Mesa Estate Planning Lawyers

Compare 492 top rated Arizona attorneys serving Mesa.
Andre Lee Pennington
PREMIUM

Experienced estate planning attorney! Call for a free consultation!

I’m an experienced estate planning attorney and serve clients throughout Arizona. I provide personalized representation and handle all types of matters, including wills, trusts, living wills, and powers of attorney. Read More »
10.0Justia Lawyer Rating for Andre Lee Pennington View Profile
Scott David Stewart
PREMIUM

Dedicated, experienced estate planning attorney. Call for a consultation

I’m an experienced Arizona estate planning lawyer and represent clients in all types of estate planning cases. I provide personal attention, thoughtful guidance, and will help you through every stage of your case. Read More »
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Ryan K Hodges
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Mesa, AZ Estate Planning Lawyer with 11 years experience
(480) 464-1111 40 N Center St Ste 200
Mesa, AZ 85201
Free ConsultationEstate Planning, Elder and Probate
Sandra Day O'Connor College of Law, Arizona State University
Ryan Hodges practices in the areas of probate, estate and trust administration, and elder law, including long-term care planning and special needs trusts. He is also a Registered Patent Attorney with experience in patent preparation and prosecution.

Bar Admissions: Ryan was admitted to the State Bar of Arizona in 2008. He is licensed to practice in all state courts, the United States District Court for the District of Arizona, and the United States Court of Appeals for the Ninth Circuit. He is also licensed to practice before the United States Patent and Trademark Office.

Education and Honors: Ryan earned his undergraduate degree...
Douglas K Cook
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Mesa, AZ Estate Planning Attorney with 49 years experience
(480) 461-4660 40 N. Center St. #110
Mesa, AZ 85201
Estate Planning, Elder, Probate and Tax
University of Utah
Board certified specialist in taxation handling estate planning, business, real estate, and other tax law-related matters.
Adam Martinez
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Mesa, AZ Estate Planning Lawyer
(602) 730-1005 Suite 127
Mesa, AZ 85204
Estate Planning, Landlord Tenant, Probate and Real Estate
Sandra Day O'Connor College of Law, Arizona State University
Adam D. Martinez is a real estate attorney and founder of Martinez Law, P.L.C., a boutique real estate law firm. Adam is an experienced litigator and handles all types of real estate issues, including foreclosures, deficiency defense, easement and property use disputes, residential and commercial landlord and tenant disputes, business and partnership disputes, contract disputes, and broker/agent disputes. Adam handles all aspects of appealing cases involving real estate issues, and has argued before the Arizona Court of Appeals. In addition to handling lawsuits, Adam structures and facilitates real estate and business transactions. Adam's litigation experience provides...
Sterling Threet
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Mesa, AZ Estate Planning Lawyer with 29 years experience
(480) 926-0500 2345 E University Dr
Mesa, AZ 85213
Estate Planning, Business, Collections and Real Estate
Arizona State University
Sterling R. Threet has over 25 years of experience representing clients throughout Arizona. Mr. Threet earned his Bachelor of Science degree in Accounting at Arizona State University in 1987, and was honored on the Deans List for academic achievement. In 1989, he successfully passed the certified public accountant’s exam. He was awarded his Juris Doctorate degree from ASU in 1990, graduating with honors and receiving special honors as a member of the International Moot Court Team. Mr. Threet was admitted to the Arizona State Bar Association and the United States District Court, District of Arizona in October,...
Brian Strickman
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Mesa, AZ Estate Planning Attorney with 7 years experience
(480) 478-6483 4140 E. Baseline Road
Suite 101
Mesa, AZ 85206
Estate Planning, Bankruptcy, Business and Criminal
Phoenix School of Law
Ryan D. Hoffman
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Mesa, AZ Estate Planning Lawyer with 4 years experience
(480) 924-4557 7254 E. Southern Road
Suite 121
Mesa, AZ 85209
Free ConsultationEstate Planning
Sandra Day O'Connor College of Law, Arizona State University
Mr. Steven William Cook
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Mesa, AZ Estate Planning Attorney with 9 years experience
(480) 461-4660 40 N. Center St. #110
Mesa, AZ 85201
Estate Planning, Probate, Tax and Trademarks
Arizona State University
I handle various types of legal matters for existing and start-up companies. Prior to attending law school at Arizona State University, I worked as a web designer/software developer and helped create award-winning web-based applications for NASCAR®, Henkel®, and others. During my undergraduate studies at Brigham Young University, I co-founded a digital advertising company that received significant venture capital.
Thomas Bashara
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Mesa, AZ Estate Planning Attorney with 23 years experience
(480) 279-3205 5950 S. Sossaman Road
STE 118
Mesa, AZ 85212
Estate Planning, Bankruptcy, Business and Collections
University of Memphis Cecil C. Humphreys School of Law
Brian Locker
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Mesa, AZ Estate Planning Lawyer
(480) 788-9911 1201 S. Alma School Rd.
Suite 12750
Mesa, AZ 85210
Estate Planning, Business, Probate and Real Estate
Liberty University School of Law
Some of my experiences include working at the Maricopa County Attorney’s Office, where I assisted in depositions, discovery matters and trial preparation. While in law school, I competed in the Federal Bar Association Moot Court Tournament. Also, my skills in negotiation were recognized by the American Bar Association as Negotiations Competition Regional Champion and was ranked as one of the top 20 student negotiators, two years in a row. Credentials In addition to my active student body life on the negotiations front, I received my bachelor’s degree in Political Science from Arizona State University in 2007 and went on...
Gerd A Zimmermann
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Mesa, AZ Estate Planning Attorney with 45 years experience
(480) 755-3702 1432 N Pasadena
Mesa, AZ 85201
Estate Planning, Business, International and Stockbroker Fraud
Germany
Bernard Rethore
PREMIUM

