Boulder, Colorado Estate Planning Lawyers

Diedre Wachbrit Braverman
PREMIUM

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

I am a respected Colorado estate planning attorney, dedicated to helping my clients navigate through each step of their case. I provide personalized attention to matters regarding wills, trusts and powers of attorney. Read More »
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Bennett Braverman
PREMIUM

Comprehensive assistance with estate planning and probate. Free consultation!

I am a skilled estate planning attorney who serves the Boulder, CO area. I provide my clients with thoughtful guidance and personal attention through cases involving wills, trusts, living wills, and powers of attorney. Read More »
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Martha J. Hartney
Claimed Lawyer ProfileSocial Media
(303) 747-3909 3775 Iris Avenue, Suite 4
Boulder, CO 80301
Free ConsultationBoulder, CO Estate Planning Lawyer with 9 years experience
Estate Planning
University of Denver
Martha has been practicing estate planning in the Colorado for over seven years—Consistently and joyfully connecting parents to a deeper essence of estate planning that transforms a traditionally austere process into one of liberation and bonding. The firm’s mission to educate and empower families has touched hundreds of parents. The firm gained attention as Best of the West the second year it was open, awarded by YellowScene Magazine, and has won the award six years running.
Clark Dray
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
(303) 848-2864 4845 Pearl E Cir #101
Boulder, CO 80301
Free ConsultationBoulder, CO Estate Planning Attorney with 10 years experience
Estate Planning and Bankruptcy
The Ohio State University Michael E. Moritz College of Law
Whether you’re planning for the future by preparing your will, trust, or power of attorney or looking for a fresh start with a chapter 7 bankruptcy, chapter 13 bankruptcy, tax debt installment agreement, or offer in compromise, Colorado bankruptcy, estate planning, and tax resolution lawyer Clark Dray will oversee your case from beginning to end.

The Law Office of Clark Daniel Dray sets itself apart from other firms by providing unprecedented access to your attorney. By working with a limited number of clients, The Law Office of Clark Daniel Dray can provide the personalized service and attention to detail...
Diedre Wachbrit Braverman
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
(303) 800-1588 1823 Folsom St
#101
Boulder, CO 80302
Free ConsultationBoulder, CO Estate Planning Attorney with 23 years experience
Estate Planning, Elder and Probate
Stanford University and University of California - Irvine
Bennett Braverman
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
(303) 800-1588 1823 Folsom St
#101
Boulder, CO 80302
Free ConsultationBoulder, CO Estate Planning Attorney with 26 years experience
Estate Planning and Tax
Shepard Broad Law Center, Nova Southeastern University
When you want a strong estate plan that demonstrates your love and thought in the event of your incapacity or after your death, Braverman Law Group, LLC is committed to providing personalized counseling, clear explanations of complex concepts, and powerful execution. With experienced attorneys quoted in the Wall Street Journal and New York Times, Braverman Law Group, LLC's Boulder estate planning lawyers create comprehensive and plain-language estate planning documents, including wills, trusts, powers of attorney, and healthcare powers of attorney, for individuals, couples, and families in the Boulder Valley along Colorado's Front Range.
James Newell
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
(303) 625-4022 4845 Pearl E Cir #101
Boulder, CO 80301
Boulder, CO Estate Planning Lawyer with 5 years experience
Estate Planning, Business, Probate and Real Estate
University of Nebraska - Lincoln
Whether he is helping a client with a real estate transaction, drafting a trust, advising entrepreneurs starting a new business, or advocating for a client in court, every day James Newell goes to work he strives to make a positive difference in the lives of his clients.

