Miami, Florida Estate Planning Lawyers

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Mark Mastrarrigo
Mark Mastrarrigo
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Miami, FL Estate Planning Attorney with 23 years experience

For over 20 years, Mark has practiced in the areas of probate administration, estate planning, guardianship and elder law. Through his career, he has helped those clients who have the need for estate plans... Read More »
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David Luber
David Luber
PREMIUM

Hollywood Estate Planning Attorney & Master of Laws with 22 years of experience.

David Luber has a Master of Laws in Estate Planning. He has served as a chairperson of the Probate and Trust section for a bar association & President of an estate planning council. David has helped... Read More »
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Bart H. Chepenik
Bart H. Chepenik
PREMIUM

Your Legal Counsel for Life.

Bart Chepenik, Founder, Chepenik Trushin LLP. Bart's niches are in tax. His focuses are estate planning, family succession, trusts, charities, probate and guardianship. He has excellent competencies in guardianship law.
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Christian Cameron
Christian Cameron
PREMIUM

Your Legal Counsel for Life.

Christian Cameron is an Associate at Chepenik Trushin LLP. He specializes in domestic and international estate planning and complex tax issues related to ultra-wealth transfer. Christian is fluent in Spanish.
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Romy B. Jurado
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North Miami, FL Estate Planning Lawyer with 7 years experience
(305) 921-0440 12955 Biscayne Boulevard
Suite 328
 North Miami, FL 33181
Estate Planning, Business, Probate and Tax
Florida International University College of Law
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I am a business lawyer, real estate lawyer and immigration attorney. I represent clients in title and real estate matters who are purchasing, selling or refinancing a home or business; negotiating a lease on commercial or residential property and litigating issues that arise from real estate transactions. I provide day-to-day legal and business counseling to both established and successful companies, as well as startups. I offer my clients unparalleled transactional expertise from business formation and preparation of business contracts, to business financing, mergers and acquisitions. U.S. immigration laws are very complex and the factors to be...
Gregory Herman-Giddens
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Miami, FL Estate Planning Lawyer with 30 years experience
(800) 201-0413 201 S. Biscayne Boulevard
Suite 2650
 Miami, FL 33133
Estate Planning, Business, Probate and Tax
University of Miami School of Law and Tulane University School of Law
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TrustCounsel's estate planning, probate and tax law attorneys provide comprehensive wealth planning, protection and management services to North Carolina, Florida, Tennessee and New York. Through careful selection of strategies tailored to our clients' individualized goals and objectives, we help individuals protect family, preserve assets and save taxes. TrustCounsel's experienced estate planning lawyers provide legal assistance with: Wills, IRA trusts, special needs trusts and charitable gift planning. We also advise on elder law matters, including Medicaid and Veterans Affairs planning. Other services include: Asset protection, including development of limited liability companies (LLCs) and establishing domestic and offshore trusts. Planning...
Evelyn Suero
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Miami, FL Estate Planning Attorney
(305) 396-8772 1001 Brickell Bay Drive Suite 2700
 Miami, FL 33131
Estate Planning, Business, Entertainment & Sports and Probate
University of Pennsylvania Law School
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Evelyn I. Suero is owner and principal attorney of Suero Law, PLLC, a law practice with a focus on domestic & international corporate transactions and contracts, probate & estate planning, nonprofit organizations, entertainment representation, trademarks, copyrights, as well as business & entertainment immigration. She is fluent in English and Spanish and earned her law degree from the University of Pennsylvania Law School. In addition to her legal practice, she also proudly serves as a leader and business advocate for various boards in the Miami community.
Evelyn I. Suero es dueña y abogada administradora de Suero Law, PLLC,...
Monique M. Sadarangani
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North Miami, FL Estate Planning Attorney with 6 years experience
(305) 981-8889 12550 Biscayne Blvd.
Suite 805
 North Miami, FL 33181
Estate Planning, Business and Probate
University of Miami School of Law and Suffolk University Law School
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Richard Alyn Schurr
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Coral Gables, FL Estate Planning Lawyer with 23 years experience
(305) 204-4924 100 Almeria Ave
#340
 Coral Gables, FL 33134
Estate Planning, Business, Divorce and Tax
University of Miami School of Law and Whittier Law School
