Kansas Estate Planning Lawyers

Kristi Burmeister
PREMIUM

Estate Planning Attorney with 11 years experience

I helped form PEAK for the same reason I became an attorney, I like solving problems and I’m not afraid to take risks or think outside the proverbial “box.” I am very fortunate to be surrounded by... Read More »
Corey A. Rasmussen
Claimed Lawyer ProfileSocial Media
Overland Park, KS Estate Planning Attorney with 11 years experience
(913) 871-2188 10955 Lowell Avenue
Suite 820
Overland Park, KS 66210
Free ConsultationEstate Planning, Elder and Probate
University of Tulsa College of Law
A native of Kansas, Corey Rasmussen grew up in the Kansas City area and spent his summers working on the family farm in northeast Kansas.

He began his professional career as an external auditor for the Kansas City office of KPMG International Accounting Firm, conducting audits of Kansas City’s largest and most prominent companies.

Today, Mr. Rasmussen has devoted his practice to assisting clients with Estate Planning, Asset Protection, and Elder Law issues. The objective is to provide the most cost effective method for achieving a client’s overall financial goals, which also considers possible future impacts on family members and...
Kyle Eugene Krull
Claimed Lawyer ProfileBlawgsearchSocial Media
Overland Park, KS Estate Planning Lawyer with 34 years experience
(913) 851-4880 5209 W. 164th Street
Overland Park, KS 66085
Free ConsultationEstate Planning
Washburn University School of Law
Kyle is the author of a nationally-syndicated newsletter for Estate Planning attorneys. In addition, Kyle has written for and been quoted in a number of industry publications, including Trusts & Estates magazine, The National Law Journal, Lawyer's Weekly USA, Broker World, Kiplinger's Personal Finance, Kiplinger's Retirement Report, Wealth and Retirement Planner, Inc. (magazine), The Kansas City Star, Bankrate.com, The Business Journal of Kansas City, KC Small Business, Ingram's and Money magazine. In addition, Kyle serves on the Editorial Review Board for the Journal of Financial Planning. Kyle has provided continuing education instruction to fellow attorneys, accountants and financial professionals...
Aaron  Kirkland
Claimed Lawyer ProfileSocial Media
Overland Park, KS Estate Planning Lawyer with 10 years experience
(913) 469-0900 5901 College Blvd.
Overland Park, KS 66211
Estate Planning and Probate
University of Missouri - Kansas City School of Law
Aaron assists clients with their estate planning and probate needs in Missouri and Kansas courts.

Before focusing on estate planning and probate litigation, Aaron was an attorney at Shook Hardy & Bacon LLP for nearly a decade, where he defended companies in individual and complex litigation spread throughout the United States.
(816) 792-8300 132 Westwoods Dr.
Liberty, MO 64068
David J. Brown
Claimed Lawyer ProfileSocial Media
Lawrence, KS Estate Planning Lawyer with 28 years experience
(785) 842-0777 1040 New Hampshire
Suite 14
Lawrence, KS 66044
Estate Planning, Appeals, Divorce and Family
Albany Law School
Selected as Best Lawyer in Lawrence, Kansas three years in a row (2013, 2014, and 2015) by readers of the Lawrence Journal World.
Christopher Gunn
Claimed Lawyer ProfileSocial Media
Topeka, KS Estate Planning Lawyer with 3 years experience
(785) 235-3415 434 SW Topeka Blvd.
Topeka, KS 66603
Estate Planning, Elder, Immigration and Probate
Washburn University School of Law
Christopher brings to the table legal experience in a number of areas, including nonprofit creation/governance, immigration, and general civil matters.

He received his Juris Doctor from the Washburn School of Law, and his Bachelor's in English from the University of North Dakota. Prior to law school, he taught high school English, and briefly served in state government.

