Roswell, Georgia Estate Planning Lawyers

Christopher L. Moore
PREMIUM

Free Consultation! Trusted Estate Planning Lawyer! Dedicated to Your Goals!

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I am an experienced and skilled Georgia estate planning lawyer. I am committed to finding effective and efficient solutions to your estate planning needs! Visit my website for information. Call for a free consultation! Read More »
Thomas E. Raines
PREMIUM

Georgia Estate Planning Attorney with 47 years experience

I am married with two children and five grandchildren. During my 46 years of experience in business and corporate law, estate planning and probate administration, it has been my objective to provide a combination of... Read More »
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Kasey Libby
PREMIUM

Free Consultation! Dedicated Estate Planning Lawyer! Cost-Effective Advocacy!

I am an experienced and dependable estate planning attorney. I tirelessly and passionately advocate for the rights and interests of my clients! Visit my website for information or call my office for a free consultation. Read More »
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Jammie Taire
PREMIUM

Georgia Estate Planning Lawyer with 21 years experience

Jammie Taire has been in practice since 1998 After graduating from law school, she worked at one of the largest firms in Gwinnett county where she managed the will department and handled trial defense cases. She... Read More »
10.0Justia Lawyer Rating for Jammie Taire View Profile
Diane Baker
Claimed Lawyer ProfileSocial Media
Roswell, GA Estate Planning Lawyer with 39 years experience
(770) 992-4325 555 Sun Valley Dr
Ste N4
Roswell, GA 30076
Estate Planning, Business and Probate
Emory University School of Law
Diane Baker is an AV-Rated Estate Planning and Business Law attorney. She has over 30 years experience practicing law in Atlanta.

She enjoys working with families to develop personalized Wills, Trusts and estate plans, based on each individual's personal goals. She also helps clients through the complexities of Probate, and the challenges of Will Contests and Estate Disputes. Her goal is to address each client’s personal objectives, while making the legal process understandable.

Diane's other major area of practice is business law, which she has practiced for over 30 years. Her work in this area includes general corporate law, limited liability...
Frank G. Podesta
Claimed Lawyer Profile
Roswell, GA Estate Planning Attorney with 8 years experience
(678) 341-5047 555 Sun Valley Drive
Suite N-3
Roswell, GA 30076
Estate Planning, Appeals, Probate and Tax
Rutgers School of Law-Camden
Roswell, GA Estate Planning Lawyer with 23 years experience
(770) 641-6010 201 Bombay Ln
Roswell, GA 30076
Estate Planning, Business, Civil Rights and Criminal
University of Georgia
Roswell, GA Estate Planning Attorney with 62 years experience
(770) 998-8100 1172 Grimes Bridge Rd
Roswell, GA 30075
Estate Planning, Business and Real Estate
Emory University
Roswell, GA Estate Planning Lawyer with 38 years experience
(770) 641-8340 14205 Old Course Dr
Roswell, GA 30075
Estate Planning, Business and International
Atlanta Law School
Roswell, GA Estate Planning Attorney with 25 years experience
(770) 442-0330 11660 Alpharetta Hwy
Roswell, GA 30076
Estate Planning and Real Estate
New York Law School
Roswell, GA Estate Planning Lawyer with 27 years experience
(678) 461-2010 1875 Old Alabama Rd
Roswell, GA 30076
Estate Planning, Personal Injury and Workers' Comp
University of Nebraska
Roswell, GA Estate Planning Lawyer with 46 years experience
(770) 993-2600 555 Sun Valley Dr
Roswell, GA 30076
Estate Planning, Business and Elder
University of Georgia
Roswell, GA Estate Planning Lawyer with 35 years experience
(770) 998-0755 1560 Warsaw Rd
Roswell, GA 30076
Estate Planning, Criminal, DUI and Divorce
Woodrow Wilson Col.of Law
Roswell, GA Estate Planning Lawyer with 42 years experience
(770) 642-0662 310 W Crossville Rd
Roswell, GA 30075
Estate Planning, Business, Elder and Personal Injury
Emory University
Duncan H. Adams
PREMIUM

Free Consultation! Successful & Skilled Probate & Estate Planning Attorney!

