Maurepas, Louisiana Estate Planning Lawyers

Carey J. Messina
PREMIUM

Dedicated, experienced estate planning attorney. Call today!

I’m an experienced Louisiana estate planning lawyer and represent clients in all types of estate planning cases. I provide personal attention, thoughtful guidance, and will help you through every stage of your case. Read More »
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Todd A. Rossi
PREMIUM

Dedicated, experienced estate planning attorney. Call for a free consultation!

I’m an experienced Louisiana estate planning lawyer and represent clients in all types of estate planning cases. I provide thoughtful guidance and will help you through every stage of your case. Call today! Read More »
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Robert A. Hawthorne Jr.
PREMIUM

Louisiana Estate Planning Attorney with 58 years experience

Bob Hawthorne is of counsel to the Baton Rouge office of Kean Miller. He is one of the founding members of the firm and practices in the estate planning and probate, business and corporate, and real estate groups. Bob... Read More »
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Kevin C. Curry
PREMIUM

Louisiana Estate Planning Lawyer with 26 years experience

Paul M. Hebert Law Center, Louisiana State University and Paul M. Hebert Law Center, Louisiana State UniversityLouisiana
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Steven C Tureau
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Gonzales, LA Estate Planning Lawyer with 11 years experience
(225) 647-9999 12320 Hwy 44 Suite 3C
Gonzales, LA 70737
Estate Planning, Divorce, Family and Personal Injury
Born and raised in Ascension Parish, Steven Tureau has been around the law his entire life. Not only does his practice with his father, helping injured clients. In his career, Steven has been named as one of Louisiana’s Top 10 Personal Injury Attorneys by the American Institute of Personal Injury Attorneys and by the National Academy of Personal Injury Attorneys. The National Trial Lawyers recently named Steven Tureau as one of “Louisiana’s Top 40 Attorneys Under 40” in plaintiff civil cases. In 2015, Steven received the distinguished award of being named as a Louisiana Rising Star by SuperLawyers.
The injury...
Philip N. Maples
Claimed Lawyer ProfileSocial Media
Laplace, LA Estate Planning Attorney with 7 years experience
(225) 402-8082 Laplace, Louisiana
Laplace, LA 70068
Estate Planning, Family, Personal Injury and Probate
Paul M. Hebert Law Center, Louisiana State University
Thank you for visiting my biography page on Justia. As an attorney and in life, I make it a point to get to know the people I come in contact with. I would like to let you get to know me a little better as you make the important decision on an attorney that fits your needs. I was raised in the small town of LaFayette, Georgia, and I am one of three children of Kenneth and Doris Maples. I attended Jacksonville State University in Alabama and obtained a degree in criminal justice. It was at Jacksonville...
Jeff Alan LeSaicherre
Claimed Lawyer Profile
Hammond, LA Estate Planning Lawyer with 14 years experience
(985) 277-5550 41601 Veterans Avenue
Suite 200
Hammond, LA 70403
Estate Planning, Business, Probate and Real Estate
Loyola University New Orleans
Onalaska, LA Estate Planning Lawyer with 42 years experience
(936) 646-6970 14330 US Highway 190 W
PO Box 1629
Onalaska, LA 70754
Estate Planning, Business, Consumer and Criminal
Baylor Law School
Gonzales, LA Estate Planning Attorney
(225) 647-2881 324 E Worthy St
Gonzales, LA 70737
Estate Planning and Personal Injury
Hammond, LA Estate Planning Attorney
(985) 542-7730 309 E Church St
Hammond, LA 70401
Estate Planning, Divorce, Family and Juvenile
Gonzales, LA Estate Planning Lawyer with 19 years experience
(360) 333-1616 40465 Loosemoore Rd
Gonzales, LA 70737
Estate Planning and Environmental
Livingston, LA Estate Planning Lawyer
(225) 686-0173 29841 S Poplar St
Livingston, LA 70754
Estate Planning, Business, Divorce and Family
Gramercy, LA Estate Planning Lawyer
(225) 869-5517 205 N Airline Ave
Gramercy, LA 70052
Estate Planning and Personal Injury
Christie Tournet
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Mandeville, LA Estate Planning Lawyer with 8 years experience
(985) 951-2177 1795 W. Causeway Approach
Suite 103A
Mandeville, LA 70471
Estate Planning, Landlord Tenant, Probate and Real Estate
Loyola University New Orleans
With extensive experience in real estate and business management, Christie Tournet & Associates is the consummate business, estate planning, and successions/probate firm. Christie views legal issues through a unique lens and becomes a trusted legal and business adviser.
Allen P. Jones
Claimed Lawyer Profile
Baton Rouge, LA Estate Planning Attorney with 38 years experience
(225) 930-4772 445 Louisiana Ave
Baton Rouge, LA 70802
Estate Planning, Business, Probate and Tax
New York University School of Law and Louisiana State University - Baton Rouge
Allen P. Jones is a shareholder in Wiener, Weiss & Madison, A Professional Corporation. He practices in the areas of estate planning, tax law, succession and probate law, business and corporate law, and real estate. Allen represents individuals and families in all aspects of estate planning, including the preparation of wills, trusts, partnerships and limited liability companies. His work in the area of business and corporate law includes business succession planning, corporate reorganizations, and business sale transactions. He is Board Certified by the Louisiana State Bar in Estate Planning, and is licensed as a title insurance agent in the state...
Morgan Travis Allison
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Houma, LA Estate Planning Lawyer with 18 years experience
(985) 853-8557 7836 Park Ave.
Houma, LA 70364
Free ConsultationEstate Planning, Elder and Family
Louisiana State University - Baton Rouge
Author and attorney Morgan Allison earned a Juris Doctorate from the LSU Hebert Law Center in 2001. He practices family and estate law in Houma, Louisiana with his wife and law partner Elizabeth Allison. In addition to his legal skills, Mr. Allison brings extensive technological skills from years of computer software coding and forensic computer investigation to the service of his clients

