Verdugo City, California Estate Planning Lawyers

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Elizabeth G. Acevedo
Elizabeth G. Acevedo
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California Estate Planning Attorney

State University of New York - BuffaloNew York and California
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Jamie K. Ogden
Jamie K. Ogden
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Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Jamie Ogden advises high-net-worth individuals and business entities on a range of tax planning, tax controversy and estate planning matters
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Andrew K. Steenbock
Andrew K. Steenbock
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Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates

Andrew Steenbock focuses on estate and gift tax planning, and advises individuals and business entities on a range of tax planning and estate planning matters.
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Nicole McGuire
Nicole McGuire
PREMIUM

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

Nicole McGuire's practice focuses on estate planning and taxation for high-net-worth individuals.
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Stephen Marc Drucker
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Glendale, CA Estate Planning Lawyer with 40 years experience
(800) 435-7444 417 North Glendale Avenue #A
 Glendale, CA 91206
Estate Planning, Divorce, Family and Probate
Western State Univ
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Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.
Armen A Yeghiayan
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Glendale, CA Estate Planning Lawyer with 4 years experience
(888) 529-3111 801 N. Brand Blvd. Ste 1130
 Glendale, CA 91203
Free ConsultationEstate Planning, Foreclosure Defense, Probate and Real Estate
Loyola Law School, Los Angeles
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Armen A. Yeghiayan is an Associate Attorney at JT Legal Group. He has over 2 years of experience in general civil litigation with an emphasis in real estate disputes, personal injury, and business litigation. Armen graduated from U.C. Berkeley with a major in Political Economy in 2009, and graduated from Loyola Law School in 2013 with a concentration in Corporate Law as well as partaking in the Transactional Negotiation Team. Armen was admitted into the State Bar of California in 2014.
Armine Singh
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Glendale, CA Estate Planning Lawyer with 8 years experience
(888) 529-3111 801 N. Brand Blvd. Ste 1130
 Glendale, CA 91203
Free ConsultationEstate Planning, Foreclosure Defense, Probate and Real Estate
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Armine Singh is the Managing Attorney at JT Legal Group and an extremely experienced litigator in the areas of foreclosure defense, real estate and probate. She has a passion for helping people and families by fighting for the rights of her clients. Working with Armine you can achieve lasting resolution to their property problems.
Alan Richard Chappell
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Glendale, CA Estate Planning Lawyer with 39 years experience
(818) 240-1974 3648 Foothill Blvd.
 Glendale, CA 91214
Estate Planning, Divorce, Family and Immigration
Mid Valley COL
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Alan R. Chappell is an AV rated attorney who has been practicing law for over 30 years. He is a past president of the Glendale Bar Association and a current section member of the Los Angeles County Bar Association in the areas of trusts and wills as well as immigration law. He has extensive experience in criminal law and its consequences to undocumented individuals. He can analyze a client's situation and prepare the best plan for success keeping attorneys fees and cost to a minimum.
Sona A. Tatiyants
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Glendale, CA Estate Planning Attorney with 12 years experience
(818) 956-9200 616 E. Glenoaks Blvd.
#203
 Glendale, CA 91207
Estate Planning, Business and Tax
Loyola Law School, Los Angeles and Southwestern Law School
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Sona A. Tatiyants, Esq., LL.M., is the founding principal of Tatiyants Law, P.C. She specializes in estate planning, business transactions, trust administration and probate.
(818) 956-9200 15303 Ventura Boulevard
suite 900
 Sherman Oaks, CA 91403
Jeffrey Allan Field
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La Crescenta, CA Estate Planning Lawyer with 12 years experience
(818) 369-7900 3901 Foothill Blvd
 La Crescenta, CA 91214
Estate Planning
Southwestern Univ School of Law
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Joseph Bernard McHugh Jr
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Glendale, CA Estate Planning Attorney with 31 years experience
(877) 537-8283 300 W. Glenoaks Blvd
Suite 300
 Glendale, CA 91202
Estate Planning
Whittier Coll School of Law
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Shirlee Lyn Bliss
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Burbank, CA Estate Planning Lawyer with 37 years experience
(818) 842-0997 290 E Verdugo Ave
 Burbank, CA 91502
Estate Planning, Bankruptcy, Divorce and Family
People's College of Law
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Marla A Martinez
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Burbank, CA Estate Planning Attorney
(818) 843-3299 305 South Kenneth Road
 Burbank, CA 91501
Estate Planning
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Sona A. Tatiyants
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Glendale, CA Estate Planning Attorney
(818) 956-9200 1000 N. Central Ave., Suite 210
 Glendale, CA 91202
Estate Planning
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Jonathan S. Forster
Jonathan S. Forster
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California Estate Planning Attorney with 23 years experience