I represent estate planning clients with experience and expertise. I am committed to strategic and effective representation to obtain optimal results for my clients! Visit my website and call for a free consultation. Read More »
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Marlys A. Bergstrom
PREMIUM

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

I’m an experienced estate planning attorney and serve clients throughout Atlanta. I provide personalized representation and handle all types of cases, including wills, trusts, living wills, and powers of attorney. Read More »
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Roswell, GA Estate Planning Lawyer with 59 years experience
(770) 587-5870 1173 Canton St
Roswell, GA 30075
Estate Planning, Elder, Real Estate and Tax
Emory University
DJ Jeyaram
Claimed Lawyer ProfileSocial MediaResponsive Law
Alpharetta, GA Estate Planning Attorney with 24 years experience
(678) 325-3872 11175 Cicero Drive
Suite 100
Alpharetta, GA 30022
Free ConsultationEstate Planning, Business, Elder and Health Care
Emory University School of Law
Healthcare, Regulatory, Special Needs & Estate Planning Attorney and Judge of Gwinnett County Magistrate Court

Mr. DJ Jeyaram provides legal services to a wide variety of healthcare providers including physicians, hospitals, nursing homes, Medicaid waiver providers as well as special needs families.

Healthcare & Regulatory

Mr. Jeyaram concentrates in healthcare regulatory matters, primarily in administrative appeals, Medicare and Medicaid reimbursement, and program integrity audits and investigations.

Mr. Jeyaram’s practice also includes assisting clients with Stark, Anti-kickback issues, Certificate of Need (CON), Letters of Non-Reviewability (LNR), acquisition and opposition, as well as negotiating business, employment and contractual relationships between healthcare providers.

