El Sobrante, California Estate Planning Lawyers

Daniel L DuRee
PREMIUM

California Estate Planning Attorney

Do you have questions about the estate planning process? Please call today for a free consultation. Read More »
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Laurie E. Yoon
PREMIUM

Experienced, professional representation in all types of estate planning cases.

I'm an experienced East Bay estate planning lawyer and am dedicated to serving the unique needs of my clients. My practice includes estate planning, probate, wills and trusts, and conservatorship and guardianship. Read More »
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Kathleen Hunt
Claimed Lawyer ProfileSocial Media
El Cerrito, CA Estate Planning Lawyer with 15 years experience
(510) 289-2288 6002 Barrett Ave
El Cerrito, CA 94530
Free ConsultationEstate Planning, Business, Communications and Probate
Hastings College of Law
Donald Hastings Read
Claimed Lawyer Profile
Berkeley, CA Estate Planning Lawyer with 50 years experience
(510) 409-4927 982 Santa Barbara Rd
Berkeley, CA 94707
Estate Planning, Business and Tax
New York University School of Law and Columbia Law School
Lynn Margaret Sherrell
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Attorney with 35 years experience
(510) 843-6060 2141 Emerson St
Berkeley, CA 94705
Estate Planning, Business, Consumer and Insurance Claims
Golden Gate University School of Law
Lynn Sherrell is in solo-practice in Berkeley California, following a dozen years in San Francisco law firms practicing personal injury, products' liability and worker's compensation law. Lynn has achieved a Specialization in Estate Planning, Trust and Probate Law of the State Bar of California Department of Legal Specialization. Lynn is client oriented and serves individuals, families, small businesses and small owner investors in many aspects of civil law and litigation. When you need an advocate on your side, get a woman on your case. Lynn is a graduate of Golden Gate University Law School with an emphasis in public interest...
Mr. James Michael O'Neil III
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Lawyer with 10 years experience
(415) 992-9452 1935 Addison St
Suite A
Berkeley, CA 94704
Estate Planning and Probate
University of San Francisco School of Law
As one of the co-founders of O’Neil & Rueppel, LLP, James O’Neil has narrowed his primary focus to trusts and probate. After graduating cum laude from the University of San Francisco School of Law, he served as an intern for the Honorable A. James Roberston II in the San Francisco Superior Court. He founded this firm along with John Rueppel in 2009 and his mission is to guide his clients through the complex estate planning and trust and estate administration. He has helped hundreds of clients plan for their futures and manage the transfer of property following the passing of...
Maxwell Charles Livingston Esq.
Claimed Lawyer ProfileQ&ASocial Media
Albany, CA Estate Planning Lawyer with 8 years experience
(510) 860-5919 1050 Kains Ave. #A1
Albany, CA 94706
Free ConsultationEstate Planning, Business, Divorce and Elder
Marquette University Law School and Marquette University Law School
Howard Elliot Kane
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Attorney with 28 years experience
(510) 292-0193 4200 Broadway
Oakland, CA 94611
Free ConsultationEstate Planning, Probate and Real Estate
UC Hastings COL
I attended UCLA from 1983-1987 and obtained a B.A. in History. I attended
UC Hastings College of the Law in San Francisco from 1987-1990 and began practicing law in 1990. I am also a licensed California real estate broker and I have brokered hundreds of purchase and sale agreements since 1996.

In addition to handling simple and complex real estate transactions, I focus on affordable estate planning packages. Fees begin at $495. Packages
include:

Wills
Revocable Living Trusts
Durable Power of Attorney for Finances
Health Care Directives
Final Arrangements

I also make house calls throughout the Bay Area.


