El Monte, California Estate Planning Lawyers

Jill R. Skinner
PREMIUM

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

Jill Skinner focuses on estate and gift tax planning, and trust administration. She advises on living trusts, insurance trusts, and qualified personal residence trusts.
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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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Jeffrey Paul Geida
PREMIUM

California Estate Planning Lawyer

New York University School of Law and Pepperdine University School of LawCalifornia, Massachusetts and Rhode Island
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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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El Monte, CA Estate Planning Attorney with 41 years experience
(626) 443-0061 11001 E Valley Mall
El Monte, CA 91731
Estate Planning
Univ of West Los Angeles
El Monte, CA Estate Planning Attorney with 44 years experience
(626) 580-2010 11333 Valley Blvd
El Monte, CA 91731
Estate Planning and Personal Injury
McGeorge School of Law Univ of the Pacific
Linda Lu McLarnan-Dugan
Claimed Lawyer ProfileLII GoldSocial Media
Arcadia, CA Estate Planning Lawyer with 24 years experience
(626) 296-8670 150 N. Santa Anita Ave., Suite 300
Arcadia, CA 91006
Estate Planning, Divorce, Family and Probate
University of West Los Angeles College of Law
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 practice include all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and PVP Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2018 President-Elect of the PBA, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and Recording Secretary of...
John S. Morris
Claimed Lawyer Profile
Arcadia, CA Estate Planning Attorney with 23 years experience
(626) 294-0880 150 N Santa Anita Ave
Suite 750
Arcadia, CA 91001
Free ConsultationEstate Planning, Elder, Family and Probate
Loyola Law School, Los Angeles
The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...
Edmund Vincent Yan
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 7 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
Rob Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Attorney with 42 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...
Rhonda Ann Miller
Claimed Lawyer ProfileBlawgsearch
Pasadena, CA Estate Planning Lawyer with 23 years experience
(866) 755-8745 790 E. Green St.
Pasadena, CA 91101
Free ConsultationEstate Planning, Probate and Tax
Loyola Law School
Rhonda Miller is a partner with Dunlap, Bennett & Ludwig, PLLC, working out of their Vienna, Leesburg and Pasadena offices where she concentrates on sophisticated estate planning including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trust, qualified small business trusts and other trust used to minimize or eliminate capital gains and estate tax. In addition, she focuses on administering large and complex estates including litigation with respect to those estates and correcting documents to optimize tax efficiencies.
...
Troy Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Lawyer with 8 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...
Joshua R. Driskell
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Attorney with 7 years experience
(626) 683-7234 790 East Colorado Blvd
Ste 300
Pasadena, CA 91101
Estate Planning, Elder, Probate and Tax
University of Toledo
Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...
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...
Megan Ferkel Earhart
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Estate Planning Lawyer

Megan Ferkel Earhart's practice includes estate planning, trust administration and related income, gift and estate tax matters.
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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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Calvin Allen Slater
Claimed Lawyer Profile
Pasadena, CA Estate Planning Attorney with 37 years experience
(626) 795-1600 200 S Los Robles Ave
Suite 530
Pasadena, CA 91101
Estate Planning, Business and Real Estate
UCLA School of Law
Eugene Mayonte Palacios
Claimed Lawyer ProfileSocial Media
West Covina, CA Estate Planning Lawyer with 16 years experience
(626) 331-8188 1050 Lakes Drive, Suite 231
West Covina, CA 91790
Estate Planning, Bankruptcy, Divorce and Immigration
Attorney Eugene M. Palacios is an immigrant from the Philippines and the founder and principal attorney of the Law Offices of Eugene M. Palacios. He is licensed as an attorney in California since 2001 and in the Philippines since 1997. He is admitted to practice before U.S. Immigration Courts, the U.S. Central District Court, and California State Courts.
Albert Lum
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Attorney with 55 years experience
(626) 795-8886 225 South Lake Ave.
Suite 300
Pasadena, CA 91101
Estate Planning, Business, Immigration and Tax
USC Law School
As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.

Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.
Sandy Wu
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 13 years experience
(626) 698-0088 600 South Lake Avenue #303
Pasadena, CA 91106
Estate Planning, Family and Trademarks
Southwestern University School of Law
As a founding partner of Chiao & Wu, LLP, Sandy T. Wu is an experienced litigator, representing clients ranging from individuals to small businesses to Fortune 500 companies. Ms. Wu also has experience in representing public entities, including the County of Los Angeles, City of Los Angeles, Los Angeles Unified School District, Manhattan Beach Unified School District and Montebello Unified School District. Ms. Wu has litigated construction delay cases as well as wrongful termination, labor and wage issues for public entities. Finally, Ms. Wu has experience in representing insurance companies, litigating extra-contractual and bad faith cases and...
Angela Hawekotte
Claimed Lawyer Profile
Pasadena, CA Estate Planning Attorney with 38 years experience
(626) 583-8000 251 S Lake Ave
Suite 930
Pasadena, CA 91101-4873
Estate Planning, Business and Tax
University of Wales, Aberystwyth UK and Loyola Law School, Los Angeles
Scott Howard Linden
Claimed Lawyer Profile
Pasadena, CA Estate Planning Lawyer with 21 years experience
(626) 578-0708 201 S Lake Ave., Suite 702
Pasadena, CA 91101
Estate Planning, Business and Real Estate
California Western School of Law
Thomas Chung
Claimed Lawyer Profile
Pasadena, CA Estate Planning Attorney with 21 years experience
(626) 689-2551 556 S. Fair Oaks Ave.
Suite 101-203
Pasadena, CA 91105
Free ConsultationEstate Planning, Business, Consumer and Employment
Univ of Iowa COL
Stephen Edward Ensberg
Claimed Lawyer Profile
West Covina, CA Estate Planning Attorney with 37 years experience
(626) 813-3744 1609 W Garvey Ave N
West Covina, CA 91790
Estate Planning, Business, Landlord Tenant and Real Estate
USC Law School
West Covina Real Estate Lawyer and Business Law Attorney Stephen E. Ensberg has represented clients for more than 30 years.
Timothy Gene Mishler
Claimed Lawyer Profile
Monrovia, CA Estate Planning Lawyer with 26 years experience
(626) 357-3223 814 W Foothill Blvd
Monrovia, CA 91016
Estate Planning and Probate
Glendale Univ COL
Attorney Timothy G. Mishler specializes in Trusts, Estate, Probate, Conservatorships and Estate Litigation at the law firm of Holland, Donnelly & Mishler.
Carol A. Crow
Claimed Lawyer Profile
Covina, CA Estate Planning Lawyer with 33 years experience
(626) 967-7325 280 East Rowland St.
Covina, CA 91723
Estate Planning, Business and Family
The University of La Verne
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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Kara Koerner
PREMIUM

