Calvert County Estate Planning Lawyers

Compare 12 top rated Maryland attorneys serving Calvert County.
Suren Adams
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We can help get your financial house in order! Call for a free consultation.

I’m an experienced estate planning attorney and serve clients throughout Maryland. I provide personalized representation and handle all types of cases, including wills, trusts, living wills, and powers of attorney. Read More »
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Lynn Loughlin Skerpon, Esquire
PREMIUM

Maryland Estate Planning Lawyer with 41 years experience

State University of New York - BuffaloMaryland and New York
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Jason T. Fowler
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Calvert County, MD Estate Planning Attorney with 5 years experience
(301) 799-5529 35 Duke Street
PO Box 2709
Prince Frederick, MD 20678
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Tax
Georgetown University Law Center and St. Thomas University School of Law
Jason Fowler attended Georgetown University Law Center and St. Thomas University, School of Law for his JD. Jason received a MBA during his time in law school. Upon graduation in 2014, Jason pursued a LLM Degree in Tax at Georgetown University Law Center and later graduated in 2015. Jason was selected to be commencement speaker at his graduation. Jason was admitted to practice in the State of Maryland in 2014. Jason was admitted to practice law in the District of Columbia in 2017. He is a member of the Tax, Estate Planning, and Business Sections of the Maryland Bar Association....
Tamara Fowler
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Calvert County, MD Estate Planning Attorney
(301) 799-5529 35 Duke Street,
P.O. Box 2709
Prince Frederick, MD 20678
Free ConsultationOffers Video ChatEstate Planning, Arbitration & Mediation, Divorce and Family
St. Thomas University School of Law
Choosing a family lawyer is one of the most important decisions you will ever make. Nothing matters more than family matters. Your Family Lawyer must have character, emotional range and most important of all, the right temperament. You are looking for an attorney who has the litigation, mediation and accounting skills to win, but you also need an ally you can trust. When you have both, you can feel confident at every turn and every step of the way.
Brian W. Ritter Jr.
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Calvert County, MD Estate Planning Lawyer with 8 years experience
(443) 684-2028 30 Industry Lane
Prince Frederick, MD 20678
Estate Planning, Elder and Probate
University of Baltimore
I practice in all aspects of estate planning, including planning for high net-worth clients, handle nearly any type of probate, guardianship and trust administration case, and is very experienced in handling a vast array of elder law and long-term care Medicaid issues, including application and asset spend-down. In addition to my elder law/estate planning practice, I also represent physicians in a wide array of legal matters, including employment contract review and negotiations. In my practice, I have provided: (1) estate planning services to numerous individuals whose estates range from a few thousand dollars to around twenty...
George E. Meng
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Calvert County, MD Estate Planning Attorney with 47 years experience
(410) 535-5500 85 Sherry Lane
#1B
Prince Frederick, MD 20678
Estate Planning, Appeals, Arbitration & Mediation and Insurance Claims
The Catholic University of America
Top rated attorney George E. Meng concentrates his practice in the field of litigating estate, trust and real property cases. These include will contests, improper handling of estate or trust funds, disputes relating to distributions from estates and trusts, boundary disputes and title issues at both the trial and appellate level. Routine probate, wills, trusts and estate planning are also an integral part of his experience. In addition, Mr. Meng's practice includes personal injury litigation and civil litigation in a variety of fields. Mr. Meng has an established reputation among his clients and throughout the legal community...
Mr. James D. Ealley
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Calvert County, MD Estate Planning Lawyer with 18 years experience
(410) 535-2200 135 West Dares Beach Rd.
Suite 209A
Prince Frederick, MD 20678
Free ConsultationEstate Planning, Bankruptcy and Probate
University of Baltimore School of Law
Mr. Ealley's practice focuses primarily on Consumer Bankruptcy and Estate Planning. In representing clients in bankruptcy, James understands the financial stress people are experiencing. He understands their concerns to protect their assets, rebuild their financial lives and create a better future for their families. James counsels clients to alleviate their worries and concerns and develop a plan to address their financial problems, whether it be stopping a foreclosure, repossession or garnishment, or erasing credit card, medical or tax debt. Doing so requires a thorough understanding of the Federal Bankruptcy laws. Since beginning his practice in bankruptcy in 2001, James has...
Lynda Joy Striegel
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Calvert County, MD Estate Planning Lawyer with 43 years experience
8347 Bay Crest Court
Chesapeake Beach, MD 20732
Free ConsultationEstate Planning and Business
Antioch School of Law
MD-DC licensed. Practicing for 35 years. Former securities attorney in DC, New York, Philadelphia. Moved to Calvert County 13 years ago and established private practice focused on estate planning and business law. Author, LIVE SECURE: FINANCIAL PLANNING FOR WOMEN. Regular columnist, Chesapeake Current's "Your Money Matters".
Alexis June Owens
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Calvert County, MD Estate Planning Lawyer with 16 years experience
(240) 538-3471 P.O. Box 2082
Lusby, MD 20657
Estate Planning
Regent University
I have been practicing since December 2003. Mainly, I practice in estate planning, including Wills, Trusts, and Probates. I also prepare Deeds, Powers of Attorney, Advance Directives, and other estate planning instruments. In addition, I handle adoptions, name changes, and contract reviews, as well as some landlord-tenant issues.