Arizona Estate Planning Lawyer with 32 years experience

Dickinson School of LawConnecticut, Pennsylvania, U.S. District Court, District of Arizona, U.S. District Court, Eastern District of Pennsylvania and Arizona
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David Thomas Bonfiglio
PREMIUM

Arizona Estate Planning Attorney with 26 years experience

University of Wyoming College of LawArizona and Colorado
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Alex C Hairston
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Mesa, AZ Estate Planning Lawyer
(480) 463-3475 2651 W Guadalupe Rd.
Suite 110
Mesa, AZ 85202
Free ConsultationEstate Planning, Consumer, Real Estate and Social Security Disability
University of Wisconsin - Madison
INTRODUCTION Alex Hairston brings broad experience to his litigation practice. Over the years, Alex has worked in various settings including a Family Law practice in his hometown and a Consumer Law practice in Madison, WI. Alex has worked on a wide spectrum of legal issues, including criminal, civil, and family law cases. His private practice includes cases ranging from complex civil litigation to child support and custody modifications. PHILOSOPHY Alex believes that his job is to resolve problems for his clients as efficiently and effectively as possible. Alex counsels his clients to understand their...
Kai Michael Henderson
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Mesa, AZ Estate Planning Attorney
(928) 358-6741 64 E 1st St
Mesa, AZ 85201
Estate Planning, Criminal, Personal Injury and Probate
University of Arizona
I grew up in Iowa, Arizona, New Jersey, Colorado, and Nevada. I am fluent in French having lived briefly in Belgium and France. I attended the University of Arizona where I earned a Bachelor’s Degree in Sociology and Juris Doctorate. In Law School, I interned at the Pinal County Public Defender’s Office. I ranked third on the comprehensive law examination of 344 Juris Doctors in my round. I have worked successfully in the Navajo County Public Defender’s Office, Pinal County Public Defender’s Office, and the Cochise County Public Defender’s Office. I also engaged in...
Zachary Dana
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Mesa, AZ Estate Planning Attorney
(480) 924-4557 7254 E Southern Ave Ste 121
Mesa, AZ 85209
Free ConsultationEstate Planning and Probate
Richard M. Dwornik
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Mesa, AZ Estate Planning Attorney with 24 years experience
(480) 809-1014 2266 S Dobson Rd
Mesa, AZ 85202
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
University of Nebraska - Lincoln
Working with an attorney can be an overwhelming and intimidating process. We make it as simple and easy as possible. At Dwornik Law we hold fast to the principle that professional and high quality legal counsel does not have to come with an outrageous price tag. Our experienced attorney has nearly two decades of legal experience and is dedicated to providing affordable legal counsel without sacrificing compassion, integrity, or quality of service. For more information about how we may assist you with your legal matter, call us today to arrange a free initial consultation!
Shad M. Brown
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Mesa, AZ Estate Planning Attorney with 12 years experience
(480) 447-7107 3850 E. Baseline Road, Suite 111
Mesa, AZ 85206
Free ConsultationEstate Planning, Business, Probate and Tax
