Glendale, California Estate Planning Lawyers

Alice A Salvo
PREMIUM

Woodland Hills, CA Estate Planning - Superior Credentials

Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los... Read More »
View Profile
Linda Lu McLarnan-Dugan
PREMIUM

California Estate Planning Lawyer with 25 years experience

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... Read More »
View Profile
Blake A. Rummel
PREMIUM

Experienced & Dedicated Estate Planning & Probate Counsel & Representation!

I provide compassionate yet aggressive legal advice and advocacy. I am committed to effective and efficient representation to achieve the best possible outcomes! Visit my website for information, call for a consultation. Read More »
View Profile
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. Read More »
View Profile
Jennifer Long
PREMIUM

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

Jennifer Long focuses on estate and gift tax planning, trust and estate administration, as well as income tax and state and local (including property) tax matters. Read More »
View Profile
Stephen Marc Drucker
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Lawyer with 41 years experience
(800) 435-7444 417 North Glendale Avenue #A
Glendale, CA 91206
Estate 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 5 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.
Tina Sardary
Claimed Lawyer Profile
Glendale, CA Estate Planning Lawyer
(818) 434-3243 655 N. Central Ave.
Glendale, CA 91203
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
A UCLA graduate with years of experience serving clients.

The Law Office of Tina Sardary is located in Glendale, California. Call for a free consultation!
Ani A. Avetisyan
Claimed Lawyer ProfileSocial Media
Glendale , CA Estate Planning Lawyer with 9 years experience
(818) 731-1295 3900 San Fernando Rd.
Unit 1015
Glendale , CA 91204
Estate Planning, Divorce, Employment and Family
University of California, Berkeley School of Law
Ani A. Avetisyan, a graduate of Berkeley Law School, established her law office 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 (2008)

Legal Aid Foundation of Los Angeles (Los Angeles, CA)
Legal Clerk, Consumer Unit

Education:

Berkeley Law School (Boalt Hall),...
Alan Richard Chappell
Claimed Lawyer Profile
Glendale, CA Estate Planning Lawyer with 40 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 9 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.
Sona A. Tatiyants
Claimed Lawyer ProfileSocial Media
Glendale, CA Estate Planning Attorney with 13 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 32 years experience
(877) 537-8283 300 W. Glenoaks Blvd
Suite 300
Glendale, CA 91202
Estate Planning
Whittier Coll School of Law
Jeffrey Allan Field
Claimed Lawyer ProfileSocial Media
La Crescenta, CA Estate Planning Lawyer with 13 years experience
(818) 369-7900 3901 Foothill Blvd
La Crescenta, CA 91214
Estate Planning
Southwestern Univ 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
Kara Koerner
PREMIUM

California Estate Planning Attorney with 15 years experience

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth... Read More »
View Profile
Alexander L. Bruin
PREMIUM

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

Alexander Bruin represents high net worth individuals in estate planning including gift, estate and generation-skipping transfer tax planning, wealth transfer planning and business succession planning. Read More »
View Profile
Glendale, CA Estate Planning Lawyer with 36 years experience
(818) 725-1564 700 N Brand Blvd Ste 620
Glendale, CA 91203
Estate Planning
UC Hastings COL
Glendale, CA Estate Planning Attorney with 15 years experience
(310) 266-9449 1010 N Central Ave
Glendale, CA 91202
Estate Planning
Glendale, CA Estate Planning Attorney with 26 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 33 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 41 years experience
(818) 502-5600 100 W Broadway #600
Glendale, CA 91210
Estate Planning and Tax
UC Davis School of Law King Hall
Glendale, CA Estate Planning Lawyer with 42 years experience
(818) 240-1025 83 Barmore Ct
Glendale, CA 91206
Estate Planning
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
Glendale, CA Estate Planning Lawyer with 40 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 Lawyer with 32 years experience
(818) 551-7955 300 W Glenoaks Blvd Ste 103
Glendale, CA 91202
Estate Planning
Loyola Law School
Glendale, CA Estate Planning Attorney with 32 years experience
(626) 797-8235 701 N Brand Blvd Ste 840
Glendale, CA 91203
Estate Planning, Business, Criminal and Divorce
Loyola Law School
Michael Feispor
PREMIUM

Knowledgeable & Comprehensive Estate Planning Counsel! Dedicated Advocacy!

