Lemon Grove, California Estate Planning Lawyers

Denise E. Oxley Esq.
PREMIUM

California Estate Planning Lawyer with 26 years experience

Inns of Court School of Law, Grays Inn, LondonUnited Kingdom and California
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Barry L. Adams
PREMIUM

California Estate Planning Lawyer with 32 years experience

I am an experienced trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I can help you with setting up your estate plan, resolving a family dispute... Read More »
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Donald R. Oder
PREMIUM

Experienced & Trusted Estate Planning Attorney! Committed to Legal Excellence!

I am dedicated to providing the highest quality legal representation at affordable rates. I am committed to client satisfaction and the best possible outcomes! Visit my website for information, call for a consultation. Read More »
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Matthew Kaemerle
PREMIUM

Free consultation. Estate planning and probate experience you can trust.

I'm an experienced estate planning lawyer helping clients with wills, trusts, estates and probate. I provide guidance throughout the estate planning process to ensure that my clients' wishes are clear and legally sound. Read More »
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Lemon Grove, CA Estate Planning Attorney with 39 years experience
(619) 469-2147 PO Box 517
Lemon Grove, CA 91945
Estate Planning
Western State Univ
Lucas A Woodward
Claimed Lawyer Profile
La Jolla, CA Estate Planning Lawyer with 8 years experience
(858) 454-0024 7777 Fay Avenue
Suite 205
La Jolla, CA 92037
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and University of San Diego School of Law
My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...
Carolyn Ruth Brock
Claimed Lawyer ProfileSocial Media
La Mesa, CA Estate Planning Attorney with 24 years experience
(619) 741-0233 7777 Alvarado Road, Suite 406b
La Mesa, CA 91942
Estate Planning, Business and Probate
Thomas Jefferson School of Law
Carolyn R. Brock graduated from Thomas Jefferson School of Law in December of 1994 where she was on the National Deans List from 1991 - 1993, and a member of the San Diego Justice Journal law review writing staff from 1992 - 1993. Ms. Brock is admitted to practice before the courts of California, the United States District Court for the Southern District of California and the Ninth Circuit Court of Appeals. Carolyn was certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization on June...
Krista Don Stark
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 14 years experience
(619) 944-8988 6393 Benson Ave
San Diego, CA 92114
Estate Planning
Univ of San Diego School of Law
Ron Hal Oberndorfer
Claimed Lawyer Profile
La Mesa, CA Estate Planning Lawyer with 41 years experience
(619) 464-1200 5464 Grossmont Center Drive
Suite 300
La Mesa, CA 91942
Estate Planning and Business
California Western School of Law
Michelle Gold
Claimed Lawyer Profile
Bonita, CA Estate Planning Attorney with 16 years experience
(619) 977-1672 PO BOX 1314
Bonita, CA 91908
Free ConsultationEstate Planning, Domestic Violence, Family and Personal Injury
Kerina Ian Bowler
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 23 years experience
(858) 292-6200 6161 El Cajon Blvd. Ste. B442
San Diego, CA 92115
Estate Planning and Real Estate
Univ of San Diego School of Law
Dan W Kehr
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 15 years experience
(619) 823-8230 600 W. Broadway
7th Floor
San Diego, CA 92101
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...
James Francis Sexton
Claimed Lawyer ProfileSocial Media
Chula Vista, CA Estate Planning Attorney with 28 years experience
(619) 476-9436 3130 Bonita Rd
Chula Vista, CA 91910
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Workers' Comp
California Western School of Law
James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...
Joel Steven Weissler
Claimed Lawyer ProfileLII GoldSocial Media
San Diego, CA Estate Planning Attorney with 30 years experience
(619) 281-1888 2635 Camino Del Rio S. #301
San Diego, CA 92108
Estate Planning, Elder, Probate and Tax
University of San Diego School of Law and California Western School of Law
San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been recognized for the past 3 years by Martindale-Hubble & Lawyers.com receiving their “Client Distinction” award as being in the top 1% of attorneys in client service & satisfaction. A 2008-2013 recipient of San Diego Magazine’s five star award program, in 2010, Attorney Weissler was selected through a peer nomination process as a "Top Attorney" in the Estate Planning Category by the San Diego Daily Transcript. Attorney...
Joel Steven Weissler
PREMIUM

