Rialto, California Estate Planning Lawyers

Howard S. Borenstein
PREMIUM

Free Consultation! Experienced San Bernardino County Estate Planning Attorney!

For over 25 years, I have provided skilled counsel and advocacy for estate planning needs. I am dedicated to obtaining the best possible outcomes! Visit my website for more information or call for a free consultation. Read More »
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Barbara G. Knox
PREMIUM

California Estate Planning Attorney with 28 years experience

University of Southern California Gould School of LawCalifornia
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Joseph M. Wojcik
PREMIUM

Planning for all stages of your life.

I have been an estate planning lawyer for over 23 years, but you’ve spent your entire life building your estate. Don’t let someone else control it after you die. Preserve your life’s work with Davis & Wojcik. Read More »
10.0Justia Lawyer Rating for Joseph M. Wojcik View Profile
Elaine E. Hill
PREMIUM

California Estate Planning Attorney with 29 years experience

University of Denver and University of Colorado Law SchoolCalifornia
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Rialto, CA Estate Planning Attorney with 7 years experience
(888) 634-2140 2009 W Sunnyview Dr
Rialto, CA 92377
Estate Planning and Family
Rialto, CA Estate Planning Attorney with 34 years experience
(951) 784-5133 308 N Riverside Ave Ste 2E
Rialto, CA 92376
Estate Planning, Bankruptcy, Divorce and Family
Western State Univ
David D L Horton
Claimed Lawyer ProfileSocial MediaResponsive Law
San Bernardino, CA Estate Planning Lawyer
(844) 951-4529 1473 E Carnegie Dr
Ste 200
San Bernardino, CA 92408
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Northwestern California, School of Law
We’re proud that our law firm is local and we offer our exceptional legal services to SoCal, Riverside, San Bernardino and Palm Springs California. With Our sensitivity coupled with Our aggressive approach to Probate matters and Our wealth of knowledge when it comes to Estate Planning, Our extensive experience with ALL Legal Tax Issues and Our first hand knowledge and real world experience as Business owners has allowed us to call southern California home for many years.

Handling the legal issues that arise after the death of a friend or loved one can be very challenging. If a family member has...
Robert Alan Krasney
Claimed Lawyer ProfileSocial Media
San Bernardino, CA Estate Planning Lawyer with 31 years experience
(909) 884-1600 362 W 6th St.
San Bernardino, CA 92401
Estate Planning, Business, Landlord Tenant and Personal Injury
California Southern LS
Joyce Marie Holcomb
Claimed Lawyer Profile
San Bernardino, CA Estate Planning Lawyer with 13 years experience
(909) 889-7111 215 N D St
San Bernardino, CA 92401
Estate Planning, Business, Divorce and Family
California Southern LS
I am a member of the California State Bar since 2006; the San Bernardino County Bar and Association of Certified Family Law Specialist. I am a certified Family Specialist (I am the only female Certified Family Law Specialist in the Cities of San Bernardino, Redlands and Highland). For the past 6 years I have had the Indigent Defense Contract with the County of San Bernardino wherein I was court appointed to represent several hundred of defendants who were charged with Contempt of Court for violation of court orders (typically non-payment of child support). I also represented several hundred military personal under the...
Wilfrid Cunningham Lemann
Claimed Lawyer Profile
San Bernardino, CA Estate Planning Lawyer with 41 years experience
(909) 889-3691 215 N D Street Ground Floor
San Bernardino, CA 92401
Estate Planning, Business and Tax
Loyola Univ School of Law
Thomas William Dominick
Claimed Lawyer Profile
San Bernardino, CA Estate Planning Lawyer
215 North D Street
First Floor
San Bernardino, CA 92401
Estate Planning
Marivel Zialcita
Claimed Lawyer ProfileQ&ASocial Media
Claremont, CA Estate Planning Lawyer with 16 years experience
(909) 256-6702 341 W. 1st St.
Suite 100
Claremont, CA 91711
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
MARIVEL M. ZIALCITA is the founder of MMZ LAW, A Professional Corporation, where she practices in the areas of Trust and Estate, Elder Law, VA Benefits, Special Needs, Conservatorship, Trust Administration and Probate. Ms. Zialcita is a frequent speaker on trust and estate matters and holds memberships in the State Bar of California, Trust and Estate Section, The San Bernardino County Bar Association, Wealth Counsel and Elder Counsel. She currently assists in the pro bono legal services program at the James L. Brulte Senior Center in Rancho Cucamonga, California. Ms. Zialcita received her B.A. degree from the University of California,...
Robert Louis Miller
Claimed Lawyer ProfileQ&ASocial Media
Rancho Cucamonga, CA Estate Planning Lawyer with 24 years experience
(877) 568-2977 3350 Shelby Street
Suite 200
Rancho Cucamonga, CA 91764
Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
Western State Univ COL
Attorney Robert Miller has a 10.0 Avvo rating, and has been designated a “Client’s Choice DUI Attorney.”

