Hollister, 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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Benjamin J. Sowards Esq.
PREMIUM

California Estate Planning Lawyer with 14 years experience

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out... Read More »
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Hollister, CA Estate Planning Attorney with 65 years experience
(831) 637-3706 350 5th St
Hollister, CA 95023
Estate Planning and Real Estate
Stanford Univ Law School
Hollister, CA Estate Planning Lawyer with 27 years experience
(831) 634-1012 615 San Benito St
Hollister, CA 95023
Estate Planning and Business
National Univ School of Law
Hollister, CA Estate Planning Lawyer with 31 years experience
(831) 635-0833 345 6th St
Hollister, CA 95023
Estate Planning, Divorce, Family and Juvenile
Monterey COL
Hollister, CA Estate Planning Lawyer with 61 years experience
(831) 637-5521 350 5th St
Hollister, CA 95023
Estate Planning and Real Estate
Santa Clara Univ School of Law
Hollister, CA Estate Planning Lawyer with 57 years experience
(831) 637-5521 350 5th St
Hollister, CA 95023
Estate Planning, Business, Criminal and DUI
Santa Clara Univ School of Law
Hollister, CA Estate Planning Attorney with 44 years experience
(831) 637-3706 350 5th St
Hollister, CA 95023
Estate Planning and Real Estate
Southwestern Univ School of Law
Hollister, CA Estate Planning Lawyer with 29 years experience
(831) 638-1692 1220 Nez Perce Dr
Hollister, CA 95023
Estate Planning
Gilroy, CA Estate Planning Lawyer with 20 years experience
(408) 847-1555 1335 1st St
Gilroy, CA 95020
Estate Planning, Business and Tax
U of San Francisco School of Law
Michael Edward Lonich
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 36 years experience
(408) 553-0801 1871 The Alameda
Suite 400
San Jose, CA 95126
Free ConsultationEstate Planning, Family and Probate
Pepperdine University School of Law
Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...
Julie King
Claimed Lawyer ProfileQ&ASocial Media
Monterey, CA Estate Planning Lawyer with 30 years experience
(831) 275-1002 2600 Garden Road, Suite 410
Monterey, CA 93940
Free ConsultationEstate Planning, Business and Trademarks
Loyola Law School
With 30 years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She handles a wide variety of business and estate planning matters including contracts, employment, corporation/LLC/partnership formation, wills and trusts, pet trusts, trademarks, copyrights, landlord tenant, creditor’s rights, annual meeting minutes and corporate records, mergers and acquisitions, and employee training. She served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years. She understands businesses in a way many lawyers do not simply because she has experienced the day-to-day interactions first-hand. See the difference a trained in-house counsel can...
Liza Weiman Hanks
PREMIUM