His practice is focused primarily in the areas of real estate law, estate planning, and small business law. He is an active member of the Colorado Bar Association and the Boulder County Bar Association and is licensed to practice law throughout the State of Colorado and the U.S. District Court for the District of...
Julie D. Myers
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Lawyer with 23 years experience
(303) 335-0030 1434 Spruce St
Ste 100
Boulder, CO 80302
Free ConsultationEstate Planning, Elder, Probate and Real Estate
University of Baltimore School of Law
Julie D. Myers is a native of Washington, D.C. and brings twenty one years of legal experience to Myers Law LLC. After receiving her Bachelor of Science degree from Virginia Tech, she attended the University of Baltimore School of Law. After graduation, Ms. Myers served as a judicial law clerk in the Circuit Court for Howard County, Maryland. Ms. Myers spent ten years of her legal career as a civil litigator in the Baltimore/Washington, D.C. area, practicing employment law and general civil law. She practiced in both Maryland state and federal courts, and was admitted to...
Jodi S. Martin
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Lawyer with 22 years experience
(720) 398-8745 2505 Walnut Street, Suite 100
Boulder, CO 80302
Estate Planning, Elder, Employment and Probate
Oklahoma City University School of Law
Jodi is a founding Partner in Martin Law Office LLC and has 18 years of experience as an attorney. At Martin Law Office LLC, Jodi focuses her energy and legal experience on providing legal services to a diverse client base, to include a focus on legal matters impacting the LGBT community, their allies, and individuals impacted by HIV. Jodi works with clients to strengthen and protect themselves and their families through planning and when necessary, litigation.
John Studholme
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Lawyer with 45 years experience
(303) 443-9573 600 Pearl Street, Suite B
Boulder, CO 80302
Estate Planning, Elder, Probate and Real Estate
John A. Studholme's private practice is committed to practicing law with old-fashioned attention to your individual needs and with the efficiency and expertise of a modern law firm. Whether you need advice on a small legal matter or have a complicated estate and tax planning objective, the Studholme Law Firm, P. C. will give you the attention you deserve. With more than 30 years combined experience and up-to-date education in probate law, estate planning, taxes, Medicaid and elder law, and Real Estate Law, we welcome the opportunity to serve you and your legal needs.
John Hyland Barrett III
Claimed Lawyer ProfileQ&A
BOULDER, CO Estate Planning Lawyer with 44 years experience
(303) 928-2300 1526 SPRUCE ST
suite 206
BOULDER, CO 80302
Estate Planning, Divorce, Family and Probate
University of California - Davis
John has practiced law in Boulder Colorado since 1975. John has represented individuals and small businesses in a variety of matters, including divorce, family law, civil litigation and real estate. He has been the co-chair of the Boulder County Family Law Committee and served as associate judge of the Louisville Municipal Court.
David A. Perlick
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Attorney with 27 years experience
(303) 449-6543 Perlick Legal Counsel PC
885 Arapahoe Avenue
Boulder, CO 80302
Estate Planning and Probate
Touro College
David brings 20+ years experience in assisting clients with estate planning, probate and legal life coaching. His breadth of expertise also includes real estate and corporate counsel. As the head of the firm, David is a natural born leader and counselor. He has the ability to provide intelligent legal advice while also making people feel extremely relaxed and comfortable in his presence. David graduated in 1992 with honors from Touro Law Center in Huntington, NY. He was Founder and first President of the Touro Dispute Resolution Society, which continues to provide mediation training and certification to...
Tanya Renee Shimer
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Attorney with 23 years experience
(303) 449-4202 4845 Pearl East Circle Suite 101
Boulder, CO 80301
Free ConsultationEstate Planning, Business and Probate
University of Colorado - Boulder
My mission is to empower my clients by providing expert legal representation so that their legal plan supports and reflects their life plan. My estate planning and probate clients find that I am a smart, no nonsense attorney who combines legal expertise with compassion and care. My business clients benefit from the fact that I have real-world business experience. My clients find me easy to understand and work with. My clients also benefit from the time and care I take with them. Usually charging a flat-fee rate, I am able to take the...
Matthew S. Finberg
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Attorney with 33 years experience
(303) 717-3759 2425 Canyon Boulevard
Suite 110
Boulder, CO 80302
Estate Planning, Business, Entertainment & Sports and Real Estate
