Calabasas, California Estate Planning Lawyers

Rochelle H. Schultz
PREMIUM

California Estate Planning Attorney

University of Southern California Gould School of LawCalifornia
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Linda Lu McLarnan-Dugan
PREMIUM

California Estate Planning Lawyer with 24 years experience

Linda L. McLarnan-Dugan, Esq. has over 26 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her... Read More »
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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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Maggie Mouradian
PREMIUM

California Estate Planning Attorney

Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families. Read More »
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Daniel Schwartz
Claimed Lawyer Profile
Calabasas, CA Estate Planning Lawyer with 8 years experience
(818) 880-9401 25422 Colette Way
Calabasas, CA 91302
Estate Planning, Business and Tax
University of Southern California
Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...
Brad Sniderman
Claimed Lawyer ProfileSocial Media
Calabasas, CA Estate Planning Lawyer with 22 years experience
23679 Calabasas Rd. #558
Calabasas, CA 91302
Free ConsultationEstate Planning, Business, IP and Probate
Whittier Law School
I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law (entity formation, contract drafting and other day to day events, as well as web site review) for individuals to small/medium size companies. I also draft Wills/Trusts, as well as work in probate.
Eric Jerome Gold
Claimed Lawyer ProfileSocial Media
Calabasas, CA Estate Planning Lawyer with 18 years experience
(888) 561-5590 23901 Calabasas Road Suite 1072
Calabasas, CA 91302
Free ConsultationEstate Planning, Business, Collections and Probate
University of La Verne College of Law
California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today
Mariam E. Hanna
Claimed Lawyer ProfileSocial Media
Calabasas, CA Estate Planning Lawyer with 2 years experience
(866) 257-5180 5023 N. Parkway Calabasas
Calabasas, CA 91302
Free ConsultationEstate Planning, Divorce, Domestic Violence and Probate
University of West Los Angeles School of Law
Mariam E. Hanna attended the University of Texas at El Paso and graduated Cum Laude with a B.A. in Political Science and Philosophy in May, 2008. Thereafter, she gained valuable experience working with attorneys practicing family law, bankruptcy and insurance subrogation. She started attending law school at the University of West Los Angeles School of Law in January, 2012. During her law school career, she received two Witkin’s Awards, an award given to the student who achieved the highest grade in the class. The first award she received was for Appellate Advocacy and the second was for California DUI...
Dennis Paul Fuire
Claimed Lawyer ProfileSocial Media
Calabasas, CA Estate Planning Attorney with 20 years experience
(818) 222-4900 23603 Park Sorrento Ste 103
Calabasas, CA 91302
Free ConsultationEstate Planning and Family
Southwestern Univ School of Law
Dennis P. Fuire is graduate of The University of California at Berkeley where he earned a Bachelor of Arts degree in Psychology. He graduated with a Juris Doctorate from Southwestern University School of Law, where he was a member of Law Review. Mr. Fuire is a member of the California Bar and the Los Angeles County Bar. He is authorized to practice before the California Supreme Court, the U.S. District Court for the Central District of California, and the U.S. District Court for the Northern District of California. Prior to practicing law, Mr. Fuire served as a federal...
Daniel David Bland
Claimed Lawyer Profile
Calabasas, CA Estate Planning Attorney with 35 years experience
(818) 222-0025 23548 Calabasas Rd
Suite #105
Calabasas, CA 91302
Estate Planning
Loyola Law School
Calabasas, CA Estate Planning Attorney with 48 years experience
(818) 888-2503 23679 Calabasas Rd
Calabasas, CA 91302
Estate Planning, Business and Tax
San Fernando Valley College of Law
Calabasas, CA Estate Planning Lawyer with 22 years experience
(818) 601-6617 26500 Agoura Rd
Calabasas, CA 91302
Estate Planning, Divorce, Family and Personal Injury
Southwestern Univ School of Law
Calabasas, CA Estate Planning Attorney with 45 years experience
(818) 591-9580 23501 Park Sorrento
Calabasas, CA 91302
Estate Planning and Real Estate
San Fernando Valley College of Law
Calabasas, CA Estate Planning Lawyer with 37 years experience
4437 Tedregal Ct
Calabasas, CA 91302
Estate Planning, Business and Real Estate
San Fernando Valley College of Law
Desiree DeSurra
PREMIUM