California Estate Planning Attorney with 21 years experience

Stanford Law SchoolCalifornia
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James Clifford Anderson
Claimed Lawyer ProfileSocial Media
Turlock, CA Estate Planning Attorney
(209) 667-2300 300 N. Palm St.
Turlock, CA 95381
Estate Planning, Employment, Personal Injury and Probate
University of the Pacific, McGeorge School of Law
James practices in the areas of employment law for management, personal injury, estate planning, and real estate. James graduated from Arizona State University, in Tempe, Arizona, where he earned a Bachelor of Arts degree in Psychology. He went on to earn his J.D. from the University of the Pacific, McGeorge School of Law, Sacramento, where he graduated fifth in his class, With Great Distinction, and Order of the Coif. While at McGeorge, James completed a judicial externship with the Honorable Justice George Nicholson, at the California Court of Appeal, Third Appellate District, in Sacramento. ...
Jennifer Louise Mispagel
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 10 years experience
(408) 286-9800 70 South First Street
San Jose, CA 95113
Estate Planning, Business, Family and Probate
Santa Clara University School of Law
Jennifer Mispagel focuses her practice on Estate Planning, Trusts and Probate. Jennifer received her Juris Doctorate and her Masters in Business Administration from Santa Clara University in 2008. After completing her first year at Santa Clara University School of Law, Jennifer spent a summer in Tokyo studying the Japanese legal system and interning for a local law firm. When she returned to school, she enrolled in Santa Clara’s MBA program to complement her legal education. Jennifer received both the Witkin and CALI Awards in Community Property as well as the American Bankruptcy...
Jeffrey K Nielsen
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 6 years experience
(408) 294-9700 84 West Santa Clara St. #540
San Jose, CA 95113
Free ConsultationEstate Planning, Business and Probate
Western State University College of Law
With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...
Thomas E. Rossmeissl
Claimed Lawyer ProfileQ&ASocial Media
(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032
Los Gatos, CA Estate Planning Lawyer with 27 years experience
Estate Planning and Probate
Georgetown University Law Center
I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...
John Dudley Laughton
Claimed Lawyer ProfileSocial Media
Monterey, CA Estate Planning Lawyer with 40 years experience
(831) 649-1122 215 W. Franklin St., Suite 411
Monterey, CA 93940
Free ConsultationEstate Planning, Business, Elder and Real Estate
University of California, Hastings College of the Law
John is committed to providing personalized estate planning services in a highly ethical, professional, solution oriented, and cost effective manner. In addition to providing timely and high quality legal services, he is committed to educating the community about important estate planning issues through public seminars. Mr. Laughton also has a legal background in business and real estate matters and was appointed to the City of Del Rey Oaks Planning Commission and served between 1985 and 1992. He served in the U.S. Army, including a tour of Vietnam in 1971-1972. Mr. Laughton was born in Carmel, CA and raised on...
Elisabeth A. DeBartolo
Claimed Lawyer ProfileSocial Media
Monterey, CA Estate Planning Attorney with 15 years experience
(831) 402-7006 99 Pacific Street
Suite 555-B
Monterey, CA 93940
Estate Planning, Arbitration & Mediation, Business and Employment
University of the Pacific, McGeorge School of Law
Dedicated to providing practical, cost-effective, solutions to workplace challenges. Attorney Elisabeth DeBartolo is your best choice for an employment and labor attorney who offers personalized assistance with your case. She may be the most seasoned employment attorney you will find in our area. Attorney Elisabeth DeBartolo is a Monterey Employment Attorney who worked for many years in executive level Human Resources prior to attending law school. Her experience is unique. She doesn't just have book smarts, she has the day-to-day, on-the-job, in-the-trenches experience needed to identify workplace challenges and resolve them. Ms. DeBartolo can quickly...
Matthew G. Grech
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 10 years experience
(408) 214-0385 111 North Market St.
Suite 300
San Jose, CA 95113
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...
Richard Alan Wingerden
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 17 years experience
(408) 564-5870 777 N 1st
Suite 333
San Jose, CA 95112
Estate Planning, Criminal, DUI and Domestic Violence
Lincoln Law Sch of San Jose
Richard Wingerden will handle every client's matter personally, professionally, and with a great degree of dedication. All of his clients receive the attention they need whether accused of criminal wrong doing, need peace of mind in drafting of a will and trust, or need business advice or drafting of a contract. With many years as a practicing litigation attorney, Mr. Wingerden has exceptional skill in client advocacy, negotiating, investigating, analyzing, critically reviewing, and resolving minor criminal offense to complex and serious felonies. Mr. Wingerden has an expert understanding of the criminal justice system and proven ability to understand all...
Benjamin J. Sowards Esq.
Claimed Lawyer ProfileLII GoldSocial Media
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationCampbell, CA Estate Planning Lawyer with 14 years experience
Estate Planning, Elder and Probate
University of California, Davis, School of Law

