San Jose Estate Planning Lawyers

Compare 512 top rated California attorneys serving San Jose.
Patty Setser Esq.
PREMIUM

California Estate Planning Attorney

University of the Pacific, McGeorge School of LawCalifornia
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Liza Weiman Hanks
PREMIUM

California Estate Planning Attorney with 23 years experience

Stanford Law SchoolCalifornia
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Laurie E. Yoon
PREMIUM

Attentive, professional representation in all types of estate planning matters.

I'm an experienced San Jose estate planning lawyer and am dedicated to serving the unique needs of my clients. My practice includes estate planning, probate, wills and trusts, and conservatorship and guardianship. Read More »
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Benjamin J. Sowards Esq.
PREMIUM

Free Consultation! Experienced Estate Planning & Wealth Transfer Attorney!

I am a skilled and knowledgeable estate planning and wealth transfer attorney. I am dedicated to providing creative solutions in a cost-effective manner! Visit my website for client reviews. Call for a free consultation! Read More »
10.0Justia Lawyer Rating for Benjamin J. Sowards Esq. View Profile
James Cai
Claimed Lawyer ProfileBlawg SearchSocial Media
San Jose, CA Estate Planning Attorney with 21 years experience
(408) 436-0789 1754 Technology Dr
#122
San Jose, CA 95110
Free ConsultationEstate Planning, Business, IP and Immigration
Temple University Beasley School of Law
James Cai founded SAC Attorneys, LLP after serving as in-house legal counsel for Yahoo! Inc. His practice focuses on corporate law, immigration, employment and estate planning. Mr. Cai believes in relationship lawyering and has a client-driven practice. He practices law the old fashioned way - giving each client this full attention with prompt responses, thorough research and analysis, aggressive representation and careful attention to details, in both transactional and litigation matters. As a result, most of his clients are repeat and long term clients, including individuals, small businesses, non-profit organizations and public companies. Before founding SAC Attorneys, LLP,...
Jennifer Louise Mispagel
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 12 years experience
(408) 286-9800 70 South First Street
San Jose, CA 95113
Estate Planning, Business, Family and Probate
Santa Clara University School of Law
Jennifer Mispagel focuses her practice on Estate Planning, Trusts and Probate. Jennifer received her Juris Doctorate and her Masters in Business Administration from Santa Clara University in 2008. After completing her first year at Santa Clara University School of Law, Jennifer spent a summer in Tokyo studying the Japanese legal system and interning for a local law firm. When she returned to school, she enrolled in Santa Clara’s MBA program to complement her legal education. Jennifer received both the Witkin and CALI Awards in Community Property as well as the American Bankruptcy...
James Edward Berge
Claimed Lawyer ProfileQ&ASocial Media
San Jose, CA Estate Planning Attorney with 34 years experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
Jeffrey K Nielsen
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 8 years experience
(408) 294-9700 84 West Santa Clara St. #540
San Jose, CA 95113
Free ConsultationEstate Planning, Business and Probate
Western State University College of Law
With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...
Robert Paul Bergman
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 39 years experience
(408) 247-0444 1777 Saratoga Avenue
Suite 208
San Jose, CA 95129
Free ConsultationEstate Planning
Santa Clara University School of Law
Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.
Richard Wingerden
Claimed Lawyer ProfileSocial Media
(408) 564-5870 777 N 1st
Suite 333
San Jose, CA 95112
Free ConsultationSan Jose, CA Estate Planning Attorney with 19 years experience
Estate Planning, Business and Criminal
Lincoln Law School of San Jose
Richard Wingerden will handle every client's matter personally, professionally, and with a great degree of dedication. All of his clients receive the attention they need whether accused of criminal wrong doing, need peace of mind in drafting of a will and trust, or need business advice or drafting of a contract.

With many years as a practicing litigation attorney, Mr. Wingerden has exceptional skill in client advocacy, negotiating, investigating, analyzing, critically reviewing, and resolving minor criminal offense to complex and serious felonies.

Mr. Wingerden has an expert understanding of the criminal justice system and proven ability to understand all...
Michael Edward Lonich
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 38 years experience
(408) 553-0801 1871 The Alameda
Suite 400
San Jose, CA 95126
Free ConsultationEstate Planning, Family and Probate
Pepperdine University School of Law
Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...
Javed Inam Ellahie
Claimed Lawyer ProfileSocial Media
SAN JOSE, CA Estate Planning Lawyer with 45 years experience
(408) 294-0404 12 South First Street, Suite 600
SAN JOSE, CA 95113
Estate Planning, Bankruptcy, Probate and Real Estate
Santa Clara Univ School of Law
Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
He is a certified bankruptcy law specialist (certified by the State Bar of California, Board of Legal Specialization) and has frequently lectured at seminars for bankruptcy law specialists. Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts...
Lisa Intrieri Caputo
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 28 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Santa Clara University
Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.
John David Teter
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 38 years experience
(408) 866-1810 1361 S Winchester
Suite 113
San Jose, CA 95128
Estate Planning, Business, Real Estate and Tax
Golden Gate University School of Law and Santa Clara University School of Law
As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...
Daniel L DuRee
PREMIUM

