Picacho Estate Planning Lawyers

Compare top rated Arizona attorneys serving Picacho.
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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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Mr. Robert Michael Way
Claimed Lawyer ProfileSocial Media
Tucson, AZ Estate Planning Attorney with 16 years of experience
(520) 624-8886 259 N. Meyer Avenue
Tucson, AZ 85701
Free ConsultationEstate Planning, Elder and Probate
Thomas Jefferson School of Law
I am a California native who transplated to Arizona after my family moved to Tucson. Being married and having eight children, I do not find much time for too many things...except for a little music, martial arts, and surfing when in the HI islands. Apart from my primary work as a father and husband, I practice law --- and I truly enjoy it. My background includes the study of Chinese martial arts brought to the United States by the Chin family and taught to Al Moore, Sr., Currently I give private instruction and...
Matthew Harrison
Claimed Lawyer ProfileSocial Media
Gilbert, AZ Estate Planning Attorney with 22 years of 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. ...
David Gerszewski
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Chandler, AZ Estate Planning Attorney with 4 years of 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...
Robert M Siddoway
Claimed Lawyer ProfileSocial MediaResponsive Law
Queen Creek, AZ Estate Planning Lawyer with 4 years of 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...
Ronald Zack
Claimed Lawyer ProfileSocial Media
Tucson, AZ Estate Planning Lawyer with 16 years of experience
(520) 664-3420 4400 East Broadway Blvd
Suite 307
Tucson, AZ 85711
Estate Planning, Elder and Probate
Western State University College of Law
RONALD ZACK's legal focus is elder law and estate planning. He also practices in the areas of criminal defense and juvenile matters, such as representing parents accused of abuse or neglect. Ron is a member of the State Bars of Arizona and California, as well as the Central District of California Federal Court, and federal District Court of Arizona. Ron is also admitted to practice in Pascua Yaqui and Tohono O'odham Nations Tribal Courts.
As an attorney, Ron worked in medical malpractice defense in California. In Arizona, He has been a prosecutor and was an Assistant Attorney General representing Child Protective...
Scott David Stewart
Claimed Lawyer ProfileLII GoldBlawg SearchSocial Media
Chandler, AZ Estate Planning Attorney with 19 years of experience
(602) 548-3400 3115 S Price Rd Ste 111
Chandler, AZ 85248
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...
Jake Anthony Carlson
Claimed Lawyer ProfileOffers Video ChatSocial Media
Gilbert, AZ Estate Planning Lawyer with 14 years of 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...
Colleen Contreras
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
(480) 535-5030 584 W. Chandler Blvd.
Chandler, AZ 85225
Offers Video ChatChandler, AZ Estate Planning Lawyer
Estate Planning, Family, Probate and Tax
Arizona State University and Arizona State University
Trusted Advisors for Life's Tough Transitions
Tooher and Contreras Law, PLLC is an Arizona-based law firm focused on family law, business law, tax law, contract law, estate planning and administration, guardianship and conservatorship, and more.

We bring a collective 30 plus years of professional experience working with both individuals and businesses resolving complex issues and navigating life’s tough transitions.


Our firm follows one guiding principle: “Do what you love in service of those who love what you do.” --Steve FarberI

About Colleen:
t’s not common to find someone with a project management background - detail-oriented, meticulous to the core - who then, at the...
Douglas Newborn
Claimed Lawyer ProfileSocial Media
Tucson, AZ Estate Planning Lawyer with 7 years of experience
(520) 585-5525 1 South Church Ave.
Suite 950
Tucson, AZ 85701
Estate Planning, Personal Injury and Probate
University of Arizona
Doug is a former Navy Nuclear Submarine officer and Air Force JAG who worked with the Department of Defense and Department of State (the US Embassy in Kabul) while deployed to Qatar and Afghanistan to help draft the Status of Forces Agreement and Bilateral Security Agreement signed by Afghan President Ashraf Ghani Ahmadzai in September 2014. Also, while Doug was deployed, he briefed a 1-Star General on developing Intelligence Law issues on a weekly basis, as well as (among other things) advising US Central Command on information releases regarding detainees and other sensitive records.

