Denver, Colorado Estate Planning Lawyers

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David M. Serafin
David M. Serafin
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Free Consultation! Skilled & Experienced Colorado Estate Planning Attorney!

I am a dedicated and experienced estate planning attorney. I provide exceptional counsel and representation to protect your rights and interests! Visit my website for client testimonials. Call for a free consultation. Read More »
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Tyler Murray Esq.
Tyler Murray Esq.
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Colorado Estate Planning Lawyer

Tyler Murray, Esq. attended law school at Florida Coastal School of Law in Jacksonville, Florida. While there he gained litigation experience in United States Tax Court while interning at the Low Income Tax Clinic. He... Read More »
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Bennett Braverman
Bennett Braverman
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Colorado Estate Planning Attorney with 25 years experience

Shepard Broad Law Center, Nova Southeastern UniversityFlorida and Colorado
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Nicholas M Klimas
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Denver, CO Estate Planning Lawyer with 3 years experience
(720) 504-7709 1610 Wynkoop Street
Suite 550
 Denver, CO 80202
Free ConsultationEstate Planning, Business and Probate
University of Florida
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Nick is an Estate Planning Attorney in Denver managing a solo law practice in the heart of downtown. He specializes in probate, wills and trusts, irrevocable trust law and business law in Denver, Colorado. Recently awarded as a Rising Star, he is quickly excelling in his career because of his focus on client service. Hiring Nick is not a transaction, but truly a customized service as he aims to assist his clients in every facet of their lives, not just their immediate legal needs. Whether it is advising a family through the Denver probate process or formalizing a Revocable Trust...
Suzanna Wasito Tiftickjian
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Denver, CO Estate Planning Lawyer with 20 years experience
(303) 991-4676 3773 Cherry Creek Dr N
Suite 575
 Denver, CO 80209
Estate Planning, Appeals and Tax
University of Notre Dame
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Denver Estate Planning Attorney
Kendra A. Snyder
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10.0 Justia Lawyer Rating for Kendra A. Snyder (1 Peer Review)
(303) 485-0803 215 S. Wadworth Blvd.
Suite 410
 Lakewood, CO 80226
Free ConsultationLakewood, CO Estate Planning Lawyer with 3 years experience
Estate Planning, Divorce, Family and Personal Injury
University of Colorado - Boulder
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A Managing Senior Associate attorney with the Bagley Law Firm, LLC, Kendra possesses a keen legal mind and a confident demeanor. With a winning track record in – and out – of the courtroom, Kendra has quickly proven herself an invaluable member of our attorney staff in all of our general practice areas, including divorce and child custody matters, criminal defense, probate, and personal injury.

Originally from Connecticut, Kendra relocated to Colorado to attend the University of Colorado at Boulder where she earned Bachelor’s degrees in Philosophy and Sociology. Upon graduation, Kendra remained in Colorado to attend the University...
Keith A. Gantenbein
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Denver, CO Estate Planning Lawyer with 11 years experience
(303) 618-2122 1760 Gaylord Street
 Denver, CO 80206
Estate Planning, Foreclosure Defense, Probate and Tax
Barry University
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Keith Gantenbein is a foreclosure defense attorney in Denver, CO., whose firm focuses on foreclosure issues such as Public Trustee foreclosures, foreclosure deficiencies, foreclosure defaults and cure, short sales, loan mods, judicial foreclosures, HOA liens and HOA foreclosures, bank litigation and civil litigation. Prior to starting his own firm, Keith Gantenbein worked for an Homeowners' Association Firm and represented major lenders in the mortgage industry while working at the largest foreclosure firm in Colorado. Keith is a published author on the Protecting Tenants at Foreclosure Act. In addition to an extensive banking and mortgage background, our Keith Gantenbein is...
Clark Dray
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Denver, CO Estate Planning Attorney with 9 years experience
(303) 586-4087 1624 Market St #202
 Denver, CO 80202
Free ConsultationEstate Planning and Bankruptcy
The Ohio State University Michael E. Moritz College of Law
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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...
James A. Littlepage
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Denver, CO Estate Planning Attorney with 48 years experience
(303) 756-5808 1777 S. Harrison Street
Suite 1500
 Denver, CO 80210
Free ConsultationEstate Planning, Business and Probate
University of Colorado Law School
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Jim Littlepage is a 1969 graduate of the University of Colorado Law School and was admitted to the Colorado Bar the following year. After graduating from law school, he served as a lieutenant in the U.S. Army from 1970-1971 and then entered the private practice of law. From 1985 to 1990 he served as President and General Counsel to W. H. Smith Wholesale, the 8th largest distributor of books and magazines in the United States, having previously held the same position at the Denver News Company. With offices in Denver and Grand Junction Jim is able to...
