White Estate Planning Lawyers

Compare 26 top rated Georgia attorneys serving White.
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Mr. Jim Fletcher
PREMIUM

Helping Atlanta Families Succeed Since 2007. Call Today for Free Consultation.

Establishing an Estate Plan is one of the most important steps you can take to protect yourself and your loved ones. A graduate of the University of Georgia School of Law, Call Jim Today to get your taylored Estate Plan. Read More »
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Christopher L. Moore
PREMIUM

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

  • Free Consultation
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 »
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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Thomas E. Raines
PREMIUM

Georgia Estate Planning Attorney with 48 years of 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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Duncan H. Adams
PREMIUM

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 consultation. Read More »
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MInerva Blanchette
Claimed Lawyer ProfileSocial Media
Cartersville, GA Estate Planning Lawyer with 21 years of experience
(404) 997-8470 107 Postelle Street
Cartersville, GA 30120
Estate Planning, Criminal, DUI and Immigration
New England Law | Boston
Attorney Blanchette has been a member of the Georgia Bar Association since 1999 and has nearly two decades of jury trial experience. She has practiced throughout the State of Georgia and has extensive experience in the areas of Criminal Law & Immigration Law. Her practice also includes Estate Law and Family Law. Attorney Blanchette is most recognized for her work as a former Prosecutor for the State of Georgia for over 7 years where she has served as a Lead Trial Assistant District Attorney in 3 Judicial Circuits

As a prosecutor, she handled both Felonies and Misdemeanor...
John Thomas Mroczko
Claimed Lawyer ProfileSocial Media
Cartersville, GA Estate Planning Attorney with 15 years of experience
(770) 386-8564 5 South Public Square
Cartersville, GA 30120
Estate Planning, Business, Probate and Real Estate
Stetson University
Mandy Moyer
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
(678) 855-0880 151 E Marietta Street
Suite 113
Canton, GA 30114
Free ConsultationCanton, GA Estate Planning Lawyer with 9 years of experience
Estate Planning, Elder and Probate
The University of Georgia School of Law
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...
Jeffrey Mark Heller
Claimed Lawyer ProfileSocial Media
Canton, GA Estate Planning Attorney with 33 years of experience
(770) 345-1130 151 W. Main Street
#304
Canton, GA 30114
Estate Planning, Bankruptcy, Criminal and Social Security Disability
Memphis State University
Natalie Ann Green
Claimed Lawyer ProfileQ&ASocial Media
Woodstock, GA Estate Planning Lawyer with 15 years of experience
(770) 609-9529 PO BOX 242
Woodstock, GA 30188
Free ConsultationEstate Planning, Divorce, Elder and Probate
Georgia State University
With more than 12 years of experience in legal practice, and several years in the tech industry (Oracle, Sapient), I have a diverse background that can be leveraged to help clients in a variety of settings. While my focus has been on domestic law, my courtroom skills (and successes) translate easily into other areas of practice. In fact, I'm ready to see where I can be most effective for clients who need someone else to speak for them. I sit down with clients, assess their risk, and build a legal strategy from consultation to a possible appeal. Together,...
Christopher L. Moore
Claimed Lawyer ProfileLII GoldSocial Media
Kennesaw, GA Estate Planning Attorney with 17 years of experience
125 Townpark Dr
#300
Kennesaw, GA 30144
Free ConsultationEstate Planning, Divorce, Family and Probate
Georgia State University College of Law and University of Georgia
The Law Offices of Christopher L. Moore, LLC’s founder, Christopher L. Moore, is dedicated to achieving the best possible results for his litigation clients and providing sound and practical advice to his transactional and estate planning clients. Mr. Moore has been practicing law in Georgia since 2004.

After receiving his undergraduate degree from the University of Georgia in 1999, Mr. Moore obtained his Juris Doctorate from Georgia State University in 2003 and subsequently obtained a masters in law (LL.M.) in taxation from Southern Methodist University in 2004.

Mr. Moore is a member of the State Bar of Georgia (Taxation, Business, Family, and...
Craig Thrift
Claimed Lawyer ProfileSocial Media
Kennesaw, GA Estate Planning Attorney with 13 years of experience
(678) 784-4150 125 TownPark Drive
Suite 300
Kennesaw, GA 30144
Free ConsultationEstate Planning, Business, Collections and Real Estate
Washington and Lee University School of Law
Mr. Thrift is a corporate/transactional, real estate, franchise/dealership and licensing attorney, active and in good-standing in the State of Georgia. He has experience in M&A, securities, '33 and '34 Act compliance, start-ups, corporate governance, lending/credit, private equity, venture capital, real estate, dealership, resort development, professional licensing and general corporate law. Prior to forming Thrift McLemore, Mr. Thrift worked as both a contractor and an employee of certain publicly and privately held timeshare/fractional real estate companies, was general counsel of a privately held recreational vehicle dealership group, and was an attorney with the international law firms of McDermott Will &...
Shelley Elder
Claimed Lawyer ProfileSocial Media
Kennesaw, GA Estate Planning Lawyer
(877) 874-1361 1300 Ridenour Boulevard Suite 100
Kennesaw, GA 30152
Free ConsultationEstate Planning, Elder and Probate
Widener University Delaware School of Law
My name is Shelley Elder and I have been practicing law for over 20 years. I am admitted in the state of Georgia and Virginia to practice law. I specialize in estate planning to include wills, trusts, probate, and guardianship. I ensure all of my clients' needs are identified and met in the most beneficial way possible.

