Glendale Estate Planning Lawyers

Compare 1000+ top rated California attorneys serving Glendale.
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 »
10.0Justia Lawyer Rating for Alice A Salvo View Profile
Eric F. Bergman
PREMIUM

Experienced California Estate & Succession Planning Lawyer! Dedicated Counsel!

I am a skilled and thorough estate planning attorney. I am committed to providing comprehensive, creative succession plans for individuals and families. Visit my website for information and call for a consultation! 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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Desiree DeSurra
PREMIUM

California Estate Planning Attorney with 18 years experience

Desiree DeSurra is an Associate with JMBM's Taxation and Trusts and Estates group in Los Angeles. Read More »
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Elizabeth G. Acevedo
PREMIUM

Experienced & Comprehensive Estate, Trust & Tax Law Counsel & Legal Advocacy!

I have broad experience advising on estate, trust and tax law matters. I am dedicated to providing customized plans to meet clients’ wealth transfer goals! Visit my website for information and call for a consultation. Read More »
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Stephen Marc Drucker
Claimed Lawyer ProfileOffers Video ChatSocial Media
Glendale, CA Estate Planning Lawyer with 42 years experience
(800) 435-7444 417 North Glendale Avenue #A
Glendale, CA 91206
Offers Video ChatEstate Planning, Divorce, Family and Probate
Western State Univ
Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.
Armen A Yeghiayan
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Lawyer with 6 years experience
(888) 529-3111 801 N. Brand Blvd. Ste 1130
Glendale, CA 91203
Free ConsultationEstate Planning, Foreclosure Defense, Probate and Real Estate
Loyola Law School, Los Angeles
Armen A. Yeghiayan is an Associate Attorney at JT Legal Group. He has over 2 years of experience in general civil litigation with an emphasis in real estate disputes, personal injury, and business litigation. Armen graduated from U.C. Berkeley with a major in Political Economy in 2009, and graduated from Loyola Law School in 2013 with a concentration in Corporate Law as well as partaking in the Transactional Negotiation Team. Armen was admitted into the State Bar of California in 2014.
Ani A. Avetisyan
Claimed Lawyer ProfileSocial Media
Glendale , CA Estate Planning Lawyer with 10 years experience
(818) 731-1295 3900 San Fernando Rd.
Unit 1015
Glendale , CA 91204
Estate Planning, Divorce, Domestic Violence and Family
University of California, Berkeley School of Law
Ani A. Avetisyan, a graduate of Berkeley Law School, established her law office in July 2014, after working four years as a commercial litigation associate at two Am Law 100 firms. Her quality education and experience make her a skilled and effective advocate for her clients.

Previous Experience:

Drinker Biddle & Reath LLP (Los Angeles, CA)
Associate, Commercial Litigation (Feb. 2012 - Dec. 2013)

Sidley Austin LLP (Los Angeles, CA)
Associate, Complex Commercial Litigation (Nov. 2009 - Feb. 2012)
Sidley Austin Fellow, American Civil Liberties Union (Winter 2009)
Summer Associate (Summer 2008)

Legal Aid Foundation of Los Angeles (Los Angeles, CA)
Legal Clerk, Consumer Unit (Summer...
Tina Sardary
Claimed Lawyer Profile
Glendale, CA Estate Planning Lawyer
(818) 434-3243 655 N. Central Ave.
Glendale, CA 91203
Estate Planning, Business, International and Real Estate
A UCLA graduate with years of experience serving clients.

The Law Office of Tina Sardary is located in Glendale, California.
Alan Richard Chappell
Claimed Lawyer Profile
Glendale, CA Estate Planning Lawyer with 41 years experience
(818) 240-1974 3648 Foothill Blvd.
Glendale, CA 91214
Estate Planning, Divorce, Family and Immigration
Mid Valley COL
Alan R. Chappell is an AV rated attorney who has been practicing law for over 30 years. He is a past president of the Glendale Bar Association and a current section member of the Los Angeles County Bar Association in the areas of trusts and wills as well as immigration law. He has extensive experience in criminal law and its consequences to undocumented individuals. He can analyze a client's situation and prepare the best plan for success keeping attorneys fees and cost to a minimum.
Armine Singh
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Lawyer with 10 years experience
(888) 529-3111 801 N. Brand Blvd. Ste 1130
Glendale, CA 91203
Free ConsultationEstate Planning, Foreclosure Defense, Probate and Real Estate
Armine Singh is the Managing Attorney at JT Legal Group and an extremely experienced litigator in the areas of foreclosure defense, real estate and probate. She has a passion for helping people and families by fighting for the rights of her clients. Working with Armine you can achieve lasting resolution to their property problems.
Vatche Bostadjian
Claimed Lawyer ProfileSocial MediaResponsive Law
Glendale, CA Estate Planning Attorney with 15 years experience
(818) 246-5879 1010 N. Central Avenue
Glendale, CA 91202
Estate Planning and Personal Injury
Abraham Lincoln Univ
Sona A. Tatiyants
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Attorney with 14 years experience
(818) 956-9200 616 E. Glenoaks Blvd.
#203
Glendale, CA 91207
Estate Planning, Business and Tax
Loyola Law School, Los Angeles and Southwestern Law School
Sona A. Tatiyants, Esq., LL.M., is the founding principal of Tatiyants Law, P.C. She specializes in estate planning, business transactions, trust administration and probate.
Joseph Bernard McHugh Jr
Claimed Lawyer Profile
Glendale, CA Estate Planning Attorney with 33 years experience
(877) 537-8283 300 W. Glenoaks Blvd
Suite 300
Glendale, CA 91202
Estate Planning
Whittier Coll School of Law
Sona A. Tatiyants
Claimed Lawyer Profile
Glendale, CA Estate Planning Attorney
(818) 956-9200 1000 N. Central Ave., Suite 210
Glendale, CA 91202
Estate Planning
Burton A. Mitchell
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Skilled Trusts and Estates Attorney