California Estate Planning Attorney with 30 years experience

San Diego Attorney Joel Weissler (619-281-1888) has practiced law for over 25 yrs. Early on, his personal experiences focused his career on Estate Planning, Elder law, Asset Protection & Probate. Joel has been... Read More »
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Scott C. Soady Esq.
PREMIUM

Free Consultation! Experienced Estate Planning Attorney! Protect Your Interests!

I am an effective and dedicated estate planning attorney. I am focused on helping families achieve the results they need! Visit my website for information about estate planning law and call for a free consultation! Read More »
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Barry L. Adams
Claimed Lawyer ProfileQ&ALII Gold
San Diego, CA Estate Planning Lawyer with 32 years experience
(619) 419-0212 By appointment only
San Diego, CA 92108
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific
I am an experienced trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts to find out more information about these issues.
Ruth Ryan-Cruz
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer
(619) 528-2202 3111 Camino Del Rio North, Suite 400
San Diego, CA 92108
Free ConsultationEstate Planning, Business, IP and Probate
California Western School of Law
Ruth Ryan-Cruz is an attorney in San Diego, California with Ryan-Cruz Law, APC. Attorney Ruth Ryan-Cruz practices in the areas of business and corporate law, intellectual property, estate planning, wills, trusts, copyrights, trademarks and more. Contact San Diego Attorney Ruth Ryan-Cruz for a consultation. Ruth is a fluent Spanish-speaking attorney providing counseling and transactional services in Spanish in the areas listed above. Ruth earned her Juris Doctor Degree from California Western School of Law and received a Bachelors of Science degree in Business Administration with an emphasis in High Tech Management from California State...
Phillip J Wu
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 4 years experience
(888) 222-1220 3130 Fourth Avenue
San Diego, CA 92103
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of San Francisco School of Law
Damien Joseph Snow Esq.
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 15 years experience
(619) 296-5884 2635 Camino del Rio S, 110
San Diego, CA 92108
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.
Shaun Kendig Boss
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 43 years experience
(619) 293-7937 306 Upas Street
San Diego, CA 92103
Estate Planning, Antitrust, Appeals and Bankruptcy
University of San Diego
Our operation is focused on providing cost effective solutions and expert customer service to all our clients. In addition to real estate, the firm represents clients in business litigation, construction defect problems, estate planning, arbitrations and mediations. We want our clients to fully understand the legal process and what will be involved in finding a constructive result to their legal issue. I am very active in the legal and real estate community. I continue to educate myself on the most up to date information within my field. I maintain active memberships with both local and national groups in the industry....
Rosemary Jane Meagher-Leonard
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 39 years experience
(619) 295-8705 4456 Florida St
San Diego, CA 92116
Free ConsultationEstate Planning, Appeals, Business and Elder
Western State Univ
I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.
Justin Allen Isaac
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer
(800) 846-1882 3990 Old Town Ave.
Suite A102
San Diego, CA 92110
Estate Planning
Thomas Jefferson School of Law
I have worked at the Lawyer in Blue Jeans Group for eight years. I received my Juris Doctorate from Thomas Jefferson School of Law in 2016.

I have extensive knowledge of estate planning and asset protection and I take personal accountability in ensuring that each client’s needs are met. I am committed to carrying out the Lawyer in Blue Jeans Group’s philosophy of delivering sensible and reliable service.