Shad M. Brown, J.D., LLM, is a managing partner of the Brown Naegle Crider & Jensen Law Firm. Shad’s practice is concentrated in estate planning, tax planning, tax controversy and qualified domestic relation orders. Prior to forming Brown & Jensen, Shad was an attorney with the Dana Law Firm. It was there Shad established a premier tax practice for the firm involving complex tax planning and tax controversy resolution. Before entering private practice, Shad worked as an attorney at the IRS’s Office of Chief Counsel where he represented the IRS in civil and criminal tax matters. Shad’s experience includes work...
Trent Woods
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Mesa, AZ Estate Planning Attorney
(480) 360-1776 4140 E Baseline Rd
#101
Mesa, AZ 85206
Estate Planning, Business and Probate
Darrell J. Hadder
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Mesa, AZ Estate Planning Attorney
(480) 319-9100 4824 East Baseline Road, Suite 101
Mesa, AZ 85206
Estate Planning, Criminal, Divorce and Probate
Arizona State University College of Law
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Mesa, AZ Estate Planning Lawyer
(480) 461-5317 30 West First Street
Mesa, AZ 85201
Estate Planning, Divorce and Family
James E. Rogers College of Law, University of Arizona
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Mesa, AZ Estate Planning Lawyer
(480) 649-3044 1550 S. Alma School
Suite 230
Mesa, AZ 85210
Estate Planning, Arbitration & Mediation, Criminal and Divorce
University of Nebraska College of Law
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Mesa, AZ Estate Planning Attorney
(480) 461-5341 30 West First Street
Mesa, AZ 85201
Estate Planning, Business and Tax
BYU Law School
Matthew Harrison
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Gilbert, AZ Estate Planning Attorney with 22 years experience
(480) 988-7407 1760 East Pecos Rd., Suite 332
Gilbert, AZ 85295
Estate Planning, Business, Construction and Insurance Claims
Sandra Day O'Connor College of Law, Arizona State University
Matthew Harrison is the founding member of Harrison Law and has been practicing law for over 20 years. Prior to founding Harrison Law, Mr. Harrison was an attorney with a nationally-recognized surety, construction, and fidelity law firm in Phoenix, Arizona, where his practice focused on complex civil litigation. Previously Mr. Harrison was a Deputy County Attorney with the Maricopa County Attorney's Office for over seven years where he held leadership positions and mentored less-experienced attorneys. Matthew Harrison has combined these experiences into a law firm that has established itself both locally and nationally as a highly-regarded law firm. ...
Jake Anthony Carlson
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Gilbert, AZ Estate Planning Lawyer with 14 years experience
(855) 466-1276 1425 S. Higley Road #106
Gilbert, AZ 85296
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
California Western School of Law
Jake Carlson is an attorney, recognized business leader, inspiring presenter, and popular podcast host. He is personable and connects immediately with others. A natural storyteller, he loves listening to your story and exploring what matters most to you.

Jake earned his law degree (JD) from California Western School of Law concurrently with a business degree (MBA) from San Diego State University. He attended law school on a Creative Problem-Solving Scholarship and was awarded the 2005 Outstanding Case Award for best MBA consulting project. He is a licensed member of the State Bar of Arizona.

