San Marcos Estate Planning Lawyers

Compare 392 top rated California attorneys serving San Marcos.
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Joel Steven Weissler
PREMIUM
Joel Steven Weissler

California Estate Planning Attorney with 31 years of experience

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

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

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

California Estate Planning Lawyer with 27 years of experience

Experienced attorney with office located in Rancho Bernardo, San Diego. In practice in San Diego County for 15 years. Appeared in Los Angeles County, Riverside County and Orange County courts. My practice is limited to... Read More »
10.0Justia Lawyer Rating for Denise E. Oxley Esq. View Profile
Matthew Kaemerle
PREMIUM
Matthew Kaemerle

Estate planning and probate experience you can trust. Call today!

I'm an experienced estate planning lawyer helping clients with wills, trusts, estates and probate. I provide guidance throughout the estate planning process to ensure that my clients' wishes are clear and legally sound. Read More »
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Alicia M Skow
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Alicia M Skow
San Marcos, CA Estate Planning Lawyer with 24 years of experience
(760) 471-5244 1132 San Marino Drive, Suite 201
San Marcos, CA 92078
Free ConsultationEstate Planning
Thomas Jefferson School of Law
Darius Khayat
Claimed Lawyer Profile
Darius Khayat
(760) 591-0245 955 Boardwalk, Suite 303
San Marcos, CA 92078
San Marcos, CA Estate Planning Lawyer with 28 years of experience
Estate Planning, Business and Probate
National Univ School of Law
Elsa Laurine Morris
San Marcos, CA Estate Planning Lawyer with 44 years of experience
(760) 744-8193 PO Box 1868
San Marcos, CA 92079
Estate Planning
Barbara Gervais Fischer
San Marcos, CA Estate Planning Attorney with 31 years of experience
(760) 471-1100 950 Boardwalk Ste 201
San Marcos, CA 92078
Estate Planning
California Western School of Law
Dennis Pearce Kelly
San Marcos, CA Estate Planning Lawyer with 48 years of experience
(760) 471-5244 1132 San Marino Dr Ste 201
San Marcos, CA 92078
Estate Planning
Univ of Michigan Law Sch
Ione Mary Rummery
San Marcos, CA Estate Planning Lawyer with 19 years of experience
(760) 510-5959 100 E San Marcos Blvd Ste 400
San Marcos, CA 92069
Estate Planning
Foreign Law School
Jacqueline Marie Skay
San Marcos, CA Estate Planning Attorney with 29 years of experience
(760) 745-7576 100 E San Marcos Blvd Ste 400
San Marcos, CA 92069
Estate Planning
Univ of San Diego School of Law
Donald E Mayes
San Marcos, CA Estate Planning Attorney with 24 years of experience
(619) 865-8967 185 Calle Querido Ste 1
San Marcos, CA 92069
Estate Planning and Real Estate
Univ of San Diego School of Law
Mark D Walsh
San Marcos, CA Estate Planning Lawyer with 20 years of experience
(800) 494-1324 1097 Vega Way
San Marcos, CA 92078
Estate Planning
Thomas Jefferson School of Law
Deborah Jean Nelson
San Marcos, CA Estate Planning Attorney with 27 years of experience
(760) 736-4700 1650 Linda Vista Dr Ste 101
San Marcos, CA 92078
Estate Planning
Ventura COL
Jeffrey Louis Gaffney
PREMIUM
Jeffrey Louis Gaffney

Helping to Protect your Family Assets and your Legacy in Northern San Diego!

I am an experienced Carlsbad Estate Planning attorney dedicated to helping those with their estate planning and probate needs. I provide thoughtful guidance throughout the planning process. Call today! Read More »
10.0Justia Lawyer Rating for Jeffrey Louis Gaffney View Profile
Scott C. Soady Esq.
PREMIUM
Scott C. Soady Esq.