Mr. Allison has served the community as a volunteer EMT/firefighter, District Chairman for the Boy Scouts of America, and currently as a member of the board of directors of the Houma Rotary Club.
D. Alex Onstott
Claimed Lawyer ProfileQ&ASocial Media
NEW ORLEANS, LA Estate Planning Lawyer with 4 years experience
(504) 524-0120 400 Poydras St.
Suite 2145
NEW ORLEANS, LA 70130
Free ConsultationEstate Planning, Administrative, Business and Probate
Tulane University School of Law
Ciolino & Onstott provides high-quality, cost-effective outside general counsel services to small and medium-sized businesses in Louisiana and across the United States. We represent clients across various industries, including niche areas, such as non-profit, entertainment, and medical marijuana.
Gregory Stewart Marsiglia
Claimed Lawyer ProfileSocial Media
New Orleans, LA Estate Planning Lawyer with 23 years experience
(504) 581-2450 One Shell Square
701 Poydras Street, Suite 3600
New Orleans, LA 70139
Free ConsultationEstate Planning, Business, Construction and Probate
Tulane University School of Law
In 2005, Gregory S. Marsiglia joined Lowe, Stein, Hoffman, Allweiss & Hauver, LLP, having practiced law in New Orleans since 1997 in a variety of commercial, corporate, and general civil litigation, and in a variety of corporate, real estate, and business transactions. Mr. Marsiglia also advises corporate and commercial clients on formation and planning issues, internal governance, in a variety of contractual matters. His construction litigation and contracting practice has been a steady and significant portion of the practice during the past ten years, as has general commercial litigation for clients in other industries. Mr. Marsiglia also has...
Kevin C. Curry
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Baton Rouge, LA Estate Planning Lawyer with 26 years experience
(225) 382-3484 5035 Bluebonnet Boulevard, Suite B
Baton Rouge, LA 70809
Estate Planning, Business and Tax
Paul M. Hebert Law Center, Louisiana State University and Paul M. Hebert Law Center, Louisiana State University
Jeffrey W. Weiss
Claimed Lawyer Profile
Baton Rouge, LA Estate Planning Attorney with 34 years experience
(225) 930-4772 445 Louisiana Ave
Baton Rouge, LA 70802
Estate Planning, Energy and Probate
Tulane University School of Law
Jeffrey W. Weiss attended high school at Phillips Academy in Andover, Massachusetts, from which he graduated with honors, and college at Claremont McKenna College in Claremont, California, from which he received a B.A. degree in 1983, graduating magna cum laude, with honors in economics. Upon graduation from Claremont McKenna College, Jeff was admitted to Phi Beta Kappa.

