Fontana Estate Planning Lawyers

Compare 258 top rated California attorneys serving Fontana.
Barbara G. Knox
PREMIUM

California Estate Planning Attorney with 29 years experience

University of Southern California Gould School of LawCalifornia
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Joseph M. Wojcik
PREMIUM

Planning for all stages of your life.

I have been an estate planning lawyer for over 23 years, but you’ve spent your entire life building your estate. Don’t let someone else control it after you die. Preserve your life’s work with Davis & Wojcik. Read More »
10.0Justia Lawyer Rating for Joseph M. Wojcik View Profile
Howard S. Borenstein
PREMIUM

Free Consultation! Experienced San Bernardino County Estate Planning Attorney!

For over 25 years, I have provided skilled counsel and advocacy for estate planning needs. I am dedicated to obtaining the best possible outcomes! Visit my website for more information or call for a free consultation. Read More »
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Fontana, CA Estate Planning Attorney with 36 years experience
(909) 822-4445 8460 Nuevo Ave
Fontana, CA 92335
Estate Planning
University of the Pacific, McGeorge School of Law and McGeorge School of Law Univ of the Pacific
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Fontana, CA Estate Planning Attorney with 36 years experience
(909) 471-6450 5469 Grand Prix Ct
Fontana, CA 92336
Estate Planning, Employment and Real Estate
University of Houston Law Center
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Fontana, CA Estate Planning Attorney with 52 years experience
(951) 236-2876 8183 Palmetto Ave
Apt 228
Fontana, CA 92335
Estate Planning, Civil Rights and Municipal
UCLA School of Law
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Fontana, CA Estate Planning Lawyer with 32 years experience
(909) 822-5041 16820 Ivy Ave
Fontana, CA 92335
Estate Planning, Bankruptcy, Collections and Real Estate
Univ of San Diego School of Law and University of San Diego School of Law
Robert Louis Miller
Claimed Lawyer ProfileQ&ASocial Media
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Rancho Cucamonga, CA Estate Planning Lawyer with 25 years experience
(877) 568-2977 3350 Shelby Street
Suite 200
Rancho Cucamonga, CA 91764
Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
Western State Univ COL
Attorney Robert Miller has a 10.0 Avvo rating, and has been designated a “Client’s Choice DUI Attorney.”

He was named by clients as a top Orange County DUI Lawyer on Yelp, receiving Yelp’s highest rating award, based on reviews.

Mr. Miller has 23 years practicing law in Orange County, including at other criminal defense and DUI firms and practices with his own firm.

Robert Miller has been the author or co-author of three books on DUI defense and has appeared on television and radio as a legal commentator.

He has successfully handled thousands of cases and has many positive...
Frank J. Prainito
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Attorney with 24 years experience
(909) 481-3626 4192 Brockton Ave
#103
Riverside, CA 92501
Estate Planning, Divorce, Elder and Probate
Western State University College of Law
MY PROMISE: My consultations are not on a time clock . . . I will personally review your case and any pleadings which you might bring. Having practiced law for more than 19 years in San Bernardino, Riverside, and Los Angeles County and knowing the majority of the judges, I can give you an honest opinion of the expected results of your particular case. I give intensive attention to crucial details of all legal issues, so you can be sure that we will not miss anything.

