Rancho Santa Margarita, California Estate Planning Lawyers

Genene N. Dunn
PREMIUM

California Estate Planning Attorney

Genene N. Dunn is a probate attorney who has been working with the probate courts since 2010, and became an attorney in 2014. Genene is a partner at HUNSBERGER DUNN LLP which has been serving Orange County for over 30... Read More »
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Gordon A. Schaller
PREMIUM

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

Gordon Schaller represents high-net-worth individuals and public and private organizations on tax, estate planning, business succession, charitable and wealth management, trust and estate litigation, and related issues. 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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Scott A. Harshman
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – U.S. and International Tax Lawyer

Scott Harshman focuses on tax, trust and estate matters and business planning for high net-worth individuals, including matters for multinational individuals and families. Read More »
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Rancho Santa Margarita, CA Estate Planning Attorney with 18 years experience
(949) 858-3977 54 Brisa Fresca
Rancho Santa Margarita, CA 92688
Estate Planning
Foreign Law School
Rancho Santa Margarita, CA Estate Planning Lawyer with 39 years experience
(949) 858-5970 20 Santa Gustavo
Rancho Santa Margarita, CA 92688
Estate Planning
Western State Univ
Rancho Santa Margarita, CA Estate Planning Lawyer with 45 years experience
(949) 680-9865 25 Calle Cristina
Rancho Santa Margarita, CA 92688
Estate Planning and Business
Western State Univ
Rancho Santa Margarita, CA Estate Planning Attorney with 22 years experience
(949) 910-2772 64 Montana Del Lago Dr
Rancho Santa Margarita, CA 92688
Estate Planning
Western State Univ COL
Joshua Smisko
Claimed Lawyer ProfileSocial Media
Mission Viejo, CA Estate Planning Attorney with 11 years experience
26050 Acero, STE 305
Mission Viejo, CA 92691
Free ConsultationEstate Planning, Business, Probate and Real Estate
Whittier Law School
Joshua A. Smisko was born in Valencia, California. He attended the University of California, Irvine, graduating with a Bachelor of Arts. Mr. Smisko received his Juris Doctorate degree from Whittier Law School where he was a member of the Entertainment and Sports Law Society and a contributor to their quarterly newsletter and he also obtained a certificate in Intellectual Property. Mr. Smisko previously worked for a National Law Firm representing Banks, Mortgage Loan Lenders, Mortgage Loan Servicers and Foreclosure Trustees dealing with Wrongful Foreclosure claims, Fair Credit Reporting Act claims, Fair Debt Collection Practices Act claims, Evictions, and Bankruptcy...
Joseph Patrick Foley
Claimed Lawyer Profile
Mission Viejo, CA Estate Planning Lawyer with 31 years experience
(949) 770-9949 Mission Viejo, CA 92691
Free ConsultationEstate Planning and Probate
Western State University College of Law
Hossein Farzam Berenji
Claimed Lawyer ProfileSocial Media
Laguna Niguel , CA Estate Planning Attorney with 18 years experience
24742 Kings Road
Laguna Niguel , CA 92677
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.
Tina K Gehres
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 21 years experience
(877) 333-2420 300 Spectrum Center Dr.
Suite #400-10
Irvine, CA 92618
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Employment
Saint Louis University School of Law
Tina K. Gehres is the President and founder of Gehres Law Group, P.C., which she formed to provide affordable legal services to small businesses and individuals in the state of California. With more than two and a half decades of legal and business experience, Ms. Gehres has held a broad range of roles including Corporate Counsel, Director of Human Resources, Law Firm Partner, Legal Consultant, and Senior Accountant. Today, she has positioned herself as a valuable asset to clients as a small business attorney in San Diego and surrounding areas. Ms. Gehres has been a licensed attorney since 1997...
Lawrence H. Geller J.D.
Claimed Lawyer ProfileSocial Media
Laguna Hills, CA Estate Planning Lawyer with 40 years experience
(888) 982-2323 24422 Avenida De La Carlota
#310
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Family and Landlord Tenant
Western State College of Law at Argosy University
Well known by his peers and the courts for his high integrity, strong negotiation skills and trial competence. Clients know him for positive results, sound advice and fair dealing. He is an excellent and experienced lawyer whose practice specializes in family and divorce litigation. His firm is respected and known as tough negotiators and competent trial attorneys. The firm is dedicated and committed to the strong representation of their clients’ rights with high integrity, in depth knowledge and years of experience in FAMILY LAW. Staff members are professional, experienced, responsive and understanding of your needs....
Richard Erroll Young
Claimed Lawyer ProfileSocial Media
Lake Forest, CA Estate Planning Lawyer with 44 years experience
(949) 951-9529 23731 El Toro Road
Ste. B
Lake Forest, CA 92630
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Pepperdine Univ School of Law and Pepperdine University School of Law
Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.
Jeffrey Robert Matsen
PREMIUM