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Richard A Schurr is an attorney with 23 years of experience in family law, business, and civil litigation. Mr. Schurr also has experience as a forensic accounting, holds a Masters of Law Degree in Taxation, and is a Certified Financial Planner. He is a Harvard trained mediator and negotiator and is a Florida Supreme Court Certified Mediator. He is a SuperLawyer, is rated AV Preeminent (highest rating) by Martindale Hubbell, and is on Florida Trend Magazine's list of Legal Elite for 2018.
Magda Abdo-Gomez
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Miami, FL Estate Planning Lawyer with 36 years experience
(305) 559-7478 14850 S.W. 26 Street
Suite 112
 Miami, FL 33185
Estate Planning, Bankruptcy, Probate and Tax
University of Florida
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EDUCATION: -Bachelor of Arts (summa cum laude) with majors in French and Mathematics; University of Miami. -Juris Doctor (Law), University of Florida -Master of Laws (Tax), University of Florida WORK EXPERIENCE: -Magda Abdo-Gomez, lawyer -TAX LAWYER: As a former IRS attorney with over 33 years of experience providing legal help to taxpayers before the IRS I focus on providing all manner of tax relief including: -IRS payment plan -Tax lien matters -Levies and wage garnishment -IRS audits -Tax Court litigation -BANKRUPTCY LAWYER: With over 30 years of experience and as a professor of bankruptcy,...
Vanessa Alexandra Vasquez de Lara
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Miami, FL Estate Planning Attorney with 15 years experience
(305) 596-9951 7700 North Kendall Drive, Suite 607
 Miami, FL 33156
Estate Planning, Divorce, Family and Probate
University of Miami School of Law
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Vanessa Vasquez de Lara, Esq. is the founder and owner of Vasquez de Lara Law Group, a law firm dedicated to assisting families with the legal issues affecting them, and their loved ones in family and probate court. Ms. Vasquez de Lara graduated cum laude from the University of Miami School of Law in 2002. She has been named to the 2015 Super Lawyers Rising Stars list and is an experienced family, probate, and guardianship litigator. Cases handled in family and probate court include divorce, child custody, child support, relocation matters, preparation of wills, probating of assets with and without...
Francis M. Boyer
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Miami Beach, FL Estate Planning Attorney
(305) 921-9665 1000 5th Street
Suite 200
 Miami Beach, FL 33139
Free ConsultationEstate Planning, Business, Collections and Probate
Florida Coastal School of Law
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Hello. My name is Francis M. Boyer, Esq., and I would like to take a quick second to thank you for visiting my profile. My main office is located in Jacksonville, Florida, but our firm has two other offices located in Orlando and Miami. I regularly travel to these offices in order to better serve our clients who reside there. I am licensed to practice law throughout the entire state of Florida, as well as in the District of Columbia. My practice areas include business law, immigration, real estate, debt collection, civil litigation, and international law. I invite you to contact me...
Jacqueline Bowden Gold J.D.
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10.0 Justia Lawyer Rating for Jacqueline Bowden Gold J.D. (1 Peer Review)
(305) 556-5209 6500 Cow Pen Rd
#204
 Miami, FL 33014
Miami, FL Estate Planning Lawyer
Estate Planning, Elder and Probate
St. Thomas University School of Law
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Jacqueline Bowden Gold concentrates in the areas of probate, trust law, guardianship, estate planning, and asset protection. Ms. Bowden Gold has over 5 years in legal experience. A native of Miami, Florida, Ms. Bowden Gold received her J.D. from St. Thomas University School of Law in 2013. Ms. Bowden was President of the Student Bar Association where she served as the voice for the student body. While at St. Thomas, Ms. Bowden was a member of Phi Delta Phi Legal Honors Society, Hispanic American Law Student Association, and Animal Legal Defense Fund. Ms. Bowden also completed a fellowship...
Leisy Jimenez
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Miami, FL Estate Planning Attorney with 7 years experience
(305) 261-7000 8490 SW 8th St
 Miami, FL 33144
Estate Planning, Divorce, Family and Tax
Shepard Broad Law Center, Nova Southeastern University
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Leysi Jimenez practices in the areas of Immigration, Family Law, Foreclosure, and Criminal Justice. Ms. Jimenez obtained a Bachelor of Science Magna Cum Laude in Criminal Justice at the Florida International University, and also a Juris Doctor Cum Laude at the Nova Southeastern University, Shepard Broad Law Center. She has been representing clients at mediation, temporary hearings, and trials. Ms. Jimenez has also managed and prepared cases, attended court hearings, and drafted motions to reopen cases. She speaks fluent Spanish.
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Monique M. Sadarangani
Monique M. Sadarangani
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Your Legal Counsel for Life.

