Arlington Heights, Illinois Estate Planning Lawyers

Daniel J. Kollias
PREMIUM

Illinois Estate Planning Attorney with 18 years experience

Daniel J. Kollias' combination of experience in the real world and in the courtroom sets him apart from other attorneys. He represents clients with the goal of finding practical solutions to complex... Read More »
View Profile
Nicholas A. Beis
PREMIUM

Free Consultation! Dedicated Lawyer Advocating for Your Estate Planning Needs!

I am an experienced and skilled estate planning attorney. I provide sound advice and guidance to help you achieve your goals! Visit my website to see client reviews and testimonials. Call for a free consultation.
View Profile
Axel R. Cerny
PREMIUM

Illinois Estate Planning Attorney

Drake University Law SchoolIllinois
View Profile
David J. Winthers
PREMIUM

Illinois Estate Planning Attorney with 38 years experience

David J. Winthers is a lifelong resident of DuPage County having graduated from Wheaton Central High School in 1974 and Wheaton College in 1977. Read More »
View Profile
James Siebert
Claimed Lawyer ProfileSocial Media
Arlington Heights, IL Estate Planning Attorney with 36 years experience
(847) 253-7500 3325 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning, Elder, Nursing Home and Probate
DePaul University
James is the principal attorney at the Law Office of James C. Siebert & Associates, P.C. / Elder Law & Estate Planning Attorneys, P.C. The Office provides legal services throughout the Chicago area concentrating in Elder Law, Medicaid Planning, Asset Preservation, Medicaid Application Representation, Child Caretaker Agreements, Appeals of Medicaid Denials or unfavorable decisions, Nursing Home Contract Review, Nursing Home Injuries and Abuse, Estate Planning, Revocable Trusts, Irrevocable Trusts, Alzheimer’s & Dementia Planning, Parkinson’s Planning, Addicted Beneficiary Planning, Special Needs Trusts, Special Needs Planning, Probate Administration, Trust Administration, Guardianship and Real Estate. James C. Siebert is one...
Robert Steven Thomas
Claimed Lawyer Profile
Arlington Heights, IL Estate Planning Attorney with 33 years experience
(847) 392-5893 1655 N Arlington Heights Rd
Arlington Heights, IL 60004
Free ConsultationEstate Planning, Divorce, Probate and Tax
Arlington Heights, IL Estate Planning Lawyer
121 S. Wilke Road
Arlington Heights, IL 60005
Estate Planning, Bankruptcy, Personal Injury and Real Estate
Arlington Heights, IL Estate Planning Lawyer
(847) 797-8400 3375 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning, Business and Real Estate
Arlington Heights, IL Estate Planning Lawyer
(847) 981-9190 515 E Golf Rd
Arlington Heights, IL 60005
Estate Planning, Business, Elder and Real Estate
Arlington Heights, IL Estate Planning Attorney
(847) 577-4475 1655 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning and Real Estate
Arlington Heights, IL Estate Planning Lawyer
(847) 394-3131 116 S Arlington Heights Rd
Arlington Heights, IL 60005
Estate Planning, Real Estate and Tax
Arlington Heights, IL Estate Planning Lawyer
(847) 577-9978 215 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning
Arlington Heights, IL Estate Planning Lawyer
(847) 577-8556 121 S Wilke Rd
Arlington Heights, IL 60005
Estate Planning and Real Estate
Arlington Heights, IL Estate Planning Lawyer
(847) 577-9000 1216 E Central Rd
Arlington Heights, IL 60005
Estate Planning and Business
William S. Wilson
PREMIUM

Free Consultation! Experienced & Compassionate Estate Planning Attorney!

For over 30 years, I have provided knowledgeable, skilled legal counsel and advocacy for those with estate planning needs! Visit my website for more information and client reviews. Free consultation for estate planning!
View Profile
Mazyar M. Hedayat Esq.
PREMIUM

Attorneys and Counselors in Chicago for 20+ years. We want to be your Lawyers.

