Lakewood, 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 »
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Neil Solarz
PREMIUM

Experienced & Skilled California Attorney for Estate Planning & Probate Matters!

I am a dedicated lawyer with extensive experience in estate planning, wealth transfer and probate matters. I am committed to creative and effective solutions! Visit my website for information, call for a consultation. Read More »
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Martin A. Neumann
PREMIUM

Experienced & Skilled Estate Planning & Trust Administration Lawyer! Call Now!

I have been helping clients achieve their estate planning and trust objectives for over 30 years. I am committed to thorough and comprehensive counsel! Visit my website for more information or call for a consultation. Read More »
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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 »
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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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Lakewood, CA Estate Planning Attorney with 13 years experience
(562) 210-5790 5220 Clark Ave
Ste 220
Lakewood, CA 90712
Estate Planning
Chapman Univ School of Law
Long Beach, CA Estate Planning Lawyer with 27 years experience
(562) 984-3733 1305 E 60th St
Long Beach, CA 90805
Estate Planning
Western State Univ COL
Lakewood, CA Estate Planning Lawyer
(949) 427-5249 4067 Hardwick St # St.127
Lakewood, CA 90712
Estate Planning
William Martin Burbank
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Long Beach, CA Estate Planning Lawyer with 16 years experience
(800) 220-4205 3740 Long Beach Boulevard
Long Beach, CA 90807
Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...
Gregory Mark Shanfeld
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Sherman Oaks, CA Estate Planning Attorney with 25 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
David Mirkin Zeligs
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Long Beach, CA Estate Planning Lawyer with 36 years experience
(562) 987-5270 3780 Kilroy Airport Way, Ste 200
Long Beach, CA 90806
Free ConsultationEstate Planning, Business, IP and Trademarks
University of the Pacific, McGeorge School of Law
Established in 1990, the Law Offices of David M. Zeligs has delivered quality legal services to its clients with professionalism and integrity for a quarter century. Based on our firm’s philosophy of putting the client’s needs first, we provide individualized services based on your realistic legal needs and expectations for a reasonable price.

David M. Zeligs graduated from the University of California at Santa Cruz (UCSC) in 1978 with a B.A. degree in Politics. In 1982, prior to receiving his undergraduate degree, he took time off from college and traveled for six months throughout Latin America. Along the way, he lived...
James Charles Shields
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Torrance, CA Estate Planning Attorney with 24 years experience
(888) 910-6652 21707 Hawthorne Blvd
Suite 204
Torrance, CA 90503
Estate Planning, Bankruptcy and Probate
Loyola Marymount University
High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...
Denise Arlene Furubotten
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Long Beach, CA Estate Planning Attorney with 23 years experience
(562) 436-4392 3780 Kilroy Airport Way
#200
Long Beach, CA 90806
Estate Planning, Business, Divorce and Family
Western State College of Law at Argosy University
Saurab Rijal
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Artesia, CA Estate Planning Lawyer
(855) 997-4525 18000 Poineer Blvd
Suite 203
Artesia, CA 90701
Free ConsultationEstate Planning, Immigration and Probate
Western Michigan University Cooley Law School
James Park
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La Palma, CA Estate Planning Lawyer
(714) 707-2803 6 Centerpointe Drive
Suite 700
La Palma, CA 90623
Estate Planning, Business, IP and Probate
Southwestern University School of Law
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 »
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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 »
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Thomas L. McKenzie
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Los Alamitos, CA Estate Planning Lawyer with 26 years experience
(562) 594-4200 2631 Copa De Oro Drive
Los Alamitos, CA 90720
Estate Planning, Elder and Probate
Western State Univ COL
Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...
Richard Harting
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Long Beach, CA Estate Planning Lawyer with 28 years experience
(562) 981-3707 3711 Long Beach Blvd, Suite 600
Long Beach, CA 90807
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Southwestern Univ School of Law
Laura Elena Claveran
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 37 years experience
(562) 809-9084 3780 Kilroy Airport Way
Long Beach, CA 90806
Estate Planning, Business, Elder and Immigration
USC Law School
Georgia Kezios
Claimed Lawyer Profile
Cerritos, CA Estate Planning Attorney with 20 years experience
(562) 865-7700 18000 Studebaker Road
Suite 700
Cerritos, CA 90703
Estate Planning, Family, Landlord Tenant and Probate
Western State Univ COL
Phillip K Fife
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Los Alamitos, CA Estate Planning Lawyer
(714) 981-4488 11278 Los Alamitos Blvd., #179
Los Alamitos, CA 90740
Estate Planning
Victor J. Yoo
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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.
Richard Joseph Rosiak
Claimed Lawyer Profile
Downey, CA Estate Planning Lawyer with 30 years experience
(562) 622-6000 8137 3rd Street
2nd Floor
Downey, CA 90241
Estate Planning, Divorce, Family and Probate
Western State University College of Law
Mr. Rosiak will work with you to get the best result possible. The staff speaks Spanish and Polish. Night and weekend appointments are available. He is truly your "24 Hour-7 Days A Week" attorney. Our offices are centrally located in Downey near all major freeways 5, 710, 605, 105, 91. You are just minutes away, and we are very flexible with the dates and times to accommodate you.
Aastha Madaan
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Long Beach, CA Estate Planning Attorney with 6 years experience
(949) 346-5294 Suite 400
Long Beach, CA 90803
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
Saman Behnam
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 21 years experience
(562) 436-1500 354 W. Ocean Blvd
Long Beach, CA 90802
Estate Planning, Bankruptcy, Business and Probate
Thomas Jefferson School of Law
The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...
Narcis Brasov
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La Mirada, CA Estate Planning Lawyer
(213) 948-2500 16700 Valley View Ave.
Suite 300
La Mirada, CA 90638
Free ConsultationEstate Planning, Domestic Violence and Probate
Trinity International University
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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Samuel R. Walker
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Long Beach, CA Estate Planning Attorney with 7 years experience
(714) 943-2336 444 W Ocean Blvd Ste 800
Long Beach, CA 90802
Free ConsultationEstate Planning, Appeals, Divorce and Probate
Chapman University Fowler School of Law
Samuel R. Walker is a trusted attorney with a great reputation in and around Los Angeles County and Orange County. He handles Family Law, Estate Planning, Civil Litigation and Appellate matters. The Law Office of Samuel Walker will handle your legal matter with individualized attention and if a contested trial is necessary vigorously represent your legal interests.

