Tax Planning Attorneys in Virginia

9 tax planning firms in Virginia, by county and firm type.

State

County

Practice Area

All Areas

Planning ahead

Estate Planning9 Tax Planning9 Asset Protection1

Settling an estate

Trust Administration7 Probate9

Capacity and care

Elder Law1

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.

9 firms

FirmCulpeper, VA

Davies, Barrell, Will, Lewellyn & Edwards, PLC

Serves 4 counties

Culpeper firm on West Cameron Street working the Culpeper-area circuit courts and Commissioner of Accounts. On the settlement side it counsels executors, administrators, and trustees through their fiduciary duties — paying debts, distributing assets, and appearing at the proceedings that close the estate. More than 45 years in the local Piedmont courts.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningWills Trusts

Office: 122 West Cameron StreetCulpeper, VA 22701
Phone: (540) 825-6000

FirmLeesburg, VA

Moyes Hanssen Overson, PLLC

Serves 4 counties

Leesburg firm one block from the probate office and across from the courthouse, serving Loudoun County and Northern Virginia. Handles probate and trust administration, trust drafting and funding (including farmland and real-property trusts), generational property transfers, and ongoing trust management. Three attorneys with more than 50 years of combined experience.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 21 North King StreetLeesburg, VA 20176
Phone: (703) 297-8117

FirmVirginia Beach, VA

Pender & Coward, PC

Since 1889 · Serves 6 counties

Hampton Roads firm with its main office in Virginia Beach, plus Chesapeake and Suffolk, serving the local courts since 1889. Its Trusts & Estates group handles estate and trust administration, probate, asset-protection planning, and guardian and conservator appointments for both modest and substantial estates. Attorneys coordinate with clients' financial and trust advisers.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningWills Trusts

Office: 222 Central Park Avenue, Suite 400Virginia Beach, VA 23462
Phone: (757) 490-3000

FirmRoanoke, VA

Rhodes, Butler & Dellinger, PC

Serves 6 counties

Roanoke firm serving clients throughout Southwest Virginia in estate, tax, trust, and elder law. Handles estate and trust administration, revocable living trusts and wills, special-needs trusts, guardianships, and fiduciary advising for executors and trustees. Partner Mark W. Dellinger was named a Virginia Super Lawyer in elder law.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more

Office: 318 Washington Avenue SWRoanoke, VA 24016
Phone: (540) 342-0888

Solo PracticeHarrisonburg, VA

Stone Law Group, PLC

Since 2010 · Serves 4 counties

Harrisonburg firm serving the Rockingham County Circuit Court and broader Shenandoah Valley. Handles estate administration and the settlement of estates, probate, asset distribution, and estate and transfer-tax matters alongside wills and trusts. Lead attorney Phillip C. Stone Jr. is both a CPA and an attorney, giving the practice a tax-focused approach to estate settlement.

PracticesEstate PlanningProbateTax PlanningWills Trusts

Office: 250 E. Market Street, Suite AHarrisonburg, VA 22801
Phone: (540) 432-0157

Solo PracticeLexington, VA

Tarris Law, PLC

Since 2016 · Serves 3 counties

Lexington firm, with a second office in the Roanoke area, serving Rockbridge County and the greater Roanoke region. Focuses on probate-avoidance estate planning — revocable living trusts to hold and distribute assets privately — plus wills and trust administration. Offers a free 15-minute consultation.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningWills Trusts

Office: 14 E. Nelson Street, Suite 202Lexington, VA 24450
Phone: (540) 319-4111

Free consultation

FirmCharlottesville, VA

Virginia Wills, Trusts & Estates, PLC

Serves 2 counties

Charlottesville firm on Hickman Road handling estate settlement across Albemarle County and the Central Virginia circuit courts. On the settlement side it qualifies executors, marshals probate and non-probate assets, and files inventories and annual accountings with the Commissioner of Accounts. Six attorneys carry the estate and trust administration workload.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningWills Trusts

Office: 304 Hickman RoadCharlottesville, VA 22911
Phone: (434) 817-4001

FirmHarrisonburg, VA

Wharton Aldhizer & Weaver PLC

Since 1845 · Serves 5 counties

Shenandoah Valley firm in Harrisonburg, with a Staunton office, serving the Rockingham and Augusta county courts and into West Virginia. Represents executors, trustees, personal representatives, and beneficiaries in probate and trust administration of all types, and handles disputes over wills, trusts, and estates. One of the region's oldest firms, with roots to 1845.

PracticesEstate PlanningProbateTax PlanningWills Trusts

Office: 100 S. Mason StreetHarrisonburg, VA 22801
Phone: (540) 434-0316

FirmNorfolk, VA

Willcox Savage

Serves 6 counties

Downtown Norfolk firm serving South Hampton Roads, with offices in McLean and Richmond. Its trusts and estates lawyers serve as fiduciaries and as counsel to executors, administrators, and trustees, handling estate and trust administration alongside probate and estate tax work. Takes the estates that get complicated — closely held family businesses, executive compensation, and charitable gifts.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 440 Monticello Avenue, Suite 2200Norfolk, VA 23510
Phone: (757) 628-5500

Estate planning attorneys in Virginia average $437 an hour for wills and estates work. A flat-fee package runs $1,311 to $2,622 for a simple individual will and $3,770 to $5,655 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the Virginia will cost calculator sets the two side by side.

In Virginia, estates with personal property of $75,000 or less skip probate with the Small Estate Affidavit, 60 days after death. 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 Virginia probate calculator estimates the cost by estate value.

In Virginia, 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 Virginia 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 Virginia

Virginia attorneys average $437 an hour for wills and estates work. A basic will from an attorney runs $1,311–$2,622; online services cost $30–$300.

Virginia 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 $75,000 in Virginia 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 Virginia statutes and official state code. How we research.

Forms for Planning and Settling an Estate in Virginia

Free Virginia 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 Virginia, 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 Virginia, 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 Virginia forms

Tools for Planning and Settling an Estate in Virginia

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

How Much Are Estate & Inheritance Taxes?

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

Use Calculator

What Taxes Apply to My Inheritance?

Virginia 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 Virginia 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 Virginia runs $3,770 to $5,655 and a simple will $1,311 to $2,622, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All Virginia tools