M. Hedayat & Associates is based in the southwest suburbs of Chicago. We advise Clients on business and personal issues including collections, litigation, real property, foreclosure, bankruptcy, divorce, and probate.
View Profile
Arlington Heights, IL Estate Planning Lawyer
2045 S Arlington Heights Rd
Arlington Heights, IL 60005
Estate Planning, Real Estate and Tax
Arlington Heights, IL Estate Planning Lawyer
120 W Eastman St
Arlington Heights, IL 60004
Estate Planning, Business and Real Estate
Arlington Heights, IL Estate Planning Attorney
(847) 398-8118 3295 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning and Business
Arlington Heights, IL Estate Planning Attorney
(847) 394-1713 3345 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning, Business and Real Estate
Arlington Heights, IL Estate Planning Lawyer
(630) 660-9640 16 S Evanston Ave
Arlington Heights, IL 60004
Estate Planning and Real Estate
Arlington Heights, IL Estate Planning Lawyer
(847) 590-7065 2825 N Arlington Heights Rd
Arlington Heights, IL 60004
Estate Planning, Real Estate and Tax
Robert J Boszko
Claimed Lawyer ProfileBlawgsearchSocial Media
Schaumburg, IL Estate Planning Lawyer with 14 years experience
(847) 995-9999 1515 E. Woodfield Road
Suite 640
Schaumburg, IL 60173
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola University Chicago School of Law
Robert J. Boszko (“Bob”) began his career at Anderson & Associates, P.C. in 2002 as a law clerk and was hired as an associate attorney in 2004, he is now a Partner with the firm and primarily practices out of the firm's Schaumburg (Cook County) office where his practice is focused on complex financial divorce and custody disputes. Bob’s comprehensive understanding of various areas of law including, Tax Law, Business Transactions and Planning, Real Estate Transactions, and Estate Planning and Administration, provide him the foundation and creativity to resolve complicated divorce and child custody disputes. Bob utilizes compassion and...
400 S. County Farm Road
Suite 320
Wheaton, IL 60187
20 N. Clark St.
Suite 2720
Chicago, IL 60602
15255 S. 94th Ave
Suite 201
Orland Park, IL 60462
Dennise McCann
Claimed Lawyer ProfileBlawgsearchSocial Media
Schaumburg, IL Estate Planning Lawyer with 30 years experience
1515 E. Woodfield Road
Suite 640
Schaumburg, IL 60173
Free ConsultationEstate Planning, Divorce, Family and Probate
The John Marshall Law School
Dennise L. McCann is a Partner Anderson & Associates, P.C. who focuses on complex family law, bankruptcy and probate matters. She has been the managing attorney of the firm's Wheaton office since 2007. Dennise has been a certified mediator and guardian ad litem since 2010. She was nominated for an Inspirational Woman Award in 2012. She served as a career law clerk to the Honorable Susan Pierson Sonderby from 1988 to 1992 and was responsible for reviewing her daily motion call, researching legal issues, drafting opinions and writing speech materials for continuing legal education programs. She graduated from The John...
(630) 653-9400 400 S. County Farm Road
Suite 320
Wheaton, IL 60187
20 N. Clark St.
Suite 2720
Chicago, IL 60602
15255 S. 94th Ave
Suite 201
Orland Park, IL 60462
Mildred Palmer
Claimed Lawyer ProfileSocial Media
Rolling Meadows, IL Estate Planning Lawyer
(847) 253-8800 3701 Algonquin Road
Suite 300
Rolling Meadows, IL 60008
Estate Planning, Business, Elder and Probate
University of Florida
Mildred ("Millie") V. Palmer graduated Cum Laude from University of Flordia's College of Law in 1990 with a concentration in taxation and estate planning. After graduation she went to work for Ernst and Young as a tax attorney in the Special Services Group while taking LLM classes at Chicago Kent. In 1992 she moved from Ernst and Young to Gardner Carton and Douglas where she practiced tax law. As a tax attorney attached to a large firm, Millie saw a wide variety of work in the area of taxation, charitable giving, corporate work and estate planning. During this time, she...
Michael Otte
Claimed Lawyer ProfileSocial Media
Chicago, IL Estate Planning Attorney with 9 years experience
(773) 631-7100 5339 N. Milwaukee Ave.
Chicago, IL 60630
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Loyola University Chicago School of Law
Michael A. Otte concentrates his practice on estate planning, trust administration, and contested and litigated estates and trusts. Additionally, Michael's particular area of focus is in elder law matters, including Medicaid planning, Medicaid appeals, guardianship, contested guardianships, nursing home contract review, general elder law matters requiring litigation or other court involvement, and other issues affecting the legal needs of older people. Michael has given dozens of both public and private seminars on his areas of experience in order to educate the public and fellow attorneys on important estate planning and elder law concepts. Michael is a member of the Chicago...
(773) 631-7100 7667 W. 95th St.
Suite 203
Hickory Hills , IL 60457
(773) 631-7100 10 N. Martingale Rd.
Suite 400
Schaumburg, IL 60173
Jasmina de la Torre
PREMIUM

