Tax Planning Attorneys in Ohio

32 tax planning firms in Ohio, 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.

32 firms

FirmColumbus, OH

Bricker Graydon Wyatt LLP

Since 1944 · Serves the whole state

Serves central Ohio from its Columbus office, one of more than a dozen firm locations. The Trusts & Estates group handles estate and trust administration, probate representation, and fiduciary representation for both corporate and individual fiduciaries, and litigates estate, trust, beneficiary, and guardianship disputes. Formerly Bricker Graydon LLP.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 100 South Third StreetColumbus, OH 43215
Phone: (614) 227-2300

Solo PracticeColumbus, OH

Balch Law

Serves 4 counties

A boutique practice on Dublin Road between Grandview and Upper Arlington, serving Franklin County through the Franklin County Probate Court. Handles probate, estate, and trust administration for fiduciaries, including federal estate tax returns and portability elections. Jacintha Balch is an OSBA certified specialist in Estate Planning, Trust and Probate Law.

PracticesEstate PlanningTrust AdministrationProbateElder LawTax Planning

Office: 1335 Dublin Road, Suite 203AColumbus, OH 43215
Phone: (614) 224-2329

FirmCleveland, OH

Calfee, Halter & Griswold LLP

Serves the whole state

Calfee's estate planning attorneys assist clients in developing and implementing wills, trusts, and estate and succession plans. Ranked Band 1 in Ohio Private Wealth Law by Chambers HNW 2024. Selected for Best Law Firms 2025 rankings for Litigation - Trusts & Estates (Regional Tier 1 Cleveland).

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more

Office: 1405 East Sixth StreetCleveland, OH 44114
Phone: (216) 622-8200

FirmColumbus, OH

Carlile Patchen & Murphy LLP

Since 1967

Serves families across central Ohio from its Columbus office on Goodale Boulevard. The Family Wealth & Estate Planning group handles wills, trusts, and probate administration, and represents beneficiaries, creditors, and fiduciaries in contested estate matters. Founded 1967.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more

Office: 950 Goodale Boulevard, Suite 200Columbus, OH 43212
Phone: (614) 228-6135

FirmDayton, OH

Coolidge Wall Co., L.P.A.

Since 1853

Coolidge Wall has served the Dayton area since 1853 and has stayed true to its Dayton roots. Their estate planning attorneys have extensive experience with probate administration, post-mortem planning, and business succession.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office: 33 West First Street, Suite 200Dayton, OH 45402
Phone: (937) 223-8177

FirmVan Wert, OH

Diller & Rice, LLC

Diller & Rice serves Northwest Ohio with estate planning, probate, tax planning, family business succession planning, asset protection, and elder law including Medicaid and VA eligibility. The firm covers Van Wert, Mercer, Paulding, Defiance, Allen, Auglaize, and surrounding counties.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office: 124 East Main StreetVan Wert, OH 45891
Phone: (419) 238-5025

Free consultation

FirmCincinnati, OH

Dinsmore & Shohl LLP

Serves the whole state

Dinsmore is a full-service national law firm established in 1908 with a strong trusts and estates practice serving clients in Cincinnati and throughout Ohio. 260 Dinsmore attorneys listed in 2026 Best Lawyers.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningWealth Transfer

Office: 255 East Fifth Street, Suite 1900Cincinnati, OH 45202
Phone: (513) 977-8200

FirmToledo, OH

Eastman & Smith Ltd.

Since 1844

Eastman & Smith is among the oldest companies in Toledo and one of the oldest law firms in Ohio, founded in 1844. Their Estate Planning, Trust and Probate attorneys provide estate planning, charitable planned giving, probate administration, trust administration, and business succession planning services.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: One SeaGate, 27th Floor, 550 North Summit StreetToledo, OH 43604
Phone: (419) 241-6000

FirmSidney, OH

Elsass, Wallace, Evans & Co., L.P.A.

Elsass, Wallace, Evans & Co. has served Shelby County and the Sidney area for over 40 years with estate and financial planning, probate and trust administration, and tax law. Both named partners hold perfect Martindale-Hubbell 5.0/5.0 ratings, and the firm has been repeatedly voted Best Law Firm by Sidney Daily News readers.

PracticesEstate PlanningTrust AdministrationProbateTax Planning

Office: 100 South Main Avenue, Suite 102Sidney, OH 45365
Phone: (937) 492-6191

FirmCincinnati, OH

FBT Gibbons LLP

Serves the whole state

The Cincinnati office occupies several floors of the Great American Tower downtown. The Private Client group represents institutional and individual fiduciaries in trust and estate administration, handling matters from routine probate to complex fiduciary litigation and disputes over wills, trusts, and estates. Formerly Frost Brown Todd; merged with Gibbons P.C. effective January 1, 2026.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 301 East Fourth Street, Great American Tower, Suite 3300Cincinnati, OH 45202
Phone: (513) 651-6800

FirmDayton, OH

Gudorf Law Group, LLC

Since 1992

Gudorf Law Group has served Ohio since 1992 with estate planning, elder law, probate, and trust administration. The firm includes two OSBA Board Certified Specialists in Estate Planning, Trust & Probate Law, a distinction held by fewer than 200 attorneys statewide.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 8153 North Main StreetDayton, OH 45415
Phone: (937) 898-5583

Free consultation

FirmYoungstown, OH

Henderson, Covington, Messenger, Newman & Thomas Co., L.P.A.

Serves 3 counties

A downtown Youngstown firm at Federal Plaza Central working through the Mahoning County Probate Court. Handles estate and trust administration, probate of estates, and will and trust contests where heirs or beneficiaries dispute an instrument. Also manages wealth-transfer planning tied to estate settlement.

