La Verne, California Estate Planning Lawyers

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 »
View Profile
Jonathan S. Forster
PREMIUM

Dedicated & Experienced Estate Planning Attorney! Attentive & Skilled Counsel!

I am an experienced California estate planning attorney. I am dedicated to providing exceptional advocacy and pursuing the best possible outcomes for my clients! Visit my website for information, call for a consultation. Read More »
View Profile
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
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
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 »
View Profile
La Verne, CA Estate Planning Attorney with 36 years experience
(909) 596-7480 1407 Foothill Blvd # 43
La Verne, CA 91750
Estate Planning
Southwestern Univ School of Law
La Verne, CA Estate Planning Attorney with 54 years experience
(661) 303-7021 2782 Lewis Dr
La Verne, CA 91750
Estate Planning and Business
UCLA School of Law
La Verne, CA Estate Planning Lawyer with 24 years experience
(909) 964-5750 1518 Arrow Hwy
Ste A
La Verne, CA 91750
Estate Planning, Insurance Defense, Personal Injury and Real Estate
Univ of San Diego School of Law
La Verne, CA Estate Planning Lawyer with 38 years experience
(909) 593-1388 2146 Bonita Ave
La Verne, CA 91750
Estate Planning and Business
Univ of LaVerne COL
Marivel Zialcita
Claimed Lawyer ProfileQ&ASocial Media
Claremont, CA Estate Planning Lawyer with 16 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,...
Gregory Thomas Annigian
Claimed Lawyer Profile
Claremont, CA Estate Planning Attorney with 47 years experience
(909) 981-9340 114 North Indian Hill Blvd., Suite E
Claremont, CA 91711
Estate Planning, Elder, Family and Probate
Loyola Law School
Suzanne Flournoy Goulding
Claimed Lawyer Profile
San Dimas, CA Estate Planning Lawyer with 24 years experience
(909) 599-6329 613 West Covina Boulevard
San Dimas, CA 91773
Estate Planning, Arbitration & Mediation, Business and Personal Injury
Western State Univ COL
Mr. Cloyd E. Havens II
Claimed Lawyer ProfileSocial Media
Glendora, CA Estate Planning Lawyer with 21 years experience
(626) 335-6884 333 W. Foothill Blvd.
Glendora, CA 91741
Free ConsultationEstate Planning, Business and Probate
Western State College of Law at Argosy University
Specializing in probate, estate planning and small business law for more than 15 years. Was a small business owner and financial planner before becoming an attorney. Currently also a professor of business law and human resources at Azusa Pacific University. Earned his B.S. in Business Administration and Management from the University of Redlands Magna Cum Laude and his Juris Doctor with an emphasis in Taxation Cum Laude from Western State University College of Law in Fullerton, CA.
Teresa Lynn Morrell
Claimed Lawyer ProfileSocial Media
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...
Fernando Bernheim
Claimed Lawyer ProfileSocial Media
Upland, CA Estate Planning Lawyer with 16 years experience
(909) 949-1960 222 N Mountain Avenue Ste 108
Upland, CA 91786
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Univ of LaVerne COL
Randall Kaiden
PREMIUM

California State Bar Certified Specialist in Estate Planning. Call Now!

Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern... 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
Scot Thomas Moga
Claimed Lawyer ProfileSocial Media
Upland, CA Estate Planning Attorney with 23 years experience
(909) 931-2444 123 E 9th St.
#105
Upland, CA 91786
Estate Planning, Elder, Personal Injury and Probate
Univ of LaVerne COL
With over 20 years of legal experience, attorney Scot Thomas Moga is dedicated to providing effective counsel, outstanding client communication, and creative solutions to the most complex legal issues. As an aggressive and zealous advocate, he is known for obtaining the maximum awards and settlements for his clients in an expeditious manner. Since founding Moga Law Firm in 1996, Mr. Moga has successfully represented clients in many areas of law, concentrating most of his practice in workers’ compensation, personal injury, and estate planning and probate matters. His diverse client base includes injury and accident victims, large and small businesses, as...
Howard S. Borenstein
Claimed Lawyer ProfileSocial Media
Upland, CA Estate Planning Attorney with 34 years experience
(909) 984-6305 299 W Foothill Blvd
#270
Upland, CA 91786
Free ConsultationEstate Planning, Probate and Tax
Southwestern Law School
Neil Robert Hedtke
Claimed Lawyer Profile
West Covina, CA Estate Planning Attorney with 8 years experience
(626) 593-1556 1050 Lakes Drive
Suite 225
West Covina, CA 91790
Estate Planning, Bankruptcy, Elder and Probate
University of La Verne College of Law
Neil R. Hedtke is licensed to practice law in both California and Arizona. Mr. Hedtke received his Bachelor of Science at the United States Military Academy at West Point, New York in 1992. After graduating, he served five years in the United States Army and is a graduate of the Airborne and Ranger schools.
Mr. Hedtke attended the University of La Verne College of Law, where he received his Juris Doctor degree.
Prior to opening his own practice, Mr. Hedtke practiced law with several local law firms as an Associate. Over the past several...
Khushwant Sean Singh
Claimed Lawyer ProfileResponsive Law
Montclair, CA Estate Planning Lawyer with 37 years experience
(951) 538-3838 4795 Holt Ave
suite 104
Montclair, CA 91763
Free ConsultationEstate Planning, Bankruptcy and Divorce
Western State College of Law at Argosy University
Sandra L. Turner
Claimed Lawyer Profile
Pomona, CA Estate Planning Lawyer with 36 years experience
(909) 629-1060 1574 Valencia Pl
Pomona, CA 91768
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Western State University College of Law
Practicing Family Law and Probate w/ emphasis on Trusts and Estate Planning for over thirty years. Two offices in the Inland Empire. Ms. Turner has been featured in several newspaper articles as an expert in her field, and aggressive and successful in trial work in particular. Ms. Turner is also exceptional in peaceful, mediated solutions if avoiding trial is possible.
Michael Ebiner
Claimed Lawyer Profile
West Covina, CA Estate Planning Lawyer with 23 years experience
(626) 918-9000 100 N Citrus St Ste 520
West Covina, CA 91791
Estate Planning, Elder and Probate
Univ of LaVerne COL
Ebiner Law Office opened in West Covina in 1954, and has never left town.
We have been helping your neighbors for more than 65 years.
Samuel Rice Wasserson
Claimed Lawyer Profile
Upland, CA Estate Planning Lawyer with 45 years experience
(909) 920-0440 100 N. Euclid Avenue
Upland, CA 91786
Estate Planning, Divorce and Family
Univ of LaVerne COL
Cloyd Erdman Havens II
Claimed Lawyer Profile
Glendora, CA Estate Planning Attorney with 21 years experience
(626) 335-6884 333 W Foothill Blvd
Glendora, CA 91741
Estate Planning
Western State Univ COL
Carol A. Crow
Claimed Lawyer Profile
Covina, CA Estate Planning Lawyer with 34 years experience
(626) 967-7325 280 East Rowland St.
Covina, CA 91723
Estate Planning, Business and Family
The University of La Verne
Mark Duane Edelbrock
Claimed Lawyer Profile
Rancho Cucamonga, CA Estate Planning Lawyer with 41 years experience
(909) 987-4707 7365 Carnelian St
Rancho Cucamonga, CA 91730
Estate Planning, Bankruptcy, Business and Real Estate
Western State Univ
Andrew G. Smith
PREMIUM

Experienced & Skilled Estate & Probate Law Attorney! Dedicated Representation!

