Santa Ana Estate Planning Lawyers

Compare 1000+ top rated California attorneys serving Santa Ana.
Kara Koerner
PREMIUM

California Estate Planning Attorney with 16 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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Barry L. Adams
PREMIUM

Comprehensive estate planning and probate services. Free consultation. Call now!

I’m an experienced estate planning attorney and serve clients throughout the Santa Ana area. I provide personalized representation and handle all types of cases, including wills, trusts, and living wills. 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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Jeffrey Robert Matsen
PREMIUM

California Estate Planning Attorney with 53 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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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 12 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....
Douglas Borthwick
Claimed Lawyer ProfileSocial Media
(714) 654-6742 1800 N. Broadway, Suite 200
Santa Ana, CA 92706
Santa Ana, CA Estate Planning Attorney with 25 years experience
Estate Planning, Business, Criminal and Family
Capital University Law School
Douglas Borthwick Esq. was born in Cleveland, Ohio in 1965. He graduated with high honors (Magna Cum Laude) from Muskingum University in 1988 with Bachelor of Arts degrees in Business, Economics, and Religion. At Muskingum University he was the recipient of the prestigious Wall Street Journal Student Achievement Award, and the Financial Executive Institute Award. Attorney Douglas Borthwick received his Juris Doctorate degree in 1991 from Capital University Law School where he was the recipient of an academic scholarship and was on the Dean's List. Throughout his time in Law School, he worked as an Intern at the...
Glen D. Duvel
Claimed Lawyer ProfileQ&ASocial Media
Santa Ana, CA Estate Planning Attorney with 20 years experience
(714) 542-5100 1851 E. First Street
Ste. 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...
Steven Craig Smith
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 35 years experience
(714) 550-7720 1800 N Broadway
Suite 200
Santa Ana, CA 92706
Estate Planning, Business, Insurance Claims and Probate
Brigham Young University
Experienced and successful trial attorney, with experience in business, real estate, and development.
Khushwant Sean Singh
Claimed Lawyer ProfileOffers Video ChatResponsive Law
Santa Ana, CA Estate Planning Lawyer with 38 years experience
(714) 285-9960 801 North Bush Street
Santa Ana, CA 92701
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy and Divorce
Western State College of Law at Argosy University
Steve Vasquez Esq.
Claimed Lawyer ProfileSocial Media
Santa Ana, CA Estate Planning Attorney with 27 years experience
(949) 756-1394 1820 E. Garry Ave Suite 108
Santa Ana, CA 92705
Estate Planning, Bankruptcy and Tax
Dustin David Sichon
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 22 years experience
(714) 543-2200 910 W. 17th Street
Suite B
Santa Ana, CA 92706
Free ConsultationEstate Planning
Michael Robert Weinstein
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Lawyer with 21 years experience
(714) 200-2972 901 W Civic Center Drive, Ste. 200
Santa Ana, CA 92703
Estate Planning and Probate
Western State Univ COL
Trent Charles Marcus
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Attorney with 16 years experience
(714) 795-9242 1415 East 17th Street
Santa Ana, CA 92705
Estate Planning, Business and Probate
Whittier Coll School of Law
Mr. Thomas M. McIntosh
Claimed Lawyer Profile
Santa Ana, CA Estate Planning Attorney with 31 years experience
(714) 973-1112 1502 North Broadway
Santa Ana, CA 92706
Estate Planning, Business, Personal Injury and Probate
American University Washington College of Law
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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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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Santa Ana, CA Estate Planning Attorney with 38 years experience
(714) 836-4866 1602 E 4th St
Santa Ana, CA 92701
Estate Planning, Divorce and Family
Western State University College of Law and Western State Univ
Santa Ana, CA Estate Planning Attorney with 30 years experience
(714) 953-9780 1115 N Spurgeon St
Santa Ana, CA 92701
Estate Planning
Western State Univ and Western State University College of Law
Santa Ana, CA Estate Planning Lawyer with 29 years experience
(714) 541-2500 1010 N Ross St # 200
Santa Ana, CA 92701
Estate Planning, Business and Tax
Southwestern Univ School of Law
Santa Ana, CA Estate Planning Attorney with 23 years experience
(949) 484-7405 600 W Santa Ana Blvd
Ste 925
Santa Ana, CA 92701
Estate Planning, Business and Real Estate
UC Davis School of Law King Hall
Santa Ana, CA Estate Planning Attorney with 31 years experience
(714) 541-6711 1851 E 1st St Ste 440
Santa Ana, CA 92705
Estate Planning, Divorce, Family and Personal Injury
Loyola Law School
Santa Ana, CA Estate Planning Attorney with 43 years experience
(714) 836-5700 1527 E 4th St
Santa Ana, CA 92701
Estate Planning
Western State Univ and Western State University College of Law
Santa Ana, CA Estate Planning Lawyer with 20 years experience
(714) 360-1470 1851 E 1st St Ste 900
Santa Ana, CA 92705
Estate Planning
USC Law School
Santa Ana, CA Estate Planning Lawyer with 15 years experience
(714) 619-9350 1851 E 1st St Ste 900
Santa Ana, CA 92705
Estate Planning, Business and Tax
Chapman Univ School of Law
Santa Ana, CA Estate Planning Lawyer with 17 years experience
(949) 260-9745 1526 Brookhollow Dr Ste 83
Santa Ana, CA 92705
Estate Planning
Western State Univ COL
Santa Ana, CA Estate Planning Attorney with 43 years experience
(714) 558-0700 1602 E 4th St
Santa Ana, CA 92701
Estate Planning, Business, Divorce and Family
Loyola Law School
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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Genene N. Dunn
PREMIUM