Illinois Estate Planning Attorney with 20 years experience

University of Illinois College of LawIllinois and U.S. District Court, Northern District of Illinois
View Profile
Marcia A. Franklin
PREMIUM

Illinois Estate Planning Attorney

American University Washington College of LawDistrict of Columbia and Illinois
View Profile
Izabela Czajkowska
Claimed Lawyer ProfileSocial Media
Chicago, IL Estate Planning Attorney with 11 years experience
(773) 631-7100 5339 N. Milwaukee Ave.
Chicago, IL 60630
Estate Planning, Probate and Real Estate
Chicago-Kent College of Law, Illinois Institute of Technology
Izabela concentrates her practice in estate and trust planning, probate, and estate and trust administration and litigation. Izabela also assists clients in planning for disability and special needs. Izabela also handles guardianship proceedings and serves as a volunteer Guardian Ad Litem for the Cook County Circuit Court. Additionally, Izabela has experience with domestic and international income tax and business planning, and corporate and individual tax controversies. She also advises clients on business succession matters, wealth transfer and preservation, and corporate, partnership and limited liability company transactions, including drafting various business arrangements and agreements. Izabela was named as an Illinois Super...
(773) 731-7100 7667 W. 95th St.
203
Hickory Hills , IL 60457
(773) 631-7100 10 N. Martingale Rd.
Suite 400
Schaumburg, IL 60173
Chris Maurer
Claimed Lawyer ProfileBlawgsearchSocial Media
Schaumburg, IL Estate Planning Attorney with 21 years experience
1515 E. Woodfield Road
Suite 640
Schaumburg, IL 60173
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola University Chicago School of Law
Christopher J. Maurer is a licensed Illinois attorney and a Partner at Anderson & Associates, P.C.
Christopher has over two decades of experience. He practices primarily from the firm's Wheaton office and handles cases in DuPage County, Cook County, Kane County, and the other collar counties. He has focused his practice in the area of family law, including divorce issues (contested and uncontested divorces, high-stakes litigation, complex financial and business divorces), adoptions and paternity cases, preparation of prenuptial agreements and postnuptial agreements, custody disputes, establishing visitation schedules, child support calculation and alimony/maintenance determination, grandparent rights, disputes regarding removing children from...
(630) 653-9400 400 S. County Farm Road
Suite 320
Wheaton, IL 60187
20 N. Clark St.
Suite 2720
Chicago, IL 60602
15255 S. 94th Ave
Suite 201
Orland Park, IL 60462
Jonathan G. Anderson
Claimed Lawyer ProfileBlawgsearchSocial Media
Schaumburg, IL Estate Planning Lawyer with 37 years experience
(847) 995-9999 1515 E. Woodfield Road
Suite 640
Schaumburg, IL 60173
Free ConsultationEstate Planning, Divorce, Family and Probate
University of Florida Levin College of Law
Jonathan Anderson is the principal attorney and founder of Anderson & Associates, P.C. Jon guided the growth of this family law firm from a one-attorney law practice in Schaumburg, Illinois to an eleven-attorney law firm with Cook County offices in Schaumburg, Chicago, Northbrook, and Orland Park, Illinois and a DuPage County office in Wheaton, Illinois. For over 25 years, Jon has achieved optimum results for his clients in divorce and other family law litigation involving issues that include family-owned businesses, pre-marital (pre-nuptial) agreements, post-marital (post-nuptial) agreements, marital property and non-marital property distribution, maintenance (alimony), custody, visitation and the removal of...