Jeff obtained his Juris Doctorate degree from Tulane School of Law in 1986, from which he graduated summa cum laude. At Tulane, Jeff served as a member of the Tulane Law Review, and was admitted to the Order of the Coif honor society.

Jeff has...
Trenton Grand
Claimed Lawyer ProfileSocial Media
Baton Rouge,, LA Estate Planning Lawyer with 28 years experience
(225) 769-1414 10537 Kentshire Court
Ste. A
Baton Rouge,, LA 70810-2853
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Louisiana State University - Baton Rouge
Trenton A. Grand, a native of Baton Rouge practices law in areas of consumer and commercial bankruptcy, debt reorganization, estate planning-wills and trusts, personal injury, and residential and commercial real estate transactions.
J. Mark Robinson
Claimed Lawyer ProfileSocial Media
BATON ROUGE, LA Estate Planning Attorney with 28 years experience
(225) 654-0404 BATON ROUGE, LA 70821
Free ConsultationEstate Planning, Construction, Family and Personal Injury
Paul M. Hebert Law Center, Louisiana State University
25 years experience representing individuals, families, businesses and regulatory agencies on a local, state, multi-state and federal level. Come to your location for Construction/Corporate Law and others on a case by case basis. Serve GBR and surrounding towns for Family Law needs.
Amber L. Cain
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New Orleans, LA Estate Planning Lawyer with 7 years experience
(504) 302-0416 318 Harrison Avenue
New Orleans, LA 70124
Estate Planning, Divorce, Family and Probate
Paul M. Hebert Law Center, Louisiana State University
Siobhan Sullivan Leger
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Baton Rouge, LA Estate Planning Lawyer with 8 years experience
(225) 522-4996 8680 Bluebonnet Boulevard, Suite F
Baton Rouge, LA 70810
Free ConsultationEstate Planning, Elder, Family and Probate
Paul M. Hebert Law Center, Louisiana State University and Paul M. Hebert Law Center, Louisiana State University
After practicing in the areas of estate planning, estate administration, probate, and real estate law for several years with a boutique law firm in the Baton Rouge area, Siobhan Leger opened the Leger Law Group, LLC. As the managing attorney for the Leger Law Group, LLC, Siobhan now practices in all areas of civil law, but continues to focus her practice on wills & trusts, estates, real estate, Medicaid and Veteran's Aid & Attendance planning, and family law.

Siobhan Leger is a graduate of both Louisiana State University, where she earned her Bachelor of Arts in English, and the Paul M....
Richard D. Lamb III
Claimed Lawyer ProfileSocial Media
Baton Rouge, LA Estate Planning Lawyer with 8 years experience
(225) 930-4772 445 Louisiana Ave
Baton Rouge, LA 70802
Estate Planning, Business, Probate and Tax
Georgetown University Law Center and Loyola University New Orleans
Rich is a shareholder with Wiener, Weiss & Madison. He joined the firm in 2013 and advises businesses, families and individuals in the areas of Taxation, Corporate Law, Securities Law, Mergers & Acquisitions, Real Estate Law, Estate Planning, Successions/Probate, Title Insurance and Nonprofit Law.
Mr. James Zitzmann
Claimed Lawyer ProfileQ&ASocial Media
Covington, LA Estate Planning Lawyer with 5 years experience
(504) 434-0462 1106 West 19th Avenue
Covington, LA 70433
Free ConsultationEstate Planning, Elder, Family and Probate
Loyola University New Orleans
James is the managing member and managing attorney of Zitzmann Law, LLC and founded the firm in 2014.

He attended Louisiana State University for his undergraduate degree. While at Louisiana State, James was involved in Louisiana State University Student Government and was a member of Sigma Phi Epsilon fraternity. He graduated in 2010 with a Bachelor of Arts in Political Science.