California Estate Planning Attorney

Loyola Law School, Los Angeles and University of California - Hastings College of the LawCalifornia, U.S. District Court, Central District of California and U.S. District Court, Northern District of California
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Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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Agoura Hills, CA Estate Planning Lawyer with 33 years experience
(818) 991-9865 29229 Canwood St
Agoura Hills, CA 91301
Estate Planning and Business
Loyola Law School
Agoura Hills, CA Estate Planning Lawyer with 37 years experience
(818) 889-3590 28030 Dorothy Dr
Agoura Hills, CA 91301
Estate Planning, Bankruptcy and Personal Injury
Pepperdine Univ School of Law
Agoura Hills, CA Estate Planning Attorney with 38 years experience
(818) 889-3590 28030 Dorothy Dr
Agoura Hills, CA 91301
Estate Planning, Bankruptcy and Personal Injury
Pepperdine Univ School of Law
Calabasas, CA Estate Planning Lawyer with 29 years experience
(818) 223-8282 23901 Calabasas Rd
Calabasas, CA 91302
Estate Planning
Univ of LaVerne COL
Calabasas, CA Estate Planning Lawyer
(818) 591-8165 24025 Park Sorrento
Calabasas, CA 91302
Estate Planning, Business, Maritime and Personal Injury
Alice A Salvo
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Woodland Hills, CA Estate Planning Attorney with 36 years experience
(818) 676-9572 20350 Ventura Blvd #110
Woodland Hills, CA 91364
Free ConsultationEstate Planning, Elder, Probate and Tax
Southwestern Univ School of Law and University of Miami School of Law
Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...
KC Marie Knox
Claimed Lawyer ProfileBlawgsearchSocial Media
Woodland Hills, CA Estate Planning Attorney with 14 years experience
(818) 501-5800 21333 Oxnard Street
First Floor
Woodland Hills, CA 91367
Free ConsultationEstate Planning, Business and Probate
Univ of San Diego School of Law
I am an attorney at the Los Angeles Estate Planning Law Firm Anker, Hymes & Schreiber, LLP.
Douglas Keith Schreiber
Claimed Lawyer ProfileBlawgsearchSocial Media
Woodland Hills, CA Estate Planning Attorney with 40 years experience
(818) 501-5800 21333 Oxnard Street
First Floor
Woodland Hills, CA 91367
Estate Planning, Business, Entertainment & Sports and Real Estate
Loyola Law School
Douglas K. Schreiber (Member) born Los Angeles, California, September 16, 1953; admitted to bar, 1978, California; 1979, U.S. District Court, Central and Southern Districts of California and U.S. Court of Appeals, Ninth Circuit. Education: University of Southern California (B.S., cum laude, 1975); Loyola University of Los Angeles (J.D., cum laude, 1978). Recipient: American Jurisprudence Award for Remedies. Member: State Bar of California. Reported Cases: Waisbren v. Peppercorn Productions Inc., (1995) 41 Cal.App.4th 246 48 Cal. Rptr. 2d 437; Lenane vs. Franchise Tax Board (1994) 9 Cal.4th 263, 36 Cal. Rptr.2d 563 Amicus Curiae.
Larry Stephen Hymes
Claimed Lawyer ProfileSocial Media
Woodland Hills, CA Estate Planning Attorney with 41 years experience
(818) 501-5800 21333 Oxnard St
1st Floor
Woodland Hills, CA 91367
Estate Planning, Business and Real Estate
Univ of San Diego School of Law
Anker, Reed, Hymes, Schreiber, & Cohen, A Law Corporation, utilizes a unique team approach designed to achieve optimal outcomes. For example, when a client's case presents complex legal issues, we bring the presiding partners together in order to fully assess the situation and to determine the most direct, efficient, and effective strategy. Our firm always aims to create innovative and positive solutions via the comprehensive legal knowledge of our attorneys.
Mina N. Sirkin
Claimed Lawyer ProfileSocial Media
Woodland Hills, CA Estate Planning Attorney with 26 years experience
(818) 340-4479 21550 Oxnard St. #300
Woodland Hills, CA 91367
Estate Planning, Elder and Tax
Golden Gate University School of Law and Whittier Law School
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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Burton A. Mitchell
PREMIUM

