Monroe County, Alabama Estate Planning Lawyers

Emily Hawk Mills
Claimed Lawyer Profile
Etowah County, AL Estate Planning Attorney with 20 years experience
(256) 543-0400 153 S 9th St
Gadsden, AL 35901
Estate Planning, Personal Injury, Probate and Products Liability
University of Alabama School of Law
Emily received her JD from the University of Alabama School of Law in 1989. Upon graduation, she clerked with the Honorable Sue Bell Cobb, Alabama Court of Criminal Appeals for one year before joining this practice in Gadsden. She has been extremely involved in community service and with the American Association for Justice and Alabama Association for Justice.
Malcolm S McLeod
Claimed Lawyer Profile
Jefferson County, AL Estate Planning Attorney with 16 years experience
(205) 930-1774 1980 BRADDOCK DR
HOOVER, AL 35226
Estate Planning, Family, Probate and Real Estate
Birmingham School of Law
I graduated High School from Vestavia Hills, and am a long-time Birmingham native. After graduating from the University of Alabama, I formed a Mortgage Company, and attended law school at Birmingham School of law.

My practice centers around Real Estate matters, and Probate law. I have additional expertise in Family Law &
Corporation law.

In the summer of 2018, I purchased and moved my offices to my new location on Braddock Drive.

Christopher S Hamer
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Attorney with 8 years experience
(855) 414-2637 2100 First Avenue North
Suite 230
Birmingham, AL 35203
Free ConsultationEstate Planning, Business, Elder and Probate
University of Alabama School of Law and Birmingham School of Law
Chris Hamer, a Birmingham native, regularly advises and represents clients on a broad range of legal issues, including: probate and estate matters, civil litigation, arbitration, business transactions, contract disputes, mergers and acquisitions, intellectual property, probate support for personal injury litigation, estate administration, estate and trust litigation, and taxation.

He has been recognized by Birmingham Magazine in its Top Attorneys list in the areas of Probate Law (2017, 2018) and Tax Law (2017), and was selected to the 2018 Mid-South’s Rising Stars by Super Lawyers for Estate & Trust Litigation. Chris maintains the highest Avvo Rating of 10.0 – Top Attorney, and...
William F. Prosch
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Lawyer with 49 years experience
(205) 795-2032 300 Vestavia Parkway
Suite 2300
Vestavia Hills, AL 35216
Estate Planning, Elder, Probate and Traffic Tickets
Cumberland School of Law, Samford University
Since becoming an attorney over 40 years ago, Mr. Prosch has provided a wide range of legal services, from criminal defense to probate. Over the last 10 years, he decided to focus his practice on probate estate settlements.

Because Mr. Prosch is such an advocate for individuals in need of legal assistance, he will still take on a few Traffic Violation cases each year. Especially if they driver resides in a state other than Alabama. He has helped many drivers reduce the penalties of their violation and saved them from having to travel back to Alabama by working closely with...
Gary Wayne Lackey
Claimed Lawyer ProfileSocial MediaResponsive Law
Madison County, AL Estate Planning Attorney with 38 years experience
(256) 585-2980 100 Jefferson Street S.
Suite 100L
Huntsville, AL 35801
Free ConsultationEstate Planning, DUI, Divorce and Personal Injury
University of Alabama - Tuscaloosa
Gary graduated from the University of Alabama School of Law in 1981 and received his B.A. in Political Science with Honors from UA Huntsville in 1978. He has been practicing law in Alabama since 1981 and began his private practice in Scottsboro in 1982. Before entering private practice, Gary spent a year as general counsel for an insurance company in Alabama. The Lackey Law Firm has grown under his leadership and with his focus on Auto Accidents, Truck Wrecks, Wrongful Death, Injury Law, Divorce, Custody, DUI, Criminal Defense, Health Care Law and Civil Litigation. Gary graduated...
John Finley Porter III
Claimed Lawyer Profile
Jackson County, AL Estate Planning Attorney with 41 years experience
(256) 574-5156 123 East Laurel Street
Scottsboro, AL 35768
Estate Planning, Divorce, Personal Injury and Probate
Cumberland School of Law, Samford University
The successful argument of J.E. B. v. Alabama before the U.S. Supreme Court marked an exciting milestone for John F. Porter, III. The Porter Law Group offers offers a broad range of professional and personal legal services. John and Claire Porter represent local, national and international corporate clients as well as local governments and agencies. Additionally, we strive to provide the personal, "home town" service needed by individuals. John F. Porter, III or C. Claire Porter will personally meet with you to discuss your case and they will communicate with you through email and written correspondence regarding your case as...
Jeffrey S Brown
Claimed Lawyer ProfileSocial Media
Morgan County, AL Estate Planning Attorney with 26 years experience
(256) 340-8042 214 Johnston St SE
Decatur, AL 35601
Estate Planning, Elder, Probate and Tax
New York University School of Law and University of Alabama School of Law
Jeff provides extensive expertise to small and large business clients regarding daily operations and tax-saving strategies. His corporate practice also includes business formation and financing issues, contract review and assistance, mergers and acquisitions and employment law matters.