400 S. County Farm Road
Suite 320
Wheaton, IL 60187
20 N. Clark St.
Suite 2720
Chicago, IL 60602
15255 S. 94th Ave
Suite 201
Orland Park, IL 60462
707 Skokie Blvd
Suite 600
Northbrook, IL 60062
Manish C. Bhatia
Claimed Lawyer ProfileSocial Media
Evanston, IL Estate Planning Lawyer with 13 years experience
(773) 991-8423 1222 Chicago Ave.
#305
Evanston, IL 60202
Estate Planning and Business
Loyola University Chicago School of Law
Manish C. Bhatia has focused his education and practice on Estate Planning and Business Succession Planning since the first year of law school. He has also added Asset Protection, Elder Law and Nonprofit Organizations/ Charitable Giving to his fields of practice. Manish is also a member of the Chicago Bar Association, the Asian American Bar Association of Chicago and the Indian American Bar Association. To arrange an initial meeting, please visit www.mcb-law.com/contact. Several convenient locations are available to meet, including locations in Chicago, Schaumburg, Northbrook, Deerfield, Niles and other suburbs.
(773) 991-8423 10 N. Martingale Road
Suite 400
Schaumburg, IL 60173
(773) 991-8423 980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
Mr Robert J Ross
Claimed Lawyer Profile
Inverness, IL Estate Planning Attorney with 38 years experience
(847) 358-5757 1622 W Colonial Parkway
Suite 201
Inverness, IL 60067
Estate Planning and Business
DePaul College of Law
Bob Ross has practiced in Illinois in areas of wills and trusts, business law, acquisitions, succession planning and related commercial real estate matters since 1980.
Bradley L. Schencker
Claimed Lawyer ProfileSocial Media
Buffalo Grove, IL Estate Planning Lawyer with 10 years experience
(847) 686-3626 400 West Dundee Road
Suite 6
Buffalo Grove, IL 60089
Free ConsultationEstate Planning, Divorce and Real Estate
The John Marshall Law School
Thomas Radek
Claimed Lawyer Profile
Schaumburg, IL Estate Planning Attorney with 28 years experience
(847) 969-0096 850 E. Higgins Rd 125N
Schaumburg, IL 60173
Estate Planning and Real Estate
The John Marshall Law School
Practice consists of residential and commercial real estate, wills and trusts.
Charles Todd Newland
Claimed Lawyer Profile
Rolling Meadows, IL Estate Planning Attorney with 29 years experience
(847) 797-9300 3601 Algonquin Road, Suite 990
Rolling Meadows, IL 60008
Free ConsultationEstate Planning, Business, Personal Injury and Probate
Marc Blumenthal
Claimed Lawyer ProfileSocial Media
Buffalo Grove, IL Estate Planning Lawyer with 42 years experience
(847) 808-7090 355 W Dundee Rd
Buffalo Grove, IL 60089
Estate Planning, Business and Real Estate
Nick Bathas
Claimed Lawyer Profile
Schaumburg, IL Estate Planning Attorney
10 N. Martingale Road
Suite 400
Schaumburg, IL 60173
Estate Planning, Appeals, Elder and Tax
Loyola University of Chicago School of Law
Kerry Reid Peck
PREMIUM

Illinois Estate Planning Attorney with 40 years experience

Kerry Peck is the past president of the Chicago Bar Association (CBA) and founder of the Elder Law Committee of the CBA. He is also the managing partner of the Chicago law firm, Peck Ritchey, LLC, whose... Read More »
View Profile
Mike Drabant
PREMIUM

Free Consultation! Dedicated Estate Planning Attorney! Attentive & Responsive!