In addition to helping clients with their estate planning needs, I also host a weekly legal show on the radio. I can be heard on Sunday’s at 9 a.m. on 760 KFMB AM with...
Kymeshia Morris
Claimed Lawyer ProfileQ&ASocial Media
San Diego, CA Estate Planning Attorney with 7 years experience
(858) 413-7980 8880 Rio San Diego Drive, 8th Floor
San Diego, CA 92108
Estate Planning, Business and Family
San Diego Esquire was founded by Ms. Kymeshia Morris in 2012. She has built a law practice that focuses on providing personal attention and candid legal advice to clients. San Diego Esquire is established on the belief that each and every client deserves the best legal representation possible. If you are looking for a lawyer that is hard working, professional, and honest, then you have come to the right place. We represent a diverse clientele in family, estate planning, personal injury & contract law.

Juanita Guillen
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 3 years experience
(619) 304-0600 600 W. Broadway, Suite 700
San Diego, CA 92101
Free ConsultationEstate Planning, Family and Landlord Tenant
Thomas Jefferson School of Law
Juanita Guillen-Mellman is a co-founding partner of Mellman & Mellman LLP, a law firm that has represented clients in various legal matters, including estate planning and probate, family law, real property, civil litigation and estate litigation. As an attorney licensed to practice in all California state and federal courts, Ms. Guillen-Mellman has gained extensive litigation experience by conducting and successfully arguing hundreds of motions, trials, and other hearings. Attorney Guillen-Mellman is well versed in what it takes to obtain results, both in and out of court. At Mellman & Mellman, LLP attorney Juanita Guillen-Mellman is an integral part of the...
Stuart Mellman
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney
(619) 304-0600 600 W Broadway, Suite 700
San Diego, CA 92101
Free ConsultationEstate Planning, Divorce, Family and Probate
Thomas Jefferson School of Law
Mr. Mellman provides clients with a full range of legal services including estate planning, estate litigation, family law, divorce, child custody, child support, spousal support, civil litigation, business transactions, business law, intellectual property, real property, and asset protection. Mr. Mellman received a Bachelor of Science in Business Administration from the University of Central Florida and obtained his Juris Doctorate from Thomas Jefferson School of Law, where he graduated in the top four percent of his class with honors of Magna Cum Laude. While in law school, Mr. Mellman served as the Managing-Editor of the Thomas Jefferson Law Review...
David C. Hawkes Esq.
PREMIUM