Monique Sadarangani is an Associate at Chepenik Trushin LLP. Monique focuses her practice in the areas of estate planning, probate administration and guardianship law. She is licensed in Florida and Massachusetts.
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Renzo Bosoni
Renzo Bosoni
PREMIUM

Coral Gables, FL Estate Planning Lawyer

Renzo Bosoni is the founding member of First Legal, a well established law firm focusing in the areas of probate administration, estate planning, trusts and will, guardianship and elder law. With a combined... Read More »
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Bart H. Chepenik
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North Miami, FL Estate Planning Lawyer with 24 years experience
(305) 981-8889 12550 Biscayne Blvd.
Suite 805
 North Miami, FL 33181
Estate Planning, Elder, Probate and Tax
Shepard Broad Law Center, Nova Southeastern University and University of Miami School of Law
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Bradley H. Trushin
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North Miami, FL Estate Planning Attorney with 29 years experience
(305) 981-8889 12550 Biscayne Blvd.
Suite 805
 North Miami, FL 33181
Estate Planning, Insurance Defense, Nursing Home and Probate
University of Florida
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Nancy Adkins
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Miami, FL Estate Planning Attorney with 11 years experience
(954) 734-6048 701 Brickell Avenue, Suite 1550
 Miami, FL 33131
Estate Planning, Divorce, Family and Probate
St. Thomas University School of Law
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I am in my fifth year of private practice, focusing exclusively on Family Law. I understand how important it is to know what you are doing when you are dealing with someone's family. I also come from a broken home, so I have personal experience in many of the issues confronting the families I help. Before starting Exclusive Family Law Practice in Fort Lauderdale, FL, I worked for the Florida Attorney General in the Child Support Enforcement Division for about three years. My client was the Department of Revenue, and I have first hand knowledge...
Mark Mastrarrigo
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Miami, FL Estate Planning Attorney with 23 years experience
(954) 613-1870 2600 S Douglas Rd
Suite 1101
 Miami, FL 33134
Free ConsultationEstate Planning, Elder, Probate and Real Estate
St. Thomas University School of Law
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For over 20 years, Mark has practiced in the areas of probate administration, estate planning, guardianship and elder law. Through his career, he has helped those clients who have the need for estate plans with very little or no assets but important goals to be accomplished for their loved ones and estate plans for clients with large financial estates with the need to protect their assets and plan for their loved ones financial care in the future. Mark has assisted those clients with the need for navigating through the probate and guardianship process at a time of loss and need...
Randy Allen Bryant
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Miami, FL Estate Planning Attorney with 20 years experience
(305) 456-2777 28 West Flagler Street
Suite 1200
 Miami, FL 33130
Free ConsultationEstate Planning, Elder and Probate
University of Miami School of Law and University of Miami
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Mr. Bryant focuses his practice on the areas of Probate and Guardianship. The practice consists of both administration and litigation matters. Mr. Bryant is admitted to practice law throughout the State of Florida and is also admitted to practice in the federal courts of both the Southern and Northern Districts of the United States District Courts.
Phillip B. Rarick J.D.
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10.0 Justia Lawyer Rating for Phillip B. Rarick J.D. (1 Peer Review)
(305) 556-5209 6500 Cow Pen Rd
#204
 Miami Lakes, FL 33014
Miami Lakes, FL Estate Planning Lawyer with 25 years experience
Estate Planning, Business, Probate and Tax
Indiana University - Indiana University/Purdue University at Indianapolis
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EXPERIENCE Attorney Phil Rarick has 30 years of experience in both private and public legal work. Mr. Rarick concentrates in the fields of estate planning (wills and trusts), asset protection, probate, and business law. Integrated asset protection with an estate plan designed to protect wealth and secure tax advantages are a primary focus of his practice. He is an active member of the Elder Law Section of the Florida Bar, and the Real Property, Probate and Trust Law section of the Florida Bar Association. Mr. Rarick is the primary writer and editor for the Miami Trusts & Probate Alert newsletter...
Vivian M. Niebla
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Miami, FL Estate Planning Lawyer with 20 years experience
(305) 456-2777 28 West Flagler Street
Suite 1200
 Miami, FL 33130
Free ConsultationEstate Planning, Elder and Probate
University of Miami School of Law
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Patrick Jean-Gilles
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Aventura, FL Estate Planning Attorney with 8 years experience
20900 NE 30th Avenue, 8th Floor
 Aventura, FL 33180
Free ConsultationEstate Planning, Personal Injury, Probate and Traffic Tickets
Florida International University College of Law
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Patrick Jean-Gilles is a Florida-licensed Attorney and counselor at law. His general practice includes the preparation of wills and probate administration, civil, traffic among other areas.
Daniel T. Fleischer
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Aventura, FL Estate Planning Lawyer with 18 years experience
(305) 984-7545 2875 NE 191st St
#403
 Aventura, FL 33180
Free ConsultationEstate Planning, Elder and Probate
University of Miami
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Eric S Kane
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Aventura, FL Estate Planning Attorney with 14 years experience
(305) 937-7280 20900 NE 30th Ave
Suite 403
 Aventura, FL 33180
Estate Planning and Probate
University of Miami School of Law and University of Miami School of Law
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Mr. Kane graduated cum laude with a J.D. and L.LM from the University of Miami School of Law in Coral Gables, Florida and earned a B.A. in Government and Latin American Studies, cum laude from Franklin and Marshall College in Lancaster, Pennsylvania. Mr. Kane was raised in South Florida and attended Ransom Everglades High School. Mr. Kane has received the following honors, The National Advocates Florida: Top 100 "Wills, Trusts and Estates" which is awarded to Florida lawyers who exemplify superior qualifications of leadership, reputation, influence and performance in their area of specialty. Super Lawyers, Florida Rising Stars "Estate Planning...
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Matthew Adam Gruber
Matthew Adam Gruber
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Miami, FL Estate Planning Attorney with 10 years experience