Jake's career began in the nonprofit sector as...
Peter H. Westby
Claimed Lawyer ProfileQ&ASocial Media
(855) 274-9529 3260 N. Hayden Road
Suite 210
Scottsdale, AZ 85251
Free ConsultationScottsdale, AZ Estate Planning Attorney with 46 years experience
Estate Planning, Bankruptcy, Elder and Probate
James E. Rogers College of Law, University of Arizona
Born in Minnesota, Attorney Peter Westby has resided in Arizona since 1962 and in Phoenix since 1974. Mr. Westby graduated from the University of Arizona College of Law in 1973 and entered the practice of law as a prosecuting attorney, first with the City of Tucson and then with the Pima County Attorney's office as a Criminal Trial Deputy. He joined partner Harvey Platt in the private practice of law in Phoenix in 1974 and together they formed Platt & Westby, P.C. Mr. Westby practices in the areas of real estate law, civil litigation, family law, estate planning, probate, estate...
Douglas Edmunds
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Gilbert, AZ Estate Planning Attorney with 14 years experience
(480) 603-4988 1760 E Pecos Road
Suite 332
Gilbert, AZ 85295
Estate Planning, Bankruptcy, Probate and Tax
University of New Hampshire School of Law
I take pride in offering honest answers and straight forward solutions to my clients. I do not get involved in legal matters unless your case is legitimate and has true legal merit. My work and my fees are transparent, upfront, and honest. I encourage my clients to contact me directly, and never pass that responsibility off to assistants. Let me show you what personal legal services are like.
Nathan Carr
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Tempe, AZ Estate Planning Lawyer with 13 years experience
(480) 278-1278 4700 S. McClintock Dr.
Suite 130
Tempe, AZ 85282
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
University of Denver and University of Denver
Attorney Nathan E. Carr is an experienced tax attorney and bankruptcy attorney. He has a Master's of Tax Law Degree, which is not common for attorneys to achieve. Mr. Carr has saved his clients hundreds of thousands in dollars. If you have tax problems or debt problems Mr. Carr will know how to solve them. He received an award for his skills working with clients and resolving their problem.
Robert M Siddoway
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Queen Creek, AZ Estate Planning Lawyer with 3 years experience
(480) 744-0585 22211 S Ellsworth Rd
Queen Creek, AZ 85142
Free ConsultationEstate Planning and Probate
Sandra Day O'Connor College of Law, Arizona State University
Rob Siddoway grew up in the Pacific Northwest in Bellevue, WA and during the last stretch of high school moved to Gilbert, AZ where he graduated from Highland High School. After high school Rob was called to serve as a missionary in the Amazon region of Brazil - he has maintained many great friendships from that experience and is still fluent in Portuguese. Upon returning from Brazil Rob continued his education earning his Bachelor of Science degree in Marriage, Family, & Human Development from Brigham Young University in Provo, UT. Upon completing his undergraduate work Rob continued his education...
Robert Andrew Rahtz
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Phoenix, AZ Estate Planning Attorney with 13 years experience
(855) 274-9529 2916 N 7th Ave
Phoenix, AZ 85013
Free ConsultationEstate Planning, Elder, Probate and Real Estate
University of La Verne College of Law
Andy is originally from Cincinnati, OH. He moved to Columbus to attend the Ohio State University and he acheived a Bachelor's Degree in History. After undergrad, Andy moved to Southern California and attended the University of LaVerne, College of Law. He now lives in North Phoenix with his wife and two daughters.
Andy's approach to practice is a combination of aggressive legal advocacy and practical real world solutions. His focus on clients allows him to tailor case strategy based on your personal goals. He has been with the firm of Platt & Westby since 2012.
Andrew Mathers
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Gilbert, AZ Estate Planning Lawyer with 15 years experience
(480) 653-6770 1166 E. Warner Rd., Suite 216A
Gilbert, AZ 85296
Estate Planning and Probate
University of Washington School of Law
My law practice is dedicated to drafting Wills and Trusts. After 14 years of practicing law, I have found that no other practice area is more important or more rewarding than estate planning. I enjoy helping clients through this process with compassion and competence.