Loyola Law School, Los AngelesCalifornia
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Jill R. Skinner
Jill R. Skinner
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Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Jill Skinner focuses on estate and gift tax planning, and trust administration. She advises on living trusts, insurance trusts, and qualified personal residence trusts.
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Troy Werner
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Santa Clarita, CA Estate Planning Lawyer with 8 years experience
(888) 630-9902 27257 1/2 Camp Plenty Rd.
 Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
Southwestern Law School
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An Ivy League graduate, Troy Werner has been an indispensable asset to The Werner Law Firm, providing exceptional legal service to its clients. Troy has won numerous awards during his tenure as an attorney, including being recognized with an award as one of the Top 40 individuals under 40 in the community. Troy Werner continues the tradition of excellence in the firm. His father L. Rob Werner, founder of The Werner Law Firm, ranks among the most experienced lawyers in California. Starting the Law Offices of L. Rob Werner in 1975, the Werners have built it into the...
(800) 752-9937 2655 First Street, Suite 250
 Simi Valley, CA 93065
(800) 752-9937 225 S. Lake Ave., Suite 300
 Pasadena, CA 91101
(800) 752-9937 4900 California Ave., Tower B-210
 Bakersfield, CA 93309
(800) 752-9937 1672 W. Ave J, Suite 207
 Lancaster, CA 93534
(800) 752-9937 515 S. Flower Street, 36th Floor
 Los Angeles, CA 90071
(800) 752-9937 15760 Ventura Blvd., Suite 700
 Encino, CA 91436
Joseph Hyunsung Lee
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Pasadena, CA Estate Planning Lawyer with 19 years experience
(626) 325-0770 301 E. Colorado Boulevard
Suite 705
 Pasadena, CA 91101
Free ConsultationEstate Planning, Administrative and Education
Seton Hall University School of Law
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“I have walked many paths in life. I started life out as an attorney, have been a minister, a school teacher, but the most important job I’ve ever had is a father. When my son, Danny was born, it changed my life. When he was diagnosed with autism, it shook my world. When the school system and the state tried to cut off his services because of this current budget crisis in California, it pointed me to my true calling. I have often wondered why I’ve been privileged to be able to have three very satisfying careers as...
Rob Werner
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Santa Clarita, CA Estate Planning Attorney with 42 years experience
(661) 252-9022 27257 Camp Plenty Rd
 Santa Clarita, CA 91351
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Southwestern Law School
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L. Rob Werner is the founding attorney of The Werner Law Firm and is ranked as one of the most experienced lawyers in the state of California. He launched the Law Offices of L. Rob Werner in 1975 and since has built the company into an award-winning firm. He has repeatedly been recognized for his quality service to his clients and to the community. Some of the honors he has received include: Readers' Choice Award for Best Attorney from the Los Angeles Daily News; SCV Bar Association Attorney of the Year; Voted "Best Of" Santa Clarita Valley...
(661) 377-2923 4900 California Ave., Tower B-210
 Bakersfield, CA 93309
(805) 583-2027 2655 First Street, Suite 250
 Simi Valley, CA 93065
(661) 948-9059 1672 W. Avenue J, Suite 207
 Lancaster, CA 93534
(626) 795-7899 225 S. Lake Street, Suite 300
 Pasadena, , CA 91101
(818) 362-0331 15760 Ventura Blvd., Suite 700
 Encino, CA 91436
(213) 236-3682 515 S. Flower Street, 36th Floor
 Los Angeles, CA 90071
Aastha Madaan
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Long Beach, CA Estate Planning Attorney with 5 years experience
(949) 346-5294 Suite 400
 Long Beach, CA 90803
Free ConsultationEstate Planning and Business
Whittier Law School
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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...
(949) 346-5294 17870 Skypark Circle, Suite 104
Suite 200
 Irvine, CA 92614
Calvin Allen Slater
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Pasadena, CA Estate Planning Attorney with 37 years experience
(626) 795-1600 200 S Los Robles Ave
Suite 530
 Pasadena, CA 91101
Estate Planning, Business and Real Estate
UCLA School of Law
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Albert Lum
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Pasadena, CA Estate Planning Attorney with 55 years experience
(626) 795-8886 225 South Lake Ave.
Suite 300
 Pasadena, CA 91101
Estate Planning, Business, Immigration and Tax
USC Law School
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As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.

Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.
(626) 795-8886 1005 E Colorado Blvd
Suite 207
 Pasadena, CA 91106
(702) 458-9556 3430 E Flamingo Rd.
Suite 221
 Las Vegas, NV 89120
Sandy Wu
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Pasadena, CA Estate Planning Lawyer with 13 years experience
(626) 698-0088 600 South Lake Avenue #303
 Pasadena, CA 91106
Estate Planning, Family and Trademarks
Southwestern University School of Law
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As a founding partner of Chiao & Wu, LLP, Sandy T. Wu is an experienced litigator, representing clients ranging from individuals to small businesses to Fortune 500 companies. Ms. Wu also has experience in representing public entities, including the County of Los Angeles, City of Los Angeles, Los Angeles Unified School District, Manhattan Beach Unified School District and Montebello Unified School District. Ms. Wu has litigated construction delay cases as well as wrongful termination, labor and wage issues for public entities. Finally, Ms. Wu has experience in representing insurance companies, litigating extra-contractual and bad faith cases and...
Joseph McHugh
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Burbank, CA Estate Planning Lawyer with 31 years experience
(818) 241-4238 3100 W Burbank Blvd
Suite 201
 Burbank, CA 91505
Free ConsultationEstate Planning, Elder, Health Care and Probate
Whittier Law School
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Joseph McHugh is the of the Southern California based LA LAW CENTER, PC, an Elder Law and Estate Planning law firm specializing in Asset Protection; Estate Planning; Wills, Trusts, Probate, including the establishment of Private Foundations and Charitable Planning. Joe has an undergraduate degree from California State University at Fullerton in Business Administration, with an emphasis on Finance and Accounting. Joe is an active member of the State Bar of California, as well as the Bar's Estate Planning, Trust and Probate Law Section, the National Association of Elder Law Attorneys, California Advocates for Nursing Home Reform and the...
Joshua R. Driskell
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Pasadena, CA Estate Planning Attorney with 7 years experience
(626) 683-7234 790 East Colorado Blvd
Ste 300
 Pasadena, CA 91101
Estate Planning, Elder, Probate and Tax
University of Toledo
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Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...
Shelley Rios
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Burbank, CA Estate Planning Attorney with 8 years experience
(818) 641-1692 4405 W. Riverside Drive
#201
 Burbank, CA 91505
Estate Planning, Business, Probate and Real Estate
Loyola University New Orleans
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Shelley Rizzotti is an attorney in Burbank, devoted to the practice of real estate, probate, and estate planning. She is a member of numerous associations including the California State Bar Association, the Los Angeles County Bar Association, the San Fernando Valley Bar Association, and the National Association of Realtors®. With nearly 15 years of experience in real estate and an extensive understanding of estate planning and probate administration, Ms. Rizzotti has the resources necessary to take on even the most complex cases. To find out about working with Attorney Rizzotti, do not hesitate to contact her firm, Shelley Rizzotti, Attorney...
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Dustin Ginsburg
Dustin Ginsburg
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California Estate Planning Lawyer

Georgetown University Law Center and University of the Pacific, McGeorge School of LawCalifornia
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Maggie Mouradian
Maggie Mouradian
PREMIUM