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

I am an effective and dedicated estate planning attorney. I am focused on helping families achieve the results they need! Visit my website for information about estate planning law and call for a free consultation! Read More »
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Kaley C. Satterlee
San Marcos, CA Estate Planning Attorney with 6 years of experience
(760) 727-4248 3643 Grand Ave Ste B
San Marcos, CA 92078
Estate Planning
University of San Diego School of Law
Assly Sayyar
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Assly Sayyar
Vista, CA Estate Planning Attorney with 16 years of experience
(760) 542-8717 2348 Foothill Drive
Vista, CA 92084
Estate Planning, Business, Collections and Real Estate
UNLV William S. Boyd School of Law
Assly Sayyar is an attorney practicing with Assly Sayyar, Attorney at Law, Inc. which maintains offices in Las Vegas, Nevada and San Diego County, California. She is a skilled and diligent attorney who has been practicing as a trial attorney since 2004. Originally born in England, Assly’s family immigrated to the U.S. when she was a child. She received her Bachelor of Arts in English Rhetoric from the University of Alaska Anchorage in 2000. Assly moved to Las Vegas where she attended the William S. Boyd School of Law. After graduating from law school Cum Laude in 2004, Assly...
Gita Kristina Nassiri
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Gita Kristina Nassiri
Carlsbad, CA Estate Planning Attorney with 26 years of experience
(760) 979-1280 2794 Gateway Road, Suite 101
Carlsbad, CA 92009
Estate Planning and Business
Whittier Coll School of Law
Robert Bennett
Claimed Lawyer Profile
Robert Bennett
Vista, CA Estate Planning Lawyer
(760) 631-2082 640 Escondito Ave.
Suite 113
Vista, CA 92084
Estate Planning, Arbitration & Mediation, Bankruptcy and Divorce
Mr. Bobby Kouretchian
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Mr. Bobby Kouretchian
Carlsbad, CA Estate Planning Attorney with 21 years of experience
(760) 487-8330 5650 El Camino Real, Ste 123
Carlsbad, CA 92008
Estate Planning, Business and Probate
Pepperdine University School of Law
Mr. Kouretchian provides strategic counseling and customized legal service to individuals, families, entrepreneurs, estates and businesses. He specializes in the areas of Wills and Trusts and Corporate/Business Law (Formation, Governance, Finance).
Brenda Geiger
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Brenda Geiger
CARLSBAD, CA Estate Planning Attorney with 16 years of experience
(760) 448-2220 1917 PALOMAR OAKS WAY
STE 160
CARLSBAD, CA 92008
Estate Planning, Business and Elder
University of San Diego School of Law
Mrs. Geiger’s practice is located in Carlsbad, California. Her practice focuses on Estate Planning, Asset Protection, Business Planning, Elder Law, Trust Administration, and Probate. She obtained her law degree from the University of San Diego School of Law where she served as an Editor for the San Diego International Law Journal and published a law review article. She has also authored multiple books on Trusts, Elder Law and Business Law topics and is an active member of the North County San Diego Bar Association, the North County Estate Planning Council and is a member of the editorial committee for the...
Jeffrey Louis Gaffney
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Jeffrey Louis Gaffney
(760) 809-9401 7030 Via Cabana
Carlsbad, CA 92009
Free ConsultationOffers Video ChatCarlsbad, CA Estate Planning Lawyer with 27 years of experience
Estate Planning, Elder and Stockbroker Fraud
Univ of San Diego School of Law
Jeffrey Gaffney is a 27 year attorney and retired Navy Captain. Originally from New York, he moved to San Diego in 1985 and has remained here since, military duties permitting.