The George Washington University Law School
Michael Smeenk Esq.
Claimed Lawyer Profile
Boulder, CO Estate Planning Attorney with 12 years experience
(303) 494-3000 4750 Table Mesa Drive
Boulder, CO 80305
Estate Planning, Business, Elder and Probate
University of Colorado - Boulder
I primarily counsel clients in real estate, estate planning and estate administration matters. In my real estate practice, I advise buyers, sellers and real estate brokers through all phases of purchase, sale and lease transactions. I have guided many clients through the nuances of loan modifications, short sales and foreclosures, and have settled or renegotiated tens of millions of dollars in loan obligations. I also advise real estate brokers in Colorado Real Estate Commission and federal compliance matters. As an estate planning attorney, I routinely draft wills, trusts, powers of attorney and living wills for clients. I also create asset protection...
Dave Rich
Claimed Lawyer ProfileSocial Media
Boulder, CO Estate Planning Lawyer
(303) 569-4639 3393 Iris Avenue
Suite 110
Boulder, CO 80301
Estate Planning, Divorce and Family
Are you preparing to file for divorce in Boulder? If so, it may benefit you to contact Flatiron Legal Advisors, LLC. Family law matters can be some of the most personal legal issues to have to work through, which is why it is imperative to ensure you are working with an attorney you can trust. Attorney David Rich is truly passionate about protecting the interests of his clients, and working to help them come up with solutions that are as amicable as possible. As a certified mediator, Attorney Rich is able to help his clients overcome their differences through the...
Matthew Connell
Claimed Lawyer Profile
Boulder, CO Estate Planning Attorney
1942 Broadway Street Suite 314
Boulder, CO 80302
Free ConsultationEstate Planning, Arbitration & Mediation, Civil Rights and Elder
Peter Rogers
Claimed Lawyer Profile
Boulder, CO Estate Planning Lawyer with 50 years experience
(303) 544-0997 885 Arapahoe Ave
Boulder, CO 80302
Estate Planning, Arbitration & Mediation, Divorce and Family
Charles Martien
Claimed Lawyer Profile
Boulder, CO Estate Planning Lawyer with 24 years experience
(303) 440-0900 1510 28th Street, Suite 100
Boulder, CO 80303
Estate Planning, Business and Real Estate
Boulder, CO Estate Planning Attorney
(303) 473-2732 One Boulder Plaza
Boulder, CO 80302
Estate Planning, Business and Tax
Cornell Law School
Boulder, CO Estate Planning Attorney with 31 years experience
(303) 544-6000 885 Arapahoe Ave
Boulder, CO 80302
Estate Planning, Business, Elder and Real Estate
Boulder, CO Estate Planning Attorney with 21 years experience
(303) 449-5602 255 Canyon Blvd
Boulder, CO 80302
Estate Planning, Civil Rights, Elder and Family
Douglas S. Holden
Claimed Lawyer ProfileSocial Media
Broomfield, CO Estate Planning Attorney with 42 years experience
(303) 888-8183 Suite 350
Broomfield, CO 80021
Free ConsultationEstate Planning, Business, Elder and Probate
Pepperdine University School of Law
Doug Holden is a husband, father, lawyer, law professor, business entrepreneur, youth coach and witty public speaker. Doug Holden is the legal translator for regular people in Colorado. “For most people, legalese is a foreign language. Because Doug is fluent in that world, you don’t have to be. He explains the law to you, and you to the law.” Doug listens to you. Then, he converts the legalese surrounding your life’s events into language and terms you can understand. Once you are clear on your options and opportunities, Doug customizes a package for...
Joe Volin
Claimed Lawyer ProfileSocial Media
Louisville, CO Estate Planning Attorney with 37 years experience
(303) 974-4400 357 McCaslin Blvd
Suite 200
Louisville, CO 80027
Estate Planning, Bankruptcy, Elder and Probate
Southern Illinois University - Carbondale
Joe Volin has been practicing law for over 35 years. His clients often say he has a knack for explaining complex legal problems and their solutions in Plain English. The focus of Joe’s practice is helping people worried about becoming a burden to their families as they age. He regularly helps people with asset protection, long term care planning, estate planning, revocable living trusts, wills, elder law, and Veteran’s Disability claims.
Joe grew up in a small town about an hour northwest of Chicago called Algonquin. After going to college at Western Illinois University and law school at Southern Illinois...
Thomas Anthony Rodriguez
Claimed Lawyer ProfileSocial Media
Louisville, CO Estate Planning Lawyer with 21 years experience
(303) 604-6030 1805 Hwy. 42 Suite 100
Louisville, CO 80027
Estate Planning, Elder and Probate
Emory University School of Law
Thomas A. Rodriguez is a partner at Vincent, Romeo & Rodriguez, LLC, located in Louisville, Colorado. Providing representation to clients throughout the state, he focuses his practice primarily on probate litigation involving contested conservatorships and guardianships, fiduciary representation, and similar matters. Mr. Rodriguez has also served in a fiduciary capacity, acting as a personal representative and conservator.