Chris is a native of northeastern North Dakota, but proudly claims Kansas and its mild winters as his home. Whether or not he is in the office, Chris harbors the desire to write the great American novel.
Jonathan Davis
Claimed Lawyer ProfileSocial Media
Overland Park, KS Estate Planning Attorney with 13 years experience
(913) 693-8027 7500 College Blvd, Suite 500
*By Appointment Only
Overland Park, KS 66210
Free ConsultationEstate Planning, Business, Insurance Defense and Medical Malpractice
University of Kansas School of Law
Jon works closely with local, regional and national businesses on their comprehensive legal and risk management needs. He also represents his clients as an aggressive advocate after claims have been made. Jon has extensive experience representing both small and mid-size businesses, doctors, hospitals, dentists, oral surgeons, architects and engineers. Jon litigates a broad range of state and federal cases including medical and dental malpractice, wrongful death, design defect, fraud and misrepresentation. Prior to disputes, he works closely with his clients to manage risk. He has defended a broad spectrum of clients which includes prominent individuals, Fortune 500 companies, regional...
(877) 637-3476 1000 Walnut St, Suite 1500
Kansas City, MO 64106
Scott C. Stockwell
Claimed Lawyer ProfileQ&ASocial Media
Lawrence, KS Estate Planning Lawyer with 34 years experience
(785) 842-1359 1201 Wakarusa DR
Suite E-222
Lawrence, KS 66049
Free ConsultationEstate Planning, Business, Elder and Probate
University of Kansas School of Law and Kansas State University
Scott C. Stockwell has a general practice of law with a focus in estate planning, probate, business law serving the Lawrence, Kansas and Douglas County, Kansas area as well as the surrounding counties of Jefferson, Leavenworth, Wyandotte, Johnson, Franklin, Osage, and Shawnee. Scott is a 1984 J.D. graduate of the University of Kansas School of Law in Lawrence, Kansas, a 2015 M.B.A. graduate of the W. P. Carey School of Business in Tempe, Arizona and a 1981 B.A. graduate of Kansas State University in Manhattan, Kansas.
Christopher J. Velez Esq.
Claimed Lawyer ProfileSocial Media
Garden City, KS Estate Planning Attorney with 6 years experience
(620) 277-3315 1021 Fleming St., Ste. A
Garden City, KS 67846
Estate Planning, Business, Family and Probate
Washburn University School of Law
Solo practitioner transplanted from the East Coast, striving to provide world-class legal services to the great people of Southwestern Kansas.
Lindsee Acton Scherich
Claimed Lawyer ProfileSocial Media
Shawnee, KS Estate Planning Attorney with 2 years experience
(913) 220-2002 12616 W 62nd Terrace
Suite 116A
Shawnee, KS 66216
Estate Planning, Divorce, Domestic Violence and Family
Washburn University School of Law
Kirk Nystrom Kirk Nystrom
Claimed Lawyer Profile
Topeka, KS Estate Planning Lawyer with 39 years experience
(785) 235-6977 112 SW 6th Street
Topeka, KS 66603
Free ConsultationEstate Planning, Probate and Real Estate
University of Missouri - Kansas City School of Law and Washburn University School of Law
KIRK NYSTROM, Attorney Kirk Nystrom has practiced law in Topeka for about 35 years primarily in the areas of Wills, Powers of Attorney, Living Wills, Trusts, Probate, Estate Planning, Real Estate and Small Business Law. He has taught Real Estate Fundamentals at Washburn University. In law school he marketed real estate as a real estate broker. He is a lecturer regularly presenting seminars to lawyers, churches, civic and other professional groups on Estate Planning, Probate, Real Estate and Trusts. Kirk belongs to various attorney organizations including the Kansas Bar Association, (Probate and Real Estate Sections),...
Malissa L. Walden
Claimed Lawyer ProfileBlawgsearchSocial Media
Lenexa, KS Estate Planning Lawyer with 15 years experience
(913) 438-1112 11900 W. 87th St. Pkwy
Ste. 125
Lenexa, KS 66215
Estate Planning and Bankruptcy
Kansas State University
Malissa L. Walden is a native Kansan with an international perspective. After years of living abroad, she returned to pursue her life-long dream of helping others through the practice of law. She has dedicated her career to public service and fully understands the needs of her clients. Ms. Walden's main areas of practice include Bankruptcy; Chapter 7 and Chapter 13; and Estate Planning; Last Will & Testaments, Powers of Attorney, Living Wills and Non-Probate Transfers. Not only was Ms. Walden the first attorney at her firm to practice under the new Bankruptcy Code; she also assisted attorneys across the state to...
Tamara Davis
Claimed Lawyer ProfileSocial Media
Dodge City, KS Estate Planning Attorney
(620) 225-1674 107 Layton Street
Suite A
Dodge City, KS 67801
Free ConsultationEstate Planning, Business and Probate
University of Tennessee College of Law
I am a Dodge City attorney with offices at 107 Layton Street, Suite A, Dodge City, Kansas, focusing my practice in the areas of Estate Planning, Family Business/Small Business Succession Planning, Probate, Trust Administration, Elder Law, and related matters. I received my Bachelor of Business Administration and Finance Degree in 1985 from Wichita State University. I am a 1990 graduate of the University of Tennessee College of Law, where I graduated with High Honors. While at the University of Tennessee, I served on the Tennessee Law Review and was selected to the "Order of the Coif." I am a past...
Cassie Pfannenstiel Rodriguez
Claimed Lawyer ProfileBlawgsearchSocial Media
Lenexa, KS Estate Planning Attorney with 14 years experience
(913) 438-1112 11900 W. 87th St. Parkway
Suite 125
Lenexa, KS 66215
Free ConsultationEstate Planning and Bankruptcy
University of Kansas School of Law
Cassie earned her Bachelor of Arts degree in English from Fort Hays State University; instead of pursuing graduate school she decided to realize her life-long dream of becoming an attorney. Cassieâs focus in law school was public service and she carried that focus into her legal career. Cassie has gained a diversified law background by representing individuals in several areas of law such as: consumer bankruptcy, estate planning, landlord tenant, guardianships, name changes, divorce, custody, child support, protection orders, Social Security disability, and housing rights. Her focus is now on consumer bankruptcy and estate planning. She has experience...
Daniel Wernert
Claimed Lawyer ProfileSocial Media
El Dorado, KS Estate Planning Attorney with 2 years experience
(316) 258-6057 116 W. Pine Ave, Suite 111
El Dorado, KS 67042
Free ConsultationEstate Planning, Business, Energy and Probate
Washburn University School of Law
Daniel is the owner of Wernert Law LLC. His firm serves Butler County and the surrounding areas. He handles Estate Planning, Probate cases, and Civil Litigation, as well as other types of law on a case-by-case basis.