He was named by clients as a top Orange County DUI Lawyer on Yelp, receiving Yelp’s highest rating award, based on reviews.

Mr. Miller has 23 years practicing law in Orange County, including at other criminal defense and DUI firms and practices with his own firm.

Robert Miller has been the author or co-author of three books on DUI defense and has appeared on television and radio as a legal commentator.

He has successfully handled thousands of cases and has many positive...
Maureen Alice Lyons
Claimed Lawyer ProfileBlawgsearchSocial Media
Riverside, CA Estate Planning Lawyer with 22 years experience
(951) 781-1960 6529 Riverside Avenue
Suite 132
Riverside, CA 92506
Estate Planning, Elder and Probate
Southwestern Law School
Attorney Maureen Lyons focuses on Estate Planning, Elder Law, Medi-Cal & Veterans Long Term Care Planning and Special Needs Planning. Maureen is a graduate of Southwestern University School of Law, Los Angeles. Maureen also holds an MS in Applied Biometry from University of Southern California; an MA in Psychology from California State University, Los Angeles; and a BA in English from University of California, Riverside. Maureen is a Past President of the Estate Planning Council of Riverside County, Past President of the Southern California Chapter of the National Academy of Elder Law Attorneys (NAELA), , and former...
Nicole L. Ebarb
PREMIUM

California Estate Planning Lawyer

California Desert Trial Academy of LawCalifornia
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Julia Burt
PREMIUM

California Estate Planning Attorney with 19 years experience

Western State College of Law at Argosy UniversityCalifornia
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Daniel Jai Tripathi
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 12 years experience
(877) 422-5297 4192 Brockton Avenue, Suite 100
Riverside, CA 92501
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...
Richard Samuel Price
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
(909) 475-8800 300 E. State St., Ste. 620
Redlands, CA 92373
Free ConsultationRedlands, CA Estate Planning Attorney with 18 years experience
Estate Planning, Elder and Probate
New York University School of Law and Western New England University School of Law
R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, trust administration, long-term care planning and litigation. He represents clients in probate matters and prosecutes and defends clients in probate and trust litigation. He made such an impression on an author client that she based a character of a probate attorney on him, in her...
Candice A. Garcia
Claimed Lawyer ProfileQ&ASocial Media
Ontario, CA Estate Planning Lawyer with 12 years experience
(800) 581-4049 3350 Shelby Street
Ste 345
Ontario, CA 91764
Free ConsultationEstate Planning, Business and Probate
University of La Verne College of Law
I have been practicing law since 2007. My practice focuses on Probate, Business Transactions and Estate Planning. I am a Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization
David S. Hamilton
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Attorney with 3 years experience
(951) 787-7711 3233 Arlington Ave
Suite 105
Riverside, CA 92506
Estate Planning, Appeals, Elder and Probate
University of La Verne College of Law
I am an attorney at Dennis M. Sandoval, A Professional Law Corporation. I graduated magna cum laude from the University of La Verne College of Law. During law school, I was the Editor-in-Chief for Volume 36 of the University of La Verne Law Review, and I was the Editor-in-Chief for Volume 20 of the Journal of Law, Business & Ethics. I also competed on La Verne Law's National Moot Court Competition Team at the Hispanic National Bar Association's 19th Annual Uvaldo Herrera National Moot Court Competition in Orlando, Florida.
Fernando Bernheim
Claimed Lawyer ProfileSocial Media
Upland, CA Estate Planning Lawyer with 16 years experience
(909) 949-1960 222 N Mountain Avenue Ste 108
Upland, CA 91786
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Univ of LaVerne COL
Andrew Gilliland
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 19 years experience
(951) 394-3885 6809 Indiana Ave.
Suite #130-B1
Riverside, CA 92506
Free ConsultationEstate Planning and Probate
The University of Utah S.J. Quinney College of Law
I love what I do. I have the opportunity to work with you to make sure that everything you have worked for or will work for during your life does not end up in the hands of others or does not destroy your family. Over my 17 years of practicing law, I have discovered that there is a real need for personal and practical legal advice when creating your unique estate plan or helping you through probate after a loved one dies. I have discovered that words have meaning, interpretations differ, and memories fade. I can...
Matthew Murillo
Claimed Lawyer ProfileSocial Media
Redlands, CA Estate Planning Attorney with 9 years experience
(866) 246-1651 1255 West Colton Avenue, Suite 101
Redlands, CA 92374
Free ConsultationEstate Planning, Business, Criminal and DUI
University of La Verne College of Law
Attorney Matthew Murillo is quickly rising among the ranks of California Attorneys in Business, Criminal Defense, DUI Defense and Estate Planning and was recently nominated as one of California’s Top 100 Trial Lawyers in the area of Criminal Defense. Admitted to the State Bar of California in 2009, Matt has been deeply involved in creating the type of law firm he believes will best serve California Residents. Founding the Law Offices of Matthew Murillo in April 2010, Matt has been diligent in his efforts to provide only the best service – treating every client like his own family....
Courtney Writer
Claimed Lawyer Profile
(909) 475-8800 300 E. State Street, Suite 620
Redlands, CA 92373
Redlands, CA Estate Planning Lawyer with 5 years experience
Estate Planning, Elder, Probate and Real Estate
Southwestern Law School
Courtney Writer joined Price Law Firm, APC as an associate attorney in early 2017. With experience in civil litigation and real estate matters, Courtney began her legal career in 2015 as a paralegal and later, an associate attorney at various law firms in Los Angeles and the Inland Empire.