California Estate Planning Attorney with 52 years experience

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... Read More »
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Priscilla Ann Madrid
PREMIUM

California Estate Planning Attorney with 27 years experience

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... Read More »
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Steven John Feldman
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Lawyer with 45 years experience
(714) 914-0977 23151 Moulton Pkwy
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Bankruptcy, Elder and Tax
Loyola Law School and Georgetown University Law Center
Consumer Bankruptcy- Chapter 7 and 13 Our bankruptcy lawyers serve clients in Orange and Los Angeles counties and throughout Southern California, providing vital information on asset protection,exemptions, debt relief and mortgage modification. Tax Resolution Our bankruptcy and former IRS lawyers provide advice about audits, payment plans, settlement offers, and bankruptcy relief. Estate Administration We represent estate fiduciaries and beneficiaries, assisting in the administration of the estate, as well as the protection of the interests of beneficiaries. Elder Law Elder Law is a specialized area of law that protects some of our most vulnerable citizens. We have the knowledge and experience necessary to protect the rights and financial...
Valerian Soltes
Claimed Lawyer Profile
Laguna Niguel, CA Estate Planning Lawyer with 14 years experience
(949) 363-0106 30011 Ivy Glenn Dr
Laguna Niguel, CA 92677
Free ConsultationEstate Planning, Business, Collections and Consumer
Univ of PJ Safarik
Glen D. Duvel
Claimed Lawyer ProfileQ&ASocial Media
Santa Ana, CA Estate Planning Attorney with 19 years experience
(714) 542-5100 1851 E First Street
Suite 900
Santa Ana, CA 92705
Estate Planning, Business, Employment and Personal Injury
Western State College of Law at Argosy University
Glen D. Duvel has represented clients in a wide variety of employment law and estate planning matters. His extensive experience means that clients are given everything they need to reach favorable conclusions to their cases. Glen graduated from the University of California, Irvine with a Bachelor’s of Science in Political Science in 1994. He then went on to earn his Juris Doctorate from Western State University College of Law in 1999. He has had several speaking engagements and publications covering topics such as employment law and estate planning. To learn more about how he can assist you and your legal...
Dawn Danielle Stark
Claimed Lawyer ProfileSocial Media
Laguna Niguel, CA Estate Planning Attorney with 13 years experience
(949) 388-9990 28202 Cabot Road
Suite 445
Laguna Niguel, CA 92677
Estate Planning, Business and Probate
Whittier Coll School of Law
John David Ireland
Claimed Lawyer ProfileSocial Media
Laguna Hills, CA Estate Planning Attorney with 13 years experience
(949) 457-1500 23046 Avenida de la Carlota
Suite 600
Laguna Hills, CA 92653
Free ConsultationEstate Planning, Divorce, Domestic Violence and Probate
Univ of San Diego School of Law
Brian Chew
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 26 years experience
(949) 288-3598 15615 Alton Parkway
STE 450
Irvine, CA 92618
Free ConsultationEstate Planning, Elder and Probate
University of Southern California
Mark Allen Ziebold
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 16 years experience
(949) 788-1819 9870 Research Drive
Irvine, CA 92618
Free ConsultationEstate Planning, Business and Tax
Chapman University Fowler School of Law and Chapman University Fowler School of Law
Alex Jeronimo Llorente
Claimed Lawyer ProfileSocial Media
Laguna Hills, CA Estate Planning Attorney with 24 years experience
(949) 859-5000 23151 Moulton Parway
Laguna Hills, CA 92653
Estate Planning, Bankruptcy, Business and Nursing Home
Western State College of Law at Argosy University
Matthew Louis Tonkovich
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 22 years experience
(714) 273-0883 7545 Irvine Center Drive, Suite 200
Irvine, CA 92618
Free ConsultationEstate Planning, Business, Real Estate and Tax
Pepperdine University
Christopher Gipe
Claimed Lawyer ProfileSocial Media
Rancho Mission Viejo, CA Estate Planning Attorney
(949) 799-4774 30767 Gateway Place
575
Rancho Mission Viejo, CA 92694
Estate Planning and Probate
Western State University College of Law
Eric R. Bardwell
PREMIUM