I provide comprehensive probate and estate planning services. I am committed to ethical and compassionate representation! Visit my website for information and client testimonials. Free consultation for estate planning.
View Profile
Anthony Rosario Perrelli
Claimed Lawyer ProfileBlawgsearchSocial Media
Lincolnshire, IL Estate Planning Attorney with 13 years experience
(847) 913-5415 One Overlook Point
Suite 250
Lincolnshire, IL 60069
Free ConsultationEstate Planning, Elder and Tax
The John Marshall Law School
Anthony (Tony) Perrelli is a partner of Hedeker & Perrelli and has provided his legal expertise to the firm since 2005. A resident of north suburban South Barrington, Tony specializes in estate planning, estate administration, and business and tax law. Clients rely on his smart, honest and compassionate approach to helping ensure their Hedeker & Perrelli LifePlan is protected from creditors, predators and the IRS. Tony is trusted by the hundreds of families and businesses who rely on Hedeker & Perrelli to plan and preserve their wealth. He has a deep understanding of tax laws and the estate planning process...
Dean Richard Hedeker
Claimed Lawyer ProfileSocial Media
Lincolnshire, IL Estate Planning Lawyer with 36 years experience
(847) 913-5415 One Overlook Point
Suite 250
Lincolnshire, IL 60069
Estate Planning, Elder and Tax
DePaul College of Law
Dean Hedeker is a leading Chicago-area authority on estate and tax planning, business law and investments. A long-time resident of north suburban Lincolnshire, Dean has more than 25-years experience helping business owners and families grow, protect and pass on their hard-earned money through tax planning, estate planning and investment management services. Dean is among a rare breed of professionals because he possesses wide-ranging experience and certifications in the fields of law, estate, tax and financial planning and accounting. Over the past 10 years alone, Dean has created more than 2,000 estate plans and every year he handles more than 300 complex...
Misty J. Cygan
Claimed Lawyer ProfileSocial Media
(800) 825-9260 15 N Northwest Hwy
Park Ridge, IL 60068
Park Ridge, IL Estate Planning Lawyer with 11 years experience
Estate Planning, Business, Employment and Probate
Shepard Broad Law Center, Nova Southeastern University
Misty has worked hard to become an attorney, which was her dream. She earned her two undergraduate degrees while being on active duty in the United States Air Force. She graduated summa cum laude from North Carolina Wesleyan College with dual degrees. During her four years in the military, Misty was responsible for producing a weekly flying and aircraft maintenance schedule for a fleet of 24 F-15 fighter jets. Misty also provided support for Operation Noble Eagle in response to the 9/11 attacks.

At the core of Misty’s practice is her love of the law and her desire to help people....
Dana Zivkovich
Claimed Lawyer ProfileSocial Media
Glenwood, IL Estate Planning Attorney with 11 years experience
(708) 833-7755 8 W. Main St.
Glenwood, IL 60425
Estate Planning, Business, Elder and Probate
Valparaiso University School of Law
I work with senior citizens, their families, and small business owners to get their affairs organized, safeguard their estates, and prepare succession plans. In matters of probate or trust administration, I work with personal representatives to properly manage the administration of the estate and advise them of their legal duties along the way. My experience in these practice areas has been exclusive since I have been private practice. In 2010, I expanded my practice territory to include Lake County, Indiana by obtaining an Indiana law license.
(708) 833-7755 350 S. Northwest Hwy.
Suite 300
Park Ridge, IL 60068
Anthony John Pankau Jr
Claimed Lawyer ProfileSocial Media
Itasca, IL Estate Planning Attorney
(630) 875-0500 105 E. Irving Pk Rd
Itasca, IL 60143
Estate Planning, Elder, Probate and Real Estate
Chicago-Kent College of Law, Illinois Institute of Technology
John Pankau graduated from Purdue University in Lafayette, Indiana, and Chicago Kent College of Law with High Honors. He is licensed to practice law in Illinois and owns The Law Office of John Pankau, P.C. in Itasca, Illinois. Prior to and while attending law school, John and his wife Carole owned and operated a family business in Bloomingdale. John is an active member of his community, presenting educational seminars at local libraries and banks. Today, his practice concentrates in the areas of real estate, estate planning and administration, probate, and local government law.
Patrick Quinn
Claimed Lawyer ProfileBlawgsearchSocial Media
Park Ridge, IL Estate Planning Attorney with 12 years experience
(847) 232-7180 350 S. Northwest Highway
Suite 300
Park Ridge, IL 60068
Free ConsultationEstate Planning, Medical Malpractice, Nursing Home and Personal Injury
The John Marshall Law School
Throughout much of Pat's career, he has worked defending insurance companies against personal injury, wrongful death, and healthcare negligence cases. This experience gives Pat a unique perspective, since he knows the "tricks of the trade" which insurance companies use as they value a personal injury claim and defend against a case. With this knowledge and understanding, Pat will ensure you are not taken advantage of in these situations, allowing you to achieve maximum compensation for the damages you have suffered.