Florida International University College of LawFlorida
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Jacqueline Bowden Gold J.D.
Jacqueline Bowden Gold J.D.
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Florida Estate Planning Lawyer

Jacqueline Bowden Gold concentrates in the areas of probate, trust law, guardianship, estate planning, and asset protection. Ms. Bowden Gold has over 5 years in legal experience. A native of Miami,... Read More »
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Daniel F. Bachman
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North Miami, FL Estate Planning Attorney with 6 years experience
(305) 981-8889 12550 Biscayne Blvd.
Suite 805
 North Miami, FL 33181
Estate Planning, Business, Nursing Home and Probate
University of Miami School of Law
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Randy Narkir
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Coral Gables, FL Estate Planning Attorney with 4 years experience
(786) 600-2778 250 Catalonia Avenue
Suite 350
 Coral Gables, FL 33134
Estate Planning, Administrative, Elder and Probate
Florida International University College of Law
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Randy Narkir, a South Florida native, practices Elder Law (including Medicaid Planning and Special Needs Trusts), special needs planning, estate Planning, Guardianship, and probte law. I provide legal advice to my clients in person, over the telephone, by FaceTime or Skype; or I will come to you. Mr. Narkir was ranked number six in his law school graduating class, received three CALI Excellence [Book] Awards, and was on the Dean’s List six times. His legal research on eminent domain earned him a nomination from FIU’s faculty for a university-wide award that recognizes student-employees for their contributions to the...
Chad L. Steskal
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North Miami, FL Estate Planning Lawyer
(754) 216-5037 1801 N.E. 123rd Street
Suite 314
 North Miami, FL 33181
Estate Planning, Business, Elder and Probate
University of Miami School of Law and University of Miami
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Eliot Brais
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Miami, FL Estate Planning Lawyer
(800) 499-0551 9300 S Dadeland Blvd
#101
 Miami, FL 33156
Free ConsultationEstate Planning, Business, Criminal and Insurance Claims
New England Law | Boston
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Teresa Abood-Hoffman
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Miami, FL Estate Planning Attorney with 29 years experience
(305) 372-2877 66 W. Flagler Street,
Suite 200
 Miami, FL 33130
Free ConsultationEstate Planning, Divorce and Probate
University of Miami School of Law and Western Michigan University Cooley Law School
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Teresa Abood Hoffman, is the managing partner at Hoffman & Hoffman P.A.. Teresa was admitted to practice law in the state of Michigan in 1989, and the state of Florida in 1990.  Born and raised in Lansing, Michigan, Teresa's father, Fredric S. Abood, founded the Abood law firm in Lansing over 60 years ago, where Teresa worked from a very young age, and where her family still operates and runs the firm today.  Teresa studied in Michigan, completing AA, BA, and JD degrees.  After being admitted to practice law in Michigan, Teresa decided to further her studies in estate planning and...
Renzo Bosoni
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Coral Gables, FL Estate Planning Lawyer
(954) 613-1865 2600 S Douglas Road
Suite 1101
 Coral Gables, FL 33134
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
American University Washington College of Law
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Renzo Bosoni is the founding member of First Legal, a well established law firm focusing in the areas of probate administration, estate planning, trusts and will, guardianship and elder law. With a combined experience of over 30 years, the attorneys at First Legal have the necessary expertise and knowledge to handle the preparation of simple wills so you can pass on your assets to your loved ones to even the most difficult sets of issues, whether it be contested probate administrations, or complex estate planning needs.