Oliver Alexander Greenwood
Claimed Lawyer Profile
Martinez, CA Estate Planning Attorney with 14 years experience
(925) 228-2550 736 Ferry
Martinez, CA 94553
Estate Planning, Elder, Entertainment & Sports and Probate
Golden Gate Univ School of Law
I was born at a very young age. And now I practice law.
Jenny Tiu
Claimed Lawyer ProfileSocial Media
Concord, CA Estate Planning Attorney with 11 years experience
(415) 710-1764 1320 Willow Pass Road
Suite 600
Concord, CA 94520
Free ConsultationEstate Planning, Juvenile and Personal Injury
Golden Gate University School of Law
Jenny Tiu received her B.S. degree in Physiological Science from UCLA. During her undergraduate studies, she was a research assistant at UCLA for both spinal cord injury and atherosclerosis research. Ms. Tiu then earned her J.D. degree at Golden Gate University School of Law with an emphasis in Public Interest Law. During law school, she interned for the San Francisco City Attorney's Office in the Juvenile Dependency Unit. She then went on to intern for the Solano County Alternate Public Defender's Office in the Juvenile Dependency Unit and later in the Misdemeanor Unit. After being...
Valerie Kraml
Claimed Lawyer ProfileQ&A
Berkeley, CA Estate Planning Attorney with 9 years experience
2625 Alcatraz Ave
319
Berkeley, CA 94705
Free ConsultationEstate Planning, Appeals, Business and Family
University of California Hastings College of the Law
Jason S. Buckingham
Claimed Lawyer Profile
Benicia, CA Estate Planning Attorney with 14 years experience
(707) 745-2200 940 Adams Street
Suite S
Benicia, CA 94510
Estate Planning, Business and Real Estate
John F Kennedy Univ School of Law
Jason S. Buckingham is a California licensed attorney who helps people with estate planning and real estate issues. Mr. Buckingham has worked in some aspect of real estate transactions since 1993, starting with foreclosure issues, with several years focused on commercial real estate transactions. Mr. Buckingham has experience in property analysis, due diligence, title and escrow, acquisitions, entity formation, financing, leasing, and ongoing management issues. Often, real estate and estate planning issues go hand in hand, so Mr. Buckingham has offered estate planning services since 2005. Mr. Buckingham graduated from John F. Kennedy University School of Law, Cum...
Bruce Emerson Methven
Claimed Lawyer ProfileSocial Media
Berkeley, CA Estate Planning Attorney with 39 years experience
(510) 649-4019 2232 6th St
Berkeley, CA 94710
Estate Planning, Antitrust, Business and Communications
Boalt Hall (U.C. Berkeley)
Scott Pesetsky
Claimed Lawyer Profile
Berkeley, CA Estate Planning Attorney with 20 years experience
(510) 450-0455 2855 Telegraph Avenue, Suite 203
Berkeley, CA 94705
Estate Planning
Santa Clara Univ School of Law
Gregory Sowder
Claimed Lawyer ProfileResponsive Law
Berkeley, CA Estate Planning Attorney with 21 years experience
(510) 866-9667 2735 Wallace Street
Berkeley, CA 94702
Estate Planning, Nursing Home, Personal Injury and Probate
Rutgers School of Law-Newark and Golden Gate University School of Law
I spent over 18 years working as a litigator at a statewide civil litigation firm retained to defend personal injury and wrongful death lawsuits before leaving to open my own law firm. I now focus my practice on representing people who suffered personal injuries. From my experience defending personal injury lawsuits, I know the defense side playbook. I also defended lawsuits brought by very successful personal injury lawyers, and know their playbook too. This gives me an unique perspective. I know how both sides think, know what the defendant will most likely do to win, and know strategies to put...
Ms. Mellanese Slaughter Lofton Esq.
Claimed Lawyer Profile
Benicia, CA Estate Planning Attorney with 43 years experience
(707) 280-6388 846 B Southampton Rd., #364
Benicia, CA 94510
Estate Planning
UC Berkeley School of Law Boalt Hall
Reece R. Halpern
Claimed Lawyer Profile
Albany, CA Estate Planning Attorney with 38 years experience
(510) 527-4337 1534 Solano Ave.
Albany, CA 94707
Estate Planning, Business and Real Estate
Boston College Law School
Doris Mitchell
Claimed Lawyer ProfileSocial Media
Albany, CA Estate Planning Lawyer with 11 years experience
(510) 525-8282 1320 Solano Ave., #203
Albany, CA 94706
Estate Planning, Probate and Real Estate
Golden Gate University School of Law and University of San Francisco School of Law
Juliette Topacio Sarmiento
Claimed Lawyer Profile
Benicia, CA Estate Planning Lawyer with 39 years experience
(510) 548-9944 836 Southampton Road
Suite B-270
Benicia, CA 94510
Estate Planning, Bankruptcy, Immigration and Personal Injury
UC Hastings COL
Martin James Elmer
Claimed Lawyer Profile
Berkeley, CA Estate Planning Lawyer with 39 years experience
(510) 644-2411 1919 Addison St, #105
Berkeley, CA 94704
Estate Planning, Divorce and Family
Golden Gate Univ School of Law
Stephen Gizzi
Claimed Lawyer Profile
Benicia, CA Estate Planning Lawyer with 16 years experience
(707) 748-0900 1001 Madison Street
Benicia, CA 94510
Estate Planning and Business
McGeorge School of Law Univ of the Pacific
Maeve Katherine Bergman
Claimed Lawyer Profile
Berkeley, CA Estate Planning Attorney with 13 years experience
(510) 704-9200 2721 Shattuck Avenue
No. 223
Berkeley, CA 94705
Estate Planning, Business, Real Estate and Tax
Golden Gate University School of Law, Golden Gate University School of Law and University of San Francisco School of Law
Alex P. Moskovitz
Claimed Lawyer Profile
Berkeley, CA Estate Planning Lawyer with 11 years experience
(510) 816-1200 2039 Shattuck Avenue
Suite 406
Berkeley, CA 94704
Estate Planning, Business and Patents
Christina Weed
Claimed Lawyer ProfileSocial Media
Walnut Creek, CA Estate Planning Lawyer with 10 years experience
(925) 390-3222 1990 N California Blvd
Suite 1020
Walnut Creek, CA 94596
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...
Konstantine A Demiris
Claimed Lawyer ProfileQ&ASocial Media
Walnut Creek, CA Estate Planning Attorney with 13 years experience
(925) 378-2520 700 Ygnacio Valley Road, Suite 140
Walnut Creek, CA 94596
Free ConsultationEstate Planning, Appeals, Elder and Probate
Santa Clara University