Special Needs Trusts, Guardianships &...
Ronald E. Dobelstein
Claimed Lawyer ProfileSocial Media
Alpharetta, GA Estate Planning Attorney
(866) 408-7020 2500 Northwinds Pkwy
#330
Alpharetta, GA 30009
Estate Planning, Construction, Divorce and Family
University of Miami School of Law
Ronald E. Dobelstein, Esq. is a dedicated Attorney, Arbitrator and Mediator, providing superior legal representation in the areas of Divorce Law, Family Law, Wills and Trusts and Construction Law. Ron has practiced law since 1976. His goal is to utilize his experience, skill and dedication to efficiently obtain the best results for each of his clients.
Tamara Feliciano
Claimed Lawyer ProfileSocial Media
Alpharetta, GA Estate Planning Lawyer with 7 years experience
5755 North Point Parkway
Suite 52
Alpharetta, GA 30022
Estate Planning, Bankruptcy, Divorce and Family
Call 770-408-0477 for a Consultation | Tamara Feliciano is the managing divorce and family law attorney at Coleman Legal Group, LLC. A native of Cleveland, Ohio, Tamara received her Bachelor of Arts from Cleveland State University. While enrolled at Cleveland State University Tamara earned a Clerk position with the United States Attorney’s Office for the Northern District of Ohio (NDOH). While employed with the Department of Justice, Tamara gained invaluable legal experience from a staff in excess of one hundred United States Attorneys. Tamara credits the U.S Attorney’s Office NDOH for preparing her for a career in law and...
John Styslinger
Claimed Lawyer ProfileSocial Media
Alpharetta, GA Estate Planning Lawyer
5755 North Point Parkway
Suite 52
Alpharetta, GA 30022
Estate Planning, Bankruptcy, Divorce and Family
Phone: 770-408-0477 | Consultations | John Styslinger is the son of a military family and grew up all over the world. He attended the University of Georgia and graduated in 2009 with a Bachelors of Arts in History with a minor in Philosophy. John came to Atlanta to attend law school and graduated in 2013. John has been part of the Coleman Legal Group team since 2012 and has extensive experience in Divorce and Family Law and has worked on case ranging from low assets to highly litigious, high asset cases. John brings his exceptional research and drafting skills to...
Danny Coleman
Claimed Lawyer ProfileSocial Media
Alpharetta, GA Estate Planning Lawyer with 15 years experience
(770) 609-1247 5755 North Point Parkway
Suite 52
Alpharetta, GA 30022
Estate Planning, Bankruptcy, Divorce and Family
Georgia State University College of Law
Bar Admissions - State Bar of Georgia - State Court of Georgia - Federal U.S. District Court Northern District of Georgia - Federal U.S. District Court Middle District of Georgia Areas of Practice - Divorce and Family Law - Bankruptcy: Personal and Business - Business Law - Immigration
Mr. Jim Fletcher
Claimed Lawyer ProfileSocial Media
Marietta, GA Estate Planning Lawyer with 12 years experience
(404) 409-5665 2993 Sandy Plains Rd Ste 225B
Marietta, GA 30066
Free ConsultationEstate Planning, Probate and Real Estate
University System of Georgia - University of Georgia
Jim Fletcher is the founder of the Fletcher Law Firm. Jim rose to the level of senior associate at two prestigious Buckhead and Dunwoody law firms, where he developed experience in not only probate, estate planning and corporate law, but also in complex civil litigation and real estate matters. Super Lawyers has selected Jim as a “Rising Star”. He is a frequently-requested speaker for Georgia continuing legal education seminars, and founded the Kids Protection Center as an organization that provides parents and families with resources and information to help keep our children safe. Education: He...
Stephen M. Worrall
Claimed Lawyer ProfileBlawgsearchSocial Media
Marietta, GA Estate Planning Lawyer with 36 years experience
(770) 425-6060 3750 Palladian Village Drive
Suite 500
Marietta, GA 30066
Estate Planning, Elder and Probate
University of Georgia
As a sandwich generation kid himself, Steve (Stephen M.) Worrall KNOWS the struggles you are facing as you raise children, balance the demands of your job, and take care of your aging parents, too! He also helps parents of minor children plan for the unthinkable, from a parent's perspective. He is an experienced wills, trusts and estate planning attorney, probate lawyer and adoption attorney in Marietta, Georgia. He concentrates his practice in all areas of estate planning including wills, trusts, probate, special needs planning and guardianship, elder law, and adoption.
Marlys A. Bergstrom
Claimed Lawyer ProfileQ&ALII GoldSocial MediaResponsive Law
Marietta, GA Estate Planning Lawyer with 21 years experience
(678) 648-1794 2625 Sandy Plains Road
Suite 203
Marietta, GA 30066
Free ConsultationEstate Planning, Divorce and Probate
Golden Gate University School of Law
Bergstrom Law, LLC assists clients in the areas of Family Law, including divorce and custody, Probate, Estate Planning and Guardianships. The firm was established by founder and managing Partner Marlys A. Bergstrom. Bergstrom received her law degree and a LLM in taxation (masters of law) from Golden Gate University School of Law located in San Francisco. Bergstrom is licensed in both Georgia and California and has over twenty years of legal experience.

Bergstrom Law is dedicated to providing excellent client service which means, your calls will be returned promptly, you will speak with an attorney and we will...
Safiya Webber Byars
Claimed Lawyer ProfileQ&ASocial Media
Atlanta, GA Estate Planning Attorney with 13 years experience
(470) 819-4942 333 Sandy Springs Circle, NE, Ste. 201
Atlanta, GA 30328
Estate Planning, Family and Immigration
University of Alabama - Tuscaloosa
Safiya Byars is an Atlanta-based attorney with a passion for helping immigrants and their families to obtaint their immigration status and lead their best life in the United States.