California Estate Planning Attorney

Maggie Mouradian focuses on comprehensive estate and gift tax planning for high net worth individuals and families. Read More »
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Lawrence Ajalat
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Los Angeles, CA Estate Planning Lawyer with 20 years experience
(818) 506-1500 5200 Lankershim Boulevard
Suite 850
 Los Angeles, CA 91601
Estate Planning and Probate
Southwestern Univ School of Law
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Attorney Lawrence A. Ajalat leads his firm’s estate planning practice. He is widely recognized for his expertise in this area, and is frequently asked to speak on estate planning topics geared toward groups such as young married couples, older retired persons, etc. He has advised thousands of clients on estate planning matters, and prepared and implemented estate plans for many of them. In addition, Attorney Ajalat handles matters in the fields of real estate and property law, with a recent focus on unlawful detainer situations. For an experienced attorney with thousands of satisfied clients, call his firm at (888) 268-1565.
Angela Hawekotte
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Pasadena, CA Estate Planning Attorney with 38 years experience
(626) 583-8000 251 S Lake Ave
Suite 930
 Pasadena, CA 91101-4873
Estate Planning, Business and Tax
University of Wales, Aberystwyth UK and Loyola Law School, Los Angeles
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Michael C. Murphy Jr.
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Burbank, CA Estate Planning Lawyer with 2 years experience
(818) 558-3718 3500 W. Olive Ave., Suite 300
 Burbank, CA 91505
Free ConsultationEstate Planning, Business, Employment and Personal Injury
Loyola Law School, Los Angeles
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Christopher Sean Reyes
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Sunland, CA Estate Planning Lawyer
(844) 289-4847 8201 Foothill Blvd
 Sunland, CA 91040
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
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Paul Yee
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South Pasadena, CA Estate Planning Lawyer with 23 years experience
(626) 799-4900 1401 Mission St
Suite C1
 South Pasadena, CA 91030
Estate Planning and Business
Southwestern Univ School of Law
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Alexandra Laboutin Bannon
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Pasadena, CA Estate Planning Lawyer with 39 years experience
(626) 731-1185 1036 Linda Glen Drive
 Pasadena, CA 91105
Estate Planning and Probate
University of California, Berkeley School of Law
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Brittany Britton
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Valley Village, CA Estate Planning Attorney with 3 years experience
(626) 390-5953 P.O. Box 4222
 Valley Village, CA 91617
Free ConsultationEstate Planning and Probate
Golden Gate University School of Law
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Leo L Young
Claimed Lawyer ProfileBlawgsearchSocial Media
Pasadena, CA Estate Planning Lawyer
(626) 415-8536 224 N Fair Oaks Ave
 Pasadena, CA 91103
Estate Planning
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Thomas Chung
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Pasadena, CA Estate Planning Attorney with 21 years experience
(626) 689-2551 556 S. Fair Oaks Ave.
Suite 101-203
 Pasadena, CA 91105
Free ConsultationEstate Planning, Business, Consumer and Employment
Univ of Iowa COL
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Scott Howard Linden
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Pasadena, CA Estate Planning Lawyer with 21 years experience
(626) 578-0708 201 S Lake Ave., Suite 702
 Pasadena, CA 91101
Estate Planning, Business and Real Estate
California Western School of Law
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Ann Michael
Ann Michael
PREMIUM

California Estate Planning Attorney with 26 years experience

Oklahoma City University School of LawOklahoma, Illinois and California
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Rochelle H. Schultz
Rochelle H. Schultz
PREMIUM

