Indianapolis, Indiana Estate Planning Lawyers

Valerie C. Horvath
PREMIUM

Indianapolis , IN Estate Planning Attorney with 19 years experience

Horvath Law Firm was designed to put families first. When you hire Valerie Horvath get ready to be surprised when she returns your phone calls and emails promptly! Horvath Law Firm focusses on criminal defense,... Read More »
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Michael Adler
PREMIUM

Free Consultation! Dedicated Estate Planning Lawyer! Exceptional Legal Counsel!

I am dedicated to exceptional service and trusted advice for a broad range of legal matters. I am committed to skilled advocacy for your legal interests! Visit my website for information, call for a free consultation. Read More »
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Rachelle N. Ponist
PREMIUM

Indianapolis, IN Estate Planning Attorney

Indiana University Robert H. McKinney School of Law and Indiana Wesleyan UniversityIndiana
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Valerie C. Horvath
Claimed Lawyer ProfileQ&ALII GoldBlawgsearchSocial Media
Indianapolis , IN Estate Planning Attorney with 19 years experience
(317) 964-6000 1512 N Delaware St
Indianapolis , IN 46202
Free ConsultationEstate Planning, Criminal, Immigration and Traffic Tickets
Indiana University Robert H. McKinney School of Law
Horvath Law Firm was designed to put families first. When you hire Valerie Horvath get ready to be surprised when she returns your phone calls and emails promptly!

Horvath Law Firm focusses on criminal defense, immigration, and family law. Valerie has significant experience in domestic violence, abuse, narcissism and stalking.

Valerie was a judicial officer in both criminal and civil courts for 7 years. Before that, she was a deputy prosecuting attorney. Now as a defense attorney, Valerie has courtroom experience from every perspective.

Valerie speaks French and Spanish and has experience representing clients...
Jason Wischmeyer
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer with 16 years experience
(317) 429-0210 7612 Stones River Dr.
Indianapolis, IN 46259
Free ConsultationEstate Planning, Bankruptcy, Business and Personal Injury
Indiana University Robert H. McKinney School of Law
Call: 317-429-0210 Email: Jason@wischmeyerlaw.com

As a personal injury, bankruptcy and business attorney, I have served as a trusted advisor and advocate clients for over 15 years serving them in a multitude of roles from boardrooms, negotiations, contracts and skilled advocacy in the courtroom. Providing cost-effective representation seeking resolutions to issues that make sense for my clients has been a staple in my representation.

I am a graduate of Indiana University School of Law and the Indiana University Kelley School of Business. I represents small businesses, large corporations, and individuals in a variety of legal matters throughout...
Adam Lutzke
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer with 8 years experience
(317) 577-3888 6525 E. 82nd Street
Suite 102
Indianapolis, IN 46250
Free ConsultationEstate Planning, Collections, Divorce and Family
Saint Louis University School of Law
Adam Lutzke has vast experience in the area of family law. Since he was admitted to practice law in 2010, he has focused his career primarily in the areas of divorce, legal separation, child custody, child support, and guardianships. Adam received a Lead Counsel Rating in the areas of divorce and family law in 2015 by the Lead Counsel Review Board, and was recently selected as one of the Top 40 Lawyers Under 40 for family lawyers in the state of Indiana for 2016 by the American Society of Legal Advocates. Along with having handled...
Michael R. Smith
Claimed Lawyer ProfileQ&ASocial Media
Indianapolis, IN Estate Planning Lawyer with 25 years experience
(317) 576-8542 1512 N Delaware St
Indianapolis, IN 46202
Estate Planning, Appeals, Business and Securities
Indiana University Robert H. McKinney School of Law
Michael Smith was born and raised in Tennessee but has been a Hoosier for most of his life. After receiving a B.E. in chemical engineering (summa cum laude) from Vanderbilt University in 1978, he accepted a job with Eli Lilly and Company in Lafayette, Indiana. He took an educational leave of absence from from 1980 until 1982 while he completed a Master of Science degree in chemical engineering, doing research on the potential application of ion exchange technology in the development of an artificial kidney. He returned to Lilly, working first as an engineer in Chemical Process...
Felicia Locke
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer
(317) 638-3468 2805 E. 96th Street, Ste A
Indianapolis, IN 46240
Estate Planning, Elder, Family and Probate
Indiana University Robert H. McKinney School of Law
Clients need an attorney who understands their needs and who can be an advocate for them, while providing competent legal services. That is where I come in. My name is Felicia Locke, an attorney in central Indiana focusing on the legal needs of everyday people.