He attended the Loyola University New Orleans College of Law where he was a member of the Loyola Law and Technology Annual. While attending, he received the Loyola Alumni Association Legacy Scholarship and the Academic Excellence...
Loyd Bourgeois Jr
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Luling, LA Estate Planning Lawyer with 14 years experience
(985) 240-9773 13755 River Rd Ste A
Luling, LA 70070
Free ConsultationEstate Planning, Insurance Claims, Personal Injury and Social Security Disability
Tulane University School of Law
Growing up, I had the typical south-Louisiana experience. I learned to swim before I could walk when I was thrown from the boat while fishing down in Lafitte (I do not know anyone who did not learn to swim that way). I used to know French may che. I raised alligators taken from the nest after wrestling mom for fun. And I used to have this great Cajun accent when I was the waterboy for the football team.

My name is Loyd Bourgeois. And while that is not exactly my life story, it is...
Armand L. Roos
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Baton Rouge, LA Estate Planning Lawyer with 45 years experience
(225) 930-4772 445 Louisiana Ave
Baton Rouge, LA 70802
Estate Planning, Business, Probate and Real Estate
Paul M. Hebert Law Center, Louisiana State University
Armand Roos is Of Counsel for the firm of Wiener, Weiss & Madison, A Professional Corporation. He has been in private practice for more than 40 years. Armand is certified as a specialist in estate planning and estate administration by the Louisiana Board of Legal Specialization. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC).
Gary Brown
Claimed Lawyer ProfileSocial Media
New Orleans, LA Estate Planning Attorney
(504) 561-8700 400 Poydras Street
Suite 1125
New Orleans, LA 70130
Estate Planning, Divorce, Elder and Probate
Are you looking for a probate lawyer in New Orleans, yet unsure of where you can even begin to search for the right attorney? While it is true that estate planning and probate are weighty and involve many serious facets and aspects, you do not need to be overwhelmed by them. Instead, be proactive and seek out the help your case requires. Attorney Gary S. Brown attended Louisiana State University, where he received his Juris Doctorate. He is a member of the Federal Bar Association, the Louisiana State Bar Association, and the American Bar Association. Attorney Robert Weimer received his...
Todd A. Rossi
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Baton Rouge, LA Estate Planning Lawyer with 39 years experience
(225) 382-3434 400 Convention Street, Suite 700
P.O. Box 3513 (70821-3513)
Baton Rouge, LA 70802
Estate Planning, Business, Employment and Tax
New York University School of Law and Louisiana State University, Paul M. Hebert Law Center
Adam Granville Young
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New Orleans, LA Estate Planning Attorney with 15 years experience
(504) 541-0248 909 Poydras St #1600
New Orleans, LA 70112
Free ConsultationEstate Planning, Bankruptcy, Divorce and Tax
Tulane University
Adam Young grew up in Abbeville, Louisiana and attended Tulane University School of Law, earning his Juris Doctor degree in 2005. Following graduation, Adam worked for law firms and companies in the Oil & Gas industry in Louisiana, gaining business law experience that he has transferred to his own practice. He has experience in bankruptcy law, in which he focuses on complex bankruptcy situations. Adam is a member of the Bankruptcy Section of the Louisiana Bar Association, as well as the National Association of Consumer Bankruptcy Attorneys. Additionally, he has extensive experience representing clients in divorce and family law cases,...
Robert A. Hawthorne Jr.
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Baton Rouge, LA Estate Planning Attorney with 58 years experience
(225) 382-3402 400 Convention Street, Suite 700
P.O. Box 3513 (70821-3513)
Baton Rouge, LA 70802
Estate Planning, Business, Probate and Real Estate
Paul M. Hebert Law Center, Louisiana State University
Bob Hawthorne is of counsel to the Baton Rouge office of Kean Miller. He is one of the founding members of the firm and practices in the estate planning and probate, business and corporate, and real estate groups. Bob represents clients in the finance, acquisition, construction, purchase, refinancing, management, leasing and sale of various types of real estate developments, both commercial and residential, including office buildings, shopping malls, manufacturing facilities, retail centers, industrial facilities, and commercial developments.

