Cudahy, California Estate Planning Lawyers

Alice A Salvo
PREMIUM

Woodland Hills, CA Estate Planning - Superior Credentials

I'm an experienced estate planning attorney and serve clients throughout Los Angeles. I provide personalized representation and handle all types of matters, including wills, trusts, living wills, and powers of attorney. Read More »
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Neil Solarz
PREMIUM

Experienced & Skilled California Attorney for Estate Planning & Probate Matters!

I am a dedicated lawyer with extensive experience in estate planning, wealth transfer and probate matters. I am committed to creative and effective solutions! Visit my website for information, call for a consultation. Read More »
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Robert E. Strauss
PREMIUM

Experienced & Skilled Legal Representation! Estate & Wealth Transfer Planning!

I skillfully guide families, business owners, real estate developers and investors in complex estate planning matters. I am dedicated to exceptional advocacy! Visit my website for information, call for a consultation. Read More »
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Sussan H. Shore
PREMIUM

Skilled Estate Planning Lawyer! Compassionate & Practical Legal Representation!

I have provided dedicated and knowledgeable estate planning counsel for over 30 years. I will passionately advocate for your rights and interests! Visit my website for information, call my office for a consultation. Read More »
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Kara Koerner
PREMIUM

California Estate Planning Attorney with 15 years experience

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth... Read More »
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Bell Gardens, CA Estate Planning Lawyer with 31 years experience
(562) 480-1234 4624 Florence Ave.
Bell Gardens, CA 90201
Estate Planning and Business
Humphrey's Coll School of Law
Richard Joseph Rosiak
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 30 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.
Peter L. Lago
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 42 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
In practice since 1977. Practice currently limited to Living Trusts.
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Long Beach, CA Estate Planning Lawyer with 16 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...
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 18 years experience
(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.
Jeremy Scott Hyndman
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 11 years experience
(800) 487-4660 Union Bank Plaza
445 S. Figueroa St., Suite 2700
Los Angeles, CA 90071
Free ConsultationEstate Planning, Real Estate, Securities and Stockbroker Fraud
Emory University School of Law
My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.
Edmund Vincent Yan
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 8 years experience
(626) 307-2800 355 South Grand Avenue
Suite 2450
Los Angeles, CA 90071
Estate Planning, Business, Probate and Real Estate
University of the Pacific
Edmund Yan, the Modern Family's Attorney | Los Angeles Estate Planning Attorney | Pasadena Wills & Trusts, San Gabriel Probate & Trust Administration Lawyer | Speaks English and Chinese (Mandarin and Cantonese). Located in Rosemead, California (15 minutes from Downtown Los Angeles). www.edmundvincentlaw.com
Rajesh Wadhwani
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Lawyer with 22 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
Samuel B. Ledwitz J.D., LL.M.
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney with 20 years experience
(310) 769-4783 970 W 190th Street
Suite 275
Torrance, CA 90502
Free ConsultationEstate Planning and Elder
University of Miami School of Law, Pepperdine University School of Law and California State University - California State Polytechnic University, Pomona
James Charles Shields
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 24 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...
Matthew J. Landa
PREMIUM

California Estate Planning Attorney

Boston College Law SchoolCalifornia
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Ann Michael
PREMIUM

Exceptional Estate Planning Attorney! Attentive Service & Skilled Advocacy!