California Estate Planning Lawyer with 16 years experience

University of San Diego School of LawCalifornia and U.S. District Court Southern District of California
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Milda Goeriz
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 16 years experience
(619) 630-4765 4455 Murphy Canyon Rd.
Suite 100
San Diego, CA 92123
Free ConsultationEstate Planning, Business and Tax
University of San Diego School of Law, Golden Gate University School of Law and Vilnius University Law Faculty
Milda Goeriz, Esq. is the Principal and Founder of San Diego Tax Law Group, a full service tax law firm focused on tax resolution, business strategies, and estate planning. Attorney Milda Goeriz is experienced with tax audits and representation before the Internal Revenue Service and state and local tax authorities. She excels at domestic and international tax planning and takes pride in increasing clients’ revenue by decreasing exposure and tax liabilities. Ms. Goeriz’s dedication of helping individuals and businesses to utilize the Tax Code to their benefit is steadfast. In reaching the best results, Ms. Goeriz applies modern methods...
John Cummings Grier
Claimed Lawyer Profile
El Cajon, CA Estate Planning Lawyer with 40 years experience
(619) 298-2100 1076 Broadway
El Cajon, CA 92021
Free ConsultationEstate Planning, Insurance Claims, Personal Injury and Probate
Thomas Jefferson School of Law
Donald R. Oder
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
San Diego, CA Estate Planning Lawyer with 20 years experience
(888) 900-9002 600 West Broadway
#700
San Diego, CA 92101
Free ConsultationEstate Planning, Asbestos, Business and Probate
University of California - Hastings College of the Law
Robert Christian Weaver Jr
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 36 years experience
(858) 488-4433 4725 Mercury St #210
San Diego, CA 92111
Free ConsultationEstate Planning, Business, Construction and Probate
Thomas Jefferson School of Law
Omid John Afati
Claimed Lawyer ProfileResponsive Law
San Diego, CA Estate Planning Attorney with 1 year experience
(619) 751-8117 3858 Front Street, Second Floor
San Diego, CA 92103
Free ConsultationEstate Planning and Probate
California Western School of Law
Omid John Afati started Afati Law Firm in 2019 with the goal of providing the Southern California community's estate planning and trust litigating needs. Mr. Afati directs his focus on addressing his clients' concerns and desires when planning for life’s unexpected twists and turns. His experience goes beyond trust and will formation, providing his clients with a secure and manageable estate as well as formidable litigation services.
Martin Elwood
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 37 years experience
(619) 231-8600 1901 1st Ave
Suite 116
San Diego, CA 92101
Free ConsultationEstate Planning, Divorce, Family and Personal Injury
New York Law School
LEGAL SERVICES PROVIDED Family Law and Personal Injury Divorce Evaluation and Characterization of Property Child Custody Child Support Custody Time-share Division of Property Restraining Orders Spousal Support
Kathryn Lynn Konzen
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 12 years experience
5694 Mission Center Road
Suite 177
San Diego, CA 92108
Estate Planning, Family and Probate
Concord Law School
I am a California licensed attorney and experienced eDiscovery professional. I focus on efficient and cost effective solutions for my clients when dealing with family law or estate planning and probate related issues. These can be difficult and challenging times for clients, and I treat each client with the respect and compassion they deserve.
Alejandra Rodriguez
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 15 years experience
(619) 238-5270 2550 5th Ave., Ste. 1030
San Diego, CA 92103
Estate Planning and Elder
California Western School of Law
Alejandra Rodriguez attended the University of San Diego, where she earned her Bachelor of Arts degree in Business Administration and Psychology. Ms. Rodriguez attended California Western School of Law, where she was ranked in the top 10% of her class and graduated cum laude. She was a member of Law Review and her article entitled Is the War on Terrorism Compromising Civil Liberties? A Discussion of Hamdi and Padilla was published in the California Western Law Review Journal. While attending Cal Western, Ms. Rodriguez served as a legal intern in immigration law at Casa Cornelia, and later as a judicial...
John M Masnica
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer
(619) 566-6985 3555 4th Avenue
San Diego, CA 92103
Free ConsultationEstate Planning, Business, Employment and Real Estate
John Masnica is President and founder of Tailored Legal. He formed the law firm to deliver legal services to San Diego’s business owners and families in a different way. John recognized that San Diego’s small business owners and families are in need of quality legal services delivered by an attorney they can understand, relate to, and trust, and for a fixed price within their business and family budgets. Tailored Legal was born out of that recognition and strives to help San Diego’s businesses and families plan for the future by using legal tools to start and operate...
Mr. Dimitri Panagopoulos Esq.
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 9 years experience
(619) 209-6030 8880 Rio San Diego Dr. 8th Floor
San Diego, CA 92108
Estate Planning, Business, Criminal and Tax
Concord Law School and Concord Law School
I have practiced law since 2010, in the areas of Criminal Law, Business Law, and Estate Planning, with an emphasis in protecting small business owners and their assets. I studied criminology at UNLV from 1994 to 2002, thereafter I founded a detective agency in Arizona which focused primarily on criminal defense investigations involving serious felonies such as homicide, burglary, and armed robbery, and business related fraud. I hold a Bachelor of Arts degree in Criminal Justice from UNLV, a Juris Doctorate degree, and an LL.M (Master of Laws) degree from Concord Law School.
Charles Thomas Scott Jr
Claimed Lawyer Profile
San Diego, CA Estate Planning Lawyer with 42 years experience
(619) 702-6900 1202 Kettner Blvd., 3rd Fl.
San Diego, CA 92101
Free ConsultationEstate Planning and Elder
UC Berkeley School of Law Boalt Hall
California Attorney since 1977. Admitted to practice before the United States Supreme Court, Ninth Circuit Court of Appeals, and various Federal District Courts. Notary Public. Certified legal specialist in Estate Planning, Trust and Probate Law, State Bar of California, Board of Legal Specialization. Partner in KIMBALL, TIREY & ST. JOHN, specializing in trust and probate matters and probate litigation. Additional experience in elder law and financial abuse issues, long term care planning, and Special Needs Trusts for persons receiving government assistance. Significant experience with nonprofit organizations and small businesses, including succession planning.
Andrew Shorb
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 6 years experience
(888) 222-1220 3130 4th Ave
San Diego, CA 92103
Free ConsultationEstate Planning, Divorce and Family
I am a founding parter at Shorb & Connor and make it a point to get to know every client that walks through our firms doors. We are a small firm and offer small firm personal service but have the technology and team attorney approach of the larger firms. Ms. Connor and I keep up to date on every case, even thoughs handled by associates. Our goal is to help our clients, and what better way than to provide them with our entire firm's knowledge, not just their single attorney. I began my career at the San Diego Public...
Frank Terrazas
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 3 years experience
(619) 563-8992 1545 Hotel Cir S Ste 100
San Diego, CA 92108
Free ConsultationEstate Planning and Divorce
Thomas Jefferson School of Law
I spent over a decade learning from two of the top Family Law attorneys in San Diego County. After being licensed I immediately began handling all areas of Family Law matters and building what is becoming one of the best and well regarded practices in the field. My knowledge of the law means that attorneys in practice for more than 20 years regularly seek my opinion in their own cases.