CONSULTATION: ...
Daniel Jai Tripathi
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Lawyer with 13 years experience
(877) 422-5297 4192 Brockton Avenue, Suite 100
Riverside, CA 92501
Free ConsultationEstate Planning, Arbitration & Mediation, Criminal and Probate
Southwestern Law School
Versatile trial attorney offering a solid track record of litigation success and experience in various facets of the law. Motivated and articulate professional who thrives in courtroom settings, excels at client rapport, discovery and deposition. Exceptional skill in drafting, reviewing, and analyzing pleadings, motions, responses to summary judgments, opinions, briefs and other legal documents. Recognized as leading defense attorney in Southern California, particularly skilled at “connecting” with and building rapport with jurors, resulting in positive verdicts in vast majority of nearly 20 jury trials, and hundreds of misdemeanor cases. Reputation as a “no nonsense” attorney and aggressive litigator among the...
David D L Horton
Claimed Lawyer ProfileSocial MediaResponsive Law
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San Bernardino, CA Estate Planning Lawyer
(844) 951-4529 1473 E Carnegie Dr
Ste 200
San Bernardino, CA 92408
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Northwestern California, School of Law
We’re proud that our law firm is local and we offer our exceptional legal services to SoCal, Riverside, San Bernardino and Palm Springs California. With Our sensitivity coupled with Our aggressive approach to Probate matters and Our wealth of knowledge when it comes to Estate Planning, Our extensive experience with ALL Legal Tax Issues and Our first hand knowledge and real world experience as Business owners has allowed us to call southern California home for many years.

Handling the legal issues that arise after the death of a friend or loved one can be very challenging. If a family member has...
James Charles Shields
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Attorney with 25 years experience
(888) 910-6652 3600 Lime St., Building 4
Suite 412
Riverside, CA 92501
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...
Kyle Allen Patrick
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Attorney with 15 years experience
(951) 742-8010 3890 11th St.
Suite 218
Riverside, CA 92501
Free ConsultationEstate Planning, Business, Probate and Real Estate
Golden Gate Univ School of Law
Kyle A. Patrick is the principal of The Law Office of Kyle A. Patrick, P.C., where he practices in the areas of estate planning, conservatorships, probate administration, trust administration, trust and will litigation, business planning, real estate, and civil litigation. Kyle has represented individuals, families, private professional fiduciaries, businesses, non-profit organizations, religious groups, public entities, and governmental organizations in a variety of matters. A Hoosier by birth, Kyle moved to California at a young age. He graduated from Riverside Polytechnic High School in 1994, enlisted in the United States Army, and was assigned to the 1st Infantry...
Julia Burt
PREMIUM

California Estate Planning Attorney with 20 years experience

I am a dedicated Estate Planning, Probate, Trust, Tax and Charitable Planning attorney, serving clients throughout Coachella Valley. As a CPA and Certified Estate Planning, Trust & Probate Law Specialist, I provide... Read More »
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Heidi Richert Clerc
PREMIUM

California Estate Planning Attorney with 11 years experience

Northeastern University School of LawCalifornia
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Nathan Wayne Heyde
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Ontario, CA Estate Planning Attorney with 14 years experience
(909) 931-0879 3237 E. Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Business and Real Estate
Whittier Law School
Nathan Heyde is a corporate and transactional attorney on Varner & Brandt's Riverside Corporate & Business Law Team. Nathan practices law in the areas of corporate and business law, business and real estate transactions, mergers & acquisitions, real property, land use and finance. He has advised publicly and privately held businesses in entity formation and dissolution, asset and stock acquisitions, venture financing, real estate acquisitions and intellectual property protection and licensing.
Fred Lee Valentine Jr
Claimed Lawyer ProfileQ&A
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Ontario, CA Estate Planning Attorney with 27 years experience
(951) 847-0154 3281 E. Guasti Rd
Suite 700
Ontario, CA 91761
Free ConsultationEstate Planning, Criminal, DUI and Probate
Northrop Univ School of Law
I was raised in inner city Washington, DC and I truly understand the challenges that working class people face. I was lucky to attend a Jesuit college prep high school that prepared me for college. I attended the United States Air Force Academy, served 20 years and now I am a retired Air Force military officer. While serving, I attended evening law school and passed the California State Bar in 1992.