Daniel graduated from Kapaun Mt. Carmel in 2007 and received his undergraduate degree from Wichita State University in 2011. He received his Juris Doctorate from Washburn University School of Law in 2015, where he graduated with Certificates of Excellence in Tax and Estate Planning. While at Washburn Law Daniel volunteered at the Volunteer Income Tax Assistance Program, helping obtain tax credits and deductions...
Michael Patrick Dreiling Jr.
Claimed Lawyer ProfileSocial Media
Olathe, KS Estate Planning Attorney with 19 years experience
(913) 209-3272 104 E Poplar St
Olathe, KS 66061
Free ConsultationEstate Planning, Business, Probate and Tax
University of Missouri - Kansas City School of Law and University of Tulsa College of Law
After completing my education and working for 7+ years with a downtown Kansas City business law firm, I started a solo practice dedicated to serving the needs of my clients as effectively and as efficiently as possible. I keep my overhead low so that I am able to provide competent legal assistance for fees lower than big law firms. I put my masters in tax law degree to use in my practice which focuses on estate planning and probate law, where I was recognized in 2008 and 2009 as a Super Lawyer-Rising Star in Kansas and Missouri, taxation,...
Prince Adebayo Ogunmeno
Claimed Lawyer ProfileSocial Media
Kansas City, KS Estate Planning Attorney with 27 years experience
(913) 233-2133 155 S. 18th Street
Suite 250
Kansas City, KS 66102-5654
Free ConsultationEstate Planning, Divorce, Insurance Claims and Personal Injury
Washburn University School of Law
Civil attorney dedicated to helping our clients solve injury claims, police brutality claims, civil and constitutional rights violation claims, divorce and family dispute, contract dispute, DUI and traffic citations, immigration, estate and retirement planing since 1991. Author - Silence is Power, A Lawyer's Step-by-Step Guide to Handling Police Interrogations and Protecting Your Freedom.
Linda Small
Claimed Lawyer ProfileSocial Media
Wichita, KS Estate Planning Lawyer with 13 years experience
(316) 215-6179 727 N. Waco, Suite 550
Wichita, KS 67203
Estate Planning, Divorce, Family and Probate
Washburn University School of Law
Linda believes every client deserves her full attention in every case. It is important to her to make sure every client is well-informed on the legal issues they are facing and the legal options available to them. Whether the situation requires negotiations or representation in court, Linda is dedicated to a cost-effective approach to resolution while making sure the client receives quality representation.
Emily Sullivan
Claimed Lawyer ProfileSocial Media
Prairie Village, KS Estate Planning Attorney with 15 years experience
(913) 444-9384 4121 W. 83rd Street, Suite 119
Prairie Village, KS 66208
Free ConsultationEstate Planning and Probate
University of Wisconsin Law School
A former partner with a large, national law firm, Emily founded Heritage Law LLC to provide estate planning, probate and litigation services to her community. She is a skilled listener, a practical problem-solver, and works hard to provide her clients with top-notch legal service in a warm, friendly environment.