How does this help you? Doug...
Kevin Moore
Claimed Lawyer ProfileSocial MediaResponsive Law
(520) 327-7113 4578 E Camp Lowell Dr
Tucson, AZ 85712
Tucson, AZ Estate Planning Attorney with 26 years of experience
Estate Planning, Medical Malpractice, Personal Injury and Probate
South Texas College of Law
Kevin Meguire Moore is entering his 25th year as an attorney representing clients across the state of Arizona and throughout the nation. Dedicating his career to protecting the rights of injured persons and their loved ones, Kevin has recovered over $45 million for his clients. As a native Tucsonan, Kevin considers personal injury law to be his first and true calling.
Bernard Rethore
PREMIUM

Arizona Estate Planning Lawyer with 32 years of 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 27 years of experience

University of Wyoming College of LawArizona and Colorado
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Andrew Mathers
Claimed Lawyer ProfileSocial Media
Gilbert, AZ Estate Planning Lawyer with 16 years of 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.
Laura McDermott
Claimed Lawyer ProfileSocial Media
Florence, AZ Estate Planning Attorney with 21 years of experience
(520) 222-8341 355 North Main Street
PO Box 1799
Florence, AZ 85132
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of Maine School of Law
Attorney Laura McDermott concentrates her law practice on Family Law (Divorce, Child Custody, Orders of Protection), Guardianship / Conservatorship matters, and Estate Planning. With over 20 years of legal experience in Arizona (including 13 years as a criminal prosecutor), Laura McDermott represents clients throughout Pinal County. The McDermott Law Firm offers clients an online Client Portal and convenient payment options.
Rilus Matthew Dana
Claimed Lawyer ProfileSocial Media
Chandler, AZ Estate Planning Attorney
(855) 996-9993 3100 W. Ray Rd. Suite 201
Chandler, AZ 85226
Free ConsultationEstate Planning, Elder, Probate and Tax
Thomas Jefferson School of Law
I am passionate about providing quality legal plans that protect families and loved ones. My law practice is strictly limited to Estate Planning and Asset Protection planning. I am licensed to practice law in California, Nevada and Arizona
Douglas Edmunds
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Gilbert, AZ Estate Planning Attorney with 14 years of 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.
Jeffrey A Schoen
Claimed Lawyer ProfileSocial Media
CHANDLER, AZ Estate Planning Attorney with 34 years of experience
(480) 820-4505 333 North Dobson Road, Suite 5
CHANDLER, AZ 85224-4412
Estate Planning, Business, Construction and Real Estate
Arizona State University
JEFFREY A. SCHOEN is the founder of the law firm, where he practices commercial law with particular emphasis in commercial real estate transactions, commercial real estate finance, limited liability companies and corporations, construction law, and franchising.