At the Law Office of Sam Walker, we are committed to obtaining the best possible resolution for every client. We will ensure that you legal interests are represented in a compassionate, efficient and effective manner. We will deliver positive results. We have many satisfied...
Hector C Perez
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer with 47 years experience
(512) 799-5524 3020 Old Ranch Parkway Ste 300
Seal Beach, CA 90740
Estate Planning, Probate, Tax and White Collar Crime
The University of Texas School of Law
Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...
Peter L. Lago
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Downey, CA Estate Planning Lawyer with 42 years experience
(562) 861-1810 8350 E. Florence Ave., #200
Downey, CA 90240
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Insurance Claims
Whittier Law School
In practice since 1977. Practice currently limited to Living Trusts.
Norman Feirstein
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Westminster, CA Estate Planning Lawyer with 41 years experience
(714) 892-3320 8251 Westminster Ave., Suite 203
Westminster, CA 92683
Estate Planning, Business, Immigration and Personal Injury
Univ of West Los Angeles
Paul D. Brau
Claimed Lawyer Profile
Santa Fe Springs, CA Estate Planning Attorney with 42 years experience
(562) 219-2747 12631 E. Imperial Highway
Suite D-126
Santa Fe Springs, CA 90670
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Pepperdine Univ School of Law
Paul R. Kelly
Claimed Lawyer Profile
Seal Beach, CA Estate Planning Lawyer
(562) 799-5595 3020 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
Free ConsultationEstate Planning, Elder and Probate
Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...
Cherisse Gay Lanier
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 22 years experience
(310) 941-1460 235 E. BROADWAY SUITE 1140
Long Beach, CA 90802
Free ConsultationEstate Planning, Business and Divorce
Western State Univ COL
Thomas Glenn Martin
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Long Beach, CA Estate Planning Lawyer with 21 years experience
(562) 219-3290 249 E. Ocean Boulevard
Suite 501
Long Beach, CA 90802
Estate Planning, Business, Divorce and Family
UCLA School of Law
Krystle Clervaud
Claimed Lawyer Profile
Carson, CA Estate Planning Attorney with 2 years experience
(323) 673-4838 552 E. Carson Street
Suite 104 PMB 320
Carson, CA 90745
Free ConsultationEstate Planning, DUI and Family
Whittier Law School
Mary Elizabeth Mullin
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La Habra, CA Estate Planning Lawyer with 27 years experience
(562) 949-7757 1360 S Beach Blvd
La Habra, CA 90631
Estate Planning
Western State Univ COL
Christina Cacchio
PREMIUM

Experienced and professional help with business, estate planning and tax needs.