Faced with being the first international student at her college Safiya realized then that she wanted to learn how to maintain her international student visa and transition to permanent immigration status. Based on her personal experience Safiya realized that there was a need for legal counsel that was truly knowledgeable and compassionate in assisting immigrants with their immigration needs and other legal issues that would surface if they decided to...
Robert M. Sneed Jr
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 21 years experience
(404) 220-9997 990 Hammond Drive, Suite 840
One Lakeside Commons
Atlanta, GA 30328
Free ConsultationEstate Planning, Animal, Business and Collections
DePaul University
Robert Sneed has more than eleven (11) years' of experience in all aspects of litigation. Robertâs primary focus of practice is in the area of personal injury and wrongful death, products and premises liability, insurance coverage disputes, estates, domestic matters, general tort litigation, and corporate formation and representation. Robert has tried numerous jury and non-jury trials, representing plaintiffs and defendants in state and federal courts in Georgia and other jurisdictions. He has appeared before arbitral forums such as the American Arbitration Association, and has successfully mediated hundreds of civil cases in Georgia. Prior to forming McConnell & Sneed, Robert previously served...
James W. McKenzie Jr.
Claimed Lawyer ProfileSocial Media
Lawrenceville, GA Estate Planning Attorney with 43 years experience
(770) 476-9793 3883 Rogers Bridge Road
Suite 206A
Lawrenceville, GA 30097
Estate Planning, Appeals, Arbitration & Mediation and Probate
The University of Georgia School of Law
In 2011, Jim McKenzie was honored by Martindale Hubbell/Lawyers.com for having maintained an “AV” rating for highest or “pre-eminent” legal skills and ethical standards for thirty consecutive years (1980-2010). He continues to achieve that consistent “AV” rating. The significance of the “AV” Rating by Martindale.com and Lawyers.com is described as follows: “The AV preeminent [rating] is a significant rating accomplishment- a testament to the fact that a lawyer’s peers rank him or her at the highest level of professional excellence.” www.martindale.com/products-services-peer-review-rating. (Martindale-Hubbell and Lawyers.com are the national legal locator and ranking service). Atlanta native and a Gwinnett...
Julianna Burrall
Claimed Lawyer ProfileSocial Media
Marietta, GA Estate Planning Attorney with 27 years experience
(678) 560-8698 3535 Roswell Road #10
Marietta, GA 30062
Estate Planning, Elder, Probate and Tax
University of Alabama School of Law and Florida State University College of Law
Julianna Burrall, Attorney at Law, is a Georgia estate planning and tax attorney with over 25 years of legal experience serving clients in Cobb County and the Metro Atlanta area. Julianna’s private law practice specializes in customized tax and estate planning; probate and estate administration; elder law, including guardianships and conservatorships; family business succession planning; small business formations; and personal and business taxation matters.
Robert Len Jones
Claimed Lawyer Profile
Marietta, GA Estate Planning Lawyer with 22 years experience
(770) 794-3220 2265 Roswell Road
Suite 100
Marietta, GA 30062
Estate Planning, Divorce and Family
Georgia State University College of Law
George Menden
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Lawyer with 34 years experience
(770) 379-1450 5565 Glenridge Connector, NE
Suite 850
Atlanta, GA 30342
Estate Planning, Business, Probate and Tax
Brigham Young University
George D. Menden is a cofounding partner of MendenFreiman LLP. His practice focuses on the areas of business law, business tax planning, wealth planning, wills, trusts and asset protection. His expertise in highly complex midmarket transactions, combined with his extensive knowledge of business, tax and estate planning, provides his clients with world-class representation and wealth transfer strategies. George represents companies with domestic and international operations in manufacturing, distribution and service sectors. He often advises business clients throughout all stages of their development from business formation, growth, maturity and ultimately a sale, which results in financial freedom for his clients. ...
Susan Grissom
Claimed Lawyer Profile
Johns Creek, GA Estate Planning Attorney
(678) 781-9230 10475 Medlock Bridge Road
Suite 215
Johns Creek, GA 30097
Free ConsultationEstate Planning, Business and Probate
Georgia State University College of Law