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...
Stanley Phong Phan
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 15 years experience
(408) 232-4900 2092 Concourse Drive, Ste 49
San Jose, CA 95131
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Lincoln Law Sch of San Jose
Sara Sturtevant
Claimed Lawyer ProfileSocial Media
Marina, CA Estate Planning Attorney with 11 years experience
(831) 287-9781 PO Box 236
Marina, CA 93933
Estate Planning, Collections, Divorce and Family
New College of California
Sara Sturtevant is a licensed California attorney specializing in mediation and family law. She was the Associate Dean at Monterey College of Law and ran the school’s Practical Lawyering Program. Before joining Monterey College of Law, Sara worked at the court’s Self Help Center in Monterey. As an attorney and mediator, Sara believes that people have their own best solutions to any problem they face. This is as led her to help create programs in community mediation and self-help legal education to provide resources for people to access when facing legal problems. Sara believes that mediation should be...
Kendra Bowen
Claimed Lawyer Profile
Los Gatos, CA Estate Planning Lawyer with 26 years experience
(650) 521-6910 20 South Santa Cruz, Ste. 300
Los Gatos, CA 94303
Free ConsultationEstate Planning
University of California - Hastings College of the Law
I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...
Clarence Joseph Ferrari Jr
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 58 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Stanford University
Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.
Camelia Mahmoudi
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer
(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126
Estate Planning, Elder, Probate and Tax
Santa Clara University School of Law and Golden Gate University School of Law
Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.
Daniel J. Leahy
Claimed Lawyer ProfileSocial Media
Campbell, CA Estate Planning Lawyer with 9 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
University of California - Berkeley
Robert Paul Bergman
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 37 years experience
(408) 247-0444 1777 Saratoga Avenue
Suite 208
San Jose, CA 95129
Free ConsultationEstate Planning
Santa Clara University School of Law
Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.
John Matthew Wunderling
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 19 years experience
(408) 280-0535 333 W Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Gonzaga University School of Law and Golden Gate University School of Law
John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.
Pascal Anthony Anastasi Esq.
Claimed Lawyer ProfileSocial Media
Capitola, CA Estate Planning Attorney with 31 years experience
(831) 475-0771 820 Bay Avenue, Suite 230A
Capitola, CA 95010
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...
Roy Wayne Litherland
Claimed Lawyer ProfileBlawgsearchSocial Media
Campbell, CA Estate Planning Attorney with 43 years experience
(408) 356-9200 3425 S Bascom Avenue, Suite 240
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
Indiana Univ Indianapolis School of Law
Roy Litherland has been providing legal services in Santa Clara and Santa Cruz Counties continuously since 1975.

In law school, Roy was a recipient of the Dean Faust Award and received awards and honors in income taxation and estate taxation.

Roy is certified by the California State Bar Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law. In addition to his extensive legal background, he was previously licensed as a Certified Public Accountant.

