Los Angeles, California Estate Planning Lawyers

Alice A Salvo
PREMIUM

Woodland Hills, CA Estate Planning - Superior Credentials

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

California Estate Planning Lawyer with 25 years experience

Linda L. McLarnan-Dugan, Esq. has over 26 years of experience in the legal field following her admission to the California State Bar. She handles all types of cases which deal with the family. Her practice include... Read More »
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Sussan H. Shore
PREMIUM

Skilled Estate Planning Lawyer! Compassionate & Practical Legal Representation!

I have provided dedicated and knowledgeable estate planning counsel for over 30 years. I will passionately advocate for your rights and interests! Visit my website for information, call my office for a consultation. Read More »
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Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 2049 Century Park E
#3850
Los Angeles, CA 90067
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
Los Angeles, CA Estate Planning Attorney with 8 years experience
(310) 719-1040 10866 Wilshire Blvd., Suite 400
Los Angeles, CA 90024
Estate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
Zaher Fallahi, Attorney At Law, CPA, is a California Tax Law Firm and practices as Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Trust, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Tax & Legal aspect of Business Formation, Estate Planning and Civil Litigation. As a California CPA, Mr. Zaher Fallahi testifies before the court as an...
Sussan H. Shore
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 43 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning and Probate
Loyola Law School, Los Angeles
Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...
Burton A. Mitchell
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 41 years experience
(310) 203-8080 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Taxation New York University School of Law and Georgetown University
Jeffrey Paul Geida
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law and Pepperdine University School of Law
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Attorney with 18 years experience
(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.
Jeremy Scott Hyndman
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 11 years experience
(800) 487-4660 Union Bank Plaza
445 S. Figueroa St., Suite 2700
Los Angeles, CA 90071
Estate Planning, Real Estate, Securities and Stockbroker Fraud
Emory University School of Law
My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.
David A. Shapiro
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 17 years experience
(310) 853-1554 5757 Wilshire Blvd
Penthouse 3
Los Angeles, CA 90036
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Attorney David A. Shapiro is an estate planning and probate lawyer based in Los Angeles, CA. With more than a decade of experience handling trust administration, trust litigation, and cases of financial elder abuse, this is an attorney you can trust to resolve your legal matter as efficiently as possible. As a boutique law firm, we are proud of our ability to provide the personalized attention and dedicated legal guidance our clients deserve. Visit our website today to submit a free case evaluation!
Mitchell A. Port
Claimed Lawyer ProfileQ&ALII SilverBlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 37 years experience
(877) 275-6928 9054 Cresta Dr
Los Angeles, CA 90035
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles specializing in four areas of law: Tax Controversies, California Probate, Estate Planning, and Business Transactions. He began his career as a lawyer with the IRS national office in Washington D.C, where he worked on tax collection and litigation matters. He later worked at two noted local law firms where he further developed his tax controversy skills and represented clients in estate planning, probate, and business transactions. Mitch is a former Internal Revenue Service revenue/collection officer. After gaining the skills, knowledge and experience, Mitch founded the Law Office of Mitchell A. Port. As...
Emily Patricia Graham
Claimed Lawyer ProfileBlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 12 years experience
(561) 792-2220 1901 Avenue of the Stars
2nd Floor
Los Angeles, CA 90067
Estate Planning, Entertainment & Sports, Real Estate and Tax
University of Miami School of Law, Boston University School of Law and Nova Southeastern University
Tax and business law focusing on the entertainment, real estate, technology, and healthcare industries.
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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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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Debbie Yeh Joe
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 18 years experience
(424) 325-2205 11620 Wilshire Blvd #900
Los Angeles, CA 90025
Estate Planning and Workers' Comp
Loyola Law School, Los Angeles
Debbie Joe is a Founding Partner of Joe, Southard & Yeoh LLP with over 15 years of legal experience. She works tirelessly balancing an empathetic ear and an aggressive case handling approach on behalf of injured workers. She is well regarded in the legal community for her detailed case analysis and effective advocacy skills, which she uses to achieve favorable results time and time again for her clients.