Estate planning is about protecting your assets and loved ones, and planning for the future. It is about you, your unique story, your life’s savings, your values, your beliefs and your hopes for the future. That is what I build into your estate plan.
Steven Michael Jackson
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Scottsdale , AZ Estate Planning Lawyer with 5 years experience
(480) 994-5000 3260 N. Hayden Rd.
Suite 210
Scottsdale , AZ 85251
Estate Planning, Business, Elder and Probate
Arizona Summit Law School
After growing up in Illinois and New York City, Steven joined the Army in 2002 and deployed to Iraq twice as a squad leader. While in the military, he graduated Cum Laude with a B.A. in Business Management from Chaminade University of Honolulu and continued on to earn his MBA. Steven was then awarded a merit scholarship to Arizona Summit Law School, where he earned his Juris Doctor and gained practical experience from established attorneys throughout the Valley. Prior to starting Steven M. Jackson Law Group, Steven worked at J.P. Morgan Chase, focusing on federal compliance, specifically the Patriot...
Scott L Greeves
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Tempe, AZ Estate Planning Lawyer with 25 years experience
(480) 422-1850 2151 E. Broadway Rd.
Suite 116
Tempe, AZ 85282
Estate Planning, Bankruptcy, Business and Tax
University of Iowa
Marcus N. Seiter
Claimed Lawyer ProfileQ&ASocial Media
(480) 345-3300 960 W Elliot Rd Suite 114
Tempe, AZ 85284
Free ConsultationTempe, AZ Estate Planning Attorney with 5 years experience
Estate Planning
Arizona Summit Law School
My focus is in estate planning and helping people make sound decisions. Give me a call at 480-345-3300! More about me... I am passionate about helping people formulate plans to reach their goals. Since 1999, I have been involved in that process with hundreds of clients as a professional in the financial services industry. In 2011, I enrolled at Arizona Summit Law School. It wasn’t always easy balancing family and school while maintaining a growing financial services company. But with the help of my wife and others, along with some divine intervention, I graduated with honors...
Michael Gerity
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(602) 274-4400 202 East Earll Drive Suite 440
Phoenix, AZ 85012
Free ConsultationOffers Video ChatPhoenix, AZ Estate Planning Lawyer with 25 years experience
Estate Planning, Bankruptcy, Business and Probate
Arizona State University
Michael Gerity is a distinguished attorney in Arizona who brings a wealth of experience to every case. Whether representing a client with a commercial or intellectual property dispute, or providing legal advice for a business entrepreneur, Mr. Gerity is an aggressive and reliable lawyer who knows how to get the results clients need. He is AV Preeminent Peer Review Rated by Martindale-Hubbell in recognition of his high ethical standards and professional ability and has been selected by the American Institute of Legal Counsel for its 10 Best in Arizona list in client satisfaction for 2016 in the Litigation, Lawsuits &...
David Gerszewski
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Chandler, AZ Estate Planning Attorney with 3 years experience
(480) 565-8020 1767 E. Queen Creek Rd. #1
Chandler, AZ 85286
Free ConsultationEstate Planning, Business, IP and Tax
Arizona State University
My name is David Gerszewski and I am an Estate Planning Attorney and Tax Lawyer. I was born and raised in North Dakota and first moved to Arizona in 1992 to pursue graduate studies in applied statistics at Arizona State University. My first career working for Wall Street investment banks and hedge funds took me to New York and then to London for almost 20 years. After leaving institutional finance, I moved to Florianópolis in South America where I developed a restaurant franchise concept that spread throughout southern Brazil.

I again made Arizona my home in 2014 and now...
Scott David Stewart
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Mesa, AZ Estate Planning Attorney with 19 years experience
(602) 548-3400 2929 N Power Rd Ste 101
Mesa, AZ 85215
Estate Planning, Divorce, Family and Probate
Chicago-Kent College of Law, Illinois Institute of Technology
Stewart Law Group is a firm focused on Divorce, Family Law and Child Custody with eight offices in the Greater Phoenix area.

Whether you're facing a divorce, custody battle, or spousal support hearing, facts and information are crucial to supporting your case and protecting your rights. If your spouse has hidden money in bank accounts you never knew existed or suffers from an addiction that could put your children at risk, you need a divorce lawyer who can expose and collect facts important to your case.