Courtney prides herself on excellent customer relations. At Price Law Firm, Courtney represents clients in legal matters involving civil litigation, probate, real estate, trust administration, and estate planning.

A member of the San Bernardino County Bar Association, Riverside County Bar Association, and Los Angeles County Bar Association, she is very involved in the...
William L Huestis
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Attorney with 12 years experience
(888) 815-3546 11801 Pierce St., #200
Riverside, CA 92505
Estate Planning, Bankruptcy, Elder and Probate
Chapman University Fowler School of Law and Chapman University Fowler School of Law
Dennis Michael Sandoval
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 22 years experience
(951) 787-7711 3233 Arlington Ave
Suite 105
Riverside, CA 92506
Estate Planning, Elder, Probate and Tax
Western State College of Law at Argosy University
Dennis is the only attorney in California with the following three designations: Certified Estate Planning, Trust and Probate Law Specialist; Certified Taxation Law Specialist; and Certified Elder Law Attorney. He is a Fellow of the National Academy of Elder Law Attorneys. He has been selected as a Southern California Super Lawyer every year since 2011. He is rated 10.0 Superb by Avvo and AV Preeminent by Martindale Hubble. His law firm specializes in estate planning, special needs planning, probate, conservatorships, elder law, will and trust contests, tax planning, and tax controversy issues.
Heidi Richert Clerc
PREMIUM