He also skillfully applies his tax knowledge to his estate planning practice area. In addition to drafting documents necessary to implement his client’s estate plans, including wills and trusts, Jeff counsels regarding charitable giving and special needs planning. Similarly, Jeff provides valuable counsel to personal representatives and trustees during the estate administration process.

Jeff has extensive experience in the coordination of real estate transactions,...
Rodney Jamael Davis
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Lawyer with 3 years experience
(205) 578-1597 420 20th Street North, Suite 2200
Birmingham, AL 35203
Estate Planning, Elder, Family and Probate
Thomas Goode Jones School of Law, Faulkner University
Rodney Davis is an attorney in Birmingham, Alabama. His areas of practice include family law, estate planning, business planning and probate matters. A native of Hillsboro, Alabama, Rodney discovered that he had a love for research, writing, and interacting with others on a daily basis as a child. When it came to choosing a career, Rodney sought to find a way to combine these skills with the one thing he is most passionate about—helping others. Thus, he set out to pursue a dream of becoming an attorney, and he has not stopped helping people since.

Mr. Davis graduated from Thomas Goode...
Steve Bailey
Claimed Lawyer Profile
Shelby County, AL Estate Planning Attorney with 29 years experience
(205) 263-5060 2100 Providence Park
Suite 200
Birmingham, AL 35242
Estate Planning and Elder
University of Alabama School of Law and University of the Pacific, McGeorge School of Law
Who I am.
I am a Christian husband and father who believes in family, honesty, equality, kindness, compassion, treating people the way I want to be treated and helping those in need. I wake up every morning excited to go to work because I get to live my values through serving others.