California Estate Planning Attorney

University of Southern California Gould School of LawCalifornia
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William Charles Peacock
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Pasadena, CA Estate Planning Lawyer with 6 years experience
(562) 774-1529 1301 N Sierra Bonita Ave
 Pasadena, CA 91104
Estate Planning
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Willie has three passions in life: family (including his dog), following his favorite sports teams, and helping his clients. He primarily practices Family Law in Long Beach, California and the surrounding areas.
Justin Albert Shiau
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Pasadena, CA Estate Planning Lawyer with 15 years experience
(626) 888-9035 14 N. Fair Oaks Avenue
Suite 503
 Pasadena, CA 91103
Estate Planning
University of Southern California
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Henry John Moravec III
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San Marino, CA Estate Planning Lawyer with 28 years experience
(626) 793-3210 2233 Huntington Dr
 San Marino, CA 91108
Estate Planning and Tax
Loyola Law School
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Mitchell Andrew Karasov
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VALLEY VILLAGE, CA Estate Planning Attorney with 30 years experience
(818) 508-7192 5352 Laurel Canyon Blvd. Suite 100
 VALLEY VILLAGE, CA 91607
Estate Planning and Elder
Golden Gate Univ School of Law
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Autumn Springfield
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Toluca Lake, CA Estate Planning Attorney
(619) 977-9379 10757 Hortense St. #119
 Toluca Lake, CA 91602
Estate Planning
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Alice A Salvo
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Woodland Hills, CA Estate Planning Attorney with 36 years experience
(818) 676-9572 20350 Ventura Blvd #110
 Woodland Hills, CA 91364
Free ConsultationEstate Planning, Elder, Probate and Tax
Southwestern Univ School of Law and University of Miami School of Law
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Alice A. Salvo in Woodland Hills, California, offers quality representation in estate planning, trust, probate, elder law and conservatorship cases. Our firm is dedicated to helping elders and families throughout Los Angeles and the San Fernando Valley effectively plan and protect their future. As we age, there are going to be a number of choices we have to make that involve our well-being and our family's financial security. These are tough choices, but with our guidance, together we can better understand what options fit your needs. We offer compassionate representation, preserve assets and inheritance, create Living Trusts, Special...
Zaher Fallahi
Claimed Lawyer ProfileQ&ASocial Media
Los Angeles, CA Estate Planning Attorney with 8 years experience
(310) 719-1040 10866 Wilshire Blvd., Suite 400
 Los Angeles, CA 90024
Estate Planning, Business, Probate and Tax
Harvard Law School, Harvard Law School and Pacific Coast University School of Law
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Zaher Fallahi, Attorney At Law, CPA, is a California Tax Law Firm and practices as Orange County Tax Attorney and Los Angeles Tax Attorney. We advise clients with undisclosed Foreign Accounts; the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Filing Compliance Procedures, Report of Foreign Bank and Financial Accounts (FBAR), Foreign Account Tax Compliance Act (FATCA), Foreign Trust, Tax Audit Representation, Federal Tax Liens/Levies, Employment Taxes, Innocent Spouse Relief, Non-Filed Tax Returns, Offer-In-Compromise, Tax & Legal aspect of Business Formation, Estate Planning and Civil Litigation. As a California CPA, Mr. Zaher Fallahi testifies before the court as an...
(714) 546-4272 650 Town Center Drive, Suite 880
 Costa Mesa, CA 92626
Sussan H. Shore
Claimed Lawyer ProfileLII Gold
Los Angeles, CA Estate Planning Lawyer with 42 years experience
(310) 553-8844 1875 Century Park E
#2000
 Los Angeles, CA 90067
Estate Planning and Probate
Loyola Law School, Los Angeles
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Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, resolving the unique needs of clients in complex alternative and blended family structures as readily as those in traditional families.

As a certified specialist in Probate, Estate Planning and Trust...
Gregory Mark Shanfeld
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Sherman Oaks, CA Estate Planning Attorney with 24 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
 Sherman Oaks, CA 91403
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
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As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
(661) 214-3950 45024 10th Street West, Suite 101
 Lancaster, CA 93534
(562) 888-5114 3780 Kilroy Airport Way, Suite 200
 Long Beach, CA 90806
(909) 543-0947 3200 East Guasti Road, Suite 100
 Ontario, CA 91761
(213) 550-5090 445 South Figueroa Street, Suite 2600
 Los Angeles, CA 90071
Stephen E. Grant
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Los Angeles, CA Estate Planning Lawyer with 6 years experience
(213) 545-1331 2355 Westwood Blvd #740
 Los Angeles, CA 90064
Free ConsultationEstate Planning and Probate
Loyola Law School, Los Angeles
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Stephen Grant focuses his practice exclusively in probate, trust and estate law – including estate planning and estate litigation. Stephen enjoys getting to know his clients and he prides himself on finding effective and efficient solutions for his clients’ needs. As a result, Stephen is a 5-Star Attorney on Yelp and a Client’s Choice winner on AVVO – in addition to being selected to Super Lawyers® Rising Stars.

Stephen has represented clients from across the country, he has administered probates in counties throughout California, and he continues to work with countless Southern California individuals and families on their estate planning. Among...
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Andrew G. Smith
Andrew G. Smith
PREMIUM

California Estate Planning Attorney

Georgetown UniversityVirginia, DC, California, U.S. District Court, Central District of California, 9th Circuit, U.S. District Court, Southern District of California and Federal Circuit
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Jennifer Long
Jennifer Long
PREMIUM

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

Jennifer Long focuses on estate and gift tax planning, trust and estate administration, as well as income tax and state and local (including property) tax matters.
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Verdugo City Estate Planning Legal Aid & Pro Bono Services

Los Angeles LGBT Center
West Hollywood, CA

Bet Tzedek Legal Services
(323) 939-0506
Los Angeles, 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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