Burton Mitchell represents high-net-worth individuals, closely-held businesses, institutional trustees, partnerships, limited liability companies, entrepreneurs and other professionals. Read More »
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Kathryn Kuhn
PREMIUM

California Estate Planning Lawyer

Vanderbilt University Law SchoolDistrict of Columbia, New York, California and U.S. District Court, Central District of California
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Glendale, CA Estate Planning Lawyer with 42 years experience
(818) 240-1025 83 Barmore Ct
Glendale, CA 91206
Estate Planning
Loyola Law School, Los Angeles and Loyola Law School
Glendale, CA Estate Planning Lawyer with 41 years experience
(818) 242-6859 100 W Broadway Ste 920
Glendale, CA 91210
Estate Planning and Tax
UCLA School of Law
Glendale, CA Estate Planning Attorney with 33 years experience
(626) 797-8235 701 N Brand Blvd Ste 840
Glendale, CA 91203
Estate Planning, Business, Criminal and Divorce
Loyola Law School
Glendale, CA Estate Planning Attorney with 16 years experience
(310) 266-9449 1010 N Central Ave
Glendale, CA 91202
Estate Planning
Glendale, CA Estate Planning Lawyer with 33 years experience
(818) 551-7955 300 W Glenoaks Blvd Ste 103
Glendale, CA 91202
Estate Planning
Loyola Law School and Loyola Law School, Los Angeles
Glendale, CA Estate Planning Lawyer with 41 years experience
(818) 502-5600 100 W Broadway #600
Glendale, CA 91210
Estate Planning and Tax
UC Davis School of Law King Hall and University of California, Davis, School of Law
Glendale, CA Estate Planning Attorney with 27 years experience
(818) 249-1200 700 N Brand Blvd
Ste 240
Glendale, CA 91203
Estate Planning and Elder
Loyola Law School
Glendale, CA Estate Planning Lawyer with 34 years experience
(626) 584-8000 301 E Glenoaks Blvd Ste 2
Glendale, CA 91207
Estate Planning, Business, Personal Injury and Real Estate
Loyola Law School
Glendale, CA Estate Planning Lawyer with 15 years experience
(818) 242-9240 700 N Brand Blvd Ste 970
Glendale, CA 91203
Estate Planning and Personal Injury
Loyola Law School and Loyola Law School, Los Angeles
Glendale, CA Estate Planning Lawyer with 37 years experience
(818) 725-1564 700 N Brand Blvd Ste 620
Glendale, CA 91203
Estate Planning
UC Hastings COL
Lisa M. Burkdall
PREMIUM

Experienced Estate Planning Attorney! Sophisticated Wealth Transfer Services!

I am a skilled and knowledgeable estate planning lawyer. I am dedicated to ensuring that each plan addresses the unique concerns and goals of my clients! Visit my website for more information and call for a consultation. Read More »
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Rochelle H. Schultz
PREMIUM

Skilled Estate & Probate Counsel! Dedicated to Your Financial & Personal Goals!

I am an experienced and thorough estate planning and probate law attorney. I am dedicated to developing comprehensive estate and wealth transfer plans! Visit my website for more information and call for a consultation. Read More »
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Michael C. Murphy Jr.
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Lawyer with 4 years experience
(818) 558-3718 3500 W. Olive Ave., Suite 300
Burbank, CA 91505
Free ConsultationEstate Planning, Business, Employment and Personal Injury
Loyola Law School, Los Angeles
Alexandra Laboutin Bannon
Claimed Lawyer Profile
Pasadena, CA Estate Planning Lawyer with 41 years experience
(626) 731-1185 1036 Linda Glen Drive
Pasadena, CA 91105
Estate Planning and Probate
University of California, Berkeley School of Law
Shirlee Lyn Bliss
Claimed Lawyer Profile
Burbank, CA Estate Planning Lawyer with 39 years experience
(818) 842-0997 290 E Verdugo Ave
Burbank, CA 91502
Estate Planning, Bankruptcy, Divorce and Family
People's College of Law
Marla A Martinez
Claimed Lawyer Profile
Burbank, CA Estate Planning Attorney
(818) 843-3299 305 South Kenneth Road
Burbank, CA 91501
Estate Planning
Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawg SearchSocial Media
Pasadena, CA Estate Planning Lawyer with 26 years experience
(888) 553-8000 225 S Lake Ave 10th Floor
Pasadena, CA 91101
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.
Elizabeth Yang
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 13 years experience
(877) 492-6452 555 S Flower St, 51st Floor
Los Angeles, CA 90071
Free ConsultationEstate Planning, Business, Family and IP
University of La Verne College of Law
Elizabeth Yang has been practicing law since 2007 and specializes in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution and Litigation; Business Law, including corporate entity formation, contract drafting, contract disputes, litigation; and Family Law, including divorce, child custody, child support, alimony, and asset division. She is fluent in Mandarin Chinese.