Along with working as an attorney, I have been an adjunct professor with the College of Southern Maryland since 2007. Currently, I teach Business Law I.
Rose Crunkleton
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Calvert County, MD Estate Planning Lawyer with 26 years experience
(410) 257-1057 3150 West Ward Road
Suite 301
Dunkirk, MD 20754
Offers Video ChatEstate Planning, Business and Probate
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Calvert County, MD Estate Planning Lawyer with 18 years experience
(410) 535-0070 475 Main St
Prince Frederick, MD 20678
Estate Planning, Divorce and Family
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Calvert County, MD Estate Planning Lawyer with 19 years experience
(301) 855-1060 101 Honeysuckle Ln
Owings, MD 20736
Estate Planning, Divorce and Family
Kate P. Pruitt
PREMIUM

Maryland Estate Planning Attorney with 16 years experience

University of Maryland Francis King Carey School of LawMaryland
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Robin Rucker Gaillard Esq.
PREMIUM

Maryland Estate Planning Lawyer with 24 years experience

My philosophy is a guiding principle in my law practice and I apply it in every facet of serving my clients. My practice is an extension of that philosophy as I help clients problem solve when they are in the throes of a... Read More »
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Calvert County, MD Estate Planning Lawyer with 21 years experience
(703) 864-2889 8713 C St
Chesapeake Beach, MD 20732
Estate Planning
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Calvert County, MD Estate Planning Attorney with 20 years experience
(410) 535-1780 132 Main St
Prince Frederick, MD 20678
Estate Planning
David Gormley
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(301) 863-7480 22196 Three Notch Road Suite 104
Lexington Park, MD 20653
Free ConsultationSaint Mary's County, MD Estate Planning Lawyer with 27 years experience
Estate Planning, Bankruptcy, Personal Injury and Probate
University of Baltimore School of Law
Dave Gormley is a Partner and the head of our Bankruptcy and Real Estate departments. He has been handling bankruptcy and foreclosure cases for over 10 years. There isn’t much related to bankruptcy or foreclosure he has not already seen. Dave is admitted to practice in Maryland and the Federal Courts, including the U.S. Bankruptcy Court and the U.S. Supreme Court. He lives near Annapolis with his family.
Shannon Dent
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Saint Mary's County, MD Estate Planning Attorney with 9 years experience
(301) 862-3764 22738 Maple Road
Suite 210
Lexington Park, MD 20653
Estate Planning and Real Estate
Shannon is a transactional associate with experience in real estate, estate planning and probate law. Shannon graduated from the University of Maryland, Baltimore County with her bachelor degree in Political Science in 2008 and obtained her Juris Doctor from the University of Baltimore School of Law in 2011. A St. Mary’s County native, she is a graduate of Leonardtown High School. After missing family and the waterfront in Southern Maryland, she and her husband are thankful to have returned home to raise their family and be more active in the community they grew up in.
Christopher Longmore
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Saint Mary's County, MD Estate Planning Lawyer with 23 years experience
(301) 862-3764 22738 Maple Road
Suite 210
Lexington Park, MD 20653
Estate Planning, Business, Collections and Real Estate
Georgetown University Law Center
