Artesia, California Estate Planning Lawyers

Dustin Ginsburg
PREMIUM

California Estate Planning Lawyer

Georgetown University Law Center and University of the Pacific, McGeorge School of LawCalifornia
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Christina Cacchio
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Estate Planning Lawyer

Christina represents clients in estate planning, estate and trust administration and charitable planning. She provides tax-savings strategies to high-net-worth individuals.
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Andrew K. Steenbock
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates

Andrew Steenbock focuses on estate and gift tax planning, and advises individuals and business entities on a range of tax planning and estate planning matters.
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Martin A. Neumann
PREMIUM

California Estate Planning Attorney with 37 years experience

UCLA School of LawCalifornia and U.S. Tax Court
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James Charles Shields
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 23 years experience
(888) 910-6652 21707 Hawthorne Blvd
Suite 204
Torrance, CA 90503
Estate Planning, Bankruptcy and Probate
Loyola Marymount University
High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...
(888) 910-6652 3600 Lime St., Building 4
Suite 412
Riverside, CA 92501
(888) 910-6652 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
(888) 910-6652 100 N. Barranca St
Suite 714
West Covina, CA 91791
(888) 910-6652 1050 East Wardlow Road
Long Beach, CA 90807
(888) 910-6652 7755 Center Avenue
11th Floor
Huntington Beach, CA 92647
Saurab Rijal
Claimed Lawyer ProfileSocial Media
Artesia, CA Estate Planning Lawyer
(855) 997-4525 18000 Poineer Blvd
Suite 203
Artesia, CA 90701
Free ConsultationEstate Planning, Immigration and Probate
Western Michigan University Cooley Law School
Georgia Kezios
Claimed Lawyer Profile
Cerritos, CA Estate Planning Attorney with 19 years experience
(562) 865-7700 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
Estate Planning, Family, Landlord Tenant and Probate
Western State Univ COL
Cerritos, CA Estate Planning Attorney with 27 years experience
(562) 653-3200 17871 Park Plaza Dr
Cerritos, CA 90703
Estate Planning and Business
Univ of Wisconsin Law School
Cerritos, CA Estate Planning Attorney with 39 years experience
(562) 809-7368 18000 Studebaker Rd
Cerritos, CA 90703
Estate Planning, Business and Immigration
Washington Univ School of Law
Cerritos, CA Estate Planning Lawyer with 42 years experience
(562) 653-3200 17871 Park Plaza Dr
Cerritos, CA 90703
Estate Planning, Business, Education and Tax
UCLA School of Law
James Park
Claimed Lawyer ProfileSocial Media
La Palma, CA Estate Planning Lawyer
(714) 707-2803 6 Centerpointe Drive
Suite 700
La Palma, CA 90623
Estate Planning, Business, IP and Probate
Southwestern University School of Law
Paul D. Brau
Claimed Lawyer Profile
Santa Fe Springs, CA Estate Planning Attorney with 41 years experience
(562) 219-2747 12631 E. Imperial Highway
Suite D-126
Santa Fe Springs, CA 90670
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Pepperdine Univ School of Law
Phillip K Fife
Claimed Lawyer Profile
Los Alamitos, CA Estate Planning Lawyer
(714) 981-4488 11278 Los Alamitos Blvd., #179
Los Alamitos, CA 90740
Estate Planning
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Attorney with 24 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
(661) 214-3950 45024 10th Street West, Suite 101
Lancaster, CA 93534
(562) 888-5114 3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806
(909) 543-0947 3200 East Guasti Road, Suite 100
Ontario, CA 91761
(213) 550-5090 445 South Figueroa Street, Suite 2600
Los Angeles, CA 90071
Jamie K. Ogden
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Jamie Ogden advises high-net-worth individuals and business entities on a range of tax planning, tax controversy and estate planning matters
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Jonathan S. Forster
PREMIUM