Andrew Peter Stone
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Lakewood, CO Estate Planning Attorney with 16 years experience
(877) 897-6591 225 Union Blvd, Ste 150
 Lakewood, CO 80228
Free ConsultationEstate Planning, Business and Elder
University of Denver
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Andrew enjoys meeting with people and talking with them about their lives and interests. Helping people be prepared for the future comes naturally and his attitude of respect for others and sense of humor provides a comfortable setting to discuss difficult topics like preparing for death and aging. He understands a solid estate plan will give you peace of mind, knowing that everything is planned for and taken care of when you pass away, and will work with you collaboratively to meet your goals. While much of this can be confusing Andrew is able to explain everything in ways that...
Gregory Deemer Esq.
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Denver, CO Estate Planning Lawyer with 4 years experience
(800) 591-0732 1600 Broadway
Suite 1600
 Denver, CO 80202-4916
Free ConsultationEstate Planning, Business and Tax
Appalachian School of Law
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Mr. Deemer has over twenty years working with the financial services industry and has focused on helping people plan for the future. He lives in the Denver Metro area and is an active member of the community. In his spare time, Mr. Deemer volunteers for the Metro Volunteer Lawyers and the Civil Air Patrol.
Aaron Israels
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Denver, CO Estate Planning Lawyer with 11 years experience
(720) 599-3505 4155 E. Jewell Avenue
Suite 502
 Denver, CO 80222
Free ConsultationEstate Planning, Business, Insurance Claims and Probate
University of Detroit Mercy
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Aaron is not your average attorney. He is young, hardworking and easy to get in touch with. Aaron Israels is an attorney, licensed to practice law in Colorado, Michigan, and Illinois. His main office is located in Central Denver. He maintains an office in both Denver and downtown Ann Arbor and is often times working in both cities from week to week. He always offers free consultations for all of his legal services, so if you have a legal issue, feel free to call him directly at (720) 599-3505 or send him an email at aaron@acilaw.com. You can also...
Douglas R Griess
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Denver, CO Estate Planning Lawyer with 15 years experience
(303) 534-4317 1601 Blake Street, Suite 310
 Denver, CO 80202
Estate Planning, Business, Construction and Tax
University of Virginia School of Law
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Douglas R. Griess is a partner with Hackstaff & Snow, LLC, in Denver, Colorado focusing on business law, estate planning, and intellectual property for small businesses. Early in his career, Mr. Griess learned contract analysis working on insurance coverage matters, commercial litigation, and construction defects. Mr. Griess opened The Griess Law Firm, LLC, in 2010 to provide business counsel to clients, and then merged with Hackstaff & Snow, LLC in 2016 to expand his practice areas and resources. He represents various individuals and businesses based in Colorado and around the nation in business matters, non-profit matters, transactions, civil and commercial...
John R. McGuire
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Denver, CO Estate Planning Lawyer with 14 years experience
(720) 833-7705 1860 Blake Street
Suite 400
 Denver, CO 80202
Free ConsultationEstate Planning, Business and Tax
University of Denver
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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...
Elizabeth Standish Cypers
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Denver, CO Estate Planning Lawyer with 12 years experience
(720) 336-0505 999 18th Street
South Tower, Suite 1500
 Denver, CO 80202
Estate Planning, Business, Elder and Probate
Loyola Law School, Los Angeles
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Brian A. Jeffrey
Claimed Lawyer ProfileBlawgsearchSocial Media
Denver, CO Estate Planning Attorney with 48 years experience
(303) 926-5272 501 S. Cherry St.
Suite 1100
 Denver, CO 80246
Free ConsultationEstate Planning, Business, Divorce and Probate
University of Wisconsin Law School
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I grew up in Wisconsin and am a 1970 graduate of UW Madison's Law School. Since 1978 I have maintained a general civil practice, first in Evergreen, and for the past six years in Denver. I have recently relocated my office and now maintain a solo practice from offices in the Cherry Creek area. My primary focus has been on estate planning, including probate, and small business counseling and representation. I am a past President of the 1st Judicial District (Jefferson County) Bar Association and am a Fellow of the Colorado Bar Foundation (the charitable...