Bob advises business and corporate clients with regard to commercial lending transactions, financings, and the structure and formation of corporate entities. He has extensive...
Tyler J. Douglas
Claimed Lawyer ProfileSocial Media
New Orleans, LA Estate Planning Attorney with 9 years experience
(504) 517-8160 701 Poydras St
Ste 3600
New Orleans, LA 70139
Estate Planning, Business and Tax
University of Alabama School of Law and Loyola University New Orleans
Mr. Douglas obtained his Juris Doctor with a certification in taxation from Loyola University College of Law in 2011. While studying for his degree, he interned at Lowe Stein, joining as an attorney in 2012. Mr. Douglas’ practice areas include commercial transactions and litigation, with a majority of his practice devoted to trust and estate planning and administration, tax exempt organizations, and tax planning and controversy. Mr. Douglas has successfully settled a contested succession with $1 Million paid to Lowe Stein’s clients, organized a regional magazine and obtained a 501(c)(3) for an American fundraising arm of a Thai nonprofit organization....
Linda S. Melancon
Claimed Lawyer ProfileSocial MediaResponsive Law
Baton Rouge, LA Estate Planning Lawyer with 23 years experience
(225) 744-0027 3956 Government St.
Baton Rouge, LA 70806
Estate Planning, Elder and Probate
Louisiana State University - Baton Rouge
Linda S. Melancon is an attorney practicing in the areas of Estate Planning,
Elder Law, Medicaid and VA benefit’s planning, Special Needs Planning, and Estate
Administration (Probate, Successions and Trust Administration).
Linda is a Board Certified Estate Planning and Administration Specialist, certified by the
Louisiana Board of Legal Specialization. She is also accredited by the Veterans Administration to
give advice regarding veterans’ benefits.

Linda graduated magna cum laude from Mercer University with a double major in business
administration and history and then attended Louisiana State University’s Paul M. Hebert Law
Center where she graduated with her law degree in 1997.

While in law school, Linda received the Order...
John E. Sirois
Claimed Lawyer Profile
Metairie, LA Estate Planning Attorney with 23 years experience
One Galleria Boulevard
Suite 735
Metairie, LA 70001
Estate Planning, Elder and Probate
Tulane University School of Law
John E. Sirois, JD, MBA, CFP®, CIMA, CIMC, is based out of Houma, Louisiana practicing in the areas of estate planning, successions and probate, wills, trusts, special needs planning, Medicaid and long term care planning and Veterans Pension Benfits (aid and attendance). He works with clients throughout Southeast Louisiana. Many of John’s clients are retirees, and pre-retirees, and seniors who wish to ensure their financial future as well as the financial security of their spouse, children and grandchildren. John’s comprehensive book Louisiana Retirement and Estate Planning: The essential financial planning book for retirees and pre-retirees offers answers to the complex...
Morgan Field
Claimed Lawyer Profile
Baton Rouge, LA Estate Planning Lawyer with 7 years experience
(225) 341-5270 6161 Perkins Road
Baton Rouge, LA 70808
Free ConsultationEstate Planning and Probate
Paul M. Hebert Law Center, Louisiana State University
Since founding Field Law in 2012, I have helped hundreds of people with their legal problems from all walks of life and from all corners of our great state. I enjoy working everyday to make a difference in the lives of my clients.

Every client, every person, deserves to be treated with respect and care. That is core to our mission at Field Law. Our clients are people, not big corporations, not large agencies, but everyday people. My former clients include people from every walk of life, from farmers and first responders to former professional athletes and stay-at-home moms.