(816) 542-0505 14701 E. 42nd Street S
Independence, MO 64055
J. Joseph Weber
Claimed Lawyer ProfileSocial Media
Wichita, KS Estate Planning Attorney with 34 years experience
(316) 265-7802 727 N Waco St, Ste 585
Wichita, KS 67203
Estate Planning, Criminal, Divorce and Probate
Our lawyer has practiced law for over 30 years. We are a Christian lawfirm, and we practice Christian values. We take great pride in working hard for our clients and providing great personal communication. We have an A+ team that helps ensure we go above and beyond for our clients.
John D Mattox
Claimed Lawyer Profile
Salina, KS Estate Planning Lawyer with 2 years experience
(785) 827-7251 119 W. Iron Ave
Salina, KS 67401
Estate Planning, Administrative, Business and Real Estate
University of Kansas School of Law
Todd Campbell
Claimed Lawyer ProfileSocial Media
Overland Park, KS Estate Planning Lawyer with 21 years experience
(913) 906-9800 11532 W. 119th Street
Overland Park, KS 66213
Estate Planning and Tax
University of Missouri - Kansas City School of Law and University of Missouri - Kansas City School of Law
Kevin Cavanaugh
Claimed Lawyer ProfileSocial Media
Overland Park, KS Estate Planning Lawyer with 36 years experience
(913) 387-3193 7111 W. 98th Ter.
Suite 140
Overland Park, KS 66212
Free ConsultationEstate Planning, Divorce, Family and Real Estate
Saint Louis University School of Law
Dean Ryan
Claimed Lawyer ProfileSocial Media
Garden City, KS Estate Planning Lawyer with 37 years experience
(620) 275-9614 117 W Grant Ave
Garden City, KS 67846
Estate Planning, Bankruptcy, Family and Traffic Tickets
Washburn University School of Law
You can find a full bio on the website link below. Some basics include: Graduated with a J.D. (Juris Doctor) in 1981 from Washburn University School of Law. Served as a school board attorney, city attorney, district judge, municipal court judge, guardian ad litem and a prosecutor. I will personally handle your case and represent you in court using all my years of experience.
Thomas McDowell
Claimed Lawyer ProfileSocial Media
Wichita, KS Estate Planning Lawyer with 26 years experience
(316) 269-0746 830 N Main St
Wichita, KS 67203
Estate Planning, Divorce, Family and Juvenile
University of Tulsa College of Law
James Berger
Claimed Lawyer ProfileSocial Media
Leawood, KS Estate Planning Attorney with 31 years experience
(913) 491-6332 11233 Nall, Suite 140
Leawood, KS 66211
Estate Planning, Elder and Probate
William Mitchell College of Law
Jim concentrates his practice in the areas of estate planning, elder law and probate. He is licensed in Kansas and Missouri, with more than 30 years of experience. As a Certified Financial Planner, he approaches law with a thorough knowledge of investment and financial services.
Melanie J Branham
Claimed Lawyer Profile
Overland Park, KS Estate Planning Lawyer with 24 years experience
(913) 648-5793 P.O. Box 11567
Overland Park, KS 66207
Estate Planning, Business, Employment and Family
Western New England University School of Law and University of Kansas School of Law
Kathryn P. Barnett
Claimed Lawyer ProfileSocial Media
Mission, KS Estate Planning Lawyer with 33 years experience
(913) 281-3500 5960 Dearborn Street
Ste. 15
Mission, KS 66202
Free ConsultationEstate Planning, Divorce, Family and Social Security Disability
Washburn University School of Law
Richard Abriam Samaniego
Claimed Lawyer ProfileSocial Media
Wichita, KS Estate Planning Lawyer with 12 years experience
(316) 264-7321 301 N. Main St.
Suite 1300
Wichita, KS 67202
Estate Planning, Administrative, Family and Probate
Washburn University School of Law
Richard A. Samaniego is a member/owner at Gilliland and Hayes, LLC. He is a civil litigation attorney with an emphasis on Family Law and probate matters.
Kari Nelson
Claimed Lawyer Profile
Lawrence, KS Estate Planning Lawyer with 15 years experience
(785) 979-4985 1509 W 2nd Terrace
Lawrence, KS 66044
Free ConsultationEstate Planning, Divorce, Family and Probate
Washburn University School of Law
