue, Suite 8000Montgomery, AL 36104
Phone: (334) 834-6500

Solo PracticeAuburn, AL

Buckner Law Firm

Serves 1 county

Auburn practice of Anna F. Buckner, a Fellow of the American College of Trust and Estate Counsel. Handles probate, estate and trust administration, probate litigation, guardianships and conservatorships, and estate, special needs and business succession planning.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more

Office: 1859 Ogletree RoadAuburn, AL 36830
Phone: (334) 246-5855

Virtual consultations

FirmMontgomery, AL

Capell & Howard, P.C.

Since 1947 · Serves 3 counties

Montgomery firm founded in 1947 whose attorneys regularly appear before the Montgomery County Probate Court, with offices in Opelika and Tuscaloosa. Advises executors, trustees and beneficiaries in estate and trust administration, handles contested will, trust and estate matters, guardianships and conservatorships, and gift and estate tax matters before the IRS.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more

Office: 150 South Perry StreetMontgomery, AL 36104
Phone: (334) 241-8000

FirmTuscaloosa, AL

Dogwood Estate Planning

Serves the whole state

Greensboro Avenue practice a short walk from the Tuscaloosa County Probate Court, taking estates in Tuscaloosa County and across Alabama. Luke Barry handles probate from petition to closing, trust and estate administration with accountings and estate tax returns, and will contests and trust disputes. Flat fees are quoted before work starts.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 601 Greensboro Avenue, Suite 290Tuscaloosa, AL 35401
Phone: (205) 469-8715

Free consultationVirtual consultations

FirmTuscaloosa, AL

Dorroh & Mills, P.C.

Since 1996 · Serves 7 counties

Tuscaloosa firm founded by Joel F. Dorroh in 1996 as an estate planning and probate practice, serving clients throughout West Alabama. Its attorneys probate wills, administer estates where there is no will, handle will contests and property transfers through probate, give post-death tax planning for potentially taxable estates, and establish guardianships and conservatorships.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 4 more

Office: 1800 McFarland Boulevard North, Suite 180Tuscaloosa, AL 35406
Phone: (205) 345-2800

FirmSelma, AL

Gamble, Gamble, Calame & Jones, LLC

Since 1923 · Serves 10 counties

Selma firm founded in 1923 that regularly represents clients in Black Belt counties including Dallas, Perry, Lowndes, Wilcox and Marengo. It administers estates and trusts for named executors and trustees and prepares wills, estate tax plans and powers of attorney. One attorney holds advanced degrees in tax law, and the firm handles estate and fiduciary income tax matters.

PracticesEstate PlanningTrust AdministrationProbateTax Planning

Office: 807 Selma AvenueSelma, AL 36701
Phone: (334) 875-7810

FirmDecatur, AL

Harris, Caddell & Shanks, P.C.

Since 1989 · Serves 4 counties

Decatur firm a short walk from the Morgan County Courthouse, serving Morgan, Limestone, Lawrence and Madison counties. Its attorneys advise personal representatives and trustees on probating wills, administering estates and trusts and estate tax, and handle will contests and creditor claims. One attorney is County Guardian and Conservator for Morgan County.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more

Office: 214 Johnston Street SEDecatur, AL 35601
Phone: (256) 340-8000

FirmScottsboro, AL

Holliman & Holliman, Law Firm PLLC

Serves 6 counties

Husband-and-wife firm with offices in Scottsboro and Birmingham, working in the Jackson, Jefferson and Shelby County probate courts. Guides personal representatives through probate and successor trustees through trust administration, alongside estate planning, special needs trusts, guardianships and conservatorships.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 6 more

Office: 402 South Broad Street, Suite 200Scottsboro, AL 35768
Phone: (256) 259-3301

FirmMobile, AL

Johnstone Adams, LLC

Since 1897 · Serves 2 counties

Mobile firm in One St. Louis Centre, practicing since 1897 and serving Mobile and Baldwin counties. Its probate attorneys help executors identify and appraise estate assets, file court documents, pay debts and estate taxes, sell property and distribute assets to beneficiaries, and represent families when a will is contested. Its trust and estate attorneys hold advanced taxation degrees.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 1 Saint Louis Street, Suite 4000Mobile, AL 36602
Phone: (251) 432-7682

FirmHuntsville, AL

Lanier Ford Shaver & Payne P.C.

Since 1988

Huntsville firm whose probate attorneys represent personal representatives, trustees and guardians and counsel heirs and beneficiaries. Handles letters of administration, inventories, debt payment, will contests and trustee advice, along with wills, credit shelter and marital trusts, and guardianship and conservatorship proceedings. Formed by a 1988 merger of practices dating to 1899.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more

Office: 2101 West Clinton Avenue, Suite 102Huntsville, AL 35805
Phone: (256) 535-1100

Solo PracticeDothan, AL

The Law Office of Peter A. McInish, LLC

Since 2011 · Serves 8 counties

Dothan solo practice half a block from the Houston County Courthouse, serving the Wiregrass counties of southeast Alabama. Probates wills, administers decedents' estates and trusts, and establishes guardianships and conservatorships, with trial experience in will contests, alongside wills, living trusts and estate and gift tax planning.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 153 South Oates StreetDothan, AL 36301
Phone: (334) 671-2555

Solo PracticeOpelika, AL

Matt White, Attorney

Serves 5 counties

Opelika solo practice serving Lee County and nearby Phenix City, Tuskegee, Tallassee and Valley. Assists with probate and estate administration in the Lee County Probate Court, from filing the will and petition through notifying creditors and inventorying assets, along with wills, revocable, irrevocable and special needs trusts, and estate tax planning.