At Field Law,...
Michael S Donovan
Claimed Lawyer ProfileSocial Media
Mandeville, LA Estate Planning Lawyer with 10 years experience
331 Girod St.
Suite # 3
Mandeville, LA 70448
Estate Planning and Probate
Loyola University New Orleans College of Law
Michael S. Donovan, and the Donovan Law Firm, LLC, provides effective and efficient advocacy for our clients that are looking to protect their family’s future.
Bradley J Spedale
Claimed Lawyer ProfileSocial Media
Metairie, LA Estate Planning Lawyer with 12 years experience
(504) 613-0894 433 Metairie Road
Suite 600
Metairie, LA 70005
Free ConsultationEstate Planning, Elder, Probate and Tax
William & Mary Marshall-Wythe School of Law
Brad’s practice utilizes the Master of Business Administration he earned in addition to his Juris Doctor. In addition to representing businesses of all kinds, he practices many different areas of law, performing both transactional work and litigation. Brad’s trust and estate practice covers everything from simple wills and successions to complex trusts and advanced estate planning. As part of his real estate practice, he is a title agent for Gulf Title Corporation, which is an agent for First American Title Insurance Company of Louisiana. Brad’s collection practice specializes in purchased debt. He also litigates many labor and employment matters and...
Vincent Benedict LoCoco
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New Orleans, LA Estate Planning Lawyer with 26 years experience
(504) 483-2332 4833 Conti Street, Suite 109
New Orleans, LA 70119
Free ConsultationEstate Planning and Elder
Loyola University New Orleans
Chip's emphasis in his law practice is probate, wills, estate planning, interdictions, powers of attorney, living wills and trusts. He has also been appointed by the Court in complex matters to represent the interest of individuals in many differing areas of law. Martindale-Hubbell has given Chip an AV® Preeminent rating as an attorney, which is the pinnacle of excellence awarded by the Bar and the Judiciary to any individual attorney, recognizing that Chip has the highest possible rating available in legal ability and ethical standards. Chip was named by New Orleans Magazine as one of the "Top Lawyers" in...
David Ogwyn
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Baton Rouge, LA Estate Planning Attorney with 18 years experience
(225) 302-7188 4224 Bluebonnet Blvd., Suite B
Baton Rouge, LA 70809
Estate Planning, Business and Real Estate
Paul M. Hebert Law Center, Louisiana State University
Cliffe C. Laborde, III
Claimed Lawyer ProfileSocial Media
Baton Rouge, LA Estate Planning Attorney with 33 years experience
(225) 930-4772 445 Louisiana Ave
Baton Rouge, LA 70802
Estate Planning, Business and Real Estate
Georgetown University Law Center
Cliffe Laborde is licensed to practice law in Louisiana and Texas, and has more than 24 years of experience in a wide variety of business and commercial real estate transactions, and estate planning and administration matters, including:

Asset and stock purchase transactions, and other agreements (employment, non-competition, etc.) arising in connection with business acquisitions and divestitures.
Formation of corporations, limited liability companies and partnerships, including the drafting of complex shareholder, operating and partnership agreements, and the purchase and sale of ownership interests in such entities.
Negotiation and documentation of purchase, sale, financing, development and leasing transactions related to all types of commercial real...
James A. Graham
Claimed Lawyer ProfileSocial Media
New Orleans, LA Estate Planning Lawyer with 7 years experience
(504) 777-3625 701 Loyola Ave
#403
New Orleans, LA 70113
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Loyola University New Orleans
James Graham has worked as an educator in New Orleans. He then served in executive positions in real estate and education. After earning a degree from Loyola Law School, Mr. Graham sought to use his real world experience to benefit clients in his community. He is a member of the New Orleans Bar Association and the American Bar Association. Mr. Graham is admitted to practice before state and district courts in Louisiana.

A shining moment for Mr. Graham came when he assisted his first client to secure incorporation papers so that he could legally operate his new business in Louisiana. Another...
Max Ciolino
Claimed Lawyer ProfileSocial Media
(504) 524-0120 400 Poydras Street
Suite 2145
New Orleans, LA 70130
Free ConsultationNew Orleans, LA Estate Planning Lawyer with 4 years experience
Estate Planning, Business, Personal Injury and Probate
Tulane University School of Law
Carey J. Messina
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Baton Rouge, LA Estate Planning Attorney with 41 years experience
(225) 382-3408 5035 Bluebonnet Boulevard, Suite B
Baton Rouge, LA 70809
Estate Planning, Business, Probate and Tax
Paul M. Hebert Law Center, Louisiana State University
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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.