What I do.
I did not choose elder law as a career path, it chose me. For many years I practiced first as a CPA and then as a tax attorney who helped rich people avoid taxes. I only discovered my passion for elder law after my mother’s...
Megan Elder
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Attorney with 8 years experience
(205) 803-3500 500 Office Park Drive
Suite 100
Birmingham, AL 35203
Free ConsultationEstate Planning, Divorce and Probate
Thomas Goode Jones School of Law, Faulkner University
A. Mac Martinson
Claimed Lawyer ProfileSocial Media
Madison County, AL Estate Planning Attorney with 28 years experience
(800) 255-6534 115 North Side Square
Huntsville, AL 35801
Estate Planning, Business, Personal Injury and Real Estate
Cumberland School of Law, Samford University
Since beginning his practice twenty years ago, Mac Martinson has helped business and real estate clients navigate the legal world. Mac and his wife Sarabeth, have three children. Mac enjoys playing and coaching ice hockey, camping, water skiing, snow skiing, fishing and spending time at the lake and is a Trustee for the Land Trust of North Alabama.
Bryan S. Brinyark
Claimed Lawyer ProfileQ&A
Tuscaloosa County, AL Estate Planning Lawyer with 26 years experience
(205) 759-5773 31 McFarland Blvd.
Suite 200
Northport, AL 35476
Estate Planning, Business and Divorce
University of Alabama School of Law
Bryan S. Brinyark was born and raised in Tuscaloosa, Alabama. He graduated from the University of Alabama in 1990 and received his Juris Doctor from the University of Alabama School of Law in 1993 where he was a member of Phi Delta Phi and the Farrah Law Society. He was admitted to the bar in 1993 and is licensed to practice in all Alabama State Courts as well as the U.S. District Courts in the Northern and Middle Districts of Alabama. Mr. Brinyark is a member of the Alabama and Tuscaloosa Bar Associations as well as the...
Douglas C. Martinson II
Claimed Lawyer ProfileSocial Media
Madison County, AL Estate Planning Lawyer with 30 years experience
(800) 255-6534 115 North Side Square
Huntsville, AL 35801
Free ConsultationEstate Planning, Business, Elder and Probate
Boston University School of Law and Washington and Lee University School of Law
Since 1990 when he joined Martinson & Beason, P.C., Doug has been a leader in the Huntsville community. His practice focuses on estate planning and probate, wills and trust, guardianship and elder law as well as corporate and business planning and disputes. In his spare time, Doug referees ice hockey and enjoys reading, snowing skiing and playing golf and tennis.
Brooke Davis
Claimed Lawyer ProfileBlawgsearchSocial Media
Jefferson County, AL Estate Planning Attorney with 2 years experience
(205) 588-0699 3184 Cahaba Heights Road
Birmingham, AL 35243
Estate Planning, Construction, Employment and Social Security Disability
Birmingham School of Law
Brooke Davis is an associate attorney for Beckum Law LLC. Brooke received her license to practice law in 2017, but has been working in the legal field for more than 7 years. Before joining Beckum Law, Brooke gained experience in family law, workman's compensation defense, and consumer law. Equipped with her wide-ranging legal experience, Brooke develops creative legal strategies for each client.

Brooke devotes much her personal time towards community service. She volunteers in several service programs including Upward Basketball, Relay for Life, and AWANA. Brooke's passion for serving others fueled her desire to represent plaintiffs.

When she is not practicing law...
Kristina J. Sexton
Claimed Lawyer ProfileSocial Media
Madison County, AL Estate Planning Lawyer with 8 years experience
(256) 534-8799 401 Pratt Ave. NW
Huntsville, AL 35801
Estate Planning, Divorce, Domestic Violence and Family
Kristina Sexton earned her law degree from Barry University School of Law, with a specialization in Children and Families, and Trial Advocacy. Prior to that, Ms. Sexton earned her B.S in Legal Studies from the University of Central Florida. Since 2005, Ms. Sexton has worked her way up from an assistant in a family law firm all the way to a Partner Attorney. Following graduation, Ms. Sexton sat for the Florida Bar where she was admitted and additionally she sat for the Alabama Bar where she was also admitted. Ms. Sexton moved to Huntsville and immediately became very active with...
David Paul Coates
Claimed Lawyer ProfileSocial Media
Madison County, AL Estate Planning Attorney with 13 years experience
(256) 469-1828 4040 Balmoral Drive SW
Huntsville, AL 35801
Estate Planning, Business, Immigration and Probate
University of Alabama School of Law and Stetson University College of Law
A graduate of Stetson University College of Law and a veteran of the United States Army, David Coates is dedicated to providing high-quality, affordable legal services. A former JAG officer, Mr. Coates has experience drafting hundreds of wills and other estate planning documents. Mr. Coates also has a wealth of experience in immigration, business law and securities litigation.
Daniel Houston Chambers
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Lawyer with 14 years experience
(205) 913-4057 2081 COLUMBIANA ROAD, SUITE 16
Vestavia Hills, AL 35216
Estate Planning, Divorce and Family
Cumberland School of Law, Samford University
My Divorce/Family Law and Estate Planning law firm is located on Columbiana Road just south of Greensprings Highway in Vestavia Hills near Hoover and Birmingham. I provide my clients with personalized, local legal services that they need to manage even the most complex legal challenges.