California Estate Planning Attorney

Do you have questions about the estate planning process? Please call today for a free consultation. Read More »
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Ranvir S Sandhu
Claimed Lawyer ProfileSocial MediaResponsive Law
San Jose, CA Estate Planning Attorney with 10 years experience
(510) 516-2889 1172 Murphy Ave Suite 231
San Jose, CA 95131
Free ConsultationEstate Planning and Business
Lincoln University
Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...
Matthew G. Grech
Claimed Lawyer ProfileOffers Video Chat
San Jose, CA Estate Planning Lawyer with 12 years experience
(408) 214-0385 111 North Market St.
Suite 300
San Jose, CA 95113
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Business and Probate
St. Thomas University School of Law
As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
Merrisa L. Coleman-Bishop
Claimed Lawyer ProfileSocial MediaResponsive Law
San Jose, CA Estate Planning Attorney with 27 years experience
(408) 217-8506 1035 Minnesota Ave
#H
San Jose, CA 95125
Free ConsultationEstate Planning, Bankruptcy, Divorce and Domestic Violence
Western State College of Law at Argosy University
Valary Anne Miller
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 24 years experience
(408) 800-5791 777 N 1st St
Suite 325
San Jose, CA 95112
Estate Planning, Business and Consumer
Santa Clara Univ School of Law
Solution oriented attorney who specializes in Business, Estate Planning, and Consumer Finance Law, offering a proven background of advising large and small businesses. My goals in working with clients is to drive business operations, team building, company governance, and regulatory compliance for small companies, and individuals. Experience in same at: Lincoln Law School of San Jose, Credit.com, A&W Properties, WAP Forum, and eCycle, Inc, and General Electric. Actively collaborates with public- / private-sector officials, senior-level executives, leadership peers, stakeholders, and / or clients to analyze needs while identifying challenges and resolving legal / business issues...
Camelia Mahmoudi
Claimed Lawyer ProfileOffers Video ChatSocial Media
San Jose, CA Estate Planning Lawyer
(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126
Offers Video ChatEstate Planning, Elder, Probate and Tax
Santa Clara University School of Law and Golden Gate University School of Law
Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.
Stanley Phong Phan
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 17 years experience
(408) 232-4900 2092 Concourse Drive, Ste 49
San Jose, CA 95131
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Lincoln Law Sch of San Jose
John Matthew Wunderling
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 21 years experience
(408) 280-0535 333 W Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Gonzaga University School of Law and Golden Gate University School of Law
John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.
Clarence Joseph Ferrari Jr
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 60 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Stanford University
Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.
Eric Daniel Despotes
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 11 years experience
(408) 553-0801 1871 The Alameda
Suite 475
San Jose, CA 95126
Estate Planning, Business, Divorce and Family
Santa Clara University School of Law
Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...
Kamala Maddipoti
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 9 years experience
(408) 752-5436 2670 S. White Rd Ste 105
San Jose, CA 95148
Estate Planning and Immigration
Attorney Kamala Maddipoti is the Founder and President of Kamala Law Corporation. Attorney Kamala completed her Master of Laws (LLM) from Golden Gate University in San Francisco, California. Ms. Kamala is a member of State Bar of California and started practicing law since 2011. She specializes in Estate Planning & Immigration laws and helps her clients on both employment as well as family based immigration matters & estate planning needs. In addition to Immigration & Estate Planning work, she guides and counsels employers on compliance and corporate transactional matters. In her free time she offers pro bono services and...
Benjamin J. Sowards Esq.
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial MediaResponsive Law
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationOffers Video ChatCampbell, CA Estate Planning Lawyer with 16 years experience
Estate Planning, Elder and Probate
University of California, Davis, School of Law