Michael Allen Robinson
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Lakewood, CO Estate Planning Attorney with 30 years experience
(720) 945-9060 225 Union Blvd
Ste 140
 Lakewood, CO 80228
Free ConsultationEstate Planning, Animal, Bankruptcy and Tax
University of Denver
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Attorney Mike Robinson has lived in Douglas County, Colorado for over 20 years. He has served on the Board of Directors of the Castle Rock Chamber of Commerce and Cantril House Assisted Living Center, as Post Commander of the Castle Rock Veterans of Foreign Wars Post #10578, President of the Douglas-Elbert Bar Association, Board of Governors - Colorado Bar Association, the Colorado Trial Lawyers Association, and Phi Delta Phi Legal Fraternity, Who's Who in American Law.
Rebecca Lynn Shandrick
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DENVER, CO Estate Planning Attorney with 35 years experience
(303) 292-1327 950 S. CHERRY STREET
Suite 714
 DENVER, CO 80246
Estate Planning, Elder and Probate
University of Colorado Law School
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Rebecca L. Shandrick, Esq. is the principal of the Law Offices of Rebecca L. Shandrick, LLC. She has been practicing law for over 30 years and is experienced in the areas of Elder Law, Guardianship and Conservatorship, Estate Planning, Medicaid eligibility and appeals, Wills and Trusts, estate litigation, fiduciary representation, Powers of Attorney, Probate, estate planning for persons with special needs and special needs trusts and all related areas.
Ms. Shandrick is a graduate of the University of Colorado School of Law and served on the Board of Editors of the University of Colorado Law Review. She...
Robert V. Aghazarian
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Denver, CO Estate Planning Attorney with 22 years experience
(303) 945-3848 1660 Lincoln St., Suite 1550
 Denver, CO 80264
Estate Planning, Business and Elder
The University of Denver Sturm College of Law
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Rob specializes in estate planning, estate administration and trusts. In his practice, Rob works with clients to create estate plans, which often include wills, trusts, living trusts, living wills, and powers of attorneys. He has also helped many clients obtain guardianships for loved ones that need someone to help care for them and conservatorships to help manage their loved one's finances. He helps clients in administering estates (probate) and trusts.
Sabra M. Janko
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Denver, CO Estate Planning Lawyer
(303) 210-4204 8894 E 29th Pl
 Denver, CO 80238
Estate Planning, Arbitration & Mediation, Divorce and Probate
University of Maryland School of Law and The Judge Advocate General’s Legal Center and School
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Eric Douglas Wollard
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Wheat Ridge, CO Estate Planning Attorney with 21 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
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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.
Knicky Van Slyke
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10.0 Justia Lawyer Rating for Knicky Van Slyke (1 Peer Review)
(303) 485-0803 215 S. Wadworth Blvd.
Suite 410
 Lakewood, CO 80226
Free ConsultationLakewood, CO Estate Planning Attorney with 2 years experience
Estate Planning, Criminal, Divorce and Family
University of Denver
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Knicky Van Slyke is an Supervising Senior Associate attorney at the Bagley Law Firm whose practice focuses on family law and criminal defense. Passionate , her fervent advocacy is a product of her experience as a seasoned courtroom litigator.

Prior to joining the Bagley Law Firm, Knicky had extensive exposure to complicated misdemeanor and felony cases while working for the Colorado State Public Defender’s office. Knicky’s enormous caseload and daily court appearances provided her the opportunity to cut her teeth on complex legal issues while defending her clients from the harshest of consequences.

While attending University of Denver Law School,...
Lauren Lester
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Denver, CO Estate Planning Attorney with 3 years experience
(720) 639-7585 191 University Blvd #703
 Denver, CO 80206
Free ConsultationEstate Planning, Divorce and Family
Georgia State University College of Law
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I provide affordable family law and estate planning legal help at a flat rate. Choose full representation or unbundled services to save money. No surprises, just great service. Estimate your cost at http://www.mylifelawyer.com/pricing/
Cory Martin Curtis
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Denver, CO Estate Planning Attorney with 10 years experience
(720) 263-4600 5353 West Dartmouth Avenue
 Denver, CO 80227
Estate Planning, Bankruptcy, Family and Tax
New England Law | Boston
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Born in Vernal, Utah, Attorney Curtis grew up in Utah but now calls Colorado home with his wife and son. Attorney Curtis founded the Curtis Law firm, LLC with the honest belief that quality legal services should be accessible to everyone, not just the wealthy. From the beginning, Curtis Law Firm has been helping its clients resolve their legal problems so they can get on with the business of living.
Roger Wayne Westlund
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Northglenn, CO Estate Planning Lawyer with 37 years experience
(303) 450-0833 11152 Huron St., #208
 Northglenn, CO 80234
Free ConsultationEstate Planning, Divorce, Elder and Family
Washburn University School of Law
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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....