I provide exceptional representation to resolve legal matters related to trusts, estates, probate and conservatorships. I will fervently protect your interests! 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
Nathan James Wagner
Claimed Lawyer ProfileQ&A
Covina, CA Estate Planning Lawyer with 17 years experience
(626) 967-2484 1338 Center Court Drive
Suite 101
Covina, CA 91724
Estate Planning, Employment and Probate
New York University School of Law
Robert McCoy
Claimed Lawyer Profile
Ontario, CA Estate Planning Attorney with 26 years experience
(909) 467-1169 204 N San Antonio Ave
Ontario, CA 91762
Estate Planning, Arbitration & Mediation, Bankruptcy and Business
California Western School of Law
Gregory Paul Benton
Claimed Lawyer Profile
Glendora, CA Estate Planning Lawyer with 14 years experience
(626) 963-2474 220 S. Glendora Ave, Suite H
Glendora, CA 91741
Estate Planning, Criminal, DUI and Divorce
Michael L. Kennedy
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer
(800) 265-4280 606 S Olive St, Ste 1140
Los Angeles, CA 90014
Estate Planning, Business, Elder and Family
Robert Louis Miller
Claimed Lawyer ProfileQ&ASocial Media
Long Beach, CA Estate Planning Lawyer with 24 years experience
(877) 568-2977 3780 Kilroy Airport Way
Suite 200
Long Beach, CA 90806
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...
Linda Lu McLarnan-Dugan
Claimed Lawyer ProfileLII Gold
Arcadia, CA Estate Planning Lawyer with 25 years experience
(626) 296-8670 150 N. Santa Anita Ave., Suite 300
Arcadia, CA 91006
Estate Planning, Divorce, Family and Probate
University of West Los Angeles College of Law
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 all areas of Family Law; Probate; Conservatorships; Guardianships; and Estate Planning. She regularly is appointed a Minor’s Counsel in Family Court and PVP Attorney in Probate Court. She is a member of the State Bar of California; Pasadena Bar Association, 2018 President-Elect of the PBA, Chair 2011-2014 Pasadena Family Law Bar; Pasadena Tournament of Roses; and Recording Secretary of...
Candice A. Garcia
Claimed Lawyer ProfileQ&ASocial Media
Ontario, CA Estate Planning Lawyer with 12 years experience
(800) 581-4049 3350 Shelby Street
Ste 345
Ontario, CA 91764
Free ConsultationEstate Planning, Business and Probate
University of La Verne College of Law
I have been practicing law since 2007. My practice focuses on Probate, Business Transactions and Estate Planning. I am a Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization
Priscilla Ann Madrid
Claimed Lawyer ProfileQ&ASocial Media
Anaheim Hills, CA Estate Planning Attorney with 27 years experience
(714) 769-9129 155 N. Riverview Drive #211
Anaheim Hills, CA 92808
Estate Planning, Elder, Nursing Home and Probate
Western New England University School of Law and Western State University College of Law
Priscilla Madrid is is an estate planning and elder law attorney located in Anaheim Hills, California. Her practice includes estate planning for businesses and individuals, probate, trust, estate and elder abuse litigation, conservatorships, trust administration and consulting. She has extensive experience in drafting and interpreting trusts, contracts and other legal documents along with an extensive civil litigation background spanning over 25 years of practice in both state and federal courts. She has successfully tried over 25 jury trials to verdict, is a certified mediator and has successfully negotiated the settlement of hundreds of cases for her clients.

September Joy Katje
Claimed Lawyer ProfileSocial MediaResponsive Law
(877) 993-4777 130 S. Chaparral Court, Suite 140
Anaheim, CA 92808
Free ConsultationAnaheim, CA Estate Planning Attorney with 15 years experience
Estate Planning, Business, Consumer and Foreclosure Defense
California Western School of Law
Ms. Katje earned her Juris Doctorate at California Western School of Law, San Diego, California, graduated Cum Laude and was a Dean's Honor List recipient. She was also a recipient of the American Jurisprudence Award in Contracts I and Contracts II. Ms. Katje was a member of the Law Review and International Law Journal at California Western School Law, where she was an Associate Editor.

Ms. Katje was admitted to the California State Bar in 2003 and is a Member of the American Bar Association and San Diego County Bar Association. Ms. Katje is licensed to practice in all courts in...
John S. Morris
Claimed Lawyer Profile
Arcadia, CA Estate Planning Attorney with 24 years experience
(626) 294-0880 150 N Santa Anita Ave
Suite 750
Arcadia, CA 91001
Free ConsultationEstate Planning, Elder, Family and Probate
Loyola Law School, Los Angeles
The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...
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
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 »
View Profile
Edmund Vincent Yan
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 8 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
Eugene Mayonte Palacios
Claimed Lawyer ProfileSocial Media
West Covina, CA Estate Planning Lawyer with 17 years experience
(626) 331-8188 1050 Lakes Drive, Suite 231
West Covina, CA 91790
Estate Planning, Bankruptcy, Divorce and Immigration
Attorney Eugene M. Palacios is an immigrant from the Philippines and the founder and principal attorney of the Law Offices of Eugene M. Palacios. He is licensed as an attorney in California since 2001 and in the Philippines since 1997. He is admitted to practice before U.S. Immigration Courts, the U.S. Central District Court, and California State Courts.
Amanda Sue Johnson
Claimed Lawyer ProfileSocial Media
Fullerton, CA Estate Planning Attorney with 3 years experience
(714) 283-3803 3711 North Harbor Boulevard
Unit A
Fullerton, CA 92835
Free ConsultationEstate Planning, Collections, Personal Injury and Workers' Comp
Trinity Law School
Attorney Amanda Johnson has an extensive background in law, graduating from Trinity Law School in Santa Ana, California. While attending law school she worked with the Orange County Rescue Mission providing legal services to members of society who might not otherwise have access to legal aid. She was also a member of Asian Pacific American Law Student Association, the Public Relations Director for the Student Bar Association, and she attended an International Human Rights Program in France. Before moving to California for law school, she attended the University of Wisconsin La Crosse where she obtained a Bachelors in Science and...
Fred W Edwards
Claimed Lawyer ProfileSocial Media
Chino Hills, CA Estate Planning Lawyer
(909) 888-8588 4195 Chino Hills Pkwy #1024
Chino Hills, CA 91709
Estate Planning, Bankruptcy and Probate
Trinity International University
Fred Edwards is an Attorney and founder of Edwards Legal. Fred has focused his practice areas on Probate law, Estate Planning, Bankruptcy, and Employment Law.