I am a dedicated and experienced estate planning and probate attorney. I offer exceptional representation for a wide array of estate planning and probate needs! Visit my website for information, call for a consultation. Read More »
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William L Huestis
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 12 years experience
(888) 815-3546 3435 Wilshire Blvd., #1100
Los Angeles, CA 90010
Estate Planning, Bankruptcy, Elder and Probate
Chapman University Fowler School of Law and Chapman University Fowler School of Law
George D. Lee
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer with 22 years experience
(213) 325-1136 707 Wilshire Blvd Fl 46
Los Angeles, CA 90017
Estate Planning and Business
Univ of Illinois COL
We specialize in Estate Planning (Wills, Trust, Asset Protection) and are fully dedicated to exceeding clients' expectations with timely, professional services with fair billing practices.
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
Shoham Joseph Solouki
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer with 7 years experience
(213) 814-4940 316 W. 2nd Street
Suite 1200
Los Angeles, CA 90012
Free ConsultationEstate Planning, Bankruptcy, Business and Elder
Southwestern Law School
Cyndie Marie Chang
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer with 16 years experience
(213) 689-7432 633 W. 5th St.
Los Angeles, CA 90071
Estate Planning, Antitrust, Appeals and Tax
Loyola Law School Los Angeles
Paul D. Brau
Claimed Lawyer Profile
Santa Fe Springs, CA Estate Planning Attorney with 42 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
Edna Carroll Straus
Claimed Lawyer Profile
Gardena, CA Estate Planning Attorney with 36 years experience
(800) 400-8978 2903 W. 140th St.
Gardena, CA 90249
Estate Planning, Divorce and Family
Southwestern Univ School of Law
Peter Hsiao
Claimed Lawyer Profile
Los Angeles , CA Estate Planning Attorney with 33 years experience
(213) 443-4379 633 West Fifth Street, 17th Floot
Los Angeles , CA 90071
Estate Planning, Business, Consumer and Energy
University of California, Berkeley School of Law
Peter Hsiao has 33 years of experience as a lead trial lawyer and is head of the West Coast U.S. Environmental, Health & Safety Practice of King & Spalding LLP resident in the Los Angeles Office. He was named Environmental Litigation Attorney of the Year in Los Angeles by Best Lawyers in America, and one of 16 lawyers named as a Distinguished Environmental Advocate by the American Bar Association. The National Law Journal identifies him as a Trailblazer in Energy and Environmental Law, and is named by Chambers, Legal 500 and Super Lawyers one of the nation’s best...
Michele Lyn Abernathy
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer with 23 years experience
(213) 626-4481 515 South Figueroa Street
Suite 2060
Los Angeles, CA 90071
Estate Planning and Probate
Pepperdine Univ School of Law
Colette Teresa Davis
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer with 29 years experience
(323) 525-3360 3255 Wilshire Blvd Suite 1024
Los Angeles, CA 90010
Estate Planning
Southwestern Univ School of Law
Martin A. Neumann
PREMIUM

Experienced & Skilled Estate Planning & Trust Administration Lawyer! Call Now!

I have been helping clients achieve their estate planning and trust objectives for over 30 years. I am committed to thorough and comprehensive counsel! Visit my website for more information or call for a consultation. Read More »
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Blake A. Rummel
PREMIUM

Experienced & Dedicated Estate Planning & Probate Counsel & Representation!

I provide compassionate yet aggressive legal advice and advocacy. I am committed to effective and efficient representation to achieve the best possible outcomes! Visit my website for information, call for a consultation. Read More »
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Richard Harting
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 28 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
Amy Maitrayee Ghosh
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 20 years experience
(213) 365-2370 3435 Wilshire Blvd
Ste 2270
Los Angeles, CA 90010
Estate Planning, Arbitration & Mediation, Business and Elder
University of La Verne College of Law
Georgia Kezios
Claimed Lawyer Profile
Cerritos, CA Estate Planning Attorney with 20 years experience
(562) 865-7700 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
Estate Planning, Family, Landlord Tenant and Probate
Western State Univ COL
Sandra Jones Anderson
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 39 years experience
(213) 683-5333 Los Angeles, CA 90071
Estate Planning, Elder and Health Care
Whittier Law School
Jacqueline Ann Patterson
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 35 years experience
(213) 228-6500 707 Wilshire Blvd
Los Angeles, CA 90017
Estate Planning and Tax
Santa Clara Univ School of Law
John Thomas St. Clair
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer
(213) 507-0358 750 Garland Ave.
#505
Los Angeles, CA 90017
Estate Planning, Criminal, Elder and Probate
Southwestern University School of Law
Michael L. Kennedy
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer
(800) 265-4280 606 S Olive St, Ste 1140
Los Angeles, CA 90014
Estate Planning, Business, Elder and Family
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Los Angeles, CA Estate Planning Attorney with 9 years experience
(877) 687-7558 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 Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an 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 Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...
Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 2049 Century Park E
#3850
Los Angeles, CA 90067
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
Beti Tsai Bergman
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 21 years experience
(310) 694-8703 3220 Sepulveda Blvd.
Suite 203
Torrance, CA 90505
Estate Planning and Probate
University of California - Davis
Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...
Gary Borofsky
PREMIUM