At Locke Law Firm, we focus in the areas of elder law, probate and estate administration, family law and real estate law.

We believe that everyone deserves fair and affordable legal representation. We are committed to helping our clients get through the tough moments in life. We are committed to advocating your best interests.
Michael Adler
Claimed Lawyer ProfileLII Gold
Indianapolis, IN Estate Planning Lawyer with 17 years experience
(317) 635-7880 120 E Market St #380
Indianapolis, IN 46204
Free ConsultationEstate Planning, Business, Family and Probate
Indiana University Robert H. McKinney School of Law
At Adler Law LLC, Michael J. Adler is committed to protecting and furthering the interests of individuals and businesses in a variety of legal matters. From his Indianapolis office, compassionate elder law lawyer Mr. Adler brings over 15 years of experience and substantial trial work to his practice, along with a reputation for integrity, professionalism, and dedication. Mr. Adler maintains strong ties to the community as a member of the Indianapolis Bar Association and a Vigo County Trial Deputy Prosecutor. In addition to assisting young families and senior citizens as an Indianapolis estate planning lawyer, he also is highly skilled...
Michael Peek
Claimed Lawyer ProfileSocial Media
Indianapolis , IN Estate Planning Attorney
(317) 608-1143 One Indiana Square, Suite 1600
Indianapolis , IN 46204
Free ConsultationEstate Planning, Personal Injury, Probate and Real Estate
Indiana University Robert H. McKinney School of Law
Attorney Michael C. “Mick” Peek is licensed to practice in Indiana and Florida with offices in Indianapolis, Indiana and St. Petersburg, Florida. He specializes in handling personal injury cases as well as wills, estates, estate planning and trusts. Additionally, he handles all other matters encompassing real estate and real estate development and zoning. He helps clients with business sales and acquisitions, and contract matters.
Dana Luetzelschwab
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer with 16 years experience
(317) 536-2644 1075 Broadripple Ave.
Suite 341
Indianapolis, IN 46220
Estate Planning, Bankruptcy, Elder and Probate
Indiana University Robert H. McKinney School of Law
Cody Philip Cogswell
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer with 6 years experience
(317) 671-8150 3021 E 98th Street, Suite 105
Indianapolis, IN 46280
Free ConsultationEstate Planning, Criminal, Divorce and Family
I am a Hoosier, born and raised- most of my childhood was spent in Moonsville, Indiana on my Grandparent's and Great Grandparent's farm. I graduated from Anderson High School with an Academic Honors Diploma before attending Ball State University. I graduated from the Political Science Department's Legal Studies Program at Ball State University and was accepted to Thomas M. Cooley School of Law where I was awarded a Scholarship for Academic Performance. At Cooley I was a member of the U.S. Championship team for Client Counseling and Graduated Cum Laude with a specialization in Litigation in January of...
Mark Cannon
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Attorney with 24 years experience
(317) 222-3834 450 E. 96th Street
Suite 500
Indianapolis, IN 46240
Estate Planning, Business, Elder and Probate
University of Louisville
Mark focuses his law practice in the areas of estate planning, probate and trust administration, business formation and succession planning, business transactions, contracts and real estate law. Before beginning his legal career, Mark worked at Northwestern Mutual Life, where he implemented life and disability insurance plans for clients. After leaving Northwestern Mutual, Mark attended law school, where he earned Dean’s List recognition five times. Mark started his legal career at the Indiana Department of Revenue as an Inheritance Tax Attorney, where he audited inheritance tax returns and fielded telephone calls from attorney, CPA’s and trust officers on complex...
Alan J. Irvin
PREMIUM