I am a skilled and determined estate planning attorney. I am dedicated to exceptional service and outcomes for clients with estate and wealth transfer needs! Call for a consultation, visit my website for information. Read More »
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 »
View Profile
Michael C. Murphy Jr.
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Lawyer with 3 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
Shirlee Lyn Bliss
Claimed Lawyer Profile
Burbank, CA Estate Planning Lawyer with 38 years experience
(818) 842-0997 290 E Verdugo Ave
Burbank, CA 91502
Estate Planning, Bankruptcy, Divorce and Family
People's College of Law
Alexandra Laboutin Bannon
Claimed Lawyer Profile
Pasadena, CA Estate Planning Lawyer with 40 years experience
(626) 731-1185 1036 Linda Glen Drive
Pasadena, CA 91105
Estate Planning and Probate
University of California, Berkeley School 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
Rob Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Attorney with 43 years experience
(661) 252-9022 27257 Camp Plenty Rd
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Southwestern Law School
L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...
Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 2049 Century Park E
#3850
Los Angeles, CA 90067
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
Joseph Hyunsung Lee
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 20 years experience
(626) 325-0770 301 E. Colorado Boulevard
Suite 705
Pasadena, CA 91101
Free ConsultationEstate Planning, Administrative and Education
Seton Hall University School of Law
“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...
Jeremy Scott Hyndman
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 11 years experience
(800) 487-4660 Union Bank Plaza
445 S. Figueroa St., Suite 2700
Los Angeles, CA 90071
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.
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 18 years experience
(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.
Troy Werner
Claimed Lawyer ProfileSocial Media
Santa Clarita, CA Estate Planning Lawyer with 9 years experience
(888) 630-9902 27257 1/2 Camp Plenty Rd.
Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
Southwestern Law School
An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...
Robert E. Strauss
PREMIUM

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

I skillfully guide families, business owners, real estate developers and investors in complex estate planning matters. I am dedicated to exceptional advocacy! Visit my website for information, call for a consultation. Read More »
View Profile
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 Read More »
View Profile
Joseph McHugh
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Lawyer with 31 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...
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.
...
William K. Hayes
Claimed Lawyer ProfileSocial Media
South Pasadena, CA Estate Planning Attorney with 45 years experience
(626) 403-2292 729 Mission Street, Suite 300
South Pasadena, CA 91030
Free ConsultationEstate Planning, Business, 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...
Sandy Wu
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Lawyer with 14 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...
William L Huestis
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 12 years experience
(888) 815-3546 3435 Wilshire Blvd., #1100
Los Angeles, CA 90010
Estate Planning, Bankruptcy, Elder and Probate
Chapman University Fowler School of Law and Chapman University Fowler School of Law
Shelley Rios
Claimed Lawyer ProfileSocial Media
Burbank, CA Estate Planning Attorney with 9 years experience
(818) 641-1692 4405 W. Riverside Drive
#201
Burbank, CA 91505
Estate Planning, Business, Probate and Real Estate
Loyola University New Orleans
Shelley Rizzotti is an attorney in Burbank, devoted to the practice of real estate, probate, and estate planning. She is a member of numerous associations including the California State Bar Association, the Los Angeles County Bar Association, the San Fernando Valley Bar Association, and the National Association of Realtors®. With nearly 15 years of experience in real estate and an extensive understanding of estate planning and probate administration, Ms. Rizzotti has the resources necessary to take on even the most complex cases. To find out about working with Attorney Rizzotti, do not hesitate to contact her firm, Shelley Rizzotti, Attorney...
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
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...
Joshua R. Driskell
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Attorney with 8 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...
Albert Lum
Claimed Lawyer ProfileSocial Media
Pasadena, CA Estate Planning Attorney with 56 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.
Rajesh Wadhwani
Claimed Lawyer ProfileSocial Media
Sherman Oaks, CA Estate Planning Lawyer with 22 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
Jason T. Whiting
PREMIUM

California Estate Planning Lawyer with 20 years experience

Golden Gate University School of Law and University of Southern California Gould School of Law9th Circuit, U.S. District Court, Central District of California, U.S. District Court, Eastern District of California, U.S. District Court, Northern District of California, U.S. District Court, Southern District of...
View Profile
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. Read More »
View Profile
Lawyer Rating
Years of Experience
Language
Fees
Profile Strength

Estate Planning Lawyers in Nearby Cities

Estate 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

Show More

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.