Konstantine "Kosta" Demiris is a partner at the law firm of Demiris & Moore, located in the heart of downtown Walnut Creek, in the center of Contra Costa County. His practice focuses on litigation involving elder abuse (financial and physical), will and trust litigation, conservatorships, guardianships, HOA's, and appeals. Kosta is actively involved in the Contra Costa County legal community. He is a member of the Board of Directors of the Contra Costa County Bar Association's Elder Law Section. He serves as court-appointed counsel in Conservatorship cases in Contra Costa County. Kosta is dedicated to helping...
Matthew B. Talbot
Claimed Lawyer ProfileSocial Media
Walnut Creek, CA Estate Planning Lawyer with 12 years experience
(925) 322-1795 2033 N. Main St. Suite 750
Walnut Creek, CA 94596
Free ConsultationEstate Planning, Elder and Probate
University of San Francisco School of Law
Matthew focuses on elder law, estate planning, and related practice areas. He began his career in the field of trusts and estates, and expanded into elder and probate law. He quickly realized that he enjoyed the personal nature of working in estate and elder law, and chose to continue by opening his own firm. He is passionate about taking care of his clients, and treats each of them as if they were family. Matthew was admitted to the California bar in 2006 and has practiced law in Contra Costa Country since 2006. He earned his J.D. at...
Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Oakland, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 1300 Clay St #600
Oakland, CA 94612
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.
Hanlen J. Chang
Claimed Lawyer Profile
San Francisco, CA Estate Planning Lawyer with 14 years experience
(415) 757-3422 201 Spear Street, Suite 1100
San Francisco, CA 94105
Estate Planning, Business, International and Real Estate
Southwestern University School of Law
Hanlen J. Chang provides legal services in Business Law, Real Estate, Estate Planning, and International Tax matters. He was recognized as a Super Lawyers rising star in 2015. Prior to establishing his own practice Hanlen was a research attorney at the San Mateo County Superior Court Probate Department. He has also worked for several Southern California and Bay Area law firms as a litigation attorney representing business owners and professionals . Hanlen grew up in Bubendorf, Switzerland and attended...
Eric Morgan Boeing
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Lawyer with 12 years experience
(510) 761-6230 1300 Clay St, Ste 600
Oakland, CA 94612
Free ConsultationEstate Planning, Bankruptcy and Consumer
UC Hastings COL
I believe that the Bankruptcy Court is one of the few places in out legal system where ordinary people can go for real relief. I am dedicated to helping people throughout the Bay Area access that relief. I earned my undergraduate degree at the University of Illinois in Urbana-Champaign, and I earned my law degree at the University of California, Hastings College of the Law in San Francisco. While in law school, I was Articles Editor at the Hastings International and Comparative Law Review, and I graduated in 2006. I spent my first two years practicing antitrust/consumer...
Mr. Loren Barr
Claimed Lawyer ProfileSocial Media
Danville, CA Estate Planning Lawyer with 23 years experience
(925) 660-7544 318 Diablo Road STE C
Danville, CA 94526
Estate Planning
Santa Clara University School of Law
Loren Barr specializes in estate and trust litigation, estate planning, and trust and estate administration. He has represented hundreds of clients in estate, trust, and elder abuse cases, and has extensive experience drafting and administering wills and trusts. He has been certified by the California State Bar of Legal Specialization as a Specialist in Estate Planning, Trust & Probate Law since 2004 and has served as a witness in elder abuse and trust cases. Loren has been recognized as a Northern California “Super Lawyer” every year since 2008. Loren grew up in Lafayette, California and graduated...
Daniel Timothy Quane
Claimed Lawyer ProfileSocial Media
Danville, CA Estate Planning Lawyer with 13 years experience
(925) 314-2320 571 Hartz Ave
Danville, CA 94526
Estate Planning and Probate
Golden Gate University School of Law and McGeorge School of Law Univ of the Pacific
Daniel T. Quane manages the Doyle Quane Family Trusts and Estates practice. Dan is a Certified Legal Specialist in Estate Planning, Trusts and Probate Law. He has an advanced legal degree in Taxation (LL.M.) and he was named Super Lawyer’s Rising Star in 2015 and 2016. He works with a diverse range of clients, from those of average means to wealthy families requiring complex advanced estate tax planning strategies. Dan has experience guiding families through the complex legal process required upon death in the most efficient manner possible, whether it’s through trust administration or the probate court process. He...
Rebecca Romero-Vigil
Claimed Lawyer ProfileSocial Media
Concord, CA Estate Planning Lawyer with 10 years experience
Concord California
Concord, CA 94521
Estate Planning and Tax
Golden Gate University School of Law and Golden Gate University School of Law
Rebecca's undergraduate degree in Social Work carries forward in her caring and passionate attitude toward representing her clients in tax issues, including tax levies, offer in compromise. Her practice includes preparing trust plans (trust, pour over will, health care directive, and power of attorney) for her clients and assisting clients selecting and forming their business entity (S Corp, C Corp, LLC or LLP). Rebecca is determined to get the best result for her client. Prepare today, for peace of mind in the future.
Mr. Matthew J. Tuller
Claimed Lawyer ProfileSocial MediaResponsive Law
San Francisco, CA Estate Planning Attorney with 8 years experience
(415) 625-0773 275 Battery Street
13th Floor
San Francisco, CA 94111-3372
Free ConsultationEstate Planning, Probate and Tax
Golden Gate University School of Law
For the past 8 years, Matthew J. Tuller, Esq. has served San Francisco Bay Area clients by providing highly customized estate planning solutions that meld convenience with exceptional client experience. As Principal Attorney of the Law Office of Matthew J. Tuller an estate planning-only law firm, he dedicates all day every day to creating practical solutions for complex legal issues.