Chris is a partner at the firm, Dugan, McKissick & Longmore, LLC, whose practice areas include complex civil litigation, estate planning, zoning/land use and related real estate matters, and government contracts. His litigation practice focuses primarily on business and partnership disputes, construction-related contract disputes and other real estate related matters. He also represents clients in personal injury matters and leads the firm’s collections practice. Chris received his law degree, magna cum laude, from the Georgetown University Law Center in 1997 where he was Editor-in-Chief of the American Criminal Law Review and a Writing Law Fellow. Chris joined Dugan, McKissick and...
Jessica Andritz
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Saint Mary's County, MD Estate Planning Attorney with 13 years experience
22196 Three Notch Road Suite 104
22196 Three Notch Road Suite 104
Lexington Park, MD 20653
Estate Planning, Construction and Real Estate
Jessica has many years of experience in Charles County handling complex zoning, subdivision, and administrative law matters. She has represented many large developers and local businesses. As part of that process, she actually created several of the Home Owner’s Associations in Charles County. Jessica is well known to the local real estate community, and the members of our local government. Jessica heads up our zoning & land use, home owner’s association, and corporate law departments. Jessica can assist clients in obtaining permits and other development-related approvals (concept plans, preliminary plans, site development plans, and final plats). Her current...
Kathleen McClernan
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Saint Mary's County, MD Estate Planning Lawyer with 12 years experience
(240) 309-4179 22715 Washington Street, Suite 201
P. O. Box 188
Leonardtown, MD 20650
Estate Planning, Criminal, Family and Juvenile
University of Baltimore
Ms. McClernan is the first female recipient of the Leadership in Law Award, Generation JD from the Daily Record in Southern Maryland. She was recognized as a Top 100 Women in Maryland in 2018. She was also previously recognized as The National Trial Lawyers Top 40 Under 40 in 2014. She currently dedicates time as a member of the Board of Directors for the Community Mediation of St. Mary's County and sits on the Ethics Commission for St. Mary's County. Ms. McClernan can be found at lunchtime working with the students of Leonardtown High School for the Mock...
Alycia E Stack
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Saint Mary's County, MD Estate Planning Attorney with 10 years experience
(240) 309-4179 22715 Washington Street, Suite 201
PO Box 188
Leonardtown, MD 20650
Estate Planning, Divorce, Domestic Violence and Family
American University
Alycia Stack has spent her career litigating in Southern Maryland, helping families and children through times of crisis. She concentrates her practice in family law, including divorce, child custody, and adoption. She most recently represented children in the child welfare system, throughout foster care, terminations of parental rights, and adoptions as a Staff Attorney at Maryland Legal Aid. Prior to that she represented victims of domestic violence in peace and protective order proceedings. Alycia has handled over 300 peace and protective order cases and has extensive training in domestic violence, child abuse and neglect, and trauma. She is active in...
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Saint Mary's County, MD Estate Planning Lawyer with 27 years experience
(301) 863-0500 23338 Kingston Creek Rd
California, MD 20619
Estate Planning and Elder
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Saint Mary's County, MD Estate Planning Attorney with 26 years experience
(301) 862-3764 22738 Maple Rd
Lexington Park, MD 20653
Estate Planning and Real Estate
Karl Lawrence Chen
PREMIUM