An attorney since 1993, Jeff is a graduate of the University of San Diego School of Law. He began as a law clerk in 1991, helping aggrieved investors recover from unscrupulous stockbrokers. A former registered representative ("used stock salesman") and principal (licensed manager of registered representatives), he began his own law firm in the midst of a scandal involving Prudential Securities' sales of limited partnerships. Since then,...
David J. O'Connell
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David J. O'Connell
Escondido, CA Estate Planning Attorney with 32 years of experience
(760) 310-2463 104 West Grand Avenue
Ste. A
Escondido, CA 92025
Free ConsultationEstate Planning, Business and Real Estate
Thomas Jefferson School of Law
Mr. O'Connell leads a small firm of professionals specializing in real estate issues, business, corporations, limited liability companies, estates, and trust administration. He has more than 30 years of experience in these areas and is fully equipped to advise clients regarding their options and risks in these troubling economic times.

Mr. O'Connell speaks frequently at continuing education seminars on topic including the emerging issues in limited liability companies and legal ethics.

Mr. O'Connell served in the U.S. Army Security Agency from 1968 to 1972, serving in Turkey and Germany.
James Francis Sexton
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James Francis Sexton
Oceanside, CA Estate Planning Attorney with 29 years of experience
(760) 919-4394 2424 Vista Way #202
Oceanside, CA 92054
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Workers' Comp
California Western School of Law
James F. Sexton first worked as an attorney for the insurance companies he now opposes. Having worked this side of personal injury and worker’s compensation cases, James understands the goals, motivation, and tactics employed by the insurance companies and the lawyers who protect their interests. He uses that knowledge to better serve and protect his clients’ interests. As CEO of a company and owner of his own law firm, James Sexton’s success reflects the positive experiences his clients have had and continue to have at The Sexton Law Firm. His expertise is extensive and includes California bankruptcy law, California...
Julia Kaemerle
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Julia Kaemerle
Carlsbad, CA Estate Planning Attorney with 12 years of experience
(760) 931-1981 5962 La Place Court
Ste. 165
Carlsbad, CA 92008
Estate Planning, Divorce, Domestic Violence and Family
Thomas Jefferson School of Law
At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.

Additionally, we offer legal assistance in the areas of...
David C. Hawkes Esq.
PREMIUM
David C. Hawkes Esq.

California Estate Planning Lawyer with 17 years of experience

University of San Diego School of LawCalifornia and U.S. District Court Southern District of California
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Paul V.L. Campo
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Paul V.L. Campo
Vista, CA Estate Planning Attorney with 35 years of experience
(760) 639-1680 410 S Melrose Dr, Ste 201
Vista, CA 92081
Free ConsultationEstate Planning and Probate
UCLA School of Law
The Vista, California, Law Office of Paul Campo has provided trusted legal counsel in the North San Diego County region for more than 35 years. Paul is committed to providing personalized, knowledgeable, and efficient legal representation for all types of trust, probate, and estate planning matters, including trust and probate litigation. Paul is an experienced, responsive & affordable attorney.