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

Burton Mitchell represents high-net-worth individuals, closely-held businesses, institutional trustees, partnerships, limited liability companies, entrepreneurs and other professionals.
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John Francis Nicholson
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Attorney with 18 years experience
(818) 348-3806 21243 Ventura Blvd., Suite 116
Woodland Hills, CA 91364
Estate Planning, Elder, Probate and Real Estate
Univ of LaVerne COL
My education is rooted in the University of Southern California and culminated with a Bachelor of Science and MBA at Valley Christian University. I graduated from the University of La Verne School of Law in Woodland Hills, California. I am a hands-on, solo, general practitioner and I have been practicing law in the San Fernando Valley serving Los Angeles and Ventura counties. Since 2009 I have actively been a Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.
Kim Suzanne Millman
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Attorney with 11 years experience
(818) 340-5765 21700 Oxnard Street
7th Floor
Woodland Hills, CA 91367
Estate Planning
Pepperdine Univ School of Law
Kim S. Millman brings her own unique history and experience to the practice of law. Her practice focuses on estate and tax planning, estate and trust administration; charitable planning and giving; and business succession planning. Ms. Millman received her Juris Doctor degree from Pepperdine University School of Law, graduating cum laude in 2006, and she received her Bachelor of Arts degree from California State University, Northridge, gradating cum laude in 1982. She was admitted to the State Bar of California in 2007. For more than twenty-five years, Ms. Millman was a successful entrepreneur overseeing the daily operations of a thriving...
Kenneth W. Drake
Claimed Lawyer ProfileSocial Media
Woodland Hills, CA Estate Planning Attorney with 40 years experience
(800) 627-6566 21241 Ventura Blvd. Suite 288
Woodland Hills, CA 91356
Free ConsultationEstate Planning, Elder, Nursing Home and Social Security Disability
Southwestern Univ School of Law
With extensive medical knowledge and over thirty-five years of healthcare trial experience, Kenneth Drake has received among the highest professional ratings among his peers for the depth of his experience and advocacy skills. Equally important, Ken is dedicated to providing each and every one of his clients with respect, responsiveness and a deep sense of compassion rarely found in the legal profession. Find out more by calling us and receive a no-charge initial legal evaluation. Call 800-627-6566 or contact us through our confidential Social Security Case Evaluation Form and one of our attorneys will respond to your inquiry as...
Neil J. De Leon Esq.
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Lawyer
(310) 439-5670 5850 Canoga Ave.
Suite 400
Woodland Hills, CA 91367
Free ConsultationEstate Planning, Business, Family and Probate
Loyola Law School, Los Angeles
Juanita V. Miller
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Lawyer with 30 years experience
(818) 936-2186 6303 Owensmouth Ave., Suite 1005
Woodland Hills, CA 91367
Free ConsultationEstate Planning and Bankruptcy
Georgetown University
Juanita V. Miller, Esq. has been practicing law for 24 years. She focuses in the areas of bankruptcy and probate law and is a "hands-on" attorney. No client is made to feel as though she is going through a law mill. The firm gives prompt, efficient, and courteous service.
Thomas Noel Cano
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 49 years experience
(818) 225-0400 23161 Ventura Blvd
Los Angeles, CA 91364
Estate Planning, Arbitration & Mediation, Business and Elder
UCLA School of Law
Ty Supancic
Claimed Lawyer Profile
Woodland Hills, CA Estate Planning Lawyer
(888) 852-9961 21051 Warner Center Lane
Suite 100
Woodland Hills, CA 91367
Estate Planning, Entertainment & Sports and Family
Elroy Schneider
Claimed Lawyer ProfileQ&ASocial Media
Westlake Village, CA Estate Planning Lawyer with 43 years experience
(805) 764-6370 2945 Townsgate Road
Suite 200
Westlake Village, CA 93036
Free ConsultationEstate Planning, Business and Real Estate
Loyola Law School
Roy Schneider's areas of practice include business planning, entity formation, mergers, acquisitions and sales of businesses, employment law, contracts, transactional matters of all kinds, real estate transactions, homeowners associations, non-profit law and estate planning. Business & Corporate Transactions Roy advises and represents companies and entrepreneurs with a broad range of business related services. He advises his clients on business law, start-up assistance related to the choice and formation of an entity, the protection of a trademark or license agreement and regularly assists with buying or selling a business. Roy prepares contracts of all types with the view...
Parham Patrick Parhami
Claimed Lawyer ProfileSocial Media
Encino, CA Estate Planning Lawyer with 18 years experience
(818) 205-2445 6345 Balboa Blvd., Suite 247
Encino, CA 91316
Free ConsultationEstate Planning, Bankruptcy, Business and Personal Injury
Southwestern University School of Law
The areas of focus are Personal Injury, Contracts, Business Management, Business Formation (Corporation and LLC), Real Estate, Bankruptcy, Debt Settlement, Estate Planning and Banking. In addition to practicing law, the second part of the firm concentrates on Business Management section in which focus is on accounts payable, accounts receivable, paying bills, doing all tax work and anything else the client is interested in. Lastly, the firm concentrates on business consulting for anyone who currently has a business or plan to start a business.
R. Grace Rodriguez
Claimed Lawyer ProfileQ&ASocial Media
Chatsworth, CA Estate Planning Lawyer with 20 years experience
(818) 734-7223 21000 Devonshire St
Suite 111
Chatsworth, CA 91311
Free ConsultationEstate Planning, Bankruptcy, Probate and Tax
Western State College of Law at Argosy University
My primary focus is to help the average homeowner save their house, get a fresh start on their finances, educate them on how to meaningfully budget and save money, and then help direct future investments for their future financial needs. No one sat down and explained any of this to me. I had to go out and find the information. Now I want to share it with you. Bankruptcy is not the end of the world. We will work with you to come up with a affordable legal strategy that is within your budget. ...
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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Dustin Ginsburg
PREMIUM