Christina represents clients in estate planning, estate and trust administration and charitable planning. She provides tax-savings strategies to high-net-worth individuals. Read More »
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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 »
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Jay Douglas Fullman
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La Habra, CA Estate Planning Lawyer with 39 years experience
(562) 694-6005 800 S Beach Blvd
La Habra, CA 90631
Estate Planning and Business
USC Law School
Tracy Jordan Roberts
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 22 years experience
(562) 432-1001 400 Oceangate
Long Beach, CA 90802
Estate Planning
UCLA School of Law
Jeffrey Robert Matsen
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Costa Mesa, CA Estate Planning Attorney with 52 years experience
(714) 384-6500 695 Town Center Dr
7th Floor
Costa Mesa, CA 92626
Estate Planning, Elder, Probate and Tax
UCLA School of Law
Jeff Matsen is Of Counsel Partner to the Southern California law firm, Bohm Wildish & Matsen, LLP and has been providing a wide range of clients with the highest level of legal services for 50 years. Since receiving his law degree with honors from UCLA School of Law in 1967, Jeff has been entirely dedicated to providing his clients with the quality, professionalism, and integrity they deserve. Bohm Wildish & Matsen, LLP consists of a team of professionals ready to provide asset protection for both domestic and offshore; business and sophisticated estate planning services; form corporations, LLCs and partnerships of...
Joshua D. Ramirez
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Fullerton, CA Estate Planning Lawyer with 4 years experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
Estate Planning, Elder and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles
Joshua D. Ramirez received his Bachelor's Degree in Political Science from Cal State Fullerton. Josh went to Loyola Law School in Los Angeles where he obtained his Juris Doctorate Degree and his LLM Degree in Taxation, which he obtained "With Distinction." He has a passion for Elder Law, as evidenced by him graduating #1 in his Elder Law class. Josh has a passion for the elderly and families mourning the loss of a loved one. Josh enjoys spending time with his wife and young son, spending the day at the shooting range, and flying.
Robert Lopez
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Irvine, CA Estate Planning Attorney with 19 years experience
(800) 501-9620 2372 Morse Ave Ste 152
Irvine, CA 92614
Estate Planning, Business, Employment and Probate
University of Southern California Gould School of Law
Are you a small business owner? or thinking about starting a business? Or do you have an existing business that now has a business, contract or employment issue?

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

With starting a company, we look at what our client ultimately wants to accomplish....
Beti Tsai Bergman
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Torrance, CA Estate Planning Attorney with 21 years experience
(310) 694-8703 3220 Sepulveda Blvd.
Suite 203
Torrance, CA 90505
Estate Planning and Probate
University of California - Davis
Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...
Eric R. Bardwell
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Irvine, CA Estate Planning Lawyer with 11 years experience
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...
Douglas Borthwick
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Santa Ana, CA Estate Planning Attorney with 24 years experience
(714) 654-6742 1800 N. Broadway, Suite 200
Santa Ana, CA 92706
Estate Planning, Business, Criminal and Family
Capital University Law School
Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...
Dan W Kehr
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Huntington Beach , CA Estate Planning Attorney with 15 years experience
(714) 375-6622 17011 Beach Blvd. Huntington Beach, CA 92647
9th Floor
Huntington Beach , CA 92647
Free ConsultationEstate Planning, Business, Communications and Tax
California Western School of Law and UCLA School of Law
Dan W. Kehr is the managing attorney at Kehr Business Law, PC. Before that he was a partner in Best Best & Krieger LLP’s Business practice group, where he provided corporate general counsel, technology, Internet and e-commerce legal services. He handles transactional-based legal issues that address the issues that arise when companies develop, license, acquire or sell information technology and Internet or computer-related products and services worldwide. He represents entrepreneurs, businesses, Internet & tech companies as well as their owners and C-level executives.

Dan provides legal services for a variety of individuals, entrepreneurs, investors and businesses, including start-ups and mid-market...
Daniel Jai Tripathi
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Palmdale, CA Estate Planning Lawyer with 12 years experience
(877) 422-5297 1008 W Avenue M14
Suite A
Palmdale, CA 93551
Free ConsultationEstate Planning, Criminal, DUI and Probate
Southwestern Law School
Versatile trial attorney offering a solid track record of litigation success and experience in various facets of the law. Motivated and articulate professional who thrives in courtroom settings, excels at client rapport, discovery and deposition. Exceptional skill in drafting, reviewing, and analyzing pleadings, motions, responses to summary judgments, opinions, briefs and other legal documents. Recognized as leading defense attorney in Southern California, particularly skilled at “connecting” with and building rapport with jurors, resulting in positive verdicts in vast majority of nearly 20 jury trials, and hundreds of misdemeanor cases. Reputation as a “no nonsense” attorney and aggressive litigator among the...
Ann Michael
PREMIUM

Exceptional Estate Planning Attorney! Attentive Service & Skilled Advocacy!

I am a dedicated and experienced estate planning and probate attorney. I offer exceptional representation for a wide array of estate planning and probate needs! Visit my website for information, call for a consultation. Read More »
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Nicole McGuire
PREMIUM

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

Nicole McGuire's practice focuses on estate planning and taxation for high-net-worth individuals. Read More »
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Lakewood Estate Planning Legal Aid & Pro Bono Services

Chapman University School of Law Alona Cortese Elder Law Center
(714) 628-2504
Orange, 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.