Indiana Estate Planning Lawyer

Indiana University Maurer School of LawIndiana, U.S. District Court for Northern District of Illinois, U.S. District Court for Northern District of Indiana and U.S. District Court for Southern District of Indiana
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Robert C. Lee
PREMIUM

Indiana Estate Planning Attorney

Vanderbilt University Law SchoolIndiana, United States District Courts for the Northern Districts of Indiana and United States District Courts for the Southern Districts of Indiana
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Cynthia S. Rose
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer with 30 years experience
(317) 842-1600 50 E 91st St
#103
Indianapolis, IN 46240
Estate Planning, Family, Medical Malpractice and Personal Injury
University of Indianapolis
Amber K. Boyd
Claimed Lawyer ProfileSocial MediaResponsive Law
INDIANAPOLIS, IN Estate Planning Attorney with 5 years experience
(317) 210-3416 8510 Evergreen Ave.
INDIANAPOLIS, IN 46240
Free ConsultationEstate Planning, Employment and Probate
Washington and Lee University School of Law
Amber K. Boyd is a versatile professional with strong experience in managing complex litigation matters. She founded Amber K. Boyd Attorney at Law in 2013, where she is the sole practitioner. Ms. Boyd specializes in employment law with a focus on discrimination cases. She also has deep expertise in estate planning and probate law. Her goal is to deliver effective, efficient, and strategic service to her clients.

Ms. Boyd always keeps her eye on winning at trial. She has established a track record of securing large settlements for her clients that often exceed what the defendant or employer had offered. Ms....
James A. L. Buddenbaum
Claimed Lawyer ProfileBlawgsearchSocial Media
Indianapolis, IN Estate Planning Lawyer with 30 years experience
(888) 337-7766 251 North Illinois Street
Suite 1800
Indianapolis, IN 46204
Estate Planning, Business, Employment and Real Estate
Indiana University School of Law - Indianapolis
JAMES A.L. BUDDENBAUM is a partner with the Indianapolis office of Parr Richey Frandsen Patterson Kruse LLP, where he concentrates in corporate law, acquisitions, business transactions, utility, real estate, employment, and complex insurance, and other business litigation.

Mr. Buddenbaum is experienced in representing all types of utilities—electric generation and transmission utilities, rural distribution cooperatives, sewer, water, gas and telecommunications utilities—before the Indiana Utility Regulatory Commission and state and federal courts. He regularly negotiates large energy, utility and other business asset sale and purchase agreements and real estate transactions. He has successfully presented more than one hundred zoning and land use matters...
Martin Barnes
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Attorney with 23 years experience
(317) 804-5058 10475 Crosspoint Blvd
Suite 250
Indianapolis, IN 46256
Estate Planning, Probate and Social Security Disability
Indiana University Robert H. McKinney School of Law
Martin Barnes is an attorney at the central Indiana law firm of Barnes Cadwell (An Association of Attorneys – Not a Partnership). His legal practice is focused on social security disability, estate planning, probate and estate administration, wills, and trusts.

His practice emphasizes social security disability and estate planning and probate.

Mr. Barnes graduated from the Ball State University School of Business in 1975, and has been in private practice for more than 20 years since graduating from the Indiana University School of Law – Indianapolis.