Roy is a member of the California State Bar Association, American Academy of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys....
Javed Inam Ellahie
Claimed Lawyer ProfileSocial Media
SAN JOSE, CA Estate Planning Lawyer with 43 years experience
(408) 294-0404 12 South First Street, Suite 600
SAN JOSE, CA 95113
Estate Planning, Bankruptcy, Probate and Real Estate
Santa Clara Univ School of Law
Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
He is a certified bankruptcy law specialist (certified by the State Bar of California, Board of Legal Specialization) and has frequently lectured at seminars for bankruptcy law specialists. Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts...
James Edward Berge
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 32 years experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
Valary Anne Miller
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 22 years experience
(408) 800-5791 777 N 1st St
Suite 325
San Jose, CA 95112
Estate Planning, Business and Consumer
Santa Clara Univ School of Law
Solution oriented attorney who specializes in Business, Estate Planning, and Consumer Finance Law, offering a proven background of advising large and small businesses. My goals in working with clients is to drive business operations, team building, company governance, and regulatory compliance for small companies, and individuals. Experience in same at: Lincoln Law School of San Jose, Credit.com, A&W Properties, WAP Forum, and eCycle, Inc, and General Electric. Actively collaborates with public- / private-sector officials, senior-level executives, leadership peers, stakeholders, and / or clients to analyze needs while identifying challenges and resolving legal / business issues...
Jeremy Peck
Claimed Lawyer ProfileSocial Media
Salinas, CA Estate Planning Attorney with 9 years experience
(831) 224-3199 220 Capitol Street
Salinas, CA 93901
Free ConsultationEstate Planning and Bankruptcy
Jeremy Peck is licensed to practice law in the state of California. Prior to attending law school, Mr. Peck worked in the field of behavioral sciences for the Department of Defense and other organizations. Mr. Peck graduated from the University of California at Santa Cruz (UCSC) with a B.A. in Politics, and a minor in East Asian Studies. After graduating from UCSC, Mr. Peck worked on Capitol Hill in Washington, D.C.. Mr. Peck attended graduate school at The Johns Hopkins University receiving a Masters Degree in Applied Behavioral Science. While working for the Department of Defense, Mr. Peck attended...
Scott Kanter
Claimed Lawyer Profile
Saratoga, CA Estate Planning Attorney with 19 years experience
(408) 861-6500 12901 Saratoga Ave.
Saratoga, CA 95070
Free ConsultationEstate Planning and Probate
Loyola Law School
Scott Kanter is the lead estate planning and estate and trust litigation attorney within the Hinshaw Estate Planning practice group. He was admitted to practice law in California in 1998 and he has tried in excess of twenty jury trials and over thirty court trials. Over the course of his career, his legal practice has encompassed a broad spectrum of experience including estate planning and estate and trust litigation matters. He walks his clients through the estate planning process to ensure that all of their important estate planning goals and...
John Erik Fraker
Claimed Lawyer ProfileSocial Media
Saratoga, CA Estate Planning Attorney with 19 years experience
(800) 775-7612 14500 Big Basin Way
Suite K
Saratoga, CA 95070
Free ConsultationEstate Planning, Elder, Probate and Tax
Golden Gate University School of Law and University of Southern California Gould School of Law
John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...
Dixon Ray Howell
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 50 years experience
(408) 979-7800 1800 Hamilton Ave, Suite 240
San Jose, CA 95125
Estate Planning, Business, Real Estate and Tax
UC Berkeley School of Law Boalt Hall
Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.
Lawrence M Kelly
Claimed Lawyer Profile
Santa Clara, CA Estate Planning Lawyer with 32 years experience
(408) 736-3535 275 Saratoga Avenue, #102
Santa Clara, CA 95050
Estate Planning and Probate
Santa Clara University School of Law
Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.
Carol Elias Zolla
Claimed Lawyer ProfileSocial Media
Los Gatos, CA Estate Planning Attorney with 22 years experience
(408) 358-6900 16450 Los Gatos Blvd.
Suite 208
Los Gatos, CA 95032
Estate Planning
UCLA School of Law
Carol is an attorney who practices only in the field of estate planning and administration. Since 2002, she has been certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She serves on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California. She is an active member of the Trusts and Estates Section of the Silicon Valley...
Thomas Wayne Davies
Claimed Lawyer Profile
Saratoga, CA Estate Planning Attorney with 49 years experience
(408) 867-9900 14625 Big Basin Way
P.O. Box 2039
Saratoga, CA 95070
Estate Planning
Stanford Univ Law School
Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization

Rated AV Preeminent for over 30 years (1986-current) - Professional excellence earned through a strenuous Peer Review Rating process that is managed and monitored by Martindale-Hubbell

Selected to Northern California Super Lawyers

Philip Lincoln Buckwalter
Claimed Lawyer Profile
Aptos, CA Estate Planning Attorney with 33 years experience
(831) 688-0163 9053 Soquel Dr Ste 206
Aptos, CA 95003
Estate Planning, Business, Elder and Probate
Santa Clara Univ School of Law
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

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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.