PracticesEstate PlanningProbateTax Planning

Office: 3120 Frederick Road, Suite JOpelika, AL 36801
Phone: (334) 431-3777

Free consultation

FirmMontgomery, AL

Memory Memory & Causby, LLP

Serves 1 county

Montgomery firm serving Central Alabama clients for over 40 years. Administers probate estates and trust estates with a team approach that works alongside the personal representative or trustee and an accountant, and drafts wills, trusts, living wills and powers of attorney with estate tax planning.

PracticesEstate PlanningTrust AdministrationProbateTax Planning

Office: 469 South McDonough StreetMontgomery, AL 36104
Phone: (334) 834-8000

FirmScottsboro, AL

The Porter Law Group, P.C.

Since 1978 · Serves 4 counties

Scottsboro firm in the Rossen Building on the Jackson County Courthouse Square, serving Jackson, Madison, DeKalb, and Marshall counties. Guides executors through probate in the Alabama Probate Court, from filing the will to valuing assets, paying debts, and locating beneficiaries, and represents beneficiaries and executors in will contests and estate disputes.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 5 more

Office: 123 East Laurel StreetScottsboro, AL 35768
Phone: (256) 574-5156

Virtual consultations

FirmOpelika, AL

Samford & Denson, LLP

Since 1912 · Serves the whole state

Opelika firm serving Auburn, Opelika and Lee County since 1912, with clients throughout Alabama. Represents clients in Lee County Probate Court, Lee County Circuit Court and state courts across Alabama in estate administration, will contests, trust and estate matters, and guardianship or conservatorship proceedings.

PracticesEstate PlanningProbateProbate LitigationTax Planningand 2 more

Office: 709 Avenue AOpelika, AL 36801
Phone: (334) 745-3504

Solo PracticeBirmingham, AL

Waters Sullivan

Serves the whole state

Birmingham estate and probate practice founded by Kristin R. Waters, serving clients throughout Alabama. Guides executors and personal representatives through estate administration, represents trustees, and handles will contests, trustee removal and surcharge actions, beneficiary disputes and estate creditor claims. Offers phone and video consultations.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 2 20th Street North, Suite 1350Birmingham, AL 35203
Phone: (205) 855-5020

Virtual consultations

FirmFairhope, AL

Wilkins, Bankester, Biles & Wynne, P.A.

Serves 1 county

Fairhope firm working on cases throughout Baldwin County for more than 40 years, before the probate courts of Alabama. Handles estate administration, will contests, challenges to the administration of a will or trust, guardianship and conservatorship proceedings and abuse of a power of attorney, and drafts wills, revocable living trusts and estate tax plans.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 9 South Summit StreetFairhope, AL 36532
Phone: (251) 928-1915

Estate planning attorneys in Alabama average $278 an hour for wills and estates work. A flat-fee package runs $834 to $1,668 for a simple individual will and $3,840 to $5,760 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the Alabama will cost calculator sets the two side by side.

In Alabama, estates with personal property of $47,000 or less qualify for the Summary Distribution, 30 days after death, a court procedure short of full probate. That route is a form rather than a court case, and most families handle it without an attorney. Above the line, formal probate generally benefits from counsel for the procedural work, even when nothing is contested. The Alabama probate calculator estimates the cost by estate value.

In Alabama, the situations where counsel is typically worth the cost are: a blended family with children from a prior relationship; a business, rental property or significant investment assets; a dependent with special needs, who needs a special-needs trust to keep benefits; substantial property in more than one state. Where none of these apply, an online or self-help document is often enough.

Filter the directory by county and by the practice area you need, and look for experience with your situation; a board certification in estate planning, trust or probate law is a strong signal. Most Alabama estate planning attorneys offer an initial consultation, some free and some for a flat fee. Ask up front whether the firm bills by the hour or by package, and what your situation is expected to cost.

Tax Planning Attorneys in Alabama

Alabama attorneys average $278 an hour for wills and estates work. A basic will from an attorney runs $834–$1,668; online services cost $30–$300.

Alabama runs a conventional probate system, so the decision to hire an attorney usually comes down to general factors: blended families, business ownership, special-needs dependents, or property in multiple states. If none of those apply, simpler tools are often enough.

Estates under $47,000 in Alabama can use a simplified affidavit instead of formal probate. Most families in that range can handle it without retaining counsel.

SimplyTrust Editorial·Updated October 15, 2026

Legal Sources

Data sourced from Alabama statutes and official state code. How we research.

Forms for Planning and Settling an Estate in Alabama

Free Alabama forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

Last Will and Testament

In Alabama, a will is signed before 2 witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

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Free

Pour-Over Will

In Alabama, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

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All Alabama forms

Tools for Planning and Settling an Estate in Alabama

Free calculators and checklists for planning or settling an estate in Alabama: will and trust costs, probate, executor pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

Alabama levies no estate or inheritance tax; only the federal estate tax applies above $15,000,000.

Use Calculator

What Taxes Apply to My Inheritance?

Alabama imposes no inheritance or estate tax; probate assets arrive when the estate closes, 6 months to 12 months for a simple estate.

Learn More

How Does Step-Up in Basis Work?

Inherited assets in Alabama take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

Use Calculator

When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Alabama runs $3,840 to $5,760 and a simple will $834 to $1,668, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All Alabama tools