California Estate Planning Attorney with 10 years experience

Northeastern University School of LawCalifornia
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James Charles Shields
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Attorney with 24 years experience
(888) 910-6652 3600 Lime St., Building 4
Suite 412
Riverside, CA 92501
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...
Harry Mirchandaney
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 10 years experience
(800) 756-1091 7155 Magnolia Ave.
Suite 200
Riverside, CA 92504
Free ConsultationEstate Planning, Divorce, Family and Probate
Harvard Law School and Loyola Law School, Los Angeles
Harry Mirchandaney counsels clients throughout California on trusts and wills, probate and trust administration, Personal Injury, Divorce and related issues such as Child Custody, Child and Spousal Support, and pre-nuptial and post-marital property agreements, through HMA Law Group's offices in Newport Beach, Riverside, and satellite locations.
Kyle Allen Patrick
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Attorney with 14 years experience
(951) 742-8010 3890 11th St.
Suite 218
Riverside, CA 92501
Free ConsultationEstate Planning, Business, Probate and Real Estate
Golden Gate Univ School of Law
Kyle A. Patrick is the principal of The Law Office of Kyle A. Patrick, P.C., where he practices in the areas of estate planning, conservatorships, probate administration, trust administration, trust and will litigation, business planning, real estate, and civil litigation. Kyle has represented individuals, families, private professional fiduciaries, businesses, non-profit organizations, religious groups, public entities, and governmental organizations in a variety of matters. A Hoosier by birth, Kyle moved to California at a young age. He graduated from Riverside Polytechnic High School in 1994, enlisted in the United States Army, and was assigned to the 1st Infantry...
Daryl Henry Carlson
Claimed Lawyer Profile
Redlands, CA Estate Planning Attorney with 41 years experience
(909) 307-3373 114 W. Vine Street
Redlands, CA 92373
Estate Planning
Brigham Young University
Frank J. Prainito
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Attorney with 23 years experience
(909) 481-3626 4192 Brockton Ave
#103
Riverside, CA 92501
Estate Planning, Divorce, Elder and Probate
Western State College of Law at Argosy University
MY PROMISE: My consultations are not on a time clock . . . I will personally review your case and any pleadings which you might bring. Having practiced law for more than 19 years in San Bernardino, Riverside, and Los Angeles County and knowing the majority of the judges, I can give you an honest opinion of the expected results of your particular case. I give intensive attention to crucial details of all legal issues, so you can be sure that we will not miss anything. CONSULTATION: ...
Neil Robert Hedtke
Claimed Lawyer Profile
Upland, CA Estate Planning Attorney with 8 years experience
(909) 579-2233 820 North Mountain Ave.
Suite 109
Upland, CA 91786
Estate Planning, Bankruptcy, Elder and Probate
University of La Verne College of Law
Neil R. Hedtke is licensed to practice law in both California and Arizona. Mr. Hedtke received his Bachelor of Science at the United States Military Academy at West Point, New York in 1992. After graduating, he served five years in the United States Army and is a graduate of the Airborne and Ranger schools.
Mr. Hedtke attended the University of La Verne College of Law, where he received his Juris Doctor degree.
Prior to opening his own practice, Mr. Hedtke practiced law with several local law firms as an Associate. Over the past several...
Fred Lee Valentine Jr
Claimed Lawyer ProfileQ&A
Ontario, CA Estate Planning Attorney with 26 years experience
(951) 847-0154 3281 E. Guasti Rd
Suite 700
Ontario, CA 91761
Free ConsultationEstate Planning, Criminal, DUI and Probate
Northrop Univ School of Law
I was raised in inner city Washington, DC and I truly understand the challenges that working class people face. I was lucky to attend a Jesuit college prep high school that prepared me for college. I attended the United States Air Force Academy, served 20 years and now I am a retired Air Force military officer. While serving, I attended evening law school and passed the California State Bar in 1992.