Mr. Barnes is a member of the Indianapolis Bar Association (Estate Planning and Administration Section) and the...
Eric Lewis
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Attorney
(317) 623-3030 1060 E. 86th Street
Suite 63
Indianapolis, IN 46240
Free ConsultationEstate Planning, Bankruptcy, Business and Consumer
Indiana University Robert H. McKinney School of Law
Mr. Lewis is an experienced bankruptcy attorney and founder of the Indianapolis law firm Lewis Legal Services, P.C. The firm is a general civil practice law firm that focuses on consumer rights, Chapter 7 bankruptcy liquidation and Chapter 13 bankruptcy reorganization. Mr. Lewis is licensed to practice law in Indiana and Illinois and an Indiana-certified civil mediator. Mr. Lewis lives in Indianapolis.
Rachelle N. Ponist
Claimed Lawyer ProfileLII GoldSocial Media
Indianapolis, IN Estate Planning Attorney with 6 years experience
(317) 964-6000 1512 N Delaware St
Indianapolis, IN 46202
Estate Planning, Business, Criminal and Family
Indiana University Robert H. McKinney School of Law and Indiana Wesleyan University
Martha Mondou McDermott
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Lawyer with 24 years experience
(317) 842-8283 9795 Crosspoint Blvd., #101
Indianapolis, IN 46256
Estate Planning, Collections, Divorce and Probate
Indiana University Robert H. McKinney School of Law
Martha McDermott was born in Flint, Michigan and obtained her undergraduate degree in Political Science from the University of Iowa in 1992 and her Juris Doctorate from Indiana University in 1995. She has been practicing law with Greg and Chris Garrison since 1996.
Kelly Thompson
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer
(317) 405-9150 7210 Madison Avenue, Suite E
Indianapolis, IN 46227
Free ConsultationEstate Planning, Animal, Criminal and Divorce
Indiana University Robert H. McKinney School of Law
Jason Cleveland
Claimed Lawyer ProfileSocial Media
Indianapolis, IN Estate Planning Attorney with 15 years experience
(317) 388-5424 8250 Haverstick Road
Suite 235
Indianapolis, IN 46240
Estate Planning, Appeals, Arbitration & Mediation and Employment
Indiana University Maurer School of Law
A seasoned employment law and civil litigation attorney in the Indianapolis area, Jason has practiced law since 2003. He has handled multiple federal jury trials in the Northern and Southern District of Indiana Courts and represented clients at the EEOC, MSPB, SEAC and ICRC, as well as Indiana State Courts, local government bodies and boards. He’s a DePauw University graduate, with a degree in Philosophy, who grew up in New Castle, Indiana. A third generation small business owner, he follows in his father’s and grandfather’s footsteps. After earning his law degree at Indiana University Maurer School of...
Mr. Joseph Hankins
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Attorney with 10 years experience
(317) 973-0700 8250 Haverstick Road
Suite 150
Indianapolis, IN 46240
Estate Planning, Business and Family
George Mason University School of Law
I founded Hankins Law after working in the Washington, D.C. area as an attorney for a well-respected, litigation-focused law firm. While in D.C., I handled complex proceedings, which often required the interpretation of complicated business and estate planning documents. During my practice, I consistently observed a need in the legal field for accessible attorneys offering individualized counsel and real-world options to resolve legal issues. Legal problems are unique, and solutions must be tailored to each specific issue. With this in mind, I founded Hankins Law. I can assure any prospective...
Donald Ward
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer
(317) 639-9501 728 South Meridian Street
Indianapolis, IN 46225
Estate Planning, Asbestos, Insurance Claims and Medical Malpractice
L. Leona Frank
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Attorney with 14 years experience
(317) 698-7101 155 E. Market Street, Suite 825
Suite 825
Indianapolis, IN 46204
Estate Planning, Bankruptcy, Business and Real Estate
Texas Southern University
Michael S. Dalrymple
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer with 16 years experience
(317) 614-7390 1847 Broad Ripple Avenue
Suite 1A
Indianapolis, IN 46220