The Family law attorneys at the Stewart Law Group have experience working with experts in financial...
Quinn DeAngelis Jr
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Scottsdale, AZ Estate Planning Lawyer with 27 years experience
(480) 281-1512 7077 E. Marilyn Road, Suite 125
Scottsdale, AZ 85254
Estate Planning, Business and Probate
Quinn has been practicing general business and estate planning law since 1992 and was an equity partner at Jennings Strouss & Salmon, P.L.C. prior to opening his own law firm, DeAngelis Legal, in 2005. He is Board Certified in Estate and Trust Law by the State bar of Arizona, has an AV* Preeminent rating from Martindale Hubble and a 10/10 rating from AVVO. He frequently speaks on a variety of topics, including estate planning, corporate planning and succession planning. During the course of his career he has worked with some of the most successful individuals and businesses...
Christopher Hildebrand
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(480) 305-8300 4900 North Scottsdale Road
#1500
Scottsdale, AZ 85251
Scottsdale, AZ Estate Planning Lawyer with 25 years experience
Estate Planning, Divorce, Elder and Probate
Arizona State University
My experience as an Arizona family law attorney began in 1995 after acquiring my license to practice law. I received my legal education from Sandra Day O'Connor at Arizona State University in 1994. After my 18 years of legal practice, I have had the ability to reach an elite level of knowledge in divorce, child custody, alimony, child support, child abuse, alimony, paternity, military divorce, estate planning and much more.
Hollis Joslin
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Phoenix, AZ Estate Planning Attorney
(602) 354-3890 6802 South 58th Avenue
Phoenix, AZ 85339
Free ConsultationEstate Planning, Bankruptcy, Insurance Claims and Personal Injury
University of Massachusetts School of Law
Hollis Joslin is an Author, pilot, Real Estate Agent, and Arizona Bankruptcy Attorney and Personal injury lawyer; most well known for his dystopian political thriller, CITIZENS UNITED (available on Amazon.com). Hollis is also a Christian lawyer, a member of Christian Lawyer associations and the Christian Legal Society. He studied creative writing at the University of Arizona and graduated Magna Cum Laude with a BA in Political Science. He completed aircraft pilot training at Fulton Aviation, and earned his Juris Doctor degree Cum Laude at UMass Dartmouth School of Law where he received the coveted Leader of Justice Award; an award...
Anthony Clark
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Phoenix, AZ Estate Planning Attorney with 25 years experience
(855) 512-0777 One East Camelback
Phoenix, AZ 85012
Free ConsultationEstate Planning, Bankruptcy and Personal Injury
State Bar Admissions: Arizona 1999, Kentucky 1996, Georgia 1996, Tennessee 1994. As of 2014, Anthony W. Clark, Attorney and Counselor™ has appeared as attorney of record and directly supervised attorneys acting on behalf of more than 12,000 (twelve thousand) individuals and companies in various matters pending before state and federal courts since 1994. No professional discipline before any court or bar association, no incident of professional liability. Education: Bachelor of Arts 1989, University of Kentucky, Communication, Latin American Studies. Juris Doctor 1993, Chase College of Law at Northern Kentucky University. Married more than 20 years...
Keo'vonne K. Wilson
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Phoenix, AZ Estate Planning Lawyer
(480) 382-4017 20 East Thomas Rd. Suite 2200
Phoenix, AZ 85012
Estate Planning and Family
Arizona Summit Law School
Keo’vonne Wilson is a native south Floridian and moved to Phoenix Arizona from South Korea. Prior to attending law school Ms. Wilson worked as a legal assistant in a bankruptcy law firm, model and actress in New York City, and as a teacher in South Korea. These diverse careers instilled in Ms. Wilson professionalism, drive and a sense of humor. Ms. Wilson’s practice is dedicated to providing efficient and effective preventive counsel to her clients.
Jeffery Slater
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Scottsdale, AZ Estate Planning Lawyer with 30 years experience
(480) 560-9602 10963 North 130th Place
Scottsdale, AZ 85259
Estate Planning, Insurance Claims, Personal Injury and Probate
University of Denver
Stanna Michelle Slater (born Jeffery Slater) works in civil litigation and estate planning. The civil cases involve injuries, contracts, insurance & inheritance. The firm is qualified to practice in all Arizona state and federal courts.

Stanna Michelle Slater became a licensed Arizona attorney in 1989.

Stanna founded the Law Office of Jeffery S. Slater, P.C. in 1999 after practicing for nearly 10 years with Arizona's finest trial lawyers (handling the most complex civil cases, including disputes alleging medical malpractice). Since its launch, the Law Office of Jeffery Slater has represented a diverse group of insurance companies, healthcare providers, corporations...
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Mesa Estate Planning Legal Aid & Pro Bono Services

Maricopa County Volunteer Lawyers Program
(602) 506-7948
Phoenix, AZ

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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.

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