Dedicated Representation for Estate Planning Matters! 40 Years of Experience!

I am an astute, attentive and experienced estate planning attorney. I provide broad experience to address your needs and pursue the best possible outcomes! Visit my website for information or call for a consultation. Read More »
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Jessica G. Babrick
PREMIUM

Experienced Estate Planning Attorney! Fervent Counsel & Legal Representation!

I am an experienced and successful estate planning and probate attorney. I provide exceptional representation to clients with estate planning and probate needs! Visit my website for information, call for a consultation. Read More »
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Sussan H. Shore
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Lawyer with 43 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning and Probate
Loyola Law School, Los Angeles
Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...
Gregory Mark Shanfeld
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Attorney with 25 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.
Vanja Habekovic
Claimed Lawyer ProfileSocial Media
Beverly Hills, CA Estate Planning Attorney with 15 years experience
(310) 281-6377 9401 Wilshire Blvd
9th Floor
Beverly Hills, CA 90212
Estate Planning, Business and Tax
Stanford University
My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...
Mitchell A. Port
Claimed Lawyer ProfileQ&ASocial Media
Los Angeles, CA Estate Planning Lawyer with 36 years experience
(310) 935-0572 9054 Cresta Drive
Los Angeles, CA 90035
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles specializing in four areas of law: Tax Controversies, California Probate, Estate Planning, and Business Transactions. He began his career as a lawyer with the IRS national office in Washington D.C, where he worked on tax collection and litigation matters. He later worked at two noted local law firms where he further developed his tax controversy skills and represented clients in estate planning, probate, and business transactions. Mitch is a former Internal Revenue Service revenue/collection officer. After gaining the skills, knowledge and experience, Mitch founded the Law Office of Mitchell A. Port. As...
Troy Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Lawyer with 9 years experience
(888) 630-9902 27257 1/2 Camp Plenty Rd.
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
Southwestern Law School
An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...
Rob Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Attorney with 43 years experience
(661) 252-9022 27257 Camp Plenty Rd
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Southwestern Law School
L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...
Burton A. Mitchell
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 41 years experience
(310) 203-8080 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Taxation New York University School of Law and Georgetown University
Joseph Hyunsung Lee
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 20 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...
Jeffrey Paul Geida
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Lawyer
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law and Pepperdine University School of Law
Chris Martin Bradford
Claimed Lawyer Profile
Santa Monica, CA Estate Planning Attorney with 41 years experience
(310) 804-8446 1112 Montana Ave #203
Mailing Address Only
Santa Monica, CA 90403
Free ConsultationEstate Planning and Family
Univ of North Dakota School of Law
I believe that you, the client, first need to UNDERSTAND all your options. My first job is to educate you so you can make your own informed intelligent decisions. My law practice is based on this fundamental principle.
Megan Ferkel Earhart
PREMIUM

Experienced representation for all estate planning, business and probate cases!

Megan Ferkel Earhart's practice includes estate planning, trust administration and related income, gift and estate tax matters. Read More »
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Diane Y. Park
PREMIUM

Exceptional Estate Planning Attorney! Focused on Effective & Efficient Counsel!

I am dedicated to providing skilled and knowledgeable legal advocacy. I specialize in estate planning and trust administration, as well as related litigation. Visit my website for information or call for a consultation Read More »
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Cudahy Estate Planning Legal Aid & Pro Bono Services

Bet Tzedek Legal Services
(323) 939-0506
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.