If you are looking for a knowledgeable and friendly attorney to handle your legal matters, then please call Elder Law Firm for a free consultation.
Kent Bailey
Claimed Lawyer ProfileSocial Media
Kennesaw, GA Estate Planning Attorney with 3 years of experience
(678) 784-4150 125 TownPark Drive
Suite 300
Kennesaw, GA 30144
Free ConsultationEstate Planning, Business, Collections and Real Estate
Georgia State University College of Law
Mr. Bailey was admitted to the Georgia Bar in 2017, receiving his JD from Georgia State University College of Law that same year.

Prior to law school, Kent worked for a publicly held consulting corporation as well as a privately held petroleum retailer here in Atlanta. He brings his background in corporate negotiation and financial analytics to Thrift McLemore where he applies these skills to the practice of law. Mr. Bailey received his BBA in Economics from The University of Georgia’s Terry College of Business.

Nancy Martin
Claimed Lawyer ProfileResponsive Law
Acworth, GA Estate Planning Lawyer with 32 years of experience
(678) 895-3176 5491 East Emerald Court
Acworth, GA 30102
Estate Planning, Family, Immigration and Personal Injury
Atlanta's John Marshall Law School
NANCY J. MARTIN ESQ. was born in Syracuse, New York. She earned a BA in Education with emphasis on English as a Second Language at the Pontificia Universidad Javeriana (The Javeriana University), She moved to Georgia four (4) decades ago. Since that time, she has dedicated herself to the assistance of others. As a former paralegal, she provided legal assistance through Georgia Legal Services Migrant Farmworkers Division in Tifton, Georgia where she was trained in Administrative and Immigration Law. While in their employ, she was elected the National Co-Chairperson of WIC, the Special Supplemental...
Jammie Taire
PREMIUM

Georgia Estate Planning Lawyer with 22 years of 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
Matthew Collins
Claimed Lawyer ProfileSocial Media
Kennesaw, GA Estate Planning Attorney with 27 years of experience
(678) 784-4150 125 TownPark Drive
Suite 300
Kennesaw, GA 30144
Free ConsultationEstate Planning, Business, Collections and Real Estate
Matthew P. “Matt” Collins has spent over 25 years helping individual and small businesses that face varied legal challenges.

As an undergraduate from the University of Georgia, Mr. Collins graduated with a business degree and thus understood early the importance of sound business decisions.