California Estate Planning Attorney with 14 years experience

Santa Clara University School of LawCalifornia
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William Charles Peacock
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 6 years experience
(562) 774-1529 1301 N Sierra Bonita Ave
Pasadena, CA 91104
Estate Planning
Willie has three passions in life: family (including his dog), following his favorite sports teams, and helping his clients. He primarily practices Family Law in Long Beach, California and the surrounding areas.
Mark Allen Witte
Claimed Lawyer Profile
West Covina, CA Estate Planning Attorney with 17 years experience
(626) 379-9985 P.O. Box 688
West Covina, CA 91793
Estate Planning
Southwestern Univ School of Law
Justin Albert Shiau
Claimed Lawyer Profile
Pasadena, CA Estate Planning Lawyer with 15 years experience
(626) 888-9035 14 N. Fair Oaks Avenue
Suite 503
Pasadena, CA 91103
Estate Planning
University of Southern California
Daniel Sheridan Standifer
Claimed Lawyer Profile
West Covina, CA Estate Planning Attorney with 45 years experience
(626) 966-2400 1609 West Garvey Ave North
West Covina, CA 91790
Estate Planning, Divorce and Family
Santa Clara Univ School of Law
Nathan James Wagner
Claimed Lawyer ProfileQ&A
Covina, CA Estate Planning Lawyer with 16 years experience
(626) 967-2484 1338 Center Court Drive
Suite 101
Covina, CA 91724
Estate Planning, Employment and Probate
New York University School of Law
Henry John Moravec III
Claimed Lawyer Profile
San Marino, CA Estate Planning Lawyer with 28 years experience
(626) 793-3210 2233 Huntington Dr
San Marino, CA 91108
Estate Planning and Tax
Loyola Law School
Alexandra Laboutin Bannon
Claimed Lawyer Profile
Pasadena, CA Estate Planning Lawyer with 39 years experience
(626) 731-1185 1036 Linda Glen Drive
Pasadena, CA 91105
Estate Planning and Probate
University of California, Berkeley School of Law
Leo L Young
Claimed Lawyer ProfileBlawgsearchSocial Media
Pasadena, CA Estate Planning Lawyer
(626) 415-8536 224 N Fair Oaks Ave
Pasadena, CA 91103
Estate Planning
Paul Yee
Claimed Lawyer Profile
South Pasadena, CA Estate Planning Lawyer with 23 years experience
(626) 799-4900 1401 Mission St
Suite C1
South Pasadena, CA 91030
Estate Planning and Business
Southwestern Univ School of Law
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.
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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Michael Feispor
PREMIUM

California Estate Planning Attorney

Loyola Law School, Los Angeles and Loyola Law School, Los AngelesCalifornia
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Marivel Zialcita
Claimed Lawyer ProfileQ&ASocial Media
Claremont, CA Estate Planning Lawyer with 15 years experience
(909) 256-6702 341 W. 1st St.
Suite 100
Claremont, CA 91711
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...
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...
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.
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 17 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 10 years experience
(800) 487-4660 Union Bank Plaza
445 S. Figueroa St., Suite 2700
Los Angeles, CA 90071
Estate 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.
David A. Shapiro
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 17 years experience
(310) 853-1554 5757 Wilshire Blvd
Penthouse 3
Los Angeles, CA 90036
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Attorney David A. Shapiro is an estate planning and probate lawyer based in Los Angeles, CA. With more than a decade of experience handling trust administration, trust litigation, and cases of financial elder abuse, this is an attorney you can trust to resolve your legal matter as efficiently as possible. As a boutique law firm, we are proud of our ability to provide the personalized attention and dedicated legal guidance our clients deserve. Visit our website today to submit a free case evaluation!
Mr. Cloyd E. Havens II
Claimed Lawyer ProfileSocial Media
Glendora, CA Estate Planning Lawyer with 20 years experience
(626) 335-6884 333 W. Foothill Blvd.
Glendora, CA 91741
Free ConsultationEstate Planning, Business and Probate
Western State College of Law at Argosy University
Specializing in probate, estate planning and small business law for more than 15 years. Was a small business owner and financial planner before becoming an attorney. Currently also a professor of business law and human resources at Azusa Pacific University. Earned his B.S. in Business Administration and Management from the University of Redlands Magna Cum Laude and his Juris Doctor with an emphasis in Taxation Cum Laude from Western State University College of Law in Fullerton, CA.
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...
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...
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.
Dustin Ginsburg
PREMIUM

California Estate Planning Lawyer

Georgetown University Law Center and University of the Pacific, McGeorge School of LawCalifornia
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Rochelle H. Schultz
PREMIUM

California Estate Planning Attorney

University of Southern California Gould School of LawCalifornia
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

El Monte Estate Planning Legal Aid & Pro Bono Services

San Gabriel Valley LRS
(626) 966-5530
Covina, 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.