During my time in the Air Force, and post retirement, I have been a commander and directed the paths of many individuals. I have also worked in the business...
Stephen Charles Jones
Claimed Lawyer Profile
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Ontario, CA Estate Planning Lawyer with 51 years experience
(909) 931-0879 3237 E. Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Business and Tax
UCLA School of Law
Leslie E. Riley
Claimed Lawyer Profile
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Ontario, CA Estate Planning Lawyer with 10 years experience
(909) 931-0879 3237 East Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Business, Elder and Probate
University of La Verne College of Law
Leslie E. Riley is an estate planning and business attorney in Varner & Brandt’s Ontario office. She was born and raised in the Pomona Valley area of Southern California. She received her undergraduate degree from California State Polytechnic University, Pomona, in Business Administration with an emphasis in Management and Human Resources. With a strong interest in the law and with the purpose of helping people navigate a complex legal system she pursued a legal education at the University of La Verne College of Law. There, she served as the Juvenile Law Editor for the University of La Verne Law Review....
Vincent Barney Garcia
Claimed Lawyer Profile
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Rancho Cucamonga, CA Estate Planning Attorney with 33 years experience
(909) 481-5350 Rancho Cucamonga, CA 91730
Estate Planning, Criminal, DUI and Divorce
Western State Univ
Linda Jayne Gladson
Claimed Lawyer ProfileSocial Media
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Ontario, CA Estate Planning Lawyer with 36 years experience
(909) 931-0879 3237 E. Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Elder and Probate
University of San Diego School of Law
Stewart R. Albertson
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Lawyer with 18 years experience
(951) 686-5296 3750 Santa Fe Ave., Suite 109
Riverside, CA 92507
Estate Planning, Business and Elder
Georgetown University Law Center and Loyola University New Orleans
Robert Alan Krasney
Claimed Lawyer ProfileSocial Media
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Rancho Cucamonga, CA Estate Planning Lawyer with 32 years experience
(909) 906-5595 10601 Civic Center Dr. #100M
Rancho Cucamonga, CA 91730
Estate Planning, Business, Landlord Tenant and Personal Injury
California Southern LS
Matthew Edward Sheasby
Claimed Lawyer Profile
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Rancho Cucamonga, CA Estate Planning Lawyer with 22 years experience
(909) 922-2543 9227 Haven Ave.
Suite 280
Rancho Cucamonga, CA 91730
Estate Planning, Arbitration & Mediation, Bankruptcy and Elder
Golden Gate Univ School of Law
Joyce Marie Holcomb
Claimed Lawyer Profile
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San Bernardino, CA Estate Planning Lawyer with 14 years experience
(909) 889-7111 215 N D St
San Bernardino, CA 92401
Estate Planning, Business, Divorce and Family
California Southern LS
I am a member of the California State Bar since 2006; the San Bernardino County Bar and Association of Certified Family Law Specialist. I am a certified Family Specialist (I am the only female Certified Family Law Specialist in the Cities of San Bernardino, Redlands and Highland). For the past 6 years I have had the Indigent Defense Contract with the County of San Bernardino wherein I was court appointed to represent several hundred of defendants who were charged with Contempt of Court for violation of court orders (typically non-payment of child support). I also represented several hundred military personal under the...
Ronald Hilton Martin III
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Rch Cucamonga, CA Estate Planning Lawyer with 24 years experience
(909) 754-8370 6120 Rainbow Falls Ct
Rch Cucamonga, CA 91737
Estate Planning
Western State Univ COL
Ellen Weinfurtner
Claimed Lawyer Profile
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Riverside, CA Estate Planning Lawyer with 43 years experience
(951) 684-2130 3993 Market Street
Riverside, CA 92501
Estate Planning and Family
Univ of San Diego School of Law
Lavonna Gail Hayashi
Claimed Lawyer Profile
(909) 930-2971 9650 Business Center Dr
Ste 120
Rch Cucamonga, CA 91730
Rch Cucamonga, CA Estate Planning Lawyer with 33 years experience
Estate Planning
California Southern LS
Mark Duane Edelbrock
Claimed Lawyer Profile
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Rancho Cucamonga, CA Estate Planning Lawyer with 42 years experience
(909) 987-4707 7365 Carnelian St
Rancho Cucamonga, CA 91730
Estate Planning, Bankruptcy, Business and Real Estate
Western State Univ
Michael Steven Fey
Claimed Lawyer Profile
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Ontario, CA Estate Planning Attorney with 5 years experience
(909) 466-5575 3333 Concours Street, Suite 4202
Ontario, CA 91764
Free ConsultationEstate Planning, Criminal, Divorce and Family
University of La Verne College of Law
Education- While attending law school, Michael was the first student at La Verne Law to volunteer in both the Disability Legal Aid clinic, which protected disabled children's rights, and the Immigration Clinic, which involved representing a client seeking asylum in the United States. Helping people through these clinics only reinforced Michael's belief in the law. Through all of this work, Michael was able to graduate Cum Laude from law school, while at the same time interning at a local law firm to obtain practical experience.