Paul is a native of Vista. After graduating from Vista High School, he attended Stanford University and received his B.A. in 1981. He then attended the UCLA School of Law, and graduated with a J.D. in 1984. While in law school...
Carrie Netterville Heieck
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Carrie Netterville Heieck
Carlsbad, CA Estate Planning Lawyer with 14 years of experience
(760) 579-7347 2173 Salk Ave
Ste 250
Carlsbad, CA 92008
Estate Planning, Business and Real Estate
Whittier Coll School of Law
For over ten years, Carrie N. Heieck has represented individual and business clients on a myriad of legal matters – always with the goal of protecting her clients from and defending them against the inevitable pitfalls they face in our increasingly litigious and complex world. Ms. Heieck feels strongly that the most important service she can provide her clients is to assist them in avoiding legal problems in the first place. With a carefully devised “life” plan in place, Carrie’s clients feel at ease knowing they are protected.
William Roger Simon Jr
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William Roger Simon Jr
Rancho Santa Fe, CA Estate Planning Attorney with 32 years of experience
(858) 771-0081 PO Box 5005 PMB#107
6105 Paseo Delicias, Suite 7
Rancho Santa Fe, CA 92067
Estate Planning, Business, Elder and Probate
Western State College of Law at Argosy University
Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. As Chief Counsel at Sollertis, Bill works with his clients in the preparation of a Master Asset Protection Plan™ and, once created, manages a team of strategically selected Private Practice Attorneys who work with him to implement the plan and ultimately, to help his clients protect their assets and obtain financial freedom. Bill brings a business perspective to everything he does. As co-founder and managing partner of San Diego Law Firm, he guided the firm in its ascent...
Andrew A. Sexton
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Andrew A. Sexton
Oceanside, CA Estate Planning Lawyer with 1 year of experience
(760) 919-4394 2424 Vista Way, Suite 202
Oceanside, CA 92054
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Personal Injury and Workers' Comp
California Western School of Law
Andrew A. Sexton began his career with a heavy focus in Consumer Bankruptcy Law.  While attending law school at San Diego's California Western School of Law, he was published for articles on Student Loans in Bankruptcy and also worked heavily with the U.S. Trustee Program, a department of the United States Department of Justice.  This component of the Department of Justice was responsible for overseeing the Bankruptcy process and enforcing the Bankruptcy Code to promote the integrity of the system and protect debtors and creditors from abuse. After graduating law school magna cum laude, he began working at The Sexton Law Firm...
Matthew Kaemerle
Claimed Lawyer ProfileLII GoldSocial Media
Matthew Kaemerle
Carlsbad, CA Estate Planning Attorney
(760) 931-1981 5962 La Place Court
Ste. 165
Carlsbad, CA 92008
Estate Planning, Divorce, Family and Probate
Thomas Jefferson School of Law
At the Law Office of Matthew & Julia Kaemerle, L.L.P., we provide our clients with the personalized, experienced, and committed legal counsel that they deserve when facing a challenging legal matter. Our Carlsbad Family Law Attorneys have handled a wide variety of issues related to complex, high-asset divorces, contested custody and visitation cases, pre-nuptial and post-nuptial agreements, as well as non-traditional family formation and dissolution. Our team will work with you to find the right strategy for your situation and will come up with solutions that address your goals and needs.

Additionally, we offer legal assistance in the areas of...
Michael Spiekerman
Claimed Lawyer Profile
Michael Spiekerman
Vista, CA Estate Planning Attorney with 29 years of experience
(760) 214-9404 380 S Melrose Dr
Ste 363
Vista, CA 92081
Free ConsultationEstate Planning and Family
Western State Univ COL
Family Law Attorney Michael Spiekerman is a highly qualified attorney whose practice is exclusively devoted to dissolution of marriage and domestic partnerships, and all manner of family law related issues. He has represented clients with both complex and simple disputes involving the division of community property assets, the allocation of marital and non-marital debt, obtaining and terminating spousal support awards, setting and modifying child support orders, custody, parenting issues, and much more.