Jeffer Mangels Butler & Mitchell LLP - Estate Planning Lawyer

Eric Bardwell represents high-net-worth individuals in all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration. 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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Cheryl Lynn Walsh
Claimed Lawyer Profile
San Juan Capistrano, CA Estate Planning Lawyer with 27 years experience
(949) 240-9003 31431 Rancho Viejo Rd., #102
San Juan Capistrano, CA 92675
Estate Planning, Elder, Nursing Home and Probate
Loyola Law School
Edward Sterling Wallace
Claimed Lawyer Profile
SAN Juan Capistrano, CA Estate Planning Attorney with 31 years experience
(949) 476-0668 31371 Rancho Viejo Road, Suite 202
SAN Juan Capistrano, CA 92675
Estate Planning, Arbitration & Mediation, Construction and Personal Injury
Western State Univ
Krista Lee Powers
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Attorney with 26 years experience
(949) 598-8888 23041 Avenida de la Carlota
Suite 205
Laguna Hills, CA 92653
Estate Planning and Tax
Univ of San Diego School of Law
Trace DeWayne Alexander
Claimed Lawyer Profile
Irvine, CA Estate Planning Lawyer with 32 years experience
(949) 218-4551 7700 Irvine Center Drive
Suite 800
Irvine, CA 92618
Estate Planning, Divorce, Family and Real Estate
Univ of San Diego School of Law
Daniel Cooper
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Attorney with 42 years experience
(949) 859-8456 24012 Calle de la Plata
Laguna Hills, CA 92653
Estate Planning, Real Estate and Tax
Western State Univ
Michael L. Kennedy
Claimed Lawyer Profile
Mission Viejo, CA Estate Planning Lawyer
(800) 265-4280 Suite 285
Mission Viejo, CA 92691
Estate Planning, Business, Elder and Family
Christina McGonigle
Claimed Lawyer Profile
Laguna Hills, CA Estate Planning Attorney
(949) 454-2205 23601 Moulton Pkwy
Suite 200
Laguna Hills, CA 92653
Estate Planning
Jeffrey Robert Matsen
Claimed Lawyer ProfileLII GoldSocial Media
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...
Robert Lopez
Claimed Lawyer ProfileQ&ASocial Media
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....
Julie King
Claimed Lawyer ProfileQ&ASocial Media
Newport Beach, CA Estate Planning Lawyer with 31 years experience
(949) 689-2012 1621 Santiago Drive
Newport Beach, CA 92660
Free ConsultationEstate Planning, Business and Trademarks
Loyola Law School
With 30 years’ experience, Julie King practices law with the highest standards of ethics and professionalism. She handles a wide variety of business and estate planning matters including contracts, employment, corporation/LLC/partnership formation, wills and trusts, pet trusts, trademarks, copyrights, landlord tenant, creditor’s rights, annual meeting minutes and corporate records, mergers and acquisitions, and employee training. She served as in-house counsel to major international corporations, including Toshiba America, where she worked for 15 years. She understands businesses in a way many lawyers do not simply because she has experienced the day-to-day interactions first-hand. See the difference a trained in-house counsel can...
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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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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Mona Parsa
Claimed Lawyer ProfileSocial Media
Orange County, CA Estate Planning Attorney with 11 years experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning, Entertainment & Sports and Immigration
Whittier Law School
Aside from presenting seminars statewide focusing on the importance of estate planning and preparing living trusts, Mona’s practice involves assisting individuals - especially entertainers and others excelling in their respective fields - in their immigration matters, as well as working with individuals and companies requiring contracts assistance.
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Costa Mesa, CA Estate Planning Attorney with 9 years experience
(877) 687-7558 650 Town Center Drive, Suite 880
Costa Mesa, CA 92626
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...
Christopher Robert Blevins
Claimed Lawyer ProfileSocial Media
(949) 393-7575 1560 Brookhollow Dr.
Suite 201
Santa Ana, CA 92705
Free ConsultationSanta Ana, CA Estate Planning Attorney with 11 years experience
Estate Planning and Business
University of Arizona
Mr. Blevins is a graduate of the University of Arizona, James E. Rogers College of Law (JD, 2007) and the University of California, Santa Barbara (BA, 2002).