Since 1986, Mr. Schoen has represented business owners, buyers and sellers; commercial real estate owners, buyers and sellers; commercial landlords and tenants; commercial lenders and borrowers; design professionals; commercial construction contractors and subcontractors; and franchisors and franchisees. He has presented seminars and published articles on commercial real estate and business matters. Mr. Schoen is or has been recognized, among other places: in Arizona’s Finest Lawyers,...
Kristi Hancock
Claimed Lawyer ProfileSocial Media
Gilbert, AZ Estate Planning Attorney
(480) 382-9018 21811 S 158th St
Gilbert, AZ 85298
Estate Planning, Collections, Family and Real Estate
Arizona Summit Law School
After spending 12 years traveling the country with the Air Force, Kristi and her family came back to her home state of Arizona to settle down and finish raising their three daughters. Kristi focuses on helping our first responders and military heroes in legal aspects that may arise. She volunteers her time with Women In Law, Florence Immigration Refugee and Rights Project, Wills for Heroes and other church and community organizations. Giving back to the community is an important part of her life. In her spare time, Kristi enjoys riding her horses and spending time with her family. Kristi is...
Robert Andrew Rahtz
Claimed Lawyer ProfileBlawg SearchSocial Media
Gilbert, AZ Estate Planning Attorney with 13 years of experience
(855) 274-9529 1425 W Elliot Rd
#201
Gilbert, AZ 85233
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.
Henry Wood
Claimed Lawyer Profile
Tucson, AZ Estate Planning Lawyer with 22 years of experience
(520) 797-1011 6837 N Oracle Rd Ste 105
Tucson, AZ 85704
Free ConsultationEstate Planning and Elder
University of Arkansas - Fayetteville
Henry H. Wood is the principal at Wood Law Firm, PLLC, in Tucson, Arizona. Legal Services offered include estate planning (wills, trusts, powers of attorney, probate avoidance), probate of decedents' estates, guardianship & conservatorship, and trust & estate administration. The office in located in north Tucson on Oracle Road between Ina and Orange Grove.
Brian Longenbaugh
Claimed Lawyer ProfileSocial Media
Tucson, AZ Estate Planning Attorney with 21 years of experience
(520) 219-2316 3920 East Fifth Street
Tucson, AZ 85711
Estate Planning and Elder
Seattle University School of Law
The Law Office of Brian S. Longebaugh, P.L.C. is a service oriented law firm located in central Tucson. Among the services we provide are the following: Estate Planning: * Wills * Trusts * Powers of Attorney * Living Wills Probate/Elder Law * Probate administration * Non-probate transfers * Guardianship/Conservatorship * Contested Matters and Litigation * Trust Administration Mr. Longenbaugh has practiced law in the State of Arizona since 1999. He is a member of the Southern Arizona Estate Planning Council, the Probate and Elder Law/Mental Health Sections of the State Bar of Arizona and the American Bar Association, and a member of board of directors for the Arizona Chapter of the...
Jeffrey Philip Hall
Claimed Lawyer ProfileSocial Media
Chandler, AZ Estate Planning Lawyer with 14 years of experience
(480) 855-1532 3115 South Price Road
Chandler, AZ 85248
Free ConsultationEstate Planning, Administrative, Elder and Probate
New England Law | Boston
I maintain a solo practice focusing on estate and family planning. I emphasize the need for young families to think through their wishes should the unexpected occur. My goal is to provide the peace of mind that comes from knowing that you have provided appropriately and effectively for the loved ones you leave behind. I believe that everyone’s situation is unique, so everyone’s estate plan should be tailored to their situation. I’ve seen first hand the effects of families failing to plan and decided to craft a practice around helping them. I offer a 10% discount to military,...
Matt Dana
Claimed Lawyer ProfileSocial Media
Casa Grande, AZ Estate Planning Lawyer with 36 years of experience
(800) 753-3262 1115 E. Cottonwood Lane #150
Casa Grande, AZ 85122
Estate Planning and Probate
Arizona State University
Brian Strickman
Claimed Lawyer ProfileQ&ASocial Media
Gilbert, AZ Estate Planning Attorney with 7 years of experience
(480) 316-8113 70 S Val Vista Dr., A3-619
Gilbert, AZ 85296
Estate Planning, Bankruptcy, Business and Criminal
Phoenix School of Law
Zachary Dana
Claimed Lawyer ProfileSocial Media
Chanlder, AZ Estate Planning Attorney
(480) 393-0544 3100 W Ray Rd Ste 201
Chanlder, AZ 85226
Free ConsultationEstate Planning and Probate
Steven Russo
Claimed Lawyer ProfileSocial Media
Tucson, AZ Estate Planning Attorney
(520) 529-1515 6700 N Oracle Rd #100
Tucson, AZ 85704
Estate Planning, Business, Probate and Tax
James E. Rogers College of Law, University of Arizona
Mr. Steven Russo is a man of many trades. Not only is he a partner at Russo, Russo & Slania, P.C. where he assists clients on a daily basis, but he is also a Certified Public Accountant, a representative of The Industrial Development Authority of the City of Sierra Vista, and has been counsel to The Industrial Development Authority of the Country of Pima for the past 35 years. When representing clients, Mr. Russo takes on cases involving municipal finance, estate planning, and probate law. Outside of the firm, Mr. Russo is a member of several professional associations, including the...
Thomas Bashara
Claimed Lawyer ProfileSocial Media
Mesa, AZ Estate Planning Attorney with 23 years of 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
Scott Alan Weible Esq.
Claimed Lawyer ProfileOffers Video ChatResponsive Law
Oro Valley, AZ Estate Planning Lawyer with 37 years of experience
(703) 754-2092 Innovation Corporate Center
1846 E. Innovation Park Drive
Oro Valley, AZ 85755-1963
Free ConsultationOffers Video ChatEstate Planning, Business, Probate and Real Estate
Schooled and trained in Arizona; shown the ropes by the best lawyers I have ever known in Los Angeles, matured as a lawyer in Virginia and Washington, DC; and now having returned to Arizona, I am the best lawyer I have ever been, and the most capable of helping my clients.
James Gentile
Claimed Lawyer ProfileSocial Media
Casa Grande, AZ Estate Planning Lawyer with 36 years of experience
(520) 426-9144 420 N Casa Grande Lakes Blvd
Casa Grande, AZ 85122
Estate Planning, Bankruptcy and Probate
Drake University Law School
James Gentile, P.C specializes in Chapter 7 and Chapter 13 bankruptcy cases, as well as estate planning in Chandler, Apache Junction, and Casa Grande Arizona. James has been practicing bankruptcy and estate planning law for over 20 years and is a member of the State Bar or Arizona and the Iowa State Bar Association. James is admitted in the State Courts of Arizona, the US District Court, the US Bankruptcy Court, and the US Court of Appeals
Brian Harlow
Claimed Lawyer ProfileSocial Media
Tucson, AZ Estate Planning Attorney with 21 years of experience
(520) 352-0008 4007 E. Paradise Falls Drive
Suite 212
Tucson, AZ 85712
Estate Planning, Business, Foreclosure Defense and IP
Michigan State University
Business law attorney specializing in business transactions, to include supply and vendor contracts, manufacturing and distribution contracts, commercial and residential lease transactions, intellectual property protection, strategic business development consulting, corporate structure and governance and business succession planning. Practice also incorporates commercial litigation and estate planning. I work hand in hand with my clients to identify and assess the legal risks associated with all business transactions and implement strategic initiatives to accomplish identified business objectives.
Jaren Martineau
Claimed Lawyer ProfileOffers Video ChatSocial Media
Mesa, AZ Estate Planning Attorney
(480) 360-1776 4140 E. Baseline Rd
#101
Mesa, AZ 85206
Free ConsultationOffers Video ChatEstate Planning, Business and Probate
Arizona State University
Christopher Graham
Claimed Lawyer ProfileOffers Video ChatSocial Media
Tempe, AZ Estate Planning Attorney with 21 years of experience
(480) 681-5408 2169 East Warner Road, Suite 104
Tempe, AZ 85284
Offers Video ChatEstate Planning, Elder, Probate and Tax
University of Alabama School of Law and Sandra Day O'Connor College of Law, Arizona State University
CHRISTOPHER D. GRAHAM is an experienced and innovative estate planning attorney. He strives to provide his clients with quality and affordable estate planning services in Arizona.