California Estate Planning Lawyer

Georgetown University Law Center and University of the Pacific, McGeorge School of LawCalifornia
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Randall Vern Sutter
Claimed Lawyer ProfileSocial Media
Westlake Village, CA Estate Planning Lawyer with 12 years experience
(805) 650-7100 4333 Park Terrace Drive, Suite 120
Westlake Village, CA 91361
Free ConsultationEstate Planning, Bankruptcy, Business and Employment
Ventura COL
As a founding Partner, Randall Sutter is involved in the daily operations of the law firm with emphasis in the following practice areas: Bankruptcy and Consumer Advocacy: Mr. Sutter helps individuals and small businesses develop asset protection strategies and counsels various options for eliminating or restructuring debt and liabilities. Not only is Mr. Sutter knowledgeable in Chapter 7 and Chapter 13 bankruptcy cases, but he has also successfully confirmed plans for complicated Chapter 11 reorganization cases. General Business Counsel: As a business owner and entrepreneur for 25 years, Mr. Sutter brings a unique perspective to helping small...
Daniel John Morse
Claimed Lawyer Profile
Westlake Village, CA Estate Planning Attorney with 16 years experience
(818) 963-9183 31416 Agoura Road
Suite 105
Westlake Village, CA 91361
Free ConsultationEstate Planning, Business, Entertainment & Sports and Personal Injury
Pepperdine Univ School of Law
Daniel J. Morse represents creative artists from his offices in the Los Angeles area. Mr. Morse excelled in his studies of contracts, intellectual property, and entertainment law at the Pepperdine University School of Law. After graduating in 2001, Mr. Morse worked as a civil litigator while assisting various visual artist clients. Upon moving to Tennessee, Mr. Morse worked with the firm of Wise & Reeves, representing a variety of individuals and business with transactional and litigation matters. Mr. Morse also represented musicians and literary authors. With licenses to practice in two of America's...
James Geoffrey Beirne
Claimed Lawyer ProfileQ&A
Encino, CA Estate Planning Attorney with 25 years experience
(818) 224-4500 16633 Ventura Blvd.
Suite 1200
Encino, CA 91436
Free ConsultationEstate Planning, Bankruptcy and Immigration
Southwestern Law School
Over 20 years experience with consumer Chapter 7 and Chapter 13 bankruptcies, lien avoidance and income tax discharge.
Neal Michael Rimer
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 41 years experience
(818) 905-0777 16055 Ventura Blvd
Suite 650
Los Angeles, CA 91436-2633
Free ConsultationEstate Planning, Business, Real Estate and Tax
Whittier Law School
I am licensed as a California attorney and have been in practice since 1976. I also passed the California Certified Public Accountant's Exam in 1976. I have a dynamic and sophisticated transactional practice and provide creative, practical solutions to the issues confronting medium to high net worth individual clients, and small to medium sized entrepreneurial businesses. I advise clients, CPAs and other attorneys regarding the following: ESTATE AND TRUST MATTERS: including wills, trusts, gifts, life insurance, estate administration, trust administration, probate estates, how to minimize or eliminate estate taxes, proper allocation of assets into trusts with extensive pre and post...
John Mark Andersen
Claimed Lawyer Profile
Westlake Village, CA Estate Planning Attorney with 26 years experience
(805) 659-6800 4550 E. Thousand Oaks Blvd.
Suite 250
Westlake Village, CA 91361
Estate Planning, Probate and Tax