Free ConsultationEstate Planning, Education, Elder and Employment
Indiana University Maurer School of Law
I am an attorney representing clients in employment, labor, estate planning and disability law. I base my practice on three principles: provide exceptional legal advice to my clients; foster a relationship of trust and cooperation with my clients; be available to my clients to serve their needs at their convenience.
Dane Starbuck
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Attorney with 27 years experience
(317) 587-1020 9719 Herons Cove
Indianapolis, IN 46280
Estate Planning, Business, Health Care and Insurance Defense
Georgetown University Law Center
Dane Starbuck has a strong legal interest in business formation, business operations, health care law, and estate planning and probate. Graduate of Oxford University in Jurisprudence (B.A. 1987 and M.A. in 1993) and from the Georgetown University Law Center (J.D. 1990). Previously served as a law clerk to U.S. District Court Judge of the Northern District Court of Indiana, William C. Lee; Dane went on to practice in his hometown of Winchester, Indiana, from 1993 to 1999, and then served as President of the Wishard Memorial Foundation from 1999 to 2005 in Indianapolis, before returning to the practice...
Mr Andrew J Thompson
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer
(877) 365-1776 225 N Delaware
Indianapolis, IN 46204
Free ConsultationEstate Planning, Business, Civil Rights and Tax
Andrew J Thompson was licensed to practice in Indiana in 1990. He had previously passed the Uniform Certified Public Accounting examination in 1985, while working for KPMG Peat Marwick as a Tax Specialist. Mr. Thompson is an entrepreneur, long time estate planner, former trust officer, business owner, and experienced general practice attorney. The Thompson Law Office provides service to families and businesses with the goal of helping them achieve the best results in line with their goals. The practice is founded on a collaborative approach where the client always makes the decisions. Areas of practice...
William Rosenbaum
Claimed Lawyer Profile
Indianapolis City (Balance), IN Estate Planning Attorney
(317) 577-5176 8555 River Road
Suite 310
Indianapolis City (Balance), IN 46240
Estate Planning, Business and Real Estate
Danica Eyler
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer
(317) 638-2400 50 S. Meridian Street
Indianapolis, IN 46204
Estate Planning and Real Estate
Ashley Gosnell
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Attorney with 6 years experience
(317) 870-0019 3802 W. 96th Street
Suite 210
Indianapolis, IN 46268
Estate Planning, Criminal, Family and Traffic Tickets
Western Michigan University Cooley Law School
Sarah Denise Everett
Claimed Lawyer Profile
Indianapolis , IN Estate Planning Attorney with 30 years experience
(317) 677-7109 Lockerbie Marketplace
333 N. Alabama Street, Suite 350
Indianapolis , IN 46204
Estate Planning
Jay J. Haggerty
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer with 30 years experience
(317) 786-2225 3045 S Meridian St
Blackstone Professional Center
Indianapolis, IN 46217
Estate Planning, Divorce, Elder and Probate
John V. Commons
Claimed Lawyer Profile
Indianapolis, IN Estate Planning Lawyer
(317) 253-3110 1111 E. 54th Street
Indianapolis, IN 46220
Estate Planning, Appeals, Arbitration & Mediation and Elder
Ms. Fran Ashton
Claimed Lawyer Profile
Beech Grove, IN Estate Planning Lawyer
(317) 313-9678 P.O. Box 328
Beech Grove, IN 46107
Estate Planning, Business, Criminal and Divorce
Nicholas Plopper
Claimed Lawyer ProfileSocial Media
Carmel, IN Estate Planning Attorney with 10 years experience
(317) 822-0800 1 E. Carmel Dr.
Suite 250
Carmel, IN 46032
Free ConsultationEstate Planning, Business, Probate and Real Estate
California Western School of Law
Attorney Nicholas E. Plopper has been practicing law since 2008, became partner at Plopper & Partners, LLP as of 2010. He is admitted to practice by the Indiana State Bar (2008); U.S. District Court, Northern and Southern Districts of Indiana and U.S. Court of Appeals, Seventh Circuit. His practice areas include: Estate Planning and Administration; Real Estate; Business Law; Corporate Law; Entertainment Law and Civil Litigation.