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...
Pascal Anthony Anastasi Esq.
Claimed Lawyer ProfileSocial Media
Campbell, CA Estate Planning Attorney with 33 years experience
(408) 292-2606 267 E. Campbell Avenue, Suite 200
Campbell, CA 95008
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...
Daniel J. Leahy Esq.
Claimed Lawyer ProfileOffers Video ChatSocial Media
Campbell, CA Estate Planning Lawyer with 11 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
University of California - Berkeley
David W. Tate Esq.
Claimed Lawyer ProfileOffers Video ChatSocial Media
Campbell, CA Estate Planning Attorney with 33 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
U of San Francisco School of Law
Timothy D. Henry
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer
(408) 643-0942 1871 The Alameda
Suite 333
San Jose, CA 95126
Estate Planning, Elder and Probate
If you are in need of an estate planning lawyer in San Jose, you can have confidence in the help you can secure from Attorney Timothy D. Henry. His reputation speaks for itself, and you can rest assured in the help you can procure when you come to the Law Offices of Timothy D. Henry. This law firm exists to support individuals just like you, and you can have confidence that your case can receive the care and attention it requires when you come here. Attorney Henry attended Idaho State University, where he received his Bachelor of Science degree. He...
Dixon Ray Howell
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 52 years experience
(408) 979-7800 1800 Hamilton Ave, Suite 240
San Jose, CA 95125
Estate Planning, Business, Real Estate and Tax
UC Berkeley School of Law Boalt Hall
Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.
Khristine Miranda Serbin
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer
(408) 899-9529 777 North First Street
Suite 350
San Jose, CA 95112
Estate Planning
University of San Francisco School of Law
Patty Setser Esq.
Claimed Lawyer ProfileOffers Video ChatLII Gold
Campbell, CA Estate Planning Attorney
(408) 371-6000 2542 S Bascom Ave, #200
Campbell, CA 95008
Offers Video ChatEstate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
Sally Roselle Cooperrider
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 39 years experience
142 George St
San Jose, CA 95110
Estate Planning, Arbitration & Mediation, Divorce and Elder
Santa Clara University and San Jose State University
I practice family law, with an emphasis on collaborative divorces and mediation. I also prepare QDROs (Qualified Domestic Relations Orders) for the division of pensions in a divorce. In addition I practice estate plannning, including preparing revocable living trusts, special needs trusts, and wills. My practice is near downtown San Jose, California. I have been an attorney for 25 years.
Sean Sullivan Hanley
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 13 years experience
(408) 293-0344 1091 Lincoln Ave
San Jose, CA 95125
Estate Planning
California Western School of Law
Matthew Triet Vo
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney with 6 years experience
(408) 978-7976 919 Story Rd, suite 1204
San Jose, CA 95122
Estate Planning, Personal Injury and Probate
Attorney Matthew Triet Vo is a caring and confident attorney. He provides a wide range of legal services, specifically in Estate Planning, Probate and Personal Injury.

Matthew considers himself to be “the people's lawyer” and is passionate in being an advocate for his clients when defending their rights.

Matthew is currently admitted to practice law before the courts of the State of California, the Federal District Court of the Northern District of California and the Ninth Circuit Court of Appeals.
John Marshall Collins
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 48 years experience
(408) 287-9001 60 S Market St
Ste 1400
San Jose, CA 95113
Estate Planning, Arbitration & Mediation, Business and Real Estate
UCLA School of Law
Sharon Louise Roper
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 36 years experience
(408) 264-4576 2125 Canoas Garden Ave
Ste 120
San Jose, CA 95125
Estate Planning, Divorce and Family
Santa Clara University
Eddy Hsu
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 14 years experience
(408) 625-1138 111 North Market Street
Suite 300
San Jose, CA 95113
Estate Planning, Bankruptcy and Family
University of San Francisco
Loren B. Vaccarezza
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 24 years experience
(408) 432-6000 1590 Berryessa Road
San Jose, CA 95133
Estate Planning, Divorce, Education and Elder
Humphreys College of Law
Phil Nielsen
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Attorney
(408) 294-9700 255 N. Market Street #150
San Jose, CA 95110
Estate Planning and Business
Pinakin Milind Masurekar
Claimed Lawyer ProfileSocial Media
San Jose, CA Estate Planning Lawyer with 16 years experience
(650) 353-7744 2570 N 1st St, Suite 200
San Jose, CA 95131
Estate Planning, Business, International and Securities
Chicago-Kent College of Law, Illinois Institute of Technology and Government Law College
Alan Vance McAllister
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 47 years experience
(669) 230-4167 586 N 1st St
Ste 222B
San Jose, CA 95112
Estate Planning, Divorce, Family and Personal Injury
UC Hastings COL
Naomi Comfort
Claimed Lawyer Profile
San Jose, CA Estate Planning Attorney with 22 years experience
(408) 248-7878 99 Almaden Blvd., 6th Floor
San Jose, CA 95113
Estate Planning, Elder and Probate
Golden Gate University School of Law, Golden Gate University School of Law and University of California - Los Angeles
Jenny Phuong Do
Claimed Lawyer Profile
San Jose, CA Estate Planning Lawyer with 23 years experience
(408) 292-5505 111 W. Saint John Street, Suite 888
San Jose, CA 95113
Estate Planning
Lincoln Law Sch of San Jose
Lawyer Rating
Video Chat
Years of Experience
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Fees
Profile Strength
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

San Jose Estate Planning Legal Aid & Pro Bono Services

Santa Clara County Self-Service Centers/Family Law Facilitator's Office
Sunnyvale, CA


AIDS Legal Services
(408) 293-3135
San Jose, 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.

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