Experience - Michael is well versed in Family Law, having interned for over a year prior...
Wilfrid Cunningham Lemann
Claimed Lawyer Profile
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San Bernardino, CA Estate Planning Lawyer with 42 years experience
(909) 889-3691 215 N D Street Ground Floor
San Bernardino, CA 92401
Estate Planning, Business and Tax
Loyola Univ School of Law
Thomas William Dominick
Claimed Lawyer Profile
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San Bernardino, CA Estate Planning Lawyer
215 North D Street
First Floor
San Bernardino, CA 92401
Estate Planning
Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
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Corona, CA Estate Planning Lawyer with 5 years experience
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
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.
Richard Samuel Price
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
(909) 475-8800 300 E. State St., Ste. 620
Redlands, CA 92373
Free ConsultationRedlands, CA Estate Planning Attorney with 19 years experience
Estate Planning, Elder and Probate
New York University School of Law and Western New England University School of Law
R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...
Marivel Zialcita
Claimed Lawyer ProfileQ&ASocial Media
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Claremont, CA Estate Planning Lawyer with 17 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,...
Robert Lopez
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Corona, CA Estate Planning Attorney with 20 years experience
(800) 501-9620 119 N. Maple Street, Ste. L
Corona, CA 92880
Estate Planning, Business, Employment and Probate
University of Southern California Gould School of Law
Are you a small business owner? or thinking about starting a business? Or do you have an existing business that now has a business, contract or employment issue?

With business disputes, we first try to keep a dispute from become a lawsuit. If we can find a way that protects our client and serves their best interest, then we always try that first. If, however, you are already in a lawsuit, then we immediately go to protect our client, keeping in mind what is best for you.