Hastings College of the Law
A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...
Diedre Wachbrit Braverman
Claimed Lawyer ProfileBlawgsearchSocial Media
Boulder, CO Estate Planning Attorney with 21 years experience
(720) 523-1586 1823 Folsom St
#101
Boulder, CO 80302
Free ConsultationEstate Planning, Elder and Probate
Stanford University and University of California - Irvine
Adam W. Pollock
Claimed Lawyer ProfileSocial Media
Westlake Village, CA Estate Planning Attorney with 5 years experience
(818) 991-7760 5743 Corsa Avenue
Suite 213
Westlake Village, CA 91362
Estate Planning, Business and Probate
Chapman University Fowler School of Law
Adam W. Pollock, Esq. has dedicated his practice to providing quality legal services at a fair and reasonable rate. He has extensive experience in advising clients in estate planning and business planning as well as representing clients in conservatorships and other probate matters. Adam has focused his practice on business planning and estate planning services in order to help everyone from young parents, to small business owners, to retirees and empty nesters. Having a young family of his own, Adam has committed his practice to these areas in order to offer clients a way to not only legally protect their...
Rebecca Goldfarb
Claimed Lawyer ProfileSocial Media
Tarzana, CA Estate Planning Lawyer with 13 years experience
(818) 483-4166 19510 Ventura Boulevard
Suite 101
Tarzana, CA 91356
Estate Planning and Elder
Lewis & Clark Coll Northwestern School of Law
As a partner at Goldfarb & Luu, PC, Tarzana lawyer Rebecca Goldfarb provides sensitive and careful legal services on estate planning concerns. Attorney Goldfarb was recognized as a Trusted Advisor by the San Fernando Valley Business Journal in 2013. Additionally, she is the recipient of Comerica Bank and the Los Angeles Lakers’ Women’s Business Award. Ms. Goldfarb is a member of the Los Angeles County Bar Association’s Estate Planning section, WealthCounsel and the San Fernando Valley Bar Association’s Probate and Estate Planning Section. Her firm is happy to offer zero-charge case evaluations—contact them today to obtain one.
Michael Hackman
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 50 years experience
(818) 990-2120 16633 Ventura Blvd
Los Angeles, CA 91436
Estate Planning, Business, Health Care and Tax
UCLA School of Law
A certified specialist in tax law designated by the California State Bar's Board of Legal Specialization, Mr. Hackman has an MBA from the Stanford Graduate School of Business and his JD from the University of California Los Angeles. He is the Chair of the Tax Planning, as well as the Trusts & Estate Planning Practice Groups at Lewitt Hackman.
Brent Edward Vallens
Claimed Lawyer Profile
Chatsworth, CA Estate Planning Attorney with 37 years experience
(818) 717-1885 21053 Devonshire St. #104
Chatsworth, CA 91311
Estate Planning, Probate, Real Estate and Tax
Southwestern Univ School of Law
Ann Michael
PREMIUM

California Estate Planning Attorney with 26 years experience

Oklahoma City University School of LawOklahoma, Illinois and California
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Elizabeth G. Acevedo
PREMIUM

California Estate Planning Attorney

State University of New York - BuffaloNew York and California
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Calabasas Estate Planning Legal Aid & Pro Bono Services

California Lawyers for the Arts
(888) 775-8995
Los Angeles, CA


Los Angeles LGBT Center
West Hollywood, 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.