When I meet with potential clients, I sit down and work to get to know them. This type of attorney-client relationship enables me to learn about their specific issues, needs and helps me to determine the legal goals for their specific case. It also allows us to begin developing the kind of relationship where the...
Adrian Benjamin Dunning
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Attorney with 13 years experience
(205) 623-2930 400 Office Park Drive
Suite 302
Mountain Brook, AL 35223
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
I believe that every client deserves quality affordable representation. My goal is to provide such representation to anyone in need. I offer estate planning packages beginning at $500 per couple and Chapter 7 Bankruptcy for $1200 inclusive of attorney fees and filing fees. For more information please visit my website.
William Grady Nolan
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Lawyer with 37 years experience
(877) 277-3557 1232 Blue Ridge Blvd.
Hoover, AL 35226
Free ConsultationEstate Planning, Elder and Probate
1982 graduate, Cumberland School of Law Former Chair of the Jefferson County Council on Aging Current Chair of the Birmingham Bar Association's Elder Law committee Former Chair of the Alabama State Bar's Real Property, Probate and Trust bar section
Mr. Joshua Benjamin Key
Claimed Lawyer ProfileQ&ASocial Media
Shelby County, AL Estate Planning Lawyer
(205) 265-3015 4000 Eagle Point Corporate Drive
Birmingham, AL 35242
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Missouri - Kansas City
Do you have questions about business formation, elder law, or Social Security disability? Do you need assistance with any kind of estate planning issue? You have come to the right firm! At The Law Offices of Joshua Key, you can rest assured in the help and support you can receive from a Birmingham probate attorney who has your best interests in mind. It is absolutely imperative that you know who you can trust at this critical juncture in your life, and Attorney Key is just the man for the task. He obtained his Juris Doctorate at the University of Missouri-Kansas...
Gary Stephen Wiggins
Claimed Lawyer ProfileSocial Media
Tuscaloosa County, AL Estate Planning Attorney with 42 years experience
(205) 764-1262 1490 Northbank Parkway
Suite 238
Tuscaloosa, AL 35406
Estate Planning, Elder, Nursing Home and Probate
Cumberland School of Law, Samford University
G. Stephen (Steve) Wiggins received his undergraduate degree from Samford University with a major in chemistry. After employment in the pharmaceutical industry, he returned to law school, where he served as an associate editor of the Cumberland Law Review. In more than thirty seven years of practice in Tuscaloosa, Mr. Wiggins has handled a broad range of cases, including wrongful death, personal injury, products liability, premises liability, fraud, defamation, insurance bad faith, professional malpractice, real estate litigation, will contests, probate litigation, construction and contract litigation, as well as other types of cases. In addition, he regularly represents clients...
Kathy Long Skipper
Claimed Lawyer Profile
Jefferson County, AL Estate Planning Lawyer
(205) 939-1010 1901 Richard Arrington Junior Boulevard South
Birmingham, AL 35209
Estate Planning, Criminal, Divorce and Probate
Cumberland School of Law, Samford University
PHONE:(205) 939-1010 FAX:(205) 939-1012
Rebecca M. Wright
Claimed Lawyer ProfileQ&ASocial Media
Jefferson County, AL Estate Planning Attorney with 1 year experience
(205) 616-0314 2100 First Avenue North
Suite 230
BIRMINGHAM, AL 35203
Estate Planning, Business and Probate
Cumberland School of Law, Samford University
Rebecca concentrates her practice on opening estates, probate administration, probate support for personal injury and wrongful death cases and civil litigation. Prior to joining the firm as an associate, Rebecca worked as a law clerk at Hamer Law Group for more than 3-years and gained a significant amount of experience in the areas of probate administration, estate and trust litigation, guardianships/conservatorships, and other civil litigation matters.