Nicholas Plopper completed his undergraduate studies from Indiana University in 1999 where he earned a B.A. in Telecommunications. He was awarded his Juris Doctorate from California Western School of Law in San Diego in 2006....
Steven Joseph Kasyjanski
Claimed Lawyer ProfileSocial Media
Zionsville, IN Estate Planning Lawyer with 11 years experience
(317) 719-5037 9311 Irishmans Run Lane
Zionsville, IN 46077
Free ConsultationEstate Planning, Collections, Family and Probate
Indiana University Robert H. McKinney School of Law
Steve enjoys interacting with clients and strives to assist them with achieving their personal legal objectives. Every client has individual needs and expectations, and Steve focuses his approach with an emphasis on accessibility, communication and specific goal attainment. He works with clients to help them understand both the intricate details and the “big picture” view of each particular case.

Steve assists clients across a wide range of legal matters. While he excels in general practice, some specific areas of focus include Commercial Law, Creditor’s Rights, Bankruptcy, Foreclosure, Collections, Contracts, Secured Transactions, Business Law, Business Formation, Wills and Estates,...
Robert C. Lee
Claimed Lawyer ProfileLII SilverSocial Media
Carmel, IN Estate Planning Attorney
(317) 816-8744 111 N Rangeline Rd
Carmel, IN 46032
Estate Planning, Business and Probate
Vanderbilt University Law School
William J Webster
Claimed Lawyer ProfileQ&ASocial Media
Westfield, IN Estate Planning Lawyer with 9 years experience
(317) 565-1818 104 N Union Street
Westfield, IN 46074
Free ConsultationEstate Planning, Divorce, Family and Probate
Indiana University Robert H. McKinney School of Law
William J. Webster practices as an attorney in Westfield, Indiana, serving clients throughout the State of Indiana. For nearly a decade, William has assisted individuals and businesses in protecting the things that matter most. He offers clients practical solutions for their estate, business, and family needs.
William is a lifelong resident of Hamilton County and resides in Westfield with his wife, Robbie, and four children, Dayton, Corbin, Bryce and Austin.
William obtained a Bachelor of Science in Finance from Marian University, a Masters in Business Administration from Valparaiso University, and a Doctor of Jurisprudence from Indiana University School of...
Susan Hunter
Claimed Lawyer Profile
Fishers, IN Estate Planning Lawyer
(317) 863-2030 10412 Allisonville Rd
Fishers, IN 46038
Estate Planning and Elder
Salmon P. Chase College of Law, Northern Kentucky University
Jamie E Harrell
Claimed Lawyer ProfileSocial Media
Avon, IN Estate Planning Attorney with 7 years experience
(317) 943-3980 5055 E. US Highway 36, Suite 201
Suite 201
Avon, IN 46123
Estate Planning, Divorce, Family and Probate
Indiana University Robert H. McKinney School of Law
Jamie E. Harrell earned her Juris Doctor (J.D.) from the Indiana University Robert H. McKinney School of Law in 2011. Born and raised in Avon, Indiana, she graduated from Indiana University majoring in Political Science.

Jamie focuses her practice primarily on civil litigation, especially in the area of family law. She has extensive experience handling divorce, marital property disputes, child custody and support issues. In addition to experience with parenting time issues, Jamie has handled a variety of third party custody and grandparent visitation cases.

In addition to civil litigation, Jamie enjoys working closely with individuals and families to reach...
Alan J. Irvin
Claimed Lawyer ProfileLII SilverSocial Media
Carmel, IN Estate Planning Lawyer
(317) 816-8744 111 N Rangeline Rd
Carmel, IN 46032
Estate Planning, Business and Real Estate
Indiana University Maurer School of Law
Joe M Duepner
Claimed Lawyer ProfileSocial Media
Noblesville, IN Estate Planning Attorney with 5 years experience
(317) 450-0044 136 S. 9th St. Suite 102
Noblesville, IN 46060
Free ConsultationEstate Planning, Business, Collections and Probate
Western Michigan University Cooley Law School
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Estate Planning Lawyers in Nearby Cities

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Elder Law
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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.