Every client we meet has different needs and wishes about how they want their...
Matthew Adam Gruber
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10.0 Justia Lawyer Rating for Matthew Adam Gruber (1 Peer Review)
(305) 665-8888 9350 S Dixie Hwy
#1200
 Miami, FL 33156
Free ConsultationMiami, FL Estate Planning Attorney with 10 years experience
Estate Planning, Business, Probate and Real Estate
Florida International University College of Law
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Angel J. Silvestrini Esq.
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Miami, FL Estate Planning Lawyer with 12 years experience
(954) 541-8068 1951 NW 7th Ave
Unit 600
 Miami, FL 33136
Estate Planning, Divorce, Family and Probate
University of Puerto Rico - Río Piedras
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Edwin Bruce Zaslow
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Miami, FL Estate Planning Attorney with 42 years experience
(305) 669-5262 7700 N. Kendall Drive
Suite 806
 Miami, FL 33156
Estate Planning, Business, Elder and Probate
University of Miami School of Law and University of Miami School of Law
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Board Certified in Wills, Trusts and Estates by The Florida Bar.
Patrick J. Lannon Esq.
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Miami, FL Estate Planning Attorney with 21 years experience
(305) 350-7320 1450 Brickell Avenue
23rd Floor
 Miami, FL 33131
Estate Planning
Harvard Law School
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Patrick J. Lannon practices in the areas of estate planning, estate administration, and trust administration. He is admitted to practice in Florida and New York. Patrick earned his undergraduate degree (B.A., summa cum laude, 1991) from Columbia University where he was elected to Phi Beta Kappa and his law degree (J.D., magna cum laude, 1996) from Harvard University where he was a member of the Journal of Law and Public Policy. Patrick is board certified by the Florida Bar in Wills, Trusts and Estates and AV rated by Martindale-Hubbell. He is a member of the Real Property, Probate and Trust Law...
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Richard Alyn Schurr
Richard Alyn Schurr
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Coral Gables, FL Estate Planning Lawyer with 23 years experience

Richard A Schurr is an attorney with 23 years of experience in family law, business, and civil litigation. Mr. Schurr also has experience as a forensic accounting, holds a Masters of Law Degree in Taxation,... Read More »
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Jason L. Steinman
Jason L. Steinman
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Florida Estate Planning Attorney with 15 years experience