California Estate Planning Attorney with 23 years experience

Loyola Law School, Los AngelesCalifornia
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Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer with 3 years experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
Estate Planning, Elder and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles
Joshua D. Ramirez received his Bachelor's Degree in Political Science from Cal State Fullerton. Josh went to Loyola Law School in Los Angeles where he obtained his Juris Doctorate Degree and his LLM Degree in Taxation, which he obtained "With Distinction." He has a passion for Elder Law, as evidenced by him graduating #1 in his Elder Law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and young son, spending the day at the shooting range, and flying.
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
Daniel W. Layton
Claimed Lawyer ProfileBlawgsearchSocial Media
Fullerton, CA Estate Planning Lawyer with 13 years experience
(949) 301-9829 1370 N. Brea Blvd., Suite 140
Fullerton, CA 92835
Estate Planning, Criminal, Tax and White Collar Crime
Golden Gate University School of Law and The University of Chicago Law School
Daniel W. Layton is a former Federal tax prosecutor and trial attorney for the IRS. His practice as a tax attorney is dedicated to handling all aspects of tax controversy, including audits, collection, international tax, and criminal tax defense. Mr. Layton has extensive experience and insight from his time in the government sector, which greatly benefits his clients. As a former Federal tax prosecutor with the U.S. Department of Justice, in the Tax Division of the U.S. Attorney’s Office in Los Angeles, and a former IRS trial attorney in San Jose, he has litigated a wide variety of civil...
(949) 301-9829 1451 Quail St., Suite 210
Newport Beach, CA 92660
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Long Beach, CA Estate Planning Lawyer with 15 years experience
(800) 220-4205 3740 Long Beach Boulevard
Long Beach, CA 90807
Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
(800) 220-4205 4425 Jamboree Road, Suite #115
Newport Beach, CA 92660
(800) 220-4205 1111 E. Tahquitz Canyon Way
Palm Springs, CA 92262
(800) 220-4205 77564 Country Club Drive, Building A
Palm Desert, CA 92211
Richard Joseph Rosiak
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 29 years experience
(562) 622-6000 8137 3rd Street
2nd Floor
Downey, CA 90241
Estate Planning, Divorce, Family and Probate
Western State University College of Law
Mr. Rosiak will work with you to get the best result possible. The staff speaks Spanish and Polish. Night and weekend appointments are available. He is truly your "24 Hour-7 Days A Week" attorney. Our offices are centrally located in Downey near all major freeways 5, 710, 605, 105, 91. You are just minutes away, and we are very flexible with the dates and times to accommodate you.
David Carroll Stone
Claimed Lawyer ProfileSocial Media
Anaheim, CA Estate Planning Attorney with 18 years experience
(866) 774-3237 300 S. Harbor Boulevard, Suite 900
Anaheim, CA 92805
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Western State Univ. COL
Southern California Family Law Attorney focused on Father's Rights! David C. Stone, Esq. a Vietnam veteran and former owner of an aerospace manufacturing business, David completed his Bachelor's Degree in Business Administration and then attended Western State University College of Law, graduating with honors in 1998. After being admitted to the California State Bar in 1999, David has been a Family Law practitioner ever since. Today, David remains focused on the practice of Family Law, including Divorce, Child Custody, Child Support, and Domestic Violence. David has made over 1,000 appearances on behalf of his clients throughout...
(866) 774-3237 2424 S.E. Bristol, Suite 300
Newport Beach, CA 92660
Aastha Madaan
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Attorney with 5 years experience
(949) 346-5294 Suite 400
Long Beach, CA 90803
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
(949) 346-5294 17870 Skypark Circle, Suite 104
Suite 200
Irvine, CA 92614
Paul R. Kelly
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer
(562) 799-5595 3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Free ConsultationEstate Planning, Elder and Probate
Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...
David Mirkin Zeligs
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Lawyer with 35 years experience
(562) 987-5270 3780 Kilroy Airport Way, Ste 200
Long Beach, CA 90806
Free ConsultationEstate Planning, Business, IP and Trademarks
University of the Pacific, McGeorge School of Law
Established in 1990, the Law Offices of David M. Zeligs has delivered quality legal services to its clients with professionalism and integrity for a quarter century. Based on our firm’s philosophy of putting the client’s needs first, we provide individualized services based on your realistic legal needs and expectations for a reasonable price.