Susan Grissom is an attorney at law, licensed to practice in the courts of the State of Georgia. She received her Juris Doctorate (J.D.) degree from Georgia State University College of Law and her Bachelors of Science degree from the University of South Carolina, in Aiken, South Carolina, US. Susan is a lawyer who provides compassionate, skilled advice while focusing on your needs and objectives. She specializes in estate planning (wills, trusts, powers of attorney, probate, etc.), tax, business formations, and related issues. Susan belongs to the following professional organizations: the Georgia Bar Association (Business Law, Fiduciary...
James Andrew Nystrom
Claimed Lawyer ProfileSocial Media
Alpharetta, GA Estate Planning Attorney with 37 years experience
(678) 684-1500 12600 Deerfield Pkwy
Suite 125
Alpharetta, GA 30004
Estate Planning, Business, Probate and Trademarks
Emory University School of Law and Emory University School of Law
We provide legal services in the areas of Business and Corporate law, Estate Planning and Probate, Tax, Real Estate, and Trademarks..
John Arnold Steakley
Claimed Lawyer Profile
Marietta, GA Estate Planning Attorney
Suite D-22
540 Powder Springs Street
Marietta, GA 30064
Estate Planning, Divorce, Domestic Violence and Probate
University of Tennessee College of Law
Jeffrey Meek
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Lawyer with 16 years experience
(770) 559-5602 5565 Glenridge Connector, NE
Suite 850
Atlanta, GA 30342
Estate Planning, Elder, Probate and Tax
University of Alabama School of Law and Georgia State University College of Law
Mr. W. Wright Dempsey, Jr.
Claimed Lawyer Profile
Dunwoody, GA Estate Planning Attorney with 20 years experience
(404) 375-5783 1750 Old Spring House Lane
Suite 203
Dunwoody, GA 30338
Free ConsultationEstate Planning, Business, Construction and Probate
University of Tennessee - Knoxville
Having earned a Masters degree in Heritage Preservation, I focus my practice in historic preservation and cultural resource matters when feasible. I also practice in estate planning and administration (including both contested and non-contested cases). When possible, I try to merge the practice areas focusing on estates with a historic resource component (rare books, artwork, artifacts, historic property).
Patricia Fortune Ammari
Claimed Lawyer Profile
Marietta, GA Estate Planning Lawyer with 17 years experience
(678) 609-3230 3535 Roswell Road
Suite 23
Marietta, GA 30062
Estate Planning, Elder, Health Care and Probate
Georgia State University College of Law
William E. 'Ned' Cannon III
Claimed Lawyer Profile
Atlanta, GA Estate Planning Attorney
(877) 412-3267 3525 Piedmont Road, NE
Seven Piedmont Center, Suite 203
Atlanta, GA 30305
Estate Planning, Business, Construction and Employment
Mercer University Walter F. George School of Law
Mandy Moyer
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Canton, GA Estate Planning Lawyer with 8 years experience
(678) 855-0880 151 E Marietta Street
Suite 113
Canton, GA 30114
Free ConsultationEstate Planning, Elder and Probate
University System of Georgia - University of Georgia
While growing up as the oldest child of nine, I would often complain to my stepfather about the fact that things around me were not happening fairly. So, at the age of 16, I made a lifelong commitment to making sure things are done fairly. In the beginning, I focused on helping individuals and businesses plan for the future, and life’s inevitable events. Other situations, like a death in the family or Mom’s dementia diagnosis, required immediate action. It soon became clear – the “problem solver” in me (a required character trait when you are the oldest of nine!) realized...
Maggie M. Heim
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 14 years experience
(404) 888-0100 945 East Paces Ferry Rd NE #2250
Atlanta, GA 30326
Estate Planning, Arbitration & Mediation, Business and Construction
Georgia State University College of Law
Maggie Heim represents clients in complex litigation matters in both the Federal and State court systems. She has earned a reputation as a skilled advocate who is unwilling to accept less than the best result for her clients. Maggie has been recognized for excellence in the practice of law by numerous independent attorney rating services, including Super Lawyers, the Daily Report, Martindale-Hubbell, Legal Elite, and Avvo.
Duncan H. Adams
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Atlanta, GA Estate Planning Lawyer with 20 years experience
(404) 445-7771 1175 Peachtree St NE
#1450
Atlanta, GA 30361
Estate Planning, Business, Probate and Tax
Emory University School of Law
Duncan H. Adams practiced as an Atlanta probate attorney for several years and started his own law practice over a decade ago. Having accomplished a prosperous career practicing in business and real estate law, as well as trust and estate law, Mr. Adams retired from his full time practice He continues to play an active role in law as Of Counsel to former business partner, Kasey Libby, who is another top Atlanta probate attorney.