As an undergraduate, Mr. Rodriguez attended Hardin-Simmons University and received a Bachelor of Arts in 1995. He then pursued his legal education at Emory University School of Law and was awarded his Juris Doctor in 1998. Mr. Rodriguez is admitted to practice before all...
Daniel Flynn
Claimed Lawyer Profile
Louisville, CO Estate Planning Lawyer with 33 years experience
(303) 665-0660 1400 Main Street, Suite 200
Louisville, CO 80027
Free ConsultationEstate Planning, Business, Collections and Construction
The John Marshall Law School
I have practiced law for more than 25 years. I have litigated commercial and family law cases in the state and federal courts of Colorado, Wisconsin and Illinois. I am comfortable and proficient both litigating cases and doing small business, real estate and estate planning transaction work. I enjoy counseling small businesses and individuals and my fees are reasonable.
Sara Bucar
Claimed Lawyer Profile
Louisville, CO Estate Planning Attorney
(303) 604-6030 1805 Hwy. 42, Suite 100
Louisville, CO 80027
Estate Planning, Elder and Probate
John R Phillips
Claimed Lawyer ProfileQ&ASocial Media
Golden, CO Estate Planning Attorney with 37 years experience
(303) 741-2400 14143 Denver West Pkwy., Suite 100
Golden, CO 80401
Free ConsultationEstate Planning, Elder and Probate
University of Denver
John brings a rich and diverse business and practical business background to the practice of Law. He received his undergraduate degree from Louisiana State University and his Juris Doctor from the University of Denver School of Law where he served on the Law Review. Admitted to practice in 1982, he has handled a variety of types of law, but has found Estate Planning to be the area in which he wishes to specialize. As Director of Sales and Marketing for the National Network of Estate Planning Attorneys, John taught mature lawyers from coast to coast how to develop...
Marc Carlson
Claimed Lawyer ProfileSocial MediaResponsive Law
(303) 775-1112 2030 Terry St Suite 101
Longmont, CO 80501
Longmont, CO Estate Planning Lawyer with 46 years experience
Estate Planning
University of Colorado Law School
Without proper and complete will or trust planning, you can leave yourself and family with a financial and emotional mess. Unexpected events can happen to any one at any time. I want to make a positive difference in people's lives. My mission is to encourage and help people and their families to be prepared in advance if a tragedy were to strike because of a car accident, fall, stroke, illness or death. I educate clients about the pros and cons of wills vs. trusts. My practice also includes helping people with the proper "funding" (titles and beneficiary designations)....
John R. McGuire
Claimed Lawyer Profile
Golden, CO Estate Planning Lawyer with 15 years experience
(720) 833-7705 14143 Denver West Parkway
Suite 510
Golden, CO 80401
Free ConsultationEstate Planning, Business and Tax
University of Denver
John R. McGuire was born in Columbus, Ohio and graduated from Upper Arlington High School. Growing up, John was an avid tennis player and a three time state champion. John attended Indiana University in Bloomington, Indiana, graduating with honors and as a member of the Phi Beta Kappa National Honorary Society. After graduation, John moved to Colorado to spend more time in the Colorado Rockies and attend the Denver University College of Law. Since graduating from law school, John has focused his practice primarily on tax law and issues & business transactions. As a...
Karen Lynn Brady
Claimed Lawyer ProfileSocial MediaResponsive Law
Arvada, CO Estate Planning Attorney with 30 years experience
(303) 420-2863 5400 Ward Road
Bldg V Suite 170
Arvada, CO 80002
Free ConsultationEstate Planning, Business and Probate
University of Michigan - Ann Arbor
Karen has over 27 years experience practicing law, with 22 over those years emphasizing estate planning and business planning. Karen is a member of Wealthcounsel, a national association of estate planning attorneys. She is also a member of the Trust and Estate Sections of the American Bar Association and the Colorado Bar Association. Karen regularly teaches other attorneys, financial professionals, and the public on issues of estate planning, including coordinating retirement planning accounts with estate planning. Karen has written several books, including Estate Planning in Colorado, published by Bradford Publishing.
Emilio De Simone
Claimed Lawyer ProfileSocial Media
Longmont, CO Estate Planning Lawyer with 7 years experience
(303) 404-7492 1114 Neon Forest Circle #5
Longmont, CO 80504
Free ConsultationEstate Planning, DUI, Family and Personal Injury
University of Denver
William Robert Van Dusen Jr.
Claimed Lawyer ProfileSocial Media
Longmont, CO Estate Planning Attorney with 28 years experience
(303) 709-6740 353 Main Street
Longmont, CO 80501
Free ConsultationEstate Planning, Business, Probate and Tax
University of Denver and University of Colorado - Boulder
Bill is an attorney with over 24 years of legal experience in both the public and private sectors. Along with a JD degree, Bill received an advanced Masters Degree in Taxation (LLM) from the Sturm College of Law at the University of Denver School of Law. He is experienced in a broad range of legal fields including federal, state, and local tax matters, criminal matters, litigation, administrative hearings, contract and business agreement drafting, and estate planning and probate. Bill has also assisted clients in forming business entities, including limited liability companies, corporations, and non-profit corporations in Colorado. Bill...
G. Damon Bruntz
Claimed Lawyer ProfileSocial Media
Broomfield, CO Estate Planning Attorney with 12 years experience
(720) 350-4275 390 Interlocken Crescent, Suite 30
Broomfield, CO 80021
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
University of Denver
Damon Bruntz is a native of Colorado who grew up in Aurora. He received a Bachelor of Arts, magna cum laude, from Regis University and a Juris Doctor from the University of Denver. In 2007 and 2008, before opening his own practice, Damon worked as a contract attorney for two experienced attorneys in Littleton whose combined practice areas include Family Law, Estate Planning. Damon continues to work closely with both of those attorneys, in addition to working with his own clients. In 2006, Damon worked at the United States Bankruptcy Court, District of Colorado, as an judicial...
Anne Brennan Jorgensen
Claimed Lawyer ProfileSocial Media
Longmont, CO Estate Planning Attorney with 23 years experience
(720) 809-8310 900 S. Main Street
Suite 100
Longmont, CO 80501
Estate Planning, Elder and Probate
University of Colorado Law School
Attorney Anne B. Jorgensen is backed by years of experience handling legal issues involving elder law. By focusing on this specific practice area, she is able to help her clients navigate through matters involving estate planning, probate, trust litigation, guardianships, and conservatorships. In every case, she strives to obtain positive results for her clients and works diligently to see that each client receives the care and attention they need from the day their case opens until the day their case is resolved. Before joining the firm. Ms. Jorgensen attended Arizona State University where she completed her Bachelor of Science...
Roger Wayne Westlund
Claimed Lawyer ProfileSocial Media
Northglenn, CO Estate Planning Lawyer with 38 years experience
(303) 450-0833 11152 Huron St., #208
Northglenn, CO 80234
Free ConsultationEstate Planning, Divorce, Elder and Family
Washburn University School of Law
Mr. Westlund excels in the the practical application of the law to your individual case. For over 37 years, he has served clients in Broomfield, Northglenn, Westminster, Brighton and throughout the greater Denver Metropolitan Area. His Northglenn, Colorado office has convenient access to the courts of Adams, Broomfield, and Denver metropolitan counties.