A native of Southern California, Ms. Joe earned her B.A. degree in Communication Studies from University of California at Los Angeles in 1998 with high academic distinction. She earned her law degree in...
Gary Borofsky
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 48 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of California - Los Angeles
Neil Solarz
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 42 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of San Francisco School of Law
Lisa M. Burkdall
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 24 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning and Business
University of California - Hastings College of the Law and UCLA School of Law
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
Jennifer Yeoh
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 17 years experience
(310) 325-2205 11620 Wilshire Blvd #900
Los Angeles, CA 90045
Estate Planning and Workers' Comp
Loyola Law School
Jennifer Yeoh is a Founding Partner of Joe, Southard & Yeoh LLP, with over 14 years of experience, specializing in workers’ compensation law. She aggressively defends the rights of those who have been injured on the job so that they receive the financial compensation they deserve. She represents a wide variety of workers in both public and private sectors, including construction workers, caretakers, nurses, healthcare workers and airline employees. Ms. Yeoh has an in depth understanding of the intricate workers’ compensation laws and provides individualized attention to her clients to help them navigate through the complex process.

A native of Southern...
Dustin Ginsburg
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Lawyer
(310) 785-5366 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Georgetown University Law Center and University of the Pacific, McGeorge School of Law
Bradford S. Cohen
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney
(310) 203-8080 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law and Maurice A. Deane School of Law at Hofstra University
Jill R. Skinner
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Lawyer with 13 years experience
(310) 785-5381 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Santa Clara University School of Law
Martin A. Neumann
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 38 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
UCLA School of Law
Robert E. Strauss
PREMIUM

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

I skillfully guide families, business owners, real estate developers and investors in complex estate planning matters. I am dedicated to exceptional advocacy! Visit my website for information, call for a consultation. Read More »
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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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Jennifer Long
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 32 years experience
(310) 785-5397 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
University of California, Berkeley School of Law
Robert E. Strauss
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 29 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
UCLA School of Law
David Baum
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 40 years experience
(818) 501-8355 1227 S. Ridgeley Drive
Los Angeles, CA 90019
Estate Planning and Family
Loyola Law School, Los Angeles
My name is David Baum, and I am the managing attorney with the Law Offices of David H. Baum, APLC. I have managed my Law Firm for more than thirty one years. We offer the finest quality adoption legal services for birth mothers, birth fathers and adoptive parents. Currently in the United States, adoption laws are experiencing substantial revisions. In California especially, legislature and state courts continue to change and ratify child adoption laws. Every decision made by the legislative and judicial party affects everyone involved in the adoption process, including birth parents, adoptive families, adoption agencies, and adoption law firms....
Ann Michael
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 27 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Probate and Tax
Oklahoma City University School of Law
Jason T. Whiting
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Lawyer with 20 years experience
(310) 201-3559 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Golden Gate University School of Law and University of Southern California Gould School of Law
Stephen E. Grant
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 7 years experience
(213) 545-1331 2355 Westwood Blvd #740
Los Angeles, CA 90064
Free ConsultationEstate Planning and Probate
Loyola Law School, Los Angeles
Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO – in addition to being selected to Super Lawyers® Rising Stars.

Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and families on their estate planning. Among...
Joseph Novel
Claimed Lawyer ProfileResponsive Law
Los Angeles, CA Estate Planning Attorney with 1 year experience
(888) 576-6988 2999 Overland Avenue, Suite 104
Los Angeles, CA 90064
Free ConsultationEstate Planning, Personal Injury and Probate
Southwestern Law School
My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....
Rajesh Wadhwani
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 22 years experience
(213) 550-5090 445 South Figueroa Street, Suite 2600
Los Angeles, CA 90071
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
Alexander L. Bruin
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney
(301) 785-5395 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Loyola Law School, Los Angeles and Loyola Law School, Los Angeles
Megan Ferkel Earhart
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 9 years experience
(310) 785-5328 1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Probate
Loyola Law School, Los Angeles and Loyola University Chicago School of Law
Jessica G. Babrick
PREMIUM

Experienced Estate Planning Attorney! Fervent Counsel & Legal Representation!

I am an experienced and successful estate planning and probate attorney. I provide exceptional representation to clients with estate planning and probate needs! Visit my website for information, call for a consultation. Read More »
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Lisa M. Burkdall
PREMIUM

Experienced Estate Planning Attorney! Sophisticated Wealth Transfer Services!