California Estate Planning Attorney

Genene N. Dunn is a estate planning and probate attorney who has been working with estate and probate matters since 2010. She is a Partner at HUNSBERGER DUNN LLP, which has been serving Orange County for over 30 years.... Read More »
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Jeffrey Robert Matsen
Claimed Lawyer ProfileLII GoldSocial Media
Costa Mesa, CA Estate Planning Attorney with 53 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 20 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....
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Costa Mesa, CA Estate Planning Attorney with 10 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 Tax Law Firm, licensed in California and Washington D.C. as Attorney and CPA. We practice as an 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 Gifts, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Estate Planning and Probate. Zaher Fallahi testifies before the court as an expert witness on tax...
Elizabeth Yang
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 13 years experience
(877) 492-6452 2102 Business Center Dr.
Suite 130
Irvine, CA 92612
Free ConsultationEstate Planning, Business, Family and IP
University of La Verne College of Law
Elizabeth Yang has been practicing law since 2007 and specializes in Intellectual Property Law, including Patent, Copyright and Trademark Prosecution and Litigation; Business Law, including corporate entity formation, contract drafting, contract disputes, litigation; and Family Law, including divorce, child custody, child support, alimony, and asset division. She is fluent in Mandarin Chinese.

Elizabeth was admitted to the United States Patent & Trademark office in 2007. At the age of 19, she earned her Bachelor's degree in Electrical Engineering and Computer Science from UC Berkeley in two and a half years. In 2011, Elizabeth founded Yang & Wang, P.C., a boutique...
Eric R. Bardwell
Claimed Lawyer ProfileLII GoldBlawg SearchSocial Media
Irvine, CA Estate Planning Lawyer with 12 years experience
(949) 623-7234 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
Pepperdine University School of Law
Mr. Bardwell’s practice focuses on all aspects of wealth transfer planning, including estate planning, charitable planning, business succession planning and post-death administration.

Mr. Bardwell routinely assists individuals and families in efficiently minimizing estate, gift and generation-skipping transfer taxes through the creation of wills, trusts, business entities and charitable organizations and the use of gifts, sales and other wealth-transfer strategies. He works closely with each client's team of advisors, including accountants, investment advisors and insurance agents, to ensure the client's personal planning and wealth preservation goals are accomplished in a coordinated manner. In addition, he advises clients on estate and trust administration,...
Theodore M. Hankin
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 43 years experience
(949) 383-4356 1400 Quail St
#200
Newport Beach, CA 92660
Estate Planning, Business and Probate
University of California Hastings College of the Law
Shadi Ala'i Shaffer
Claimed Lawyer ProfileOffers Video ChatSocial Media
(714) 966-2646 17702 Mitchell North
#101
Irvine, CA 92614
Free ConsultationOffers Video ChatIrvine, CA Estate Planning Lawyer with 15 years experience
Estate Planning and Probate
California Western School of Law
Shadi Shaffer focuses her practice on Estate Planning, Trusts, Probate and Trust Administration. Prior to her legal career, Attorney Shaffer had an extensive and diverse work history, which helped her gain skills that have proven invaluable to her legal practice.

Attorney Shaffer opened her own firm so she could protect families, children, and businesses from the CA Probate system and serve as an advocate to prevent clients from the court system. She started the Asset Protection & Elder Law Center over 15 years ago with her best friend (25 years and counting!) Patrick P. Phancao. We wanted to build a...
Henry Daniel Lively
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Lawyer with 22 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...
Genene N. Dunn
Claimed Lawyer ProfileOffers Video ChatQ&ALII GoldSocial Media
Tustin, CA Estate Planning Attorney with 5 years experience
(714) 663-8000 14751 Plaza Drive
Suite G
Tustin, CA 92780
Free ConsultationOffers Video ChatEstate Planning and Probate
Whittier Law School
Genene N. Dunn is a estate planning and probate attorney who has been working with estate and probate matters since 2010. She is a Partner at HUNSBERGER DUNN LLP, which has been serving Orange County for over 30 years. Genene's practice areas include Estate Planning, Probate, Trust Administration, Wills, Business Planning, Guardianships, Conservatorships, and Trust Disputes. At HUNSBERGER DUNN LLP, she handles estates with values as low as $50,000 to those as high as $130 million.