James Bailey
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Denver, CO Estate Planning Attorney with 51 years experience
(303) 837-1660 535 16th Street
Suite 727
 Denver, CO 80202
Free ConsultationEstate Planning, Business, Municipal and Probate
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James Bailey founded Bailey & Peterson, P.C. in 1992 and has practiced law in Colorado since 1971. He has practiced before state and federal courts engaging in litigation involving complex commercial transactions, bankruptcy reorganizations, antitrust and securities class actions, receiverships, municipal financing, commercial torts, constitutional law, and personal injuries. He has represented individuals, small businesses, large corporations, quasi-municipal corporations, special districts, local and interstate banks, and international resorts. He has extensive experience with Commercial Litigation, Business Organizations, Land Use and Planning, Corporate Special Council Investigation Engagements, Creditor Representation, Real Estate, Construction, Litigation, Estate Planning, Special Districts, Municipal Law, Zoning, and...
Robert Wiegand II
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Denver, CO Estate Planning Attorney with 46 years experience
(303) 741-6410 280 E 20th Ave
 Denver, CO 80205-3148
Free ConsultationEstate Planning, Elder, Probate and Tax
The University of Denver Sturm College of Law and Tulane University School of Law
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Sonny Wiegand holds a B.A. in History from Tulane University School of Arts & Sciences (1970), a J.D. from Tulane University School of Law (1972), and an LL.M.-Taxation from the University of Denver Sturm College of Law (1977). He has practiced law since 1972, focusing on business law and tax-related issues since 1977. He has continuously served on the board of directors of several companies of varying sizes for over 15 years.
Sandra J Nettleton
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Denver, CO Estate Planning Lawyer with 8 years experience
(303) 353-2965 9745 E Hampden Avenue
Suite 400
 Denver, CO 80231
Estate Planning, Landlord Tenant, Probate and Real Estate
University of Colorado Law School
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Sandra J Nettleton is a western woman who is familiar with both the unique needs of rural/ranching/mining communities as well as the concerns of the multicultural city community. Sandra was born and raised in New Mexico and practiced law in the North Fork Valley of Colorado prior to moving to Idaho Springs, Colorado. Sandra has lived in Los Angeles, Denver, and London and has traveled extensively internationally.
Sandra has spent her legal career working in general practice law firms. That means that she has experience in a number of areas...
Michael Patrick Barry
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Denver, CO Estate Planning Attorney with 15 years experience
(720) 536-4660 2701 Lawrence St., Suite 201
 Denver, CO 80205
Free ConsultationEstate Planning, Business, Real Estate and Tax
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Karen Lynn Brady
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Arvada, CO Estate Planning Attorney with 29 years experience
(303) 420-2863 5400 Ward Road
Bldg V Suite 170
 Arvada, CO 80002
Estate Planning, Business and Probate
University of Michigan - Ann Arbor
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David M. Serafin
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Denver, CO Estate Planning Attorney
(303) 862-9124 501 S Cherry St
#1100
 Denver, CO 80246
Free ConsultationEstate Planning, Bankruptcy, Probate and Tax
Valparaiso University School of Law
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Bankruptcy and Tax attorney.
Douglas S. Holden
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Lakewood, CO Estate Planning Attorney with 41 years experience
(303) 986-1994 10526 W. Alameda Avenue
 Lakewood, CO 80226
Free ConsultationEstate Planning, Business, Elder and Probate
Pepperdine University School of Law
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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...
Diane Susan Freed
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Denver, CO Estate Planning Lawyer with 36 years experience
(303) 462-0110 777 S Wadsworth Blvd
 Denver, CO 80226
Estate Planning, Divorce, Family and Real Estate
State University of New York - Buffalo
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Jolein Anne Harro
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Littleton, CO Estate Planning Lawyer with 31 years experience
(303) 463-6302 13978 W. Bowles Ave. Ste. 200
 Littleton, CO 80127
Estate Planning, Divorce, Domestic Violence and Family
University of Colorado - Boulder
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Jolein was born in Macomb, Illinois and was raised in Iowa and Missouri. She graduated Summa Cum Laude fromTruman State University (formally known as Northeast Missouri State University) where she graduated with a BA in English and a minor in History. During her time at Truman State University, Jolein also studied abroad in Heidelberg, Germany. In 1987, Jolein graduated with a law degree from the University of Colorado and after her graduation, worked at two general practice law firms. In 1990, believing that law should be more personalized and less costly, Jolein opened her own law firm which...
Kathleen Anne Boland
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Denver, CO Estate Planning Attorney with 32 years experience
(303) 562-5973 1525 Josephine St.