Michael recognizes that the circumstance of ending a marriage or any once intimate relationship is an extremely traumatic experience. In order for people to actually be supported...
Kevin K Forrester
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Kevin K Forrester
Encinitas, CA Estate Planning Lawyer with 33 years of experience
(760) 932-0999 4403 Manchester Ave Ste 205
Encinitas, CA 92024-7903
Estate Planning, Arbitration & Mediation and Real Estate
University of San Diego School of Law
Kevin Forrester has more than 20 years experience as a trust and fiduciary lawyer, arbitrator, and mediator of civil, securities, and real estate disputes; and more than 30 years real estate practice experience as a Realtor® and licensed real estate broker.
Joseph Adelizzi
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Joseph Adelizzi
Encinitas, CA Estate Planning Attorney with 36 years of experience
(760) 632-1338 191 Calle Magdalena
Suite 202
Encinitas, CA 92024
Free ConsultationEstate Planning
Western State Univ
My vision for creating the Divorce Mediation service was in recognition of the excessive costs and ordeal clients are forced to put up with in the traditional divorce scenario in Court. Everything accumulated by a family can be consumed in the divorce process because there is no insurance policy to cover the legal expense, no business that has a budget for litigation expenses and no government help, so the community estate must bear the costs for both sides. Needless to say, a typical contested divorce can easily exceed $100,000 and what does a family have to show for it?...
Richard Alan Cornell
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Richard Alan Cornell
Encinitas, CA Estate Planning Lawyer with 30 years of experience
(760) 753-0088 2236 Encinitas Blvd
Encinitas, CA 92024
Estate Planning
Univ of San Diego School of Law
Encinitas Probate Attorney Services Mr. Cornell has spent over 25 years emphasising trust administration and probate with the goal of producing value and providing a personal touch for each client. Areas of Practice Estate Planning Incapacity Planning Guardianship? Conservatorship? Trust Administration and Probate? ?Special Needs Planning Richard Cornell After spending his childhood in Oceanside and graduating from Oceanside High School, Richard Cornell went on to attend Loyola Marymount University graduating Cum Laude and then recieved his Juris Doctorate from the University of...
Merwyn Jay Miller
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Merwyn Jay Miller
Encinitas, CA Estate Planning Attorney with 46 years of experience
(760) 436-8832 191 Calle Magdalena
Suite 270
Encinitas, CA 92024
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
Merwyn J. Miller is an estate planning attorney with an active law office in Encinitas, San Diego County, California. (Encinitas is located in the north coastal area of San Diego County, half way between Del Mar and Oceanside. It is adjacent to the following communities: Cardiff, Carlsbad, Del Mar, La Costa, Leucadia, Oceanside, Rancho Santa Fe, San Marcos, Solana Beach, and Vista. (Click here for a map showing the location of Encinitas.)

He was admitted to the State Bar of California in 1974 and has been certified by that organization’s Board of Legal Specialization as a specialist in Estate Planning, Trust,...
Marion E. Froehlich
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Marion E. Froehlich
Vista, CA Estate Planning Attorney with 25 years of experience
(760) 724-6244 316 S Melrose Dr
Vista, CA 92081
Estate Planning, Family and Probate
Southwestern University School of Law
Lucas A Woodward
Claimed Lawyer Profile
Lucas A Woodward
Vista, CA Estate Planning Lawyer with 9 years of experience
(760) 806-4362 380 S. Melrose Drive
3rd Floor
Vista, CA 92083
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and University of San Diego School of Law
My practice focuses on estate planning, trust administration, and probate and estate litigation. I have diverse experience in the areas of wills, trusts, business formation, federal and state taxation, and estate litigation. His litigation clients include individual and professional trustees, beneficiaries, surviving spouses, care givers, and omitted heirs. Prior to joining Albence and Associates, APC, I practiced at a major securities litigation firm headquartered in San Diego. I was involved in a variety of complex litigation cases, including mortgage backed securities cases and post-merger derivative suits. This diverse litigation experience in multi-party, national scale cases, blends...
Michael Gary Perdue
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Michael Gary Perdue
Carlsbad, CA Estate Planning Attorney with 38 years of experience
(760) 930-9668 1901 Camino Vida Roble
Carlsbad, CA 92008
Free ConsultationEstate Planning, Business, Probate and Real Estate
Univ of San Diego School of Law
Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an emphasis in business) from Brigham Young University. He is a graduate of The University of San Diego School of Law and speaks Japanese (although not as well as he once did). Upon graduation from law school, Mike was admitted to practice law before all the courts of the State of California including The California Superior, State Courts of Appeals and the State Supreme Court, as well as The United States District Court, and The...
Pauline E. Isidro
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Pauline E. Isidro
Carlsbad, CA Estate Planning Lawyer
(760) 487-8330 5650 El Camino Real
Suite 123
Carlsbad, CA 92008
Estate Planning, Arbitration & Mediation, Business and IP
Pauline Isidro is an Associate Attorney at Koza Law Group, specializing in estate planning and business law. She holds a B.A. in English from the University of Southern California, as well as a Juris Doctorate degree from Thomas Jefferson School of Law. A veteran of the public relations industry, Ms. Isidro previously provided strategic publicity and product placement consultation services for various clients at a Hollywood, California-based boutique P.R. firm. Ms. Isidro is currently an active member of the State Bar of California where she also holds membership with the Trusts and Estates Section. She is...
Dana Lynn Green
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Dana Lynn Green
Vista, CA Estate Planning Lawyer with 33 years of experience
(760) 814-0158 450 S. Melrose Dr. - #108
Vista, CA 92081
Estate Planning, Elder, Nursing Home and Probate
Benjamin N. Cardozo School of Law
Dana L. Green is an Estate Planning and Elder Law attorney in North County, San Diego serving all of California. She was born in New York and was raised bi-coastally in New York and California. She received her B.A. in Finance and Business Economics with an emphasis in Spanish and French from Goucher College and her J.D. from the Benjamin N. Cardozo School of Law. Dana is admitted to the bar in three states: California, New York and Connecticut.