Elizabeth was admitted to the United States Patent & Trademark office in 2007. At the age of 19, she earned her Bachelor's degree in Electrical Engineering and Computer Science from UC Berkeley in two and a half years. In 2011, Elizabeth founded Yang & Wang, P.C., a boutique...
Troy Werner
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 10 years experience
(800) 752-9937 225 S. Lake Ave., Suite 300
Pasadena, CA 91101
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...
Joseph Hyunsung Lee
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 21 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...
Rob Werner
Claimed Lawyer ProfileSocial Media
Pasadena, , CA Estate Planning Attorney with 44 years experience
(626) 795-7899 225 S. Lake Street, Suite 300
Pasadena, , CA 91101
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 ProfileBlawg Search
Pasadena, CA Estate Planning Lawyer with 24 years experience
(866) 755-8745 790 E. Green St.
Pasadena, CA 91101
Free ConsultationEstate Planning
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.
...
Linda Lu McLarnan-Dugan
PREMIUM

California Estate Planning Lawyer with 26 years experience

Linda L. McLarnan-Dugan, Esq. has over 27 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... Read More »
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Bradford S. Cohen
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Tax & Estate Planning Lawyer

Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including M&A, financing and business succession planning, income tax planning, and estate tax planning. Read More »
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Sean David Ethington
Claimed Lawyer ProfileOffers Video ChatQ&A
Pasadena, CA Estate Planning Lawyer with 19 years experience
(800) 852-1239 225 S. Lake Avenue
3rd Floor
Pasadena, CA 91101
Free ConsultationOffers Video ChatEstate Planning and Elder
Southwestern Law School
Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals.
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 19 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.
Joann Robin Deutch
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 37 years experience
(818) 753-9922 12522 Moorpark St
Los Angeles, CA 91604
Estate Planning, Business, Consumer and Immigration
New York Law School
Joann Deutch is an experienced and versitle attorney ready to serve those legal needs which must be litigiated in Los Angeles County. Some matters require litigation while others can be handled more informally. The presence of local counsel answers the question of whether you are serious about pursuing your case. It is important to have all the facts and know the law so that you can make good decisions about your case. I advise and represent SMALL BUSINESSES with legal issues in Los Angeles. I will file Sister State Judgments for enforcement. I advise individuals and companies in SMALL CLAIMS...
William K. Hayes
Claimed Lawyer ProfileSocial Media
So. Pasadena, CA Estate Planning Attorney with 46 years experience
729 Mission St., Suite 300
So. Pasadena, CA 91030
Free ConsultationEstate Planning, Elder and Probate
University of California - Los Angeles
ATTORNEY
As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.

Clients of The Hayes Law Firm have often...
Albert Lum
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Attorney with 57 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.
Jeremy Scott Hyndman
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 12 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.
Sandy Wu
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 15 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...
Joseph McHugh
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Lawyer with 33 years experience
(818) 241-4238 3100 W Burbank Blvd
Suite 201
Burbank, CA 91505
Free ConsultationEstate Planning, Elder, Health Care and Probate
Whittier Law School
Joseph McHugh is the of the Southern California based LA LAW CENTER, PC, an Elder Law and Estate Planning law firm specializing in Asset Protection; Estate Planning; Wills, Trusts, Probate, including the establishment of Private Foundations and Charitable Planning. Joe has an undergraduate degree from California State University at Fullerton in Business Administration, with an emphasis on Finance and Accounting. Joe is an active member of the State Bar of California, as well as the Bar's Estate Planning, Trust and Probate Law Section, the National Association of Elder Law Attorneys, California Advocates for Nursing Home Reform and the...
Edmund Vincent Yan
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 9 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
David A. Shapiro
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 19 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
The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...
Maggie Mouradian
PREMIUM

Experienced & Determined Estate Planning, Tax and Probate Law Representation!

I am a dedicated and skilled estate planning, tax and probate law attorney. I am committed to providing comprehensive estate and gift tax planning advocacy! Visit my website for information or call for a consultation. Read More »
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Jill R. Skinner
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Experienced Counsel for Estate Planning

Jill Skinner focuses on estate and gift tax planning, and trust administration. She advises on living trusts, insurance trusts, and qualified personal residence trusts. Read More »
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Glendale Estate Planning Legal Aid & Pro Bono Services

Los Angeles LGBT Center
West Hollywood, 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.

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