Maryland Estate Planning Attorney with 24 years experience

Unique and Unconventional. Unlike many other lawyers, I had the privilege of working outside the legal profession, giving me the perspective of real world issues from the lenses of my clients. Before becoming a... Read More »
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Saint Mary's County, MD Estate Planning Attorney with 21 years experience
(301) 290-1400 30537 Potomac Way
Charlotte Hall, MD 20622
Estate Planning, Divorce and Family
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Saint Mary's County, MD Estate Planning Attorney with 20 years experience
(301) 290-1400 30537 Potomac Way
Charlotte Hall, MD 20622
Estate Planning
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Dorchester County, MD Estate Planning Lawyer with 26 years experience
(410) 476-4627 1673 Town Point Rd
Cambridge, MD 21613
Estate Planning
Suren Adams
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Prince George's County, MD Estate Planning Attorney with 17 years experience
(301) 805-5892 4201 Northview Drive, Suite 401
Bowie, MD 20716
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Business and Probate
The George Washington University Law School
Suren G. Adams is an attorney with a passion for organization and excellence. She founded Adams Law Office, LLC, over 14 years ago to help her clients get their financial houses in order and find peace of mind. She is an experienced member of the Maryland Bar Association, the District of Columbia Bar Association, the Alliance of Black Women Attorneys, the Christian Legal Society, and the Prince George’s County Bar Association. Suren obtained a Bachelor of Arts degree in Government and Politics from the University of Maryland in 1994 and then completed course work for a Master of Arts...
Erica R. S. Hunt, Esq.
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Prince George's County, MD Estate Planning Attorney with 28 years experience
(301) 702-3788 5847 Allentown Road
Camp Springs, MD 20746
Offers Video ChatEstate Planning, Bankruptcy, Personal Injury and Real Estate
Georgetown University Law Center
I am client focused and results driven. My goal is that each client will feel that they are my only client. I deeply care about people and their welfare. Many clients come to me quite broken, feeling as though they have no hope or solution to their problems. It is important to me that during my representation they be compassionately restored and made whole through my efforts as a lawyer. As I pursue legal results my clients become like family and are treated as such. Although I am a legal counselor to my clients I also find...
Tara Frame
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Anne Arundel County, MD Estate Planning Attorney with 25 years experience
(410) 255-0373 102 Old Solomons Island Road
Annapolis, MD 21401
Offers Video ChatEstate Planning, Elder and Probate
University of Baltimore School of Law
For as long as I remember, I wanted to be an attorney. My father and founder of the firm, Vernon Frame, was a practicing attorney for over 65 years serving the community before he retired in 2002 at the age of 80. I grew up watching him help the residents of the local communities when they needed legal advice or representation. I attend high school in Severna Park and subsequently moved to Baltimore where I attended the Johns Hopkins University and earned my bachelor's degree. While at Hopkins, I played for the Blue Jay's Women's lacrosse team. After graduation,...
Neveen H. Kurtom
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Prince George's County, MD Estate Planning Lawyer with 13 years experience
(443) 741-2567 Suite 100
Upper Marlboro, MD 20774
Estate Planning, Divorce, Family and Probate
University of Baltimore School of Law
Richard S. Granat
Claimed Lawyer ProfileSocial MediaResponsive Law
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Anne Arundel County, MD Estate Planning Lawyer with 53 years experience
(410) 204-4859 550 M Ritchie Highway
Suite 220
Serverna Park, MD 21146
Free ConsultationEstate Planning, Divorce and Family
Columbia School of Law, Columbia University
I run a virtual law firm in Maryland for pro se litigants in family law. I am the author of "How to Do Your Own Divorce in Maryland, Virginia, and the District of Columbia," and "Divorce: A Do-It-Yourself Manual For Marylanders," I am committed to the concept of the low cost divorce - the divorce that doesn't break your bank.

