Tax Planning Attorneys in Washington

28 tax planning firms in Washington, 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.

28 firms

FirmVancouver, WA

Pabst Holland & Reynolds, PLLC

Since 1997 · Serves 1 county

Founded in 1997, serves Clark County from downtown Vancouver, with attorneys admitted in both Washington and Oregon. Guides executors, trustees, administrators, heirs, and beneficiaries through probating a will and administering a trust, and handles estate and gift tax work, specialty trusts, and IRA distribution planning.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningBusiness Law

Office: 900 Washington St, Suite 820Vancouver, WA 98660
Phone: (360) 693-1910

FirmYakima, WA

Pratt Boutillier Kirkevold & Farmer, PLLC

Serves 2 counties

Yakima firm on Fairbanks Avenue serving Yakima County and the Ellensburg area. Administers probates through notice to creditors, payment of debts, and distribution to heirs, and prepares wills, community property agreements, and revocable living trusts, including planning for estates subject to estate tax. Also handles elder law, Medicaid planning, and guardianships.

PracticesEstate PlanningProbateElder LawTax Planningand 5 more

Office: 3901 Fairbanks AveYakima, WA 98902
Phone: (509) 453-9135

FirmSeattle, WA

Ryan, Swanson & Cleveland, PLLC

Since 1897 · Serves 1 county

Downtown Seattle firm, founded in 1897, whose estate group assists personal representatives and trustees from opening probate through asset collection and inventory, creditor claims, gift and estate tax returns, and closing the estate. Its trust and estate litigation team handles will and trust contests, breach of fiduciary duty and removal claims, and heirship disputes, and the firm also represents guardians and conservators.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more

Office: 401 Union Street, Suite 1500Seattle, WA 98101
Phone: (206) 464-4224

FirmBellevue, WA

Smith & Zuccarini, P.S.

Serves 1 county

Bellevue tax and estate planning firm serving King County. Guides personal representatives and trustees through probate and trust administration, including preparing inventories of trust and estate assets, with counseling that emphasizes proactive tax planning and asset protection. Planning work serves individuals and family groups with significant net worth.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 325 118th Ave SE, Suite 209Bellevue, WA 98005
Phone: (425) 453-4455

FirmWenatchee, WA

Speidel Bentsen LLP

Since 1986 · Serves 5 counties

Wenatchee firm founded in 1986, serving Chelan, Douglas, Okanogan, Grant, and Kittitas counties. Assists personal representatives with probate and estate administration, represents clients in contested probate proceedings, and helps trustees fulfill their duties. Also handles specialized trusts, guardianships, conservatorships, and Medicaid planning.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 7 N Wenatchee Ave, Suite 600Wenatchee, WA 98801
Phone: (509) 662-1211

FirmSeattle, WA

Stokes Lawrence, P.S.

Serves the whole state

Serves clients statewide from Seattle, with a second office in Yakima. Represents personal representatives, executors, and trustees through probate and trust administration — court filings, asset gathering and valuation, tax return preparation, and fiduciary duties — and handles trust and estate litigation and estate tax planning.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 1420 Fifth Ave, Suite 3000Seattle, WA 98101
Phone: (206) 626-6000

FirmSpokane, WA

Whipple Law Group

Serves the whole state

Spokane firm on East 2nd Avenue that serves clients in all 39 Washington counties. Handles probate from opening the estate and drafting probate letters through distributing assets and closing, along with estate litigation and will contests. Its elder law and guardianship work covers Medicaid planning, asset protection, and legal guardianships.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 4 more

Office: 422 E 2nd AveSpokane, WA 99202
Phone: (509) 869-3223

Solo PracticeWhite Salmon, WA

Wyers Law Firm

Since 1926 · Serves 1 county

Firm founded in Hood River, Oregon in 1926, with a Washington office in White Salmon serving Klickitat County and the Mid-Columbia Gorge. Handles probate and estate administration, including accounting for estate receipts and disbursements, as well as trust administration, guardianships, and conservatorships. Also prepares wills and trusts and handles real property, land use, and business matters in Washington and Oregon.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 107 W Jewett Blvd, Suite 650White Salmon, WA 98672
Phone: (509) 493-2772

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Forms for Planning and Settling an Estate in Washington

Free Washington 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 Washington, 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 Washington, 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 Washington forms

Tools for Planning and Settling an Estate in Washington

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

How Much Are Estate & Inheritance Taxes?

Washington levies an estate tax above $3,000,000 (top rate 20%) and no inheritance tax; the federal estate tax applies above $15,000,000.

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What Taxes Apply to My Inheritance?

In Washington, beneficiaries owe no inheritance tax and the estate pays any estate tax above $3,000,000; probate assets arrive when the estate closes, 4 months to 6 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in Washington take a basis reset to fair market value on the date of death, and the gain on a later sale faces a 7% excise tax above $278,000, rising to 9.9% above $1,000,000; individuals only — estates and trusts are not subject to it.

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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 Washington runs $3,400 to $5,100 and a simple will $1,164 to $2,328, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All Washington tools