Shepard Broad Law Center, Nova Southeastern UniversityU.S. District Court, Middle District of Florida, U.S. District Court, Southern District of Florida, U.S. Supreme Court, U.S. Tax Court and Florida
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Craig Donoff
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Aventura, FL Estate Planning Attorney with 44 years experience
(800) 989-0755 2999 N.E. 191st St., Suite 702
 Aventura, FL 33180
Estate Planning, Elder and Probate
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Probate attorney Craig Donoff has been serving Boca Raton, Boynton Beach, Aventura and all of South Florida for more than 40 years. The Law Offices of Craig Donoff provides estate planning to their clients with the maximum essential benefits to protect their heirs and they do so through estate planning that is vital to their client’s success. For more than 40 years now the Law Offices of Craig Donoff has provided estate planning and probate advice to their high net worth clients throughout Miami-Dade, Broward and Palm Beach counties. With offices located in Boca Raton and Aventura, we are...
Owei Belleh
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Miami, FL Estate Planning Attorney with 16 years experience
(888) 450-7999 Causeway Square
1801 NE 123rd Street Suite 409
 Miami, FL 33181
Estate Planning, Business, Immigration and Real Estate
University at Buffalo Law School, The State University of New York
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I focus my law practice in the areas of real property transaction and litigation, bankruptcy, business and immigration. I have experience representing public corporations, privately-held corporations and accredited investors, but take particular pride in representing entrepreneurs and small business owners - the cornerstone of the American economy.
Christian Cameron
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North Miami, FL Estate Planning Lawyer
(305) 981-8889 12550 Biscayne Blvd.
Suite 805
 North Miami, FL 33181
Estate Planning, Probate and Tax
University of Miami
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Mery Lopez
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Miami, FL Estate Planning Attorney with 15 years experience
(305) 882-2739 Miami, FL 33169
Free ConsultationEstate Planning, Business, Probate and Real Estate
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Janet Aznar
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Miami, FL Estate Planning Lawyer with 4 years experience
(786) 565-7574 990 Biscayne Blvd., Suite 501
 Miami, FL 33132
Free ConsultationEstate Planning and Probate
Shepard Broad Law Center, Nova Southeastern University
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Matthew Edmund Mazur Jr
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Coral Gables, FL Estate Planning Attorney with 20 years experience
(305) 466-3328 2655 South LeJeune Road
Suite 500
 Coral Gables, FL 33134
Estate Planning, Bankruptcy, Business and Health Care
University of Miami School of Law
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Jay R. Beskin J.D.
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Miami Lakes, FL Estate Planning Lawyer
(305) 556-5209 6500 Cow Pen Rd
#204
 Miami Lakes, FL 33014
Estate Planning, Probate, Real Estate and Tax
Washington University in St. Louis
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Grisel Morales
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Coral Gables, FL Estate Planning Attorney with 12 years experience
(305) 403-0641 300 Sevilla Avenue, Suite 301
 Coral Gables, FL 33134
Estate Planning, Business, Real Estate and Tax
University of Florida and University of Florida College of Law
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Robert Louis Mellinger
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MIAMI LAKES, FL Estate Planning Lawyer with 35 years experience
(305) 463-8808 15165 NW 77 AVENUE, STE. 1001
 MIAMI LAKES, FL 33014
Estate Planning, Foreclosure Defense, Personal Injury and Probate
Southwestern University School of Law
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Mr. Mellinger & his firm are AV Rated. Mr. Mellinger was selected by Florida Trend Magazine as a Florida Legal Elite in 2009. He is a candidate for the Bar Register for Preeminent Lawyers. ROBERT L. MELLINGER, P.A. is a general practice firm(s) established in 1993. The former & the new firm he is affiliated with of CASERTA & SPIRITI, PLLC. have offices in Doral & N. Miami. The firm handles a wide variety of cases, but concentrates in Personal Injury/Accidents, Probate & Guardianship, Basic Estate Planning(Wills & Powers of Attorney, etc), Family Law, Immigration, Criminal Defense, Real Estate...
Steven Silverman
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Miami, FL Estate Planning Lawyer with 40 years experience
(305) 666-6111 9655 South Dixie Highway, Suite 310
 Miami, FL 33156
Free ConsultationEstate Planning and Probate
Emory University School of Law
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Daniel F. Bachman
Daniel F. Bachman
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North Miami, FL Estate Planning Attorney

University of Miami School of LawFlorida
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Jessica S. Pomeraniec
Jessica S. Pomeraniec
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North Miami, FL Estate Planning Lawyer

University of Miami School of LawFlorida
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Miami Estate Planning Legal Aid & Pro Bono Services

Guardianship Program of Dade County, Inc.
(305) 592-7642
Miami, FL

Legal Services of Greater Miami
(305) 576-0080
Miami, FL

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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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