Mr. Edwards received his Juris Doctor degree from Trinity Law School where he was a Articles Editor for Trinity Law Review and received honors as a Moot Court competitor. He was a member of the Christian Legal Society, the Black Law Students Association and the elected Student Body. He received his undergraduate degrees from the University of La Verne where he was an Alpha Lambda Delta Honor Society member. Mr. Edwards also has an MBA with...
Nathan Wayne Heyde
Claimed Lawyer Profile
Ontario, CA Estate Planning Attorney with 13 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.
Linda Jayne Gladson
Claimed Lawyer ProfileSocial Media
Ontario, CA Estate Planning Lawyer with 35 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
Fred Lee Valentine Jr
Claimed Lawyer ProfileQ&A
Ontario, CA Estate Planning Attorney with 26 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...
Ryan C. Bushore
Claimed Lawyer ProfileSocial Media
Atwood, CA Estate Planning Attorney with 5 years experience
(714) 282-0246 P.O. Box #4
Atwood, CA 92811
Estate Planning, Business, Landlord Tenant and Real Estate
Ryan has worked nearly exclusively with church and other nonprofit organizations, including charter schools, in either locating or in making their location’s availability to other groups on shared/exclusive basis. Including with those services provided, he has assistance in site evaluations, building permits, code and land variances, zoning matters including entitlements and violations, and Conditional, Special and Administrative Use Permits, and the always unpleasant Unlawful Detainer action.

On the legal side, Ryan has negotiated, authored, and reviewed numerous contracts regarding the sale, rental, leasing or licensing of facilities (often in today’s economy on a shared basis), including cell towers, property tax assessments/exemptions,...
Chandani Patel Rijal
Claimed Lawyer ProfileSocial Media
Corona, CA Estate Planning Attorney
(951) 667-1919 4740 Green River Road, Suite 303
Corona, CA 92880
Estate Planning and Immigration
We have one motto: “A warm hearted team for simplified legal solutions” Think about this: If what we are doing is not adding value to your life, business and above all, if our work is not simplifying your problems then why do it at all? We have hearts here at Rijal Law Firm, and yes, pun was intended. Every day, in every way, we strive to be the very best team of professionals, dedicated to providing peace of mind for you. We are committed to building and maintaining a lifetime relationship with each and every client based upon integrity,...
Margaret E Hughes
Claimed Lawyer ProfileResponsive Law
Arcadia, CA Estate Planning Attorney with 10 years experience
(714) 833-0159 122A E Foothill Blvd.
#199
Arcadia, CA 91006
Free ConsultationEstate Planning, Business, Cannabis Law and Employment
Thomas Jefferson School of Law
Jason T. Whiting
PREMIUM

California Estate Planning Lawyer with 20 years experience

Jason advises individuals and families regarding estate planning, wealth succession and philanthropy to responsibly transfer wealth to future generations while minimizing the related income, estate, gift and... Read More »
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 CitiesEstate Planning Lawyers in Nearby Counties

La Verne Estate Planning Legal Aid & Pro Bono Services

San Gabriel Valley LRS
(626) 966-5530
Covina, 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.