I was previous Co-Chair of the ELawyering Task Force of the Law Practice Management Section of the American Bar Association, whose mission is to help lawyers deliver legal affordable legal services over the Internet to clients of...
John K. Phoebus
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Somerset County, MD Estate Planning Attorney with 23 years experience
(410) 968-9200 517 West Main Street
Crisfield, MD 21817
Estate Planning, Business, Criminal and Probate
Pennsylvania State University - Dickinson School of Law
In 2014, solo practitioners James V. Anthenelli and John K. Phoebus joined with former State’s Attorney Kristy M. Hickman to create Anthenelli, Phoebus & Hickman, LLC. James V. Anthenelli was a former assistant state’s attorney with over 38 years’ experience. His practice has concentrated in the area of criminal defense. John K. Phoebus has been in private practice for more than 18 years and has focused on litigation including high-profile criminal defense cases and civil litigation. Joining the merger of these two firms is former State’s Attorney Kristy M. Hickman who brings with her the experience of having won all...
Jessica E Zadjura
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Anne Arundel County, MD Estate Planning Attorney with 8 years experience
1910 Towne Centre Boulevard
Suite 250
Annapolis, MD 21401
Free ConsultationEstate Planning and Family
University of Baltimore School of Law
Jessica Zadjura was born and lived in Prince George's County until graduating high school and then relocated to Anne Arundel County where she currently resides. She has been active in the Howard County Women's Bar Association for the past 4 years, serving on the executive board for the past 3 years. Jessica believes in giving back to the community. She volunteers her time by participating in Wills for Heroes, a pro bono program created after September 11, 2001 to provide first responders and their families with essential estate planning documents. She also volunteers one day a month at the family...
Edward Warren Olmsted
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Charles County, MD Estate Planning Lawyer with 24 years experience
(301) 934-8434 211 Charles Street
P. O. Box 1966
La Plata, MD 20646
Estate Planning, Elder, Personal Injury and Probate
University of Baltimore School of Law
I am dedicated to providing the highest quality, personal service to all of my clients. I work in a small firm. My partners are also my father and my brother. Unlike the indifferent, "take a number" approach you get at many law firms, we treat each client as a person whose case matters most. We spend the extra time that is needed to make sure you understand the complexities of your case and to get you the best result possible. Our advice is honest and to the point. We'll tell you the good and...
Cedulie Renee Laumann
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Anne Arundel County, MD Estate Planning Lawyer with 16 years experience
(410) 216-7000 1028 Generals Hwy
Crownsville, MD 21032
Free ConsultationOffers Video ChatEstate Planning, Business, Probate and Real Estate
University of Maryland Francis King Carey School of Law
Attorney Cedulie Laumann is the managing attorney of small law firm in Anne Arundel County, Maryland. The firm accepts clients in real estate, small business, guardianship and civil litigation matters. She enjoys helping clients reach positive solutions to their legal needs. Whether a client needs a simple deed transfer or representation in a "high stakes" lawsuit, quality representation should keep the client's unique needs in mind. Her firm employs innovative "flat fee" billing arrangements and fee options outside the traditional hourly based approach. "Legal Answers & Representation Relevant to YOUR needs!"
Karl Lawrence Chen
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Prince George's County, MD Estate Planning Attorney with 24 years experience
(301) 358-3981 9701 Apollo Dr #337
Largo, MD 20774
Estate Planning, Business, Personal Injury and Securities
University of Baltimore School of Law
Unique and Unconventional.

Unlike many other lawyers, I had the privilege of working outside the legal profession, giving me the perspective of real world issues from the lenses of my clients.

Before becoming a lawyer, during the late 1980s and early 1990s, I held several positions in sales for various Fortune 1000 companies. I gained significant insight and experience that to this day, cultivates the manner in which I deliver legal services to my clients. I believe that consultative guidance is necessary, whether it's resolving a business transaction or litigating a personal injury claim.

I am a son, husband, father, "pops", friend,...
Benjamin Cutter Marcoux
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Prince George's County, MD Estate Planning Lawyer with 14 years experience
(301) 459-8200 7850 Walker Drive, Suite 160
Greenbelt, MD 20770
Estate Planning, Business, Divorce and Family
American University Washington College of Law
Benjamin Marcoux joined Houlon, Berman, Bergman, Finci, Levenstein & Skok, LLC in June of 2010. Prior to joining the firm, he worked with the Collaborative Law Group in Ellicott City, Maryland. He served clients in a variety of practice areas including: family, civil litigation, collaborative law, wills and probate, and personal injury. Ben has appeared before judges and masters in Montgomery, Prince George's, Howard, Anne Arundel, Calvert and Worcester counties. While in law school, Ben served as Dean's Fellow to Professor Rice, the former Evidence Master for the AT&T break-up litigation. Ben is a member of the...
Gilda O. Karpouzian
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Anne Arundel County, MD Estate Planning Attorney with 23 years experience
(410) 280-8864 107 Ridgely Avenue, Suite 9
Annapolis, MD 21401
Estate Planning, Bankruptcy, Divorce and Domestic Violence
University of Maryland Francis King Carey School of Law
Gilda O. Karpouzian moved to Annapolis, Maryland 33 years ago. She graduated Magna Cum Laude from the University of Maryland in 1990 with degrees in Information System Management and Economics. After graduation, she worked for the Maryland Department of Legislative Reference for a year, then entered the University of Maryland School of Law where she obtained her Juris Doctor degree in 1996.