I am a skilled and knowledgeable estate planning lawyer. I am dedicated to ensuring that each plan addresses the unique concerns and goals of my clients! Visit my website for more information and call for a consultation. Read More »
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Jessica G. Babrick
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 15 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Arbitration & Mediation and Probate
University of California - Hastings College of the Law
Fred Farid Mashian
Claimed Lawyer ProfileSocial Media
Los Angeles, CA Estate Planning Lawyer with 26 years experience
(310) 274-7501 9255 Sunset Blvd.
Suite 630
Los Angeles, CA 90069
Estate Planning, Business and Tax
Boston University School of Law and Southwestern Law School
Fred F. Mashian is the founder and Principal of the Law Offices of Fred F. Mashian, APC. Mr. Mashian founded the firm in 1993. He has over 20 years of experience providing complex estate planning and probate services for his clients. Mr. Mashian’s scope of practice includes Estate Planning, Estate Administration, Probate, Business Formation and Succession Planning, Asset Protection, and Charitable Planning. Mr. Mashian’s extensive knowledge in these areas allow to him to properly guide and counsel his clients on various wealth preservation strategies. Education: Boston University School of Law – LL.M., Masters of Law, Tax Law Southwestern Law...
Alexander R. Ginzburg
Claimed Lawyer ProfileBlawgsearchSocial Media
Los Angeles, CA Estate Planning Attorney with 26 years experience
(310) 914-3222 11111 Santa Monica Blvd
#1840
Los Angeles, CA 90025
Estate Planning, Divorce, Domestic Violence and Probate
Whittier Law School and University of Washington School of Law
Blake A. Rummel
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 29 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Arbitration & Mediation and Probate
Southwestern University School of Law and University of California - Los Angeles
Elizabeth G. Acevedo
Claimed Lawyer ProfileLII GoldSocial Media
Los Angeles, CA Estate Planning Attorney with 9 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Business and Tax
State University of New York - Buffalo
Karen Knutson
Claimed Lawyer ProfileLII Bronze
Los Angeles, CA Estate Planning Lawyer with 18 years experience
(310) 392-9677 11965 Venice Blvd.
#404
Los Angeles, CA 90066
Estate Planning and Probate
University of West Los Angeles
George D. Lee
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Lawyer with 22 years experience
(213) 325-1136 707 Wilshire Blvd Fl 46
Los Angeles, CA 90017
Estate Planning and Business
Univ of Illinois COL
We specialize in Estate Planning (Wills, Trust, Asset Protection) and are fully dedicated to exceeding clients' expectations with timely, professional services with fair billing practices.
John Joseph Donahue
Claimed Lawyer Profile
Los Angeles, CA Estate Planning Attorney with 29 years experience
(888) 505-5603 12012 Wilshire Boulevard, #202
Los Angeles, CA 90025
Free ConsultationEstate Planning, Elder and Probate
Notre Dame Law School
Andrew G. Smith
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Attorney with 10 years experience
(310) 553-8844 1875 Century Park E
#2000
Los Angeles, CA 90067
Estate Planning, Probate and Products Liability
Georgetown University
Peter Hsiao
Claimed Lawyer Profile
Los Angeles , CA Estate Planning Attorney with 33 years experience
(213) 443-4379 633 West Fifth Street, 17th Floot
Los Angeles , CA 90071
Estate Planning, Business, Consumer and Energy
University of California, Berkeley School of Law
Peter Hsiao has 33 years of experience as a lead trial lawyer and is head of the West Coast U.S. Environmental, Health & Safety Practice of King & Spalding LLP resident in the Los Angeles Office. He was named Environmental Litigation Attorney of the Year in Los Angeles by Best Lawyers in America, and one of 16 lawyers named as a Distinguished Environmental Advocate by the American Bar Association. The National Law Journal identifies him as a Trailblazer in Energy and Environmental Law, and is named by Chambers, Legal 500 and Super Lawyers one of the nation’s best...
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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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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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Los Angeles Estate Planning Legal Aid & Pro Bono Services

AIDS Project Los Angeles, HIV & AIDS Legal Services Project
(213) 201-1600
Los Angeles, 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.