I graduated Cum Laude from Washburn Law School in 2003. During law school, I participated in Law Journal, Moot Court, and Law Clinic. I set for and passed the Kansas bar in the summer of 2003 and then I took and passed the Missouri bar in 2004. Directly after law school, I had the honor of working directly with the late Judge Elliott of the Kansas Court of Appeals as a research attorney. I then worked briefly with a local attorney in Lawrence, prior to starting my own practice in November of 2005.
Gary Eastman
Claimed Lawyer ProfileSocial Media
Leawood, KS Estate Planning Attorney with 20 years experience
(913) 908-9113 4901 W. 136th Street, Ste. 240
Leawood, KS 66224
Estate Planning
University of Kansas School of Law
Gary Eastman is the principal of The Eastman Law Firm. The Eastman Law Firm is a focused law firm that works on estate planning issues, including Wills, Revocable Trusts, Powers of Attorney and probate law. The Eastman Law Firm works in the Kansas City metro area. Estate Planning attorney in Leawood, KS. The Eastman Law Firm serves Leawood, KS for estate planning. Estate planning attorneys in Olathe. Our Olathe, KS practice focuses on estate planning law. We provide revocable trusts, last will and testaments and probate counsel for people in Olathe....
Jules Mark Doty
Claimed Lawyer ProfileQ&A
Ottawa, KS Estate Planning Lawyer with 28 years experience
(785) 242-3775 427 S Main St
PO Box 490
Ottawa, KS 66067
Estate Planning, Divorce, Elder and Family
Oklahoma State University - Stillwater and Washburn University School of Law
Daniel Covington
Claimed Lawyer Profile
Ottawa, KS Estate Planning Attorney with 19 years experience
(785) 242-2783 101 West Second Street
Ottawa, KS 66067
Estate Planning, Business and Real Estate
University of Kansas School of Law
Dan is active in business and commercial law, litigating civil matters, estate and business planning, oil and gas, real estate, and advocating for creditors in bankruptcy proceedings. He has experience representing business clients ranging from banks to farms and dairies, and from cities to telephone companies and commercial toy and novelty distributors. Dan grew up in Kansas, earning his undergraduate degree from Fort Hays State University. He served four years in the U.S. Navy in San Diego before returning to Kansas to graduate from the University of Kansas School of Law. While in law school he served as an intern for...
Stephen M Johnson
Claimed Lawyer ProfileSocial Media
Overland Park, KS Estate Planning Lawyer with 8 years experience
(913) 707-9220 P.O. Box 25281
Overland Park, KS 66225
Free ConsultationEstate Planning, Appeals, Bankruptcy and Business
University of Kansas School of Law
Keenan M. Post
Claimed Lawyer Profile
Overland Park, KS Estate Planning Lawyer with 24 years experience
(913) 341-7800 12980 Metcalf Ave., Suite 180
Overland Park, KS 66213
Free ConsultationEstate Planning, Business, Elder and Tax
Washburn University School of Law
Keenan Post, attorney with Post Warren Lindstrom, LLP in Overland Park, Kansas provides a full range of legal services and consultation in the areas of estate planning and business planning, including the preparation and review of Wills, Trusts, Special Needs Trusts, Powers of Attorney, Estate and Trust Administration, Probate Law, review and preparation of Contracts (real estate, employment, buy-sell, business purchases and sales), formation and dissolution of business entities (corporation, LLC, partnership), guardianships for children with Special Needs that are reaching adulthood, Medicaid and Elder Law planning for mature adults, and a variety of other estate and business law...
Andrea Hughes
Claimed Lawyer ProfileSocial Media
Paola, KS Estate Planning Lawyer with 7 years experience
(913) 294-3300 13 South Pearl Street
Paola, KS 66071
Free ConsultationEstate Planning, Bankruptcy, Probate and Tax
Andrea Hughes is The Law Dame.
My entrepreneurial spirit has gotten the better of me, and I have taken my firm to its new home in Paola. My focus areas are Business Law, Elder Law and general civil practice services.