PracticesEstate PlanningTrust AdministrationProbateProbate LitigationTax Planning

Office: 6 Federal Plaza Central, Suite 1300Youngstown, OH 44503
Phone: (330) 744-1148

FirmCleveland, OH

Hahn Loeser & Parks LLP

The Cleveland-based Private Wealth Services group serves clients across Ohio. It handles estate settlement, trust administration, and fiduciary services, along with asset protection, charitable planning, and succession planning for closely held companies. Chambers HNW ranked.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningCharitable Planning

Office: 200 Public Square, Suite 2800Cleveland, OH 44114
Phone: (216) 621-0150

FirmColumbus, OH

Isaac Wiles Burkholder & Miller, LLC

Isaac Wiles has been serving Columbus since 1936. Their Estate Planning, Trust & Probate practice group handles elder law and estate administration, with attorneys involved in nearly every precedent-setting case in Ohio relating to elder law and Medicaid eligibility. AV Preeminent rated; 15 attorneys named Best Lawyers in America 2025.

PracticesEstate PlanningTrust AdministrationProbateElder LawTax Planning

Office: 2 Miranova Place, Suite 700Columbus, OH 43215
Phone: (614) 221-2121

FirmColumbus, OH

Kegler Brown Hill + Ritter Co., LPA

The Columbus-based Probate, Trusts + Estates group handles probate and trust administration, including estate filings, fiduciary tax returns, and beneficiary distribution. Its attorneys litigate will contests, trust-interpretation disputes, and breach-of-fiduciary-duty claims, and have administered estates exceeding $70 million. Chambers USA 2025 ranked.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office: 65 East State Street, Suite 1800Columbus, OH 43215
Phone: (614) 462-5400

FirmZanesville, OH

Kincaid, Taylor & Geyer

Since 1895

Kincaid, Taylor & Geyer is the oldest continuously practicing law firm in Muskingum County, with roots tracing to 1895. The firm provides estate planning and administration services ranging from simple wills and powers of attorney to complex estate and tax planning for families that own businesses.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningGuardianship

Office: 50 North Fourth StreetZanesville, OH 43701
Phone: (740) 454-2591

FirmColumbus, OH

Kessler & Ballenger Co., L.P.A.

Serves 4 counties

Serves Franklin and Delaware county families from the Rivers Edge office on Columbus’s northwest side, filing in the Franklin County Probate Court. The practice is limited to estate planning, probate, and estate taxation rather than general litigation. Russell Kessler is an OSBA certified specialist in Estate Planning, Trust and Probate Law. Free initial consultation.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningGuardianship

Office: 7650 Rivers Edge Drive, Suite 220Columbus, OH 43235
Phone: (614) 888-3185

Free consultation

FirmToledo, OH

Malone, Ault & Farell

Since 1991 · Serves 5 counties

Serves Toledo and northwest Ohio, including Lucas, Wood, and Fulton counties. The trusts and estates group prepares wills, trusts, and guardianships, and on the settlement side assists executors with collecting, valuing, and distributing estate assets and defends beneficiary rights in Ohio probate court. Founded 1991.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 7654 West Bancroft StreetToledo, OH 43617
Phone: (419) 843-1333

FirmCleveland, OH

McCarthy, Lebit, Crystal & Liffman Co., LPA

Since 1959

A Cleveland firm on Superior Avenue whose Trusts & Estates group prepares wills, trusts, powers of attorney, and health care directives and handles estate and trust administration. The practice includes attorneys who are Board Certified Specialists in Federal Taxation Law. Founded 1959.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office: 1111 Superior Avenue East, Suite 2700Cleveland, OH 44114
Phone: (216) 696-1422

FirmToledo, OH

Mockensturm, Ltd.

Since 1999 · Serves 6 counties

Mockensturm, Ltd. is a team of attorneys and CPAs providing business- and tax-related legal services throughout the Toledo area and northern Ohio. Founded in 1999 by Mark Mockensturm, the firm brings combined legal and accounting expertise to estate planning, probate, trusts, and tax matters.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Succession

Office: 1119 Adams Street, Floor 1Toledo, OH 43604
Phone: (419) 792-1143

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Estate planning attorneys in Ohio average $314 an hour for wills and estates work. A flat-fee package runs $942 to $1,884 for a simple individual will and $2,940 to $4,410 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the Ohio will cost calculator sets the two side by side.

In Ohio, estates valued at $35,000 or less qualify for the Release from Administration, 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 Ohio probate calculator estimates the cost by estate value.

In Ohio, 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.

Ohio splits the two: probate attorney fees of typically 1.8% to 2.8% of the estate, but the executor's compensation follows a statutory schedule, about $15,000 on a $500,000 estate. That makes the executor's share predictable, which helps when a family member serves and is unsure what to charge.

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 Ohio 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 Ohio

Ohio attorneys average $314 an hour for wills and estates work. A basic will from an attorney runs $942–$1,884; online services cost $30–$300.

Ohio hasn't adopted the Uniform Probate Code and doesn't offer simplified independent administration. The procedural floor is higher than most states, which is why retaining counsel for uncontested matters here is more practical than optional.

Estates under $35,000 in Ohio 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 Ohio statutes and official state code. How we research.

Forms for Planning and Settling an Estate in Ohio

Free Ohio 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 Ohio, a will is signed before 2 witnesses, and no self-proving affidavit is available.

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Free

Pour-Over Will

In Ohio, 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 Ohio forms

Tools for Planning and Settling an Estate in Ohio

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

How Much Are Estate & Inheritance Taxes?

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

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What Taxes Apply to My Inheritance?

Ohio imposes no inheritance or estate tax; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

Learn More

How Does Step-Up in Basis Work?

Inherited assets in Ohio 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 Ohio runs $2,940 to $4,410 and a simple will $942 to $1,884, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All Ohio tools