David M. Zeligs graduated from the University of California at Santa Cruz (UCSC) in 1978 with a B.A. degree in Politics. In 1982, prior to receiving his undergraduate degree, he took time off from college and traveled for six months throughout Latin America. Along the way, he lived...
Brian Neil Burg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 34 years experience
(714) 525-1134 1370 Brea Blvd., Ste. 124
Fullerton, CA 92835-4123
Estate Planning
Western State College of Law at Argosy University
Brian Neil Burg, Attorney at Law, has been a licensed California attorney in good standing with the State Bar of California continuously since December 1984. Brian earned his Juris Doctor degree in 1983 from Western State University, College of Law, and a Bachelor of Arts degree in the field of psychology in 1970 from the University of Southern California. Brian specializes in estate planning for individuals and middle class families. He has also practiced in the areas of family law and immigration since 1985, but has restricted his practice primarily to estate planning since 2003. Brian holds a Certificate...
Saman Behnam
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 20 years experience
(562) 436-1500 354 W. Ocean Blvd
Long Beach, CA 90802
Estate Planning, Bankruptcy, Business and Probate
Thomas Jefferson School of Law
The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...
Blake A. Rummel
PREMIUM

California Estate Planning Attorney with 28 years experience

Southwestern University School of Law and University of California - Los AngelesCalifornia, U.S. District Court, Central District of California and U.S. Supreme Court
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Diane Y. Park
PREMIUM

California Estate Planning Attorney with 16 years experience

UCLA School of LawCalifornia and U.S. District Court, Central District of California
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Thomas L. McKenzie
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Los Alamitos, CA Estate Planning Lawyer with 25 years experience
(562) 594-4200 2631 Copa De Oro Drive
Los Alamitos, CA 90720
Estate Planning, Elder and Probate
Western State Univ COL
Aaron Charles Gregg
Claimed Lawyer Profile
Fullerton, CA Estate Planning Lawyer with 41 years experience
(714) 871-4200 110 E Wilshire Ave
Fullerton, CA 92832
Free ConsultationEstate Planning, Elder and Probate
Western State College of Law at Argosy University
Aaron Gregg is a highly experienced estate planning lawyer located in Fullerton, CA. For the past 3 decades he has helped families and individuals create customized wealth protection strategies to ensure the easy transfer of assets after their passing. Our services include: will preparation, trust administration, probate and all other areas of estate planning. By contact a estate planning attorney you help your beneficiaries bypass the probate process, saving a large amount in taxes and avoiding a process that takes many months, if not years. If it is too late to enact a estate plan and the process has already...
Pete Nguyenton Nguyen
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Garden Grove, CA Estate Planning Lawyer with 21 years experience
(714) 638-4675 12411 Euclid Street
Garden Grove, CA 92840
Estate Planning, Business, Family and Tax
Western State Univ COL
Tax Attorney Estate Planner
Thomas Glenn Martin
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Lawyer with 20 years experience
(562) 219-3290 249 E. Ocean Boulevard
Suite 501
Long Beach, CA 90802
Estate Planning, Business, Divorce and Family
UCLA School of Law
Peter L. Lago
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 41 years experience
(562) 861-1810 8350 E. Florence Ave., #200
Downey, CA 90240
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Insurance Claims
Whittier Law School
James Hong
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Lawyer
(714) 738-5098 1370 N. Brea Blvd
Suite 217
Fullerton, CA 92835
Free ConsultationEstate Planning and Bankruptcy
Trinity Law School and Chapman University Fowler School of Law
Denise Arlene Furubotten
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Attorney with 22 years experience
(562) 436-4392 3780 Kilroy Airport Way
#200
Long Beach, CA 90806
Estate Planning, Business, Divorce and Family
Western State College of Law at Argosy University
Norman Feirstein
Claimed Lawyer Profile
Westminster, CA Estate Planning Lawyer with 40 years experience
(714) 892-3320 8251 Westminster Ave., Suite 203
Westminster, CA 92683
Estate Planning, Business, Immigration and Personal Injury
Univ of West Los Angeles
Cherisse Gay Lanier
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 21 years experience
(310) 941-1460 235 E. BROADWAY SUITE 1140
Long Beach, CA 90802
Free ConsultationEstate Planning, Business and Divorce
Western State Univ COL
Laura Elena Claveran
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 36 years experience
(562) 809-9084 3780 Kilroy Airport Way
Long Beach, CA 90806
Estate Planning, Business, Elder and Immigration
USC Law School
Robert E. Strauss
PREMIUM