While in law school, Rebecca was listed on the Dean’s List, a member of the National Trial Team, and a Trial Ad Executive Board Member. She was an active member of the Career Development Advisory...
William J. Miller
Claimed Lawyer ProfileSocial Media
Calhoun County, AL Estate Planning Attorney with 25 years experience
(256) 241-6794 818 Leighton Avenue
P.O.BOX 1732
Anniston, AL 36207
Estate Planning, Elder and Probate
Cumberland School of Law, Samford University
Shay Reynolds
Claimed Lawyer Profile
Jefferson County, AL Estate Planning Attorney with 15 years experience
(205) 838-9000 1780 Gadsden Highway
Birmingham, AL 35235
Estate Planning, Elder, Municipal and Probate
Samford University
I am from Knoxville, TN and moved to Birmingham to attend Cumberland School of Law, Samford University. I began clerking with Massey, Stotser & Nichols, P.C. during law school and began practicing law upon graduation in 2004.
Benjamin Hamilton Jarrell
Claimed Lawyer ProfileSocial Media
Madison County, AL Estate Planning Lawyer
(256) 713-4383 917-C Merchant's Walk
Huntsville, AL 35801
Free ConsultationEstate Planning, Business and Civil Rights
Loyola University New Orleans
The Law Office of Benjamin Jarrell is a premiere Huntsville law firm known for commitment to their clients and for delivering outstanding results. We focus on providing comprehensive, effective, and state-of-the-art strategies to assist clients with their need for wealth preservation and estate, tax, and charitable planning. It is our hope that we can help you gain the peace of mind that comes from knowing that your loved ones are taken care of and that the things you have worked for become your legacy. We also practice in the areas of corporate and small business law, commercial transactions, government contracts, and intellectual...
Chad Allen Morgan
Claimed Lawyer Profile
Madison County, AL Estate Planning Lawyer
(256) 519-8782 120 Holmes Avenue
Suite 302
Huntsville, AL 35801
Estate Planning, Appeals, DUI and Domestic Violence
Birmingham School of Law
Maria Fortune
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Lawyer with 14 years experience
(205) 201-8018 2100 1st Avenue North, Suite#300
Birmingham, AL 35203
Estate Planning, Criminal, DUI and Divorce
Maria Fortune, in addition to being licensed to practice law in Alabama, is licensed to practice law in Washington DC and in Colorado. As a private lawyer, Maria Fortune is able to rely upon her experience as a Private Attorney, a Public Defender, and as an Assistant City Attorney, to implement a more sophisticated approach to seeking justice for families and children. Maria Fortune is not limited to seeking justice in criminal courtrooms, or in family courtrooms, or in civil courtrooms. By establishing the Law Office of Maria Fortune, LLC., Maria Fortune can effectively...
Brad Alan Howell
Claimed Lawyer ProfileResponsive Law
Jefferson County, AL Estate Planning Lawyer with 10 years experience
(205) 352-9764 2100A Southbridge Parkway
Suite 650
Birmingham, AL 35209
Estate Planning, Business and Tax
Cumberland School of Law, Samford University
Dustin C. Paseur
Claimed Lawyer Profile
County, AL Estate Planning Attorney with 10 years experience
Huntsville, AL
Estate Planning, Criminal, Family and Real Estate
Birmingham School of Law
Valerie Brown
Claimed Lawyer ProfileSocial Media
Madison County, AL Estate Planning Attorney with 8 years experience
(256) 617-7294 1008 Oakwood Avenue, Suite A
Huntsville , AL 35811
Estate Planning, Criminal, DUI and Divorce
Regent University School of Law
Valerie Brown is the owner and principal attorney of Valerie Brown Law, LLC located in Huntsville, Alabama. She is dedicated to helping clients navigate through the complex legal system by providing high quality and cost-effective legal services. In addition to her practice, Valerie serves as an Adjunct Professor for Antonelli College Online.
Joshua M. Pendergrass
Claimed Lawyer Profile
Marshall County, AL Estate Planning Lawyer with 8 years experience
(256) 894-0062 101 North Carlisle Street, Suite 101
P.O. Box 2145
Albertville, AL 35950
Estate Planning, Business, Criminal and Divorce
Thomas Goode Jones School of Law, Faulkner University