Pat has been a trial lawyer for more than a decade and has tried numerous cases to verdict. Pat first developed...
Michael J Rada
Claimed Lawyer ProfileSocial Media
Barrington, IL Estate Planning Attorney with 1 year experience
(224) 655-5200 840 S. Northwest Hwy, Ste 102
Barrington, IL 60010
Free ConsultationEstate Planning and Business
The John Marshall Law School
Michael Rada is the owner and sole practitioner in the Law Offices of Michael Rada, LLC located in Barrington, Illinois. Michael’s practice serves clients with matters in estate planning, probate, elder law and business law. Michael has served clients ranging from mid-sized companies to individuals.

Knowing that the law is not a “one size fits all” proposition, Michael applies his wealth of experience dealing with people and complex problems in finding the right solution for each individual client. He believes that listening to the client and fully understanding the desired outcome is an essential part of the legal process. In addition,...
Brian J. Cohan
Claimed Lawyer ProfileSocial Media
Long Grove, IL Estate Planning Attorney with 36 years experience
(847) 202-3341 5659 RFD
Long Grove, IL 60047
Free ConsultationEstate Planning, Elder and Tax
DePaul College of Law
Rodney Piercey
Claimed Lawyer ProfileSocial Media
Barrington, IL Estate Planning Lawyer with 45 years experience
(847) 490-8450 2300 Barrington Rd
Suite 400
Barrington, IL 60010
Free ConsultationEstate Planning
-Successfully completed over 2,200 estate plans ranging in size to $210 million. -Assisted in redirecting more than $150 million away from estate taxes and to charities and heirs. -Eliminated estate taxes in more than 450 estate plans which were otherwise taxable. -Conducted more than 50 briefings, seminars and workshops on estate and tax elimination planning. -Co-author of "Combining Life Insurance and Annuity Policies to Create a Financial Engine for a Nongrantor CLAT," Journal of Practical Estate Planning, CCH Incorporated, August-September, 2004. -Author of "Tax Elimination Planning", "The Ten Most Common Mistakes in Estate Planning", "How a Charitable Trust Can Save You Taxes",...
(224) 848-4646 1000 Hart Rd
Suite 300
Barrington, IL 60010
Richard A. Greenswag
Claimed Lawyer ProfileLII SilverSocial Media
Northfield, IL Estate Planning Lawyer
(847) 701-2251 181 Waukegan Rd
#205
Northfield, IL 60093
Free ConsultationEstate Planning, Business, Construction and Probate
University of Iowa
Richard A. Greenswag
PREMIUM

Illinois Estate Planning Lawyer

University of IowaIllinois
View Profile
Judy A. Goldstein
PREMIUM

Illinois Estate Planning Lawyer with 32 years experience

DePaul College of Law, University of Illinois College of Law and University of Illinois College of LawIllinois, 7th Circuit, Northern District of Illinois, Northern District of Indiana and U.S. Supreme Court
View Profile
Lawyer Rating
Claimed
Years Experience
Language
Other Filters

Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Arlington Heights Estate Planning Legal Aid & Pro Bono Services

Prairie State Legal Services, Inc.
(630) 690-2130
Carol Stream, IL


DuPage Bar Legal Aid Service
(630) 653-6212
Wheaton, IL

Show More

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.