Mr. Tuller's experience and estate planning only focus allows him to identify and implement the most effective solution to any estate planning related need that you encounter.

From creating a new estate plan, to updating an existing living trust, Will and...
Michael Ellis Freedman
Claimed Lawyer ProfileQ&ASocial Media
San Francisco, CA Estate Planning Attorney with 34 years experience
(877) 777-1666 580 California Street
Suite 1200
San Francisco, CA 94104
Free ConsultationEstate Planning, Elder and Probate
Temple University Beasley School of Law
Accomplished Trusts and Estates Attorney. Certified Specialist in Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization. Selected to Northern California SuperLawyers. For more than thirty-two years, Michael Freedman has been lead trial lawyer in more than thirty state and federal jury and bench trials involving trusts and estates law, business law, tort law, labor and employment law, professional malpractice, insurance bad faith, and environmental law. Michael Freedman has built a solid reputation as an experienced, skilled and dedicated practitioner. He has consistently upheld this high standard of service. Michael Freedman...
Wayne Kenneth David McIntosh
Claimed Lawyer ProfileSocial Media
(415) 454-2361 4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
San Rafael, CA Estate Planning Lawyer with 27 years experience
Estate Planning, Arbitration & Mediation, Family and Probate
Foreign Law School
Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...
Daniel L DuRee
Claimed Lawyer ProfileLII GoldSocial Media
Walnut Creek, CA Estate Planning Attorney
(925) 210-1400 1535 N. Main Street
Suite 240
Walnut Creek, CA 94596
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Do you have questions about the estate planning process? Please call today for a free consultation.
Matthew G. Grech
Claimed Lawyer Profile
Oakland, CA Estate Planning Lawyer with 11 years experience
(510) 270-5602 1300 Clay St.
Suite 600
Oakland, CA 94612
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
St. Thomas University School of Law
As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
Lindsay Gunn Spiller
Claimed Lawyer ProfileSocial Media
San Francisco, CA Estate Planning Attorney with 33 years experience
(415) 501-0156 450 Pacific Avenue
San Francisco, CA 94133
Free ConsultationEstate Planning, Business, Entertainment & Sports and IP
Georgetown University Law Center
Spiller Law is a business, estate planning and entertainment law firm located in San Francisco, California. Business: We serve small to medium-sized businesses in the areas of contracts, business planning, mergers and acquisitions, partnership agreements, corporate formation and dispute resolution. We have advised businesses in involved in aviation, finance, health care, insurance, manufacturing, real estate, music, film, and television. Estate Planning: We work with individuals and couples to create simple to sophisticated estate plans, depending on their needs. Entertainment Law: We advise film/TV, new media, and music clients as to business planning, business formation, contract negotiation, and licensing
Zachary Roy Rayo
Claimed Lawyer Profile
Concord, CA Estate Planning Lawyer with 23 years experience
(925) 825-1955 Salvio Pacheco Sq. at Todos Santos Plaza
2151 Salvio St., Ste 399
Concord, CA 94520
Estate Planning, Business, Elder and Probate
University of Miami School of Law and University of Hawai'i at Manoa William S. Richardson School of Law
Zachary Rayo brings experience, efficiency and empathy to estate planning. Mr. Rayo’s approach is people-centered. He recognizes that the legal needs and special issues differ from client to client, that each person is unique, with unique needs that must be met with efficiency, active listening and care. Mr. Rayo knows the importance of social responsibility which manifests not only in ethical decisions and practices but also in involvement in socially important causes.
Steven Matthew Simrin
Claimed Lawyer ProfileSocial Media
Oakland, CA Estate Planning Lawyer with 22 years experience
(510) 328-4005 318 Harrison St
Suite 102
Oakland, CA 94607
Free ConsultationEstate Planning, Probate and Tax
UC Hastings COL
Steven M. Simrin has over 20 years of experience as both an Oakland tax attorney and a certified public accountant. He advises clients in the areas of tax, probate, trusts, and conservatorships, and has represented clients before the IRS and all California state and local tax agencies. Attorney Simrin litigates cases in state and federal court throughout California.