A wide range of education and experience gives this attorney a unique perspective to your legal and personal issues. His concern, first and foremost, is for his client’s complete needs. It is often difficult to find concern for personal well-being as a client of a large, inhospitable law firm....
Eric Douglas Wollard
Claimed Lawyer ProfileSocial Media
Wheat Ridge, CO Estate Planning Attorney with 22 years experience
(303) 355-1141 4465 Kipling Street, Suite 200
Wheat Ridge, CO 80033
Free ConsultationEstate Planning, Bankruptcy, Divorce and Insurance Claims
University of Colorado - Boulder
Providing caring, experienced service in the areas of family law, criminal defense, consumer bankruptcy, and personal injury since 1998. Vast experience litigating complex cases in state and federal courts. Down to earth style, reasonable fees.
Daniel P Kapsak
Claimed Lawyer Profile
Longmont, CO Estate Planning Attorney with 28 years experience
(303) 651-9330 1610 N. Hover Rd
Suite 203
Longmont, CO 80501
Free ConsultationEstate Planning and Elder
Creighton University School of Law
Justin W. Blow
Claimed Lawyer Profile
Golden, CO Estate Planning Attorney with 10 years experience
(303) 741-2400 14143 Denver West Parkway
Suite 100
Golden, CO 80401
Free ConsultationEstate Planning, Elder and Probate
With over a decade of career experience in the Criminal Defense arena, Denver based Trial Attorney Justin W. Blow specializes in criminal law, including motions practice and litigation. Now with J R Phillips & Associates, he’s expanding his trial practice to include probate litigation, guardianships/conservatorships, while continuing to provide clients with aggressive criminal defense. In 2013, Justin founded and has since served as Owner & CEO of The Blow Law Office Ltd., based in Lakewood, Colorado, where he has assisted clients in county, state and federal court. Before relocating to Colorado, he was an Attorney and Shareholder...
William Baker
Claimed Lawyer Profile
Broomfield, CO Estate Planning Lawyer with 9 years experience
(720) 370-3300
Ext. 103
390 Interlocken Crescent
Suite 350
Broomfield, CO 80021
Estate Planning, Criminal, Probate and White Collar Crime
University of Denver
William C. Baker, Esq. joined Hampton & Pigott LLP as an associate in 2013. Mr. Baker is licensed to practice before all Colorado County and District courts, the Colorado Court of Appeals, and the Colorado Supreme Court. Mr. Baker’s practice focuses primarily on probate litigation, estate planning, and criminal defense. He is a member of the Colorado Bar Association and the Denver Bar Association.