Duncan is a graduate of Emory University School of Law, in Atlanta, Georgia, and a graduate of the University of Georgia in Athens, Georgia. As a...
Cynthia Barron Mead
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 34 years experience
(678) 974-7364 `1277 Oakdale Rd NE
Atlanta, GA 30307
Free ConsultationEstate Planning and Elder
Harvard Law School
I founded The Mead Law Firm, LLC, to provide high quality Elder Law and Estate Planning services with a personal touch. We listen carefully to each Client's goals and concerns so that we can create Long Term Care Plans and Estate Plans that reflect each Client's unique circumstances. We help our Clients and their families: (1) find ways to pay for Long Term Care (including Medicaid eligibility and asset protection); (2) put in place the legal documents needed to allow trusted people to handle the Client's health care and financial decisions in case there comes a...
John Paul Farrell
Claimed Lawyer Profile
Marietta, GA Estate Planning Lawyer with 15 years experience
(678) 809-4922 316 Alexander St., SE, Ste. 4
Marietta, GA 30060
Free ConsultationEstate Planning
Georgia State University
Author, former Magistrate Judge, and Marietta Estate Planning Attorney John P. Farrell handles Wills, Trusts, Power of Attorney, and Probate Administration.
James Blount Griffin
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 17 years experience
(877) 290-8415 3355 Lenox Road, Suite 750
Atlanta, GA 30326
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Vanderbilt University Law School
We help you find the peace of mind that comes from taking care of your family and property. You want to protect your assets and save them for those you love. We are all mortal, and planning now for bad health or even sudden death allows you live your life to the fullest. My current practice combines experience in real estate law with estate planning and elder law. I am administrator of my late mother's affairs and guardian for my disabled older brother. My father, a veteran of World War II and the Korean War,...
Deborah Reece
Claimed Lawyer ProfileSocial MediaResponsive Law
Lawrencevill, GA Estate Planning Lawyer with 7 years experience
(404) 919-9881 1755 N. Brown Rd
Suite 200
Lawrencevill, GA 30043
Estate Planning, Probate, Real Estate and Tax
Atlanta's John Marshall Law School
Deborah Reece, Esq is an Attorney and Real Estate Broker. She handles personal, business, and estate tax returns, real estate purchase and sale transactions, estate planning, and probate necessary for the transfer of real estate owned by deceased persons. To book a consultation, email DeborahReeceESQ@gmail.com or call (404) 919-9881.
Gilbert L. Carey, Esq. CPA
Claimed Lawyer ProfileSocial Media
Decatur, GA Estate Planning Lawyer with 17 years experience
(404) 382-9942 125 Clairemont Avenue, Suite 490
Decatur, GA 30030
Estate Planning, Business and Tax
The Judge Advocate General's Legal Center and School and Albany Law School
Gil Carey is an attorney and certified public accountant who focuses his practice on Taxation, Business Law and estate planning, solving business, tax and legal challenges for middle-market, closely-held businesses and their owners.

Gil regularly advises clients on tax matters, including personal, business, trust, and estate tax; and represents clients in tax disputes with state and federal tax agencies and in the U.S. Tax Court. He also advises businesses on transactional matters and counsels business owners on the development of business succession strategies as part of a comprehensive estate and wealth preservation plan.

Mr. Carey teaches and lectures on accounting, tax...
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Roswell Estate Planning Legal Aid & Pro Bono Services

DeKalb Volunteer Lawyers Foundation
(404) 373-0865
Decatur, GA


Atlanta Legal Aid Society
(404) 524-5811
Atlanta, GA

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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.