Law school was the next challenge where Mr. Collins hoped to use his business experience to help clients with legal needs. Mr. Collins attended law school at the Atlanta Law School where he graduated with honors and immediately went to work helping small businesses and individuals with their legal needs. Twenty-five years later, Matt is still working to...
Jeffrey Ira Fouts
Claimed Lawyer ProfileSocial Media
Woodstock, GA Estate Planning Lawyer with 27 years of experience
(770) 285-7730 225 Creekstone Ridge
Woodstock, GA 30188
Estate Planning, Elder, Nursing Home and Tax
Atlanta Law School
Attorney Jeff Fouts’ family has been living in North Georgia since 1860. Jeff and his wife, Laura, have two children, Alex and Eden. Jeff is a member in good standing of the State Bar of Georgia (since 1993), the State Bar of Atlanta, and the National Association of Elder Law Attorneys. He is a graduate of the University of Georgia and has attended the Investment Training Institute and has received financial planning training. He formerly held a license as a registered investment advisor to assist clients with financial planning. When not working on his clients’ behalf, Jeff...
Cartersville, GA Estate Planning Lawyer
5 S Public Square
Cartersville, GA 30120
Estate Planning, Business and International
Cartersville, GA Estate Planning Lawyer with 22 years of experience
(770) 386-1980 104 Stonewall St
Cartersville, GA 30120
Estate Planning and Real Estate
Cumberland L.S./Samford
Canton, GA Estate Planning Attorney
(866) 299-1778 270 East Main Street
Suite B, Century Building
Canton, GA 30114
Estate Planning, Business, Divorce and Family
University of Memphis Cecil C. Humphreys School of Law
Canton, GA Estate Planning Attorney
(866) 299-1778 270 East Main Street
Suite B, Century Building
Canton, GA 30114
Estate Planning, Business, Divorce and Family
Atlanta's John Marshall Law School
Canton, GA Estate Planning Lawyer
(866) 299-1778 270 East Main Street
Suite B, Century Building
Canton, GA 30114
Estate Planning, Divorce and Family
Emory University School of Law
Kennesaw, GA Estate Planning Lawyer with 13 years of experience
(770) 424-8131 3735 Cherokee St NW
Kennesaw, GA 30144
Estate Planning, Arbitration & Mediation, Bankruptcy and Personal Injury
Emory University School of Law
Canton, GA Estate Planning Lawyer
(866) 299-1778 270 East Main Street
Suite B, Century Building
Canton, GA 30114
Estate Planning, Business, Divorce and Family
Atlanta's John Marshall Law School
Alyssa Vaughn
Blawg Search
Canton, GA Estate Planning Lawyer
(866) 299-1778 270 East Main Street
Suite B, Century Building
Canton, GA 30114
Estate Planning, Business, Divorce and Family
Georgia State University College of Law and Georgia State University College of Law
Acworth, GA Estate Planning Attorney with 16 years of experience
(770) 974-1494 4807 S Main St
Acworth, GA 30101
Estate Planning, Business, Criminal and Divorce
Nova Univ (Ft. Lauderdale)
Woodstock, GA Estate Planning Attorney with 43 years of experience
(678) 213-1060 9898 Hwy 92
Woodstock, GA 30188
Estate Planning, Bankruptcy, Business and Collections
John Marshall L.S. (Atlanta)
Woodstock, GA Estate Planning Attorney with 21 years of experience
(770) 926-1957 321 Creekstone Ridge
Woodstock, GA 30188
Estate Planning, Business, Divorce and Family
University of Maine
Canton, GA Estate Planning Lawyer with 17 years of experience
(770) 479-7418 291 E Main St
Canton, GA 30114
Estate Planning and Real Estate
Georgia State University
Kennesaw, GA Estate Planning Attorney with 20 years of experience
(678) 669-1852 125 Townpark Dr NW
Kennesaw, GA 30144
Estate Planning, Bankruptcy and Business
Wisconsin, Univ of (Madison)
Canton, GA Estate Planning Lawyer with 35 years of experience
(770) 479-7418 291 E Main St
Canton, GA 30114
Estate Planning, Business, Municipal and Real Estate
University of Georgia
DJ Jeyaram
Claimed Lawyer ProfileSocial MediaResponsive Law
Alpharetta, GA Estate Planning Attorney with 25 years of 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 &...
Daniel Denzer Munster
Claimed Lawyer ProfileOffers Video ChatSocial Media
Atlanta, GA Estate Planning Attorney with 25 years of experience
(404) 920-0521 5855 Sandy Springs Circle
Suite 270
Atlanta, GA 30328
Free ConsultationOffers Video ChatEstate Planning, Elder and Nursing Home
University of Detroit Mercy School of Law
Admitted to practice law in Georgia since 1994, Daniel D. Munster has invested more than twenty-five years assisting Georgians with various Eldercare, Special Needs, and traditional Estate Planning matters. While his main office is located in Atlanta, Georgia, the firm provides representation to clients across the state without regard to geographic location. When distance presents a challenge, meeting at a satellite office or via video conference is possible.

The opportunity to care for an aging or disabled loved one can be an incredible blessing, yet can also present a minefield fraught with pitfalls for those lacking a comprehensive...
James Blount Griffin
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 18 years of 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,...
V. Joy Edwards
Claimed Lawyer ProfileOffers Video ChatQ&ASocial MediaResponsive Law
(770) 723-7211 3621 Vinings Slope
Office Suite 4300
Atlanta, GA 30339
Offers Video ChatAtlanta, GA Estate Planning Lawyer with 18 years of experience
Estate Planning, Arbitration & Mediation, Divorce and Family
Rutgers School of Law-Camden and Huntingdon College
Attorney Edwards is a well known experienced Atlanta divorce attorney and an excellent litigator. This means if your case calls for aggressive litigation skills, Ms Edwards is the perfect advocate for you.

Ms. Edwards spent three years as the Staff Attorney for two judges in the State Court of Cobb County. That experience has been invaluable in helping her hone her litigation skills and courtroom decorum. It is not often that you can find an attorney to represent you who has had experience from both sides of the bench.

After graduating from Law School, Ms. Edwards was employed at a firm...
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.
Robert W. Hughes Jr.
Claimed Lawyer ProfileOffers Video ChatQ&ASocial MediaResponsive Law
Lawrenceville, GA Estate Planning Attorney with 28 years of experience
(770) 469-8887 390 West Crogan Street
Suite 230
Lawrenceville, GA 30046
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
Georgia State University College of Law and Florida State University College of Law
I have been in practice since 1992. My practice primarily focuses on probate, guardianship and probate litigation. I have handled numerous appeals to the Georgia Court of Appeals and the Georgia Supreme Court for my clients. My firm is a small firm specializing in superior service to our clients. My team consists of three lawyers, three paralegals and an office manager who all have worked with me for many years. We are technologically savvy and communicate with our clients via email where possible.