Genuine received her J.D. from Whittier Law School in 2014. She is a member of the Orange County Bar Association, Orange County Women Lawyers...
Mona Parsa
Claimed Lawyer ProfileSocial Media
Orange County, CA Estate Planning Attorney with 12 years experience
(949) 412-7182 Orange County
Orange County, CA
Free ConsultationEstate Planning and Entertainment & Sports
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.
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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David L. Crockett
PREMIUM

California Estate Planning Attorney with 50 years experience

California Attorney David L. Crockett has been providing comprehensive legal representation for over 40 years in the areas of Trust and Estate Litigation, Trust and Probate Administration, and Estate Planning including... Read More »
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Suzanne Marie Rehmani
Claimed Lawyer ProfileSocial Media
Tustin, CA Estate Planning Attorney with 28 years experience
(949) 202-1424 14751 Plaza Drive
Suite B
Tustin, CA 92780
Free ConsultationEstate Planning, Elder and Probate
Western State Univ COL
SUZANNE M. REHMANI, ESQ.

Suzanne M. Rehmani has been an attorney since 1992. She has more than twenty five years of experience practicing law including litigating cases and has also handled numerous cases at the appellate level. She has an LLM in Taxation and is a licensed notary. Ms. Rehmani has extensive experience in litigation, with an emphasis on trust, probate, financial elder abuse, conservatorships, business and general civil and business litigation. She also has extensive experience in the area of basic and complex estate planning drafting, including wills, trusts, probate, trust and estate administration matters, life insurance trusts, special needs...
Leslie Daff
Claimed Lawyer Profile
Irvine, CA Estate Planning Attorney with 20 years experience
(949) 497-5056 Atrium Building
19200 Von Karman Avenue, Suite 500
Irvine, CA 92612
Free ConsultationEstate Planning and Tax
Loyola Law School, Los Angeles
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...
Aastha Madaan
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 7 years experience
(949) 346-5294 17870 Skypark Circle, Suite 104
Suite 200
Irvine, CA 92614
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
Scott A. Harshman
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer with 22 years experience
(949) 623-7224 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business, Probate and Tax
University of San Diego School of Law and Whittier Law School
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.

A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.

Visit my website for more information, or call to set up a consultation and see how I can help you.
Daniel Jai Tripathi
Claimed Lawyer ProfileSocial Media
Costa Mesa, CA Estate Planning Lawyer with 13 years experience
(877) 422-5297 75 Anton Boulevard
Suite 300
Costa Mesa, CA 92626
Free ConsultationEstate Planning, Arbitration & Mediation, Criminal 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...
Daniel Chudleigh
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 8 years experience
(949) 877-9140 2372 Morse Ave.
Ste. 234
Irvine, CA 92614
Free ConsultationEstate Planning, Business and Personal Injury
Chapman University Fowler School of Law
Awarded "10 Best Attorneys - California 2017" for client satisfaction by the American Institute of Personal Injury Attorneys, and "Top 40 Under 40" for civil plaintiff attorneys in 2016 by the National Trial Lawyers Association - Daniel W. Chudleigh gets results! Daniel W. Chudleigh is the founder of Chudleigh Law P.C. and focuses on personal injury law and civil litigation. Mr. Chudleigh holds a J.D./M.B.A. from Chapman University and is licensed to practice law in the state and federal courts of both California and Utah.
William L Huestis
Claimed Lawyer ProfileSocial Media
Newport Beach, CA Estate Planning Attorney with 13 years experience
(888) 815-3546 4000 Macarthur Blvd., #600
Newport Beach, CA 92660
Estate Planning, Bankruptcy, Elder and Probate
Chapman University Fowler School of Law and Chapman University Fowler School of Law
Gordon A. Schaller
Claimed Lawyer ProfileLII GoldSocial Media
Irvine, CA Estate Planning Lawyer
(949) 623-7222 3 Park Plaza
#1100
Irvine, CA 92614
Estate Planning, Business and Tax
University of Minnesota Law School
Noelle Renee Minto
Claimed Lawyer ProfileSocial Media
Tustin, CA Estate Planning Lawyer with 17 years experience
(949) 253-0000 15147 Woodlawn Ave
Tustin, CA 92780
Free ConsultationEstate Planning, Business, International and Probate
Whittier Coll School of Law
Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...
Melissa J. Fox
Claimed Lawyer ProfileSocial Media
Irvine, CA Estate Planning Attorney with 27 years experience
(949) 683-8855 14252 Culver Drive
Suite A248
Irvine, CA 92604
Estate Planning, Appeals, Business and Construction
Tulane Univ Law School
Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession. Melissa is also a dedicated community leader. Melissa currently serves on the...
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Santa Ana Estate Planning Legal Aid & Pro Bono Services

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


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