During my time in the Air Force, and post retirement, I have been a commander and directed the paths of many individuals. I have also worked in the business...
Mary Grace Finlay
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 20 years experience
(949) 509-7853 6809 Indiana Ave
Suite 103
Riverside, CA 92506
Estate Planning, Probate and Tax
Western State College of Law at Argosy University
If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.
Howard S. Borenstein
Claimed Lawyer ProfileLII GoldSocial Media
Upland, CA Estate Planning Attorney with 34 years experience
(909) 984-6305 299 W Foothill Blvd
#270
Upland, CA 91786
Free ConsultationEstate Planning, Probate and Tax
Southwestern Law School
Teresa Lynn Morrell
Claimed Lawyer ProfileSocial Media
Upland, CA Estate Planning Lawyer with 6 years experience
(909) 447-9790 876 N Mountain Ave #200-W
Upland, CA 91786
Estate Planning, Business, Environmental and Tax
William Howard Taft University
Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...
Stewart R. Albertson
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 17 years experience
(951) 686-5296 3750 Santa Fe Ave., Suite 109
Riverside, CA 92507
Estate Planning, Business and Elder
Georgetown University Law Center and Loyola University New Orleans
Scot Thomas Moga
Claimed Lawyer ProfileSocial Media
Upland, CA Estate Planning Attorney with 23 years experience
(909) 931-2444 123 E 9th St.
#105
Upland, CA 91786
Estate Planning, Elder, Personal Injury and Probate
Univ of LaVerne COL
With over 20 years of legal experience, attorney Scot Thomas Moga is dedicated to providing effective counsel, outstanding client communication, and creative solutions to the most complex legal issues. As an aggressive and zealous advocate, he is known for obtaining the maximum awards and settlements for his clients in an expeditious manner. Since founding Moga Law Firm in 1996, Mr. Moga has successfully represented clients in many areas of law, concentrating most of his practice in workers’ compensation, personal injury, and estate planning and probate matters. His diverse client base includes injury and accident victims, large and small businesses, as...
Kristiana Erthner
Claimed Lawyer ProfileSocial Media
Riverside, CA Estate Planning Lawyer with 5 years experience
(951) 683-3704 6370 Magnolia Avenue, Suite 320
Riverside, CA 92506
Estate Planning and Probate
Thomas Jefferson School of Law
Kristiana Erthner joined the Grossman Law Firm, APC in 2015 after graduating the Thomas Jefferson School of Law in 2014. While at the university was the recipient of the Jefferson Medal for academic excellence in three semesters. Kristiana now assists the firm with Trust and Probate Litigation cases.
Nathan Wayne Heyde
Claimed Lawyer Profile
Ontario, CA Estate Planning Attorney with 13 years experience
(909) 931-0879 3237 E. Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Business and Real Estate
Whittier Law School
Nathan Heyde is a corporate and transactional attorney on Varner & Brandt's Riverside Corporate & Business Law Team. Nathan practices law in the areas of corporate and business law, business and real estate transactions, mergers & acquisitions, real property, land use and finance. He has advised publicly and privately held businesses in entity formation and dissolution, asset and stock acquisitions, venture financing, real estate acquisitions and intellectual property protection and licensing.
Linda Jayne Gladson
Claimed Lawyer ProfileSocial Media
Ontario, CA Estate Planning Lawyer with 35 years experience
(909) 931-0879 3237 E. Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Elder and Probate
University of San Diego School of Law
Leslie E. Riley
Claimed Lawyer Profile
Ontario, CA Estate Planning Lawyer with 9 years experience
(909) 931-0879 3237 East Guasti Road
Suite 220
Ontario, CA 91761
Estate Planning, Business, Elder and Probate
University of La Verne College of Law
Leslie E. Riley is an estate planning and business attorney in Varner & Brandt’s Ontario office. She was born and raised in the Pomona Valley area of Southern California. She received her undergraduate degree from California State Polytechnic University, Pomona, in Business Administration with an emphasis in Management and Human Resources. With a strong interest in the law and with the purpose of helping people navigate a complex legal system she pursued a legal education at the University of La Verne College of Law. There, she served as the Juvenile Law Editor for the University of La Verne Law Review....
Matthew Edward Sheasby
Claimed Lawyer Profile
Rancho Cucamonga, CA Estate Planning Lawyer with 21 years experience
(909) 922-2543 9227 Haven Ave.
Suite 280
Rancho Cucamonga, CA 91730
Estate Planning, Arbitration & Mediation, Bankruptcy and Elder
Golden Gate Univ School of Law
Erik Jason Bradford
Claimed Lawyer Profile
Riverside, CA Estate Planning Attorney with 18 years experience
(951) 687-6003 10370 Hemet Street
Suite 360
Riverside, CA 92503
Estate Planning, Divorce and Family
Southwestern Univ School of Law
Richard Lynn Barrett Esq.
Claimed Lawyer Profile
Riverside, CA Estate Planning Lawyer with 30 years experience
(951) 784-8320 5806 Magnolia Ave
Riverside, CA 92506
Free ConsultationEstate Planning, Bankruptcy and Tax
California Western School of Law
Michael Steven Fey
Claimed Lawyer Profile
Ontario, CA Estate Planning Attorney with 4 years experience
(909) 466-5575 3333 Concours Street, Suite 4202
Ontario, CA 91764
Free ConsultationEstate Planning, Criminal, Divorce and Family
University of La Verne College of Law
Education- While attending law school, Michael was the first student at La Verne Law to volunteer in both the Disability Legal Aid clinic, which protected disabled children's rights, and the Immigration Clinic, which involved representing a client seeking asylum in the United States. Helping people through these clinics only reinforced Michael's belief in the law. Through all of this work, Michael was able to graduate Cum Laude from law school, while at the same time interning at a local law firm to obtain practical experience.

Experience - Michael is well versed in Family Law, having interned for over a year prior...
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Rialto Estate Planning Legal Aid & Pro Bono Services

Riverside County Bar Association Public Service Law Corp.
(909) 682-5213
Riverside, 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.