No representation is made that the quality of legal services to be performed is greater than services performed by other lawyers. No attorney client relationship is established by the use of any information contained on this site. The varied experiences of Joshua M. Pendergrass, make him ideally suited to serve clients with various needs and case types. Growing up in Fairview, Tennessee, a small town in a rural area outside Nashville, Josh learned from his grandparents, an appreciation for hard work, and for sticking to one's word. Upon graduation from high school, Josh attended Lambuth University, in Jackson, Tennessee, on scholarship. By...
Sarah A Stephens
Claimed Lawyer Profile
Jefferson County, AL Estate Planning Lawyer with 2 years experience
(205) 937-3041 2119 Third Avenue North
Second Floor
Birmingham, AL 35203
Estate Planning, Family and Probate
University of Alabama School of Law
Steven Aleck Harris
Claimed Lawyer ProfileBlawgsearchSocial Media
Autauga County, AL Estate Planning Lawyer with 12 years experience
(334) 315-3933 744 East Main Street
Prattville, AL 36067
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Cumberland School of Law, Samford University
We are a bankruptcy, divorce, and injury law firm helping individuals throughout Alabama. Call us today for a consultation in one of our offices in Birmingham, Huntsville, Montgomery, or Anniston.
Matthew William Bassie
Claimed Lawyer ProfileSocial MediaResponsive Law
Lauderdale County, AL Estate Planning Attorney
(256) 394-0547 102 S. Court Street Ste. 411
Florence, AL 35630
Estate Planning, Criminal, Elder and Probate
Thomas Goode Jones School of Law, Faulkner University and University of Alabama - Tuscaloosa
Matthew grew up in Waterloo, Alabama and went to the University of Alabama where he graduated Magna Cum Laude. He then went to Thomas Goode Jones School of Law in Montgomery. He has worked in the legal field for over 9 years. Matthew represents clients who have been criminally charged or subject to criminal investigation. Matthew’s other practice areas include: family law, juvenile, personnel injury, probate, and more.
Call now to schedule your FREE consultation! Matthew understands the inconvenient burdens that legal problems can cause. This is why Matthew accepts appointments after five and on the weekends.
Elizabeth Beason Moore
Claimed Lawyer Profile
Madison County, AL Estate Planning Lawyer with 24 years experience
(256) 536-7423 203 Greene Street
Huntsville , AL 35801
Estate Planning, Business, Employment and Personal Injury
The University of Mississippi School of Law
Kayla Schoen
Claimed Lawyer ProfileSocial Media
Jefferson County, AL Estate Planning Lawyer with 5 years experience
(205) 317-3685 1211 28th Street South
Suite 205
Birmingham, AL 35205
Estate Planning, Business, DUI and Probate
Anthony Lee Cicio Jr
Claimed Lawyer Profile
Jefferson County, AL Estate Planning Attorney
(205) 939-1327 2153 14th Ave S
Birmingham, AL 35205
Estate Planning, Personal Injury, Probate and Real Estate
Birmingham School of Law(AL)
Derry Dean Robbins Johnson Esq.
Claimed Lawyer Profile
Jefferson County, AL Estate Planning Attorney with 11 years experience
(205) 714-7222 950 22nd Street North Suite 627
Birmingham, AL 35203
Estate Planning, Elder, Family and Probate
Birmingham School of Law
I am an attorney who is dedicated to providing services with the client's interests as priority. I am committed to represent my clients with competence, faithfulness, diligence and sound judgment. I strive to enhance your access to the legal system and protection under the law by explaining the law to you as it relates to your legal matter. As such, as your attorney my goal is help you understand the law, available options and work with you to resolve your legal issue.

I am an attorney who has many years of experience in healthcare delivery and management in private and public...
Paul Seckel
Claimed Lawyer ProfileSocial Media
Marshall County, AL Estate Planning Attorney
(256) 571-1529 1320 Gunter Ave Suite A
Guntersville, AL 35976
Estate Planning, DUI, Family and Personal Injury
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Estate Planning Lawyers in Nearby Cities

Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.