California Estate Planning Attorney with 28 years experience

UCLA School of LawCalifornia, U.S. District Court, Central District of California and U.S. Tax Court
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Bradford S. Cohen
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Tax & Estate Planning Lawyer

Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including M&A, financing and business succession planning, income tax planning, and estate tax planning.
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Jay Douglas Fullman
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La Habra, CA Estate Planning Lawyer with 38 years experience
(562) 694-6005 800 S Beach Blvd
La Habra, CA 90631
Estate Planning and Business
USC Law School
Richard Harting
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 27 years experience
(562) 981-3707 3711 Long Beach Blvd, Suite 600
Long Beach, CA 90807
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Southwestern Univ School of Law
Tracy Jordan Roberts
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 21 years experience
(562) 432-1001 400 Oceangate
Long Beach, CA 90802
Estate Planning
UCLA School of Law
Mary Elizabeth Mullin
Claimed Lawyer Profile
La Habra, CA Estate Planning Lawyer with 26 years experience
(562) 949-7757 1360 S Beach Blvd
La Habra, CA 90631
Estate Planning
Western State Univ COL
Hector C Perez
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer
(512) 799-5524 3020 Old Ranch Parkway Ste 300
Seal Beach, CA 90740
Estate Planning, Criminal, Probate and White Collar Crime
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
Los Angeles, CA Estate Planning Attorney with 8 years experience
(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024
Estate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a California Tax Law Firm and practices as Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Trust, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Tax & Legal aspect of Business Formation, Estate Planning and Civil Litigation. As a California CPA, Mr. Zaher Fallahi testifies before the court as an...
(714) 546-4272 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
Jeffrey Robert Matsen
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Estate Planning Attorney with 51 years experience
(714) 384-6500 695 Town Center Dr
7th Floor
Costa Mesa, CA 92626
Estate Planning, Elder, Probate and Tax
UCLA School of Law
Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years. Since receiving his law degree with honors from UCLA School of Law in 1967, Jeff has been entirely dedicated to providing his clients with the quality, professionalism, and integrity they deserve. Bohm Wildish & Matsen, LLP consists of a team of professionals ready to provide asset protection for both domestic and offshore; business and sophisticated estate planning services; form corporations, LLCs and partnerships of...
Joseph Hyunsung Lee
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 19 years experience
(626) 325-0770 301 E. Colorado Boulevard
Suite 705
Pasadena, CA 91101
Free ConsultationEstate Planning, Administrative and Education
Seton Hall University School of Law
“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...
Julie King
Claimed Lawyer ProfileQ&ASocial Media
Newport Beach, CA Estate Planning Lawyer with 30 years experience
(949) 689-2012 1621 Santiago Drive
Newport Beach, CA 92660
Free ConsultationEstate Planning, Business and Trademarks
Loyola Law School
With 30 years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She handles a wide variety of business and estate planning matters including contracts, employment, corporation/LLC/partnership formation, wills and trusts, pet trusts, trademarks, copyrights, landlord tenant, creditor’s rights, annual meeting minutes and corporate records, mergers and acquisitions, and employee training. She served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years. She understands businesses in a way many lawyers do not simply because she has experienced the day-to-day interactions first-hand. See the difference a trained in-house counsel can...
(831) 275-1002 2600 Garden Road, Suite 410
Monterey, CA 93940
Scott A. Harshman
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Lawyer with 20 years experience
(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
University of San Diego School of Law and Whittier Law School
Andrew G. Smith
PREMIUM

California Estate Planning Attorney

Georgetown UniversityVirginia, DC, California, U.S. District Court, Central District of California, 9th Circuit, U.S. District Court, Southern District of California and Federal Circuit
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Gary Borofsky
PREMIUM

California Estate Planning Lawyer with 47 years experience

University of California - Los AngelesCalifornia, U.S. District Court, Central District of California and U.S. Tax Court
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Artesia Estate Planning Legal Aid & Pro Bono Services

Chapman University School of Law Alona Cortese Elder Law Center
(714) 628-2504
Orange, CA


Bet Tzedek Legal Services
(323) 939-0506
Los Angeles, CA

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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.