With starting a company, we look at what our client ultimately wants to accomplish....
William Martin Burbank
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Corona, CA Estate Planning Lawyer with 16 years experience
(951) 264-5732 1185 Magnolia Avenue, Suite B
Corona, CA 92879
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...
Howard S. Borenstein
Claimed Lawyer ProfileLII Gold
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Upland, CA Estate Planning Attorney with 35 years experience
(909) 984-6305 299 W Foothill Blvd
#270
Upland, CA 91786
Free ConsultationEstate Planning, Probate and Tax
Southwestern Law School
For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...
Maureen Alice Lyons
Claimed Lawyer ProfileBlawg SearchSocial Media
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Riverside, CA Estate Planning Lawyer with 23 years experience
(951) 781-1960 6529 Riverside Avenue
Suite 132
Riverside, CA 92506
Estate Planning, Elder and Probate
Southwestern Law School
Attorney Maureen Lyons focuses on Elder Law and Estate Planning including Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from the University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from the University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys...
Andrew Gilliland
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Riverside, CA Estate Planning Lawyer with 19 years experience
(951) 394-3885 6809 Indiana Ave.
Suite #130-B1
Riverside, CA 92506
Free ConsultationEstate Planning and Probate
The University of Utah S.J. Quinney College of Law
I love what I do. I have the opportunity to work with you to make sure that everything you have worked for or will work for during your life does not end up in the hands of others or does not destroy your family. Over my 17 years of practicing law, I have discovered that there is a real need for personal and practical legal advice when creating your unique estate plan or helping you through probate after a loved one dies. I have discovered that words have meaning, interpretations differ, and memories fade. I can...
M Wayne Tucker
Claimed Lawyer ProfileSocial Media
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Redlands, CA Estate Planning Lawyer with 39 years experience
(909) 217-7688 1710 Plum Lane
Suite A
Redlands, CA 92374
Free ConsultationEstate Planning, Bankruptcy and Personal Injury
Western State University College of Law
Mr. Tucker was born and raised in Southern California. After graduating from Corona High School, he spent two years in Central America before enlisting in the Air Force. He married his wife, Judi, in 1971 just before joining the Air Force from which he was honorably discharged in 1974. With the support and encouragement of Judi and their four kids, he began law school and graduated in 1980. In late August 2009, after 28 years of personal injury defense experience including the last 14 as a managing attorney at a major insurance company, Mr. Tucker opened a small local...
Dennis Michael Sandoval
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Lawyer with 23 years experience
(951) 787-7711 3233 Arlington Ave
Suite 105
Riverside, CA 92506
Estate Planning, Elder, Probate and Tax
Western State College of Law at Argosy University
Dennis is the only attorney in California with the following three designations: Certified Estate Planning, Trust and Probate Law Specialist; Certified Taxation Law Specialist; and Certified Elder Law Attorney. He is a Fellow of the National Academy of Elder Law Attorneys. He has been selected as a Southern California Super Lawyer every year since 2011. He is rated 10.0 Superb by Avvo and AV Preeminent by Martindale Hubble. His law firm specializes in estate planning, special needs planning, probate, conservatorships, elder law, will and trust contests, tax planning, and tax controversy issues.
Teresa Lynn Morrell
Claimed Lawyer ProfileSocial Media
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Upland, CA Estate Planning Lawyer with 6 years experience
(909) 447-9790 876 N Mountain Ave #200-W
Upland, CA 91786
Estate Planning, Business, Environmental and Tax
William Howard Taft University
Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...
Matthew Murillo
Claimed Lawyer ProfileSocial Media
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Redlands, CA Estate Planning Attorney with 10 years experience
(866) 246-1651 1255 West Colton Avenue, Suite 101
Redlands, CA 92374
Free ConsultationEstate Planning, Business, Criminal and DUI
University of La Verne College of Law
Attorney Matthew Murillo is quickly rising among the ranks of California Attorneys in Business, Criminal Defense, DUI Defense and Estate Planning and was recently nominated as one of California’s Top 100 Trial Lawyers in the area of Criminal Defense. Admitted to the State Bar of California in 2009, Matt has been deeply involved in creating the type of law firm he believes will best serve California Residents. Founding the Law Offices of Matthew Murillo in April 2010, Matt has been diligent in his efforts to provide only the best service – treating every client like his own family....
David S. Hamilton
Claimed Lawyer ProfileSocial Media
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Riverside, CA Estate Planning Attorney with 4 years experience
(951) 787-7711 3233 Arlington Ave
Suite 105
Riverside, CA 92506
Estate Planning, Appeals, Elder and Probate
University of La Verne College of Law
David Hamilton is an attorney with the Sandoval Legacy Group of Holstrom, Block & Parke, APLC. Before joining Holstrom, Block & Parke, David was an attorney at Dennis M. Sandoval, A Professional Law Corporation.

David attended law school at the University of La Verne College of Law. He was ranked second in his class and graduated magna cum laude. In law school, David was the Editor-in-Chief for Volume 36 of the University of La Verne Law Review, and he was the Editor-in-Chief for Volume 20 of the Journal of Law, Business & Ethics. He also competed on La Verne Law's National...
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Fontana Estate Planning Legal Aid & Pro Bono Services

Riverside County Bar Association Public Service Law Corp.
(909) 682-5213
Riverside, 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.

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