She has practiced in various fields of law over the years including Insurance Defense Litigation, Family Law and Real Estate Law before...
James Robert Fox
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James Robert Fox
Vista, CA Estate Planning Attorney with 15 years of experience
(888) 301-2455 550 W Vista Way Ste 208
Vista, CA 92083
Estate Planning and Family
UC Hastings COL
Lawrence George Mallon
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Lawrence George Mallon
Valley Center, CA Estate Planning Attorney with 46 years of experience
(760) 751-9923 27194 Toyon Ridge Trl
Valley Center, CA 92082
Free ConsultationEstate Planning, Bankruptcy, Maritime and Tax
University of Miami School of Law and Emory University
Education
Georgetown University BSBA Int Business and Economics 1967 Cum Laude Distinction
Emory University JD Taxation and Estate Planning 1974 Magna Cum Laude
University of Miami LLM Maritime and International Law 1974 SJD Thesis Two Hundred Mile Exclusive Economic Zone under UNCLOS III 1974 Summa CumLaude

Employment
US Navy Viet Nam veteran 1967-78 LCDR USNR TS SCI Clearance
Maritime and International Counsel US House of Representatives 1977-87
Maritime and International Attorney Adviser California State Senate 1987-98
Lawrence G Mallon & Associates 1987-Present

Admitted to Practice
Georgia 1973
District of Columbia 1978
New York 1987
California 1987
US Supreme Court 1978
Maritime Law Association Proctor in Admiralty 1978
Ralph Lynn Williams
Claimed Lawyer ProfileResponsive Law
Ralph Lynn Williams
Vista, CA Estate Planning Lawyer with 49 years of experience
(760) 726-3450 316 So. Melrose Drive
Vista, CA 92081
Estate Planning, Bankruptcy, Divorce and Family
University of Utah
Jack B. Friedell
Claimed Lawyer Profile
Jack B. Friedell
Carlsbad, CA Estate Planning Attorney with 17 years of experience
(760) 295-8913 2173 Salk Ave. Ste 250
Carlsbad, CA 92008
Free ConsultationEstate Planning and Business
We are dedicated to serving our clients to the best of our abilities, providing service that is second to none. We take the time to listen closely to the goals and concerns of each client. No two clients are the same. It is our goal to provide unique solutions for every client we serve, putting our knowledge and experience to work for their benefit. Our goal is to protect you, your children, your assets, and your business throughout the San Diego and Orange County area. Our primary office is located in Carlsbad, California. We proudly serve individuals, families and business owners...
Stephen Edward Hurst
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Stephen Edward Hurst
Carlsbad, CA Estate Planning Lawyer with 49 years of experience
(760) 804-9800 2131 Palomar Airport Rd.
Suite 200-228
Carlsbad, CA 92011
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of California Hastings College of the Law
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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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