Prior to opening his solo law practice, Mr. Simrin was with the tax group of a major international accounting firm. Since then, he started work as an independent practitioner to provide an uncommon level of personal legal service to his clients.
Michael John Young
Claimed Lawyer Profile
Walnut Creek, CA Estate Planning Attorney with 42 years experience
(925) 256-0298 1931 San Miguel Dr Ste 220
Walnut Creek, CA 94596
Estate Planning, Elder and Probate
Western State Univ
Michael J. Young is an Estate, Probate and Asset Protection Attorney in Walnut Creek, CA. Mr. Young helps his clients plan for not only "What Happens if You Die", but for "What Happens If You Don't Die And Become Ill and Need Care." He helps his clients in the design of their estate plans, to protect their assets for their senior care and to also provide a legacy for their loved ones.

Mr. Young, who has been in practice for over forty years, gives workshops every month in Walnut Creek on basic estate planning and advanced estate planning. The basic...
Ashley Talbot Dean
Claimed Lawyer ProfileSocial Media
San Francsico, CA Estate Planning Attorney with 6 years experience
(415) 328-2797 720 Bay St
San Francsico, CA 94109
Free ConsultationEstate Planning, Business, Divorce and Family
University of San Francisco School of Law
Ashley is founder of Talbot Law Firm. As an attorney in the firm’s emerging business practice, Ashley counsels startups with incorporation, early stage financing, employment issues, intellectual property protection, technology licensing, commercial partnerships and various other corporate transactions. Ashley believes that understanding a company’s vision and priorities is important to devising strategies to solve legal problems so companies can focus on their goals. Ashley has nearly 3 years in-house experience representing entrepreneurs in a wide range of corporate, commercial and intellectual property matters. Ashley received a J.D. from University of San Francisco School of Law and a B.A. in...
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El Sobrante Estate Planning Legal Aid & Pro Bono Services

California Lawyers for the Arts
(888) 775-8995
San Francisco, CA


North Bay Legal Aid
(415) 492-0230
San Rafael, 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.