Prior to practicing law, I owned a large printing and publishing company...
Maggie M. Heim
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 15 years of 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.
David J. Blevins
Claimed Lawyer Profile
DALTON, GA Estate Planning Attorney with 35 years of experience
(706) 278-3535 P.O. Box 1678
305 Pointe North Place, Suite 2
DALTON, GA 30722
Estate Planning, Personal Injury, Probate and Products Liability
The University of Georgia School of Law
David's practice includes personal injury, probate litigation, wills, and business litigation. He graduated from the University of Georgia School of Law in 1985 where he was a member of the mock trial team. Upon graduation from law school, David began his practice in Dalton with Robert A. Whitlow. Over the years David has handled numerous complex cases. They include personal injury cases such as product liability, defective highways, and medical malpractice. He also handles business litigation involving questions of international jurisdiction, RICO and insurance coverage. In 2012, Governor Nathan Deal appointed David to be superior court judge where he served...
Duncan H. Adams
Claimed Lawyer ProfileLII GoldBlawg SearchSocial Media
Atlanta, GA Estate Planning Lawyer with 21 years of experience
(404) 445-7771 1201 W Peachtree St NW
#3220
Atlanta, GA 30309
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...
Rachel Gage
Claimed Lawyer ProfileBlawg SearchSocial Media
Atlanta, GA Estate Planning Lawyer with 9 years of experience
(678) 701-9381 999 Peachtree Street NE Suite 1120
Atlanta, GA 30309
Estate Planning
University of North Carolina - Chapel Hill
"Rachel is an attorney at the Robbins Firm who represents corporations and individuals in a variety of business disputes, including business torts, breach of contract actions, trust and estates litigation, employment disputes, and zoning and land use litigation. Rachel has experience in representing both plaintiffs and defendants and has experience in all phases of litigation, from initial pleadings through appellate practice. Prior to joining the Robbins Firm, Rachel served two years as a law clerk to the Honorable C. Christopher Hagy of the United States District Court for the Northern District of Georgia in Atlanta. Rachel received...
Glen Edward Ashman
Claimed Lawyer ProfileSocial Media
East Point, GA Estate Planning Attorney with 40 years of experience
(404) 768-3509 2791 Main St
East Point, GA 30344
Free ConsultationEstate Planning, Bankruptcy, Divorce and Probate
Mercer University Walter F. George School of Law
In addition to practicing law since 1980, and having a perfect 10 excellent ranking on AVVO, Glen Ashman has been a municipal judge since 1988. The combination of judicial and legal experience has trained Glen well to help his clients. Glen has since 2002 been teaching Georgia judges at seminars and by writing the annual Municipal Court Benchbook, used by Judges across Georgia. Glen offers compassionate experienced help at very reasonable fees and personal service you do not get in big firms. Glen is an honors graduate of Mercer Law School.
Cynthia Barron Mead
Claimed Lawyer ProfileSocial Media
Atlanta, GA Estate Planning Attorney with 35 years of 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...
Jammie Taire
Claimed Lawyer ProfileOffers Video ChatQ&ALII GoldSocial Media
(404) 955-8750 440 S Perry Street
Lawrenceville, GA 30046
Offers Video ChatLawrenceville, GA Estate Planning Lawyer with 22 years of experience
Estate Planning, Personal Injury and Probate
Georgia State University
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 branched out and opened a solo practice in 2006. She prides herself on providing quality service for all of her clients. Jammie was recently appointed as the Chief Judge for City of Snellville Municipal Court and also serves as a magistrate judge in Gwinnett County. She was awarded 2019 Among the Best Estate Planning Law firms in Gwinnett...
Leslee Champion Hungerford
Claimed Lawyer ProfileSocial Media
Marietta, GA Estate Planning Lawyer with 7 years of experience
(770) 405-0164 506 Roswell Street
Suite 210
Marietta, GA 30060
Estate Planning, Business, Family and Probate
Cumberland School of Law, Samford University
Leslee Hungerford was raised in Columbus, Georgia and earned her Bachelor Degree in Psychology from Auburn University. Leslee attended Cumberland School of Law at Samford University where she graduated cum laude and in the top 8% of her class. While in law school, she served as Articles Editor for the American Journal of Trial Advocacy, President of the Georgia Student Bar Association, and was honored as an Abraham Caruthers Legal Writing Teaching Fellow. Leslee has focused her practice in the areas of civil litigation, domestic relations, and wills and estates. Leslee is additionally a trained Guardian Ad Litem and...
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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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