Mr. Blevins has over a decade of legal experience providing estate planning services to families and strategic business counsel to small corporations and Fortune 500 companies. Mr. Blevins' unique background of serving as both corporate in-house counsel for various corporations and as a private litigation counsel makes him uniquely poised to quickly and effectively resolve your legal needs. Our clients include individuals, families, start-ups, small businesses and Fortune 500 companies.

Mr....
Eric R. Bardwell
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Fullerton, CA Estate Planning Lawyer with 16 years experience
(800) 220-4205 619 N. Harbor Blvd.
Fullerton, CA 92832
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...
Joshua David Meier
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 12 years experience
(949) 718-0420 1303 Avocado Avenue
Suite 230
Newport Beach, CA 92660
Free ConsultationEstate Planning and Business
Univ of San Diego School of Law
I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...
Henry Daniel Lively
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 21 years experience
(949) 477-4127 4675 MacArthur Ct.
Suite 550
Newport Beach, CA 92660
Free ConsultationEstate Planning and Tax
Chapman University Fowler School of Law and Western State College of Law at Argosy University
Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...
Joshua D. Ramirez
Claimed Lawyer ProfileSocial Media
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.
Scott A. Harshman
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer with 21 years experience
(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
University of San Diego School of Law and Whittier Law School
Daniel W. Layton
Claimed Lawyer ProfileBlawgsearchSocial Media
Newport Beach , CA Estate Planning Lawyer with 14 years experience
(949) 301-9829 23 Corporate Plaza Dr.
Ste. 150, Office 251
Newport Beach , CA 92660
Criminal, International, Tax and White Collar Crime
Golden Gate University School of Law and The University of Chicago Law School
Daniel W. Layton is a former Federal tax prosecutor and trial attorney for the IRS. His practice as a tax attorney is dedicated to handling all aspects of tax controversy, including audits, collection, international tax, and criminal tax defense. Mr. Layton has extensive experience and insight from his time in the government sector, which greatly benefits his clients. As a former Federal tax prosecutor with the U.S. Department of Justice, in the Tax Division of the U.S. Attorney’s Office in Los Angeles, and a former IRS trial attorney in San Jose, he has litigated a wide variety of civil...
David L. Crockett
PREMIUM

California Estate Planning Attorney with 49 years experience

University of California - Los Angeles and University of California - BerkeleyCalifornia
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Rancho Santa Margarita Estate Planning Legal Aid & Pro Bono Services

Seaside Legal Services
(949) 494-9411
Laguna Beach, CA


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