In addition, i provide estate planning advise and options for "everyday" people who think they don't need an estate plan. Everyone is in need of an estate plan. I help...
DeEtte L. Loeffler
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 29 years experience
(619) 239-7777 501 W Broadway, Suite 700
San Diego, CA 92101
Estate Planning and Tax
University of San Diego School of Law, Pepperdine University School of Law and University of Washington School of Law
Mark Nelson
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 19 years experience
(760) 613-1234 3645 Ruffin Road, Suite 100
San Diego, CA 92123
Free ConsultationEstate Planning, Bankruptcy, Business and Family
Brian A Cain
Claimed Lawyer Profile
San Diego, CA Estate Planning Attorney with 19 years experience
(858) 277-2122 4858 Mercury Street
Suite 100
San Diego, CA 92111
Estate Planning, Real Estate and Tax
California Western School of Law
Lori Danielle Bolander
Claimed Lawyer Profile
El Cajon, CA Estate Planning Lawyer with 14 years experience
(619) 696-0667 1941 Friendship Drive Ste F
El Cajon, CA 92020
Estate Planning, Family and Probate
California Western School of Law
Lori Bolander is the owner and principal attorney of Bolander Law Group. A graduate of the University of California at San Diego and California Western School of Law, Lori was admitted to the bar in 2005. Prior to that, she worked for a trusts and estates attorney for five years. Shortly after graduation, Lori began practicing in trusts and estates and opened Bolander Law Group in 2006.
William F. McDonald III
Claimed Lawyer Profile
SAN DIEGO, CA Estate Planning Attorney with 15 years experience
(619) 436-5500 550 West C Street
Suite 1150
SAN DIEGO, CA 92101
Free ConsultationEstate Planning and Bankruptcy
Jason Sheinberg
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Attorney with 15 years experience
(858) 429-5704 4909 Murphy Canyon Road, Suite 340
San Diego, CA 92123
Estate Planning and Elder
Marisa R. Quinzii
Claimed Lawyer ProfileSocial Media
San Diego, CA Estate Planning Lawyer with 7 years experience
(619) 297-5100 1550 Hotel Circle North
Suite 170
San Diego, CA 92108
Estate Planning, Personal Injury, Probate and Workers' Comp
California Western School of Law
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Lemon Grove Estate Planning Legal Aid & Pro Bono Services

San Diego Volunteer Lawyer Program
(619) 235-5656
San Diego, CA


Senior Citizens Legal Services
(858) 565-1392
San Diego, 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.