 Denver, CO 80206
Estate Planning, DUI, Probate and Traffic Tickets
University of Denver
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Rose Mary Zapor
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Lakewood, CO Estate Planning Lawyer with 19 years experience
(303) 866-0990 7475 W. 5th Ave., Suite 202
 Lakewood, CO 80226
Estate Planning, Elder, Nursing Home and Probate
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My practice is devoted to protecting the rights of my people (not clients - people). This includes drafting estate documents that reflect and protect their rights and their wishes; probate and litigation that makes sure their estate is handled in the way they expressed to me; and providing guardianship and conservatorship representation to protect them from abuse. If there is nursing home abuse, I will work to make sure that your family member is compensated and receives the care they deserve. I am on the executive council of the Elder Law Section of the Colorado Bar Association...
Daniel Charles McAuliffe
Claimed Lawyer ProfileBlawgsearchSocial Media
Denver, CO Estate Planning Attorney with 21 years experience
(720) 949-1159 2000 S. Colorado Blvd., Tower One, STE 9500
 Denver, CO 80222
Estate Planning, Administrative, Business and Environmental
American University Washington College of Law
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18+ Years of Legal, Military & Management Experience.
Licensed attorney in Colorado and the District of Columbia.
Top Secret security clearance.
Civilian Experience
• Attorney and Partner, Whitcomb, Selinsky, McAuliffe, PC
• Deputy Director and General Counsel, Colorado Water Conservation Board
• Assistant Director, Colorado Department of Natural Resources
• Legislative Director, U.S. Representative and U.S. Senator Ben Nighthorse Campbell
Military Experience
• Chief of Civil Law, U.S. Army, Pacific
• Cyber Law Team Chief, USAR Legal Command, 87th Legal Operations Detachment
• Assistant General Counsel, Joint IED Defeat Organization
• U.S. Army Brigade Judge Advocate and Deputy Brigade Judge Advocate, 3d Brigade Combat Team, 4th Infantry Division
• Chief, Criminal Law and Discipline, Division...
John Joseph Campbell
Claimed Lawyer Profile
Denver, CO Estate Planning Lawyer with 33 years experience
(303) 290-7497 4155 E. Jewell Ave., Ste. 500
 Denver, CO 80222
Estate Planning, Elder and Social Security Disability
University of Missouri - Columbia School of Law
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Rachael Z Ardanuy
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Denver, CO Estate Planning Lawyer with 6 years experience
(303) 586-5020 3570 E. 12th Ave.
 Denver, CO 80206
Estate Planning and Cannabis Law
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Arthur Thomas DiMeo
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Denver, CO Estate Planning Lawyer with 24 years experience
(303) 810-1900 1120 Lincoln Street
Suite 1100
 Denver, CO 80203
Free ConsultationEstate Planning, Business and Real Estate
Franklin Pierce Law Center
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Colorado Real Estate, Business, Probate and Civil Litigation Lawyer. 24 years experience in the Denver Metro area. Free Consultation.

Arthur DiMeo, Of Counsel at Katz, Look & Onorato, P.C., builds upon over twenty years of legal experience in business transactions and civil litigation. He regularly counsels clients about real estate, land titles, easements, boundary disputes, leases, mechanic’s liens and mineral rights. In addition, Art is fluent in the estate administration and probate practice areas. He represents business owners, landowners, landlords, tenants and individuals in all aspects of these practice areas. He has successfully litigated in Colorado state courts, the...
Mr. Preston J. Branaugh Esq.
Claimed Lawyer Profile
Arvada, CO Estate Planning Attorney with 21 years experience
(303) 893-4122 8700 Ralston Road
 Arvada, CO 80002
Estate Planning, Arbitration & Mediation, Elder and Probate
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Roger Adams
Claimed Lawyer Profile
Denver, CO Estate Planning Attorney with 12 years experience
(720) 233-7900 4200 E. 8th Ave.
Suite 101
 Denver, CO 80220
Estate Planning, Bankruptcy, Elder and Probate
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Mr. Adams is an experienced and highly trained attorney and counselor at law who has deep roots in Colorado. Mr. Adams received his law degree (J.D.) from the University of Denver Sturm College of Law. Mr. Adams prepares every case as if it will go to trial, in a thoughtful, thorough manner. Since before law school, Mr. Adams has been an advocate on behalf of individuals and businesses. He has a knack for relating to people, and the skills necessary to fairly represent his clients in Colorado and U.S. District Court.
James K. Townsend
Claimed Lawyer ProfileSocial Media
Lakewood, CO Estate Planning Attorney with 11 years experience
(303) 233-4200 7625 West 5th Ave
Suite 200 D
 Lakewood, CO 80226
Estate Planning, Family, Personal Injury and Real Estate
University of Idaho College of Law
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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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