Business Law (creation, growth, collections, tax and location strategies, and contracts)
Elder Law (nursing home and Medicare qualification, probate, guardian and conservatorships, trust and estates, as well as wills and beneficiary planning)
Civil Practice (bankruptcy, landlord/tenant, contract review, and personal real estate and tax services)

Kansas and Missouri licensed attorney for over 8 years.
I began my legal career at MarksNelson CPA...
Kenneth McRae
Claimed Lawyer ProfileQ&ASocial Media
Overland Park, KS Estate Planning Lawyer
(913) 972-4765 6420 W. 95th St.
Suite 102
Overland Park, KS 66212
Free ConsultationEstate Planning, Divorce and Family
University of Kansas School of Law
Gregory Allen Schwartz
Claimed Lawyer ProfileSocial Media
Hays, KS Estate Planning Attorney with 18 years experience
(785) 625-0024 1401 Main Street
Suite A
Hays, KS 67601
Estate Planning, Collections, Criminal and Divorce
Washburn University School of Law
Attorney Gregory A. Schwartz is a native of Hays and lifelong Kansan, and is proud to be working and raising his family in the community where he himself grew up. After graduating from Washburn University School of Law in 2000, Greg returned to Hays to practice. His many practice areas include family law, criminal defense, and business and contract law. He enjoys getting to know his clients, developing an understanding of their legal concerns, and working with them to design a plan to achieve their goals. Greg's focus is on doing what will achieve the best possible outcome for...
Ben Jackson
Claimed Lawyer ProfileSocial Media
Scott City, KS Estate Planning Attorney with 5 years experience
(620) 874-9844 105 E. 6th St.
Scott City, KS 67871
Free ConsultationEstate Planning, Business, Personal Injury and Real Estate
Washburn University School of Law
Benjamin Jackson- Scott City, KS Lawyer. General Practice Law serving all of western Kansas.
Daniel J Coughlin
Claimed Lawyer ProfileSocial Media
Sabetha, KS Estate Planning Lawyer with 6 years experience
(785) 284-2843 821 Main St
PO Box 116
Sabetha, KS 66534
Estate Planning, Business, IP and Probate
The University of Toledo College of Law
I am a Christian, husband, and father of five who has work experience in the sciences, manufacturing, and the mission field. I am a hard worker, a diligent researcher, and an effective representative. I am committed to providing excellent legal services to all those who will trust me to be their attorney. I started Coughlin Law Office with the goal of providing legal services to businesses and individuals throughout northeast Kansas and beyond.
Mindy Ellen Wheeler
Claimed Lawyer ProfileSocial Media
Wichita, KS Estate Planning Lawyer with 3 years experience
(316) 264-9730 125 N Market St #1720
Wichita, KS 67202
Estate Planning, Family and Probate
University of Iowa
Mindy Ellen Wheeler is a proud Wichita native, and a graduate of Wichita East High School and Wichita State University. Before deciding to go to law school, Ms. Wheeler worked in the Wichita banking industry for nearly a decade. Thereafter, she returned to Wichita State University and received her bachelor’s degree in History and Philosophy. In 2012, she returned home to Wichita after graduating from the University of Iowa College of Law and worked for three years as a legal assistant in a family law practice. In the summer of 2015, while awaiting the results of the Kansas Bar...
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Kansas Estate Planning Legal Aid & Pro Bono Services

Kansas Bar Foundation
(785) 234-5696
Topeka, KS

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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.