Prior to joining Hampton & Pigott LLP, Mr. Baker ran his own law office and consulting firm, which was dedicated to addressing a wide array of legal and business needs for his clients. Prior to opening his...
Eric V. Snyder
Claimed Lawyer Profile
Lakewood, CO Estate Planning Lawyer with 21 years experience
(303) 277-1000 12600 W. Colfax Ave., Suite A-180
Lakewood, CO 80215
Estate Planning, Business and Real Estate
David Pigott
Claimed Lawyer ProfileResponsive Law
Broomfield, CO Estate Planning Lawyer with 8 years experience
(720) 370-3300
Ext. 102
390 Interlocken Crescent
Suite 350
Broomfield, CO 80021
Estate Planning, Family, Personal Injury and Probate
University of Colorado - Boulder
David J. Pigott, Esq. is a Colorado lawyer. Mr. Pigott is licensed to practice before all Colorado county and district courts, the Colorado Court of Appeals, the Colorado Supreme Court, United States District Court, the 10th Circuit Court of Appeals, and the United States Supreme Court. Mr. Pigott is a member of the Adams and Broomfield County Bar Association, the Colorado Bar Association, and the American Bar Association. Mr. Pigott and his firm maintains a diverse practice including personal injury, criminal defense, family law, and estate planning estate planning services.

Prior to forming Hampton & Pigott LLP, Mr. Pigott...
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Boulder Estate Planning Legal Aid & Pro Bono Services

Boulder County Legal Services (BCLS)
(303) 449-7575
Louisville, CO

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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.