Ms. Karpouzian established her law firm in Annapolis, Maryland in1998 after few years of private practice in one of the larger law firms in Annapolis. She has represented clients from all Maryland cities, including Severna Park, Pasadena, Glen Burnie,...
Robin Rucker Gaillard Esq.
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Prince George's County, MD Estate Planning Lawyer with 24 years experience
(301) 363-2933 1401 Mercantile Ln
#105
Largo, MD 20774
Offers Video ChatEstate Planning, Divorce, Family and Probate
University of Baltimore School of Law
My philosophy is a guiding principle in my law practice and I apply it in every facet of serving my clients. My practice is an extension of that philosophy as I help clients problem solve when they are in the throes of a crisis. My philosophy also guides me when I am helping clients to avoid a future crisis through strategic planning and when I help them set priorities to mitigate the impact of a future problem.

Attorney Robin Rucker Gaillard is adept at the law and her ability to listen closely and to provide strong counsel along with a solid...
Nancy Weller
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Anne Arundel County, MD Estate Planning Lawyer with 32 years experience
(410) 263-3660 22 1/2 West Street
Annapolis, MD 21401
Estate Planning, Arbitration & Mediation, Divorce and Family
University of Baltimore School of Law
I help people separate and divorce with dignity outside of court through mediation, collaborative practice, and legal coaching. I believe families can continue to be families after divorce.
Randall D. Fisher
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Anne Arundel County, MD Estate Planning Lawyer with 31 years experience
(443) 270-6305 170 Jennifer Road
Suite 205
Annapolis, MD 21401
Estate Planning and Business
Texas Tech University School of Law
The Fisher Law Office provides Estate Planning, Estate Administration, Wealth Planning, Business Law, Succession Planning, Asset Protection and Security Clearance advice to businesses and individuals in Annapolis, Arnold, Pasadena, Bowie, Glen Burnie, Severna Park, Edgewater, Baltimore, Columbia, Stevensville, Chestertown, Dunkirk, St. Mary’s City, Washington, D.C., BWI Airport, Anne Arundel County, Prince George’s County, Queen Anne County, Harford County, Talbot County Calvert County, Baltimore County, Baltimore City. We can be reached by email at info@thefisherlawoffice.com or on the web at www.thefisherlawoffice.com.
Kathleen Duckett McCann
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Queen Anne's County, MD Estate Planning Attorney with 23 years experience
(410) 827-5622 160 Shields Ln
Queenstown, MD 21658
Estate Planning, Divorce, Family and Probate
University of Baltimore
Ms. McCann earned her B.A. degree in psychology from the University of Maryland Baltimore County in 1979. She graduated the University of Baltimore School of Law Magna Cum Laude in December of 1996 and was admitted to the Maryland Bar in June of 1997. She was a member of the University of Baltimore Law Review and the Heuisler Honor Society. After earning her law degree, Ms. McCann became associated with the Baltimore firm of Ober, Kaler, Grimes and Shriver. From there, she entered solo practice in Annapolis, Maryland. In 2001, she joined the...
Lindsey Warren Duvall
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Anne Arundel County, MD Estate Planning Attorney with 29 years experience
(410) 721-1660 166 Defense Highway
Suite 303
Annapolis, MD 21401
Estate Planning and Business
University of Baltimore School of Law
Mr. Duvall received his Juris Doctorate degree from the University of Baltimore in 1990. For over eighteen years, he has successfully represented business and individual clients in the Baltimore/D.C. corridor. Passionate about providing thorough and highly personalized service, Mr. Duvall works with clients to achieve both protection and planning for the future. Duvall Law Firm, LLC has dedicated staff who are ready to serve you in the following areas: Estate Planning Incapacity Planning Wills Trusts Specialized Wealth Transfer Trusts DynastyTrusts Charitable Trusts Gifting Trusts Estate Administration Trust Administration Asset Protection Disability Planning Business Planning New Business Formation Purchase or Sale of Businesses Succession Planning Contract Review Shareholder/Member Agreements