At Bailey Law Firm, our commitment to providing our clients with top-tier counsel and legal services is unwavering.

If you're putting an estate plan in place for the first time, you may have many questions. It is important that you trust and are comfortable with your estate planning professional.

Chris provides caring and compassionate services. He acts as an advisor and planner while listening to your unique goals and wishes.

No boilerplate documents. Chris designs customized,...
Francisco Sirvent
Claimed Lawyer Profile
Chandler, AZ Estate Planning Lawyer
2701 W. Queen Creek Rd. #3
Chandler, AZ 85248
Estate Planning and Probate
We know attorneys or the thoughts of hiring one can be intimidating! This is one of the primary reasons Francisco Sirvent started his practice, Keystone Law Firm. If you're looking for help from a good lawyer, the last thing you want is for that lawyer to create more problems for you.

Our job is to lesson those to the greatest degree and to help guide you towards the best possible solution to your needs with the least headaches as possible. We want to help you find the solutions perfect to your unique and individual legal needs. We can help anyone in...
Thomas M Parsons
Claimed Lawyer Profile
Tucson, AZ Estate Planning Lawyer
(520) 623-5466 340 N Main Ave
Tucson, AZ 85701
Free ConsultationEstate Planning and Real Estate
University of Arizona
Pamela Virtue
Claimed Lawyer Profile
Chandler, AZ Estate Planning Attorney
(480) 941-0710 1060 S. Edith Ct
Chandler, AZ 85286-1431
Free ConsultationEstate Planning and Probate
Trent Woods
Claimed Lawyer Profile
Mesa, AZ Estate Planning Attorney
(480) 360-1776 4140 E Baseline Rd
#101
Mesa, AZ 85206
Estate Planning, Business and Probate
Ryan D. Hoffman
Claimed Lawyer ProfileSocial Media
Mesa, AZ Estate Planning Lawyer with 5 years of 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
Danette Pahl
Claimed Lawyer Profile
Tucson, AZ Estate Planning Lawyer with 22 years of experience
(520) 628-1111 Suite 150
Tucson, AZ 85715
Estate Planning, Divorce, Family and Juvenile
Mark Johnson
Claimed Lawyer Profile
Tucson, AZ Estate Planning Lawyer with 30 years of experience
(520) 664-3420 1777 N. Church Avenue Suite 1015
Tucson, AZ 85701
Estate Planning and Probate
University of the Pacific, McGeorge School of Law
Darrell J. Hadder
Claimed Lawyer Profile
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
Bettina M Woner
Claimed Lawyer ProfileResponsive Law
(520) 549-5156 5151 E. Broadway Blvd., Suite 1600
Tucson, AZ 85711
Free ConsultationTucson, AZ Estate Planning Attorney with 4 years of experience
Estate Planning, Medical Malpractice, Personal Injury and Probate
Arizona Summit Law School
Michael Greenwald
Claimed Lawyer Profile
Gilbert, AZ Estate Planning Lawyer
(480) 626-5898 4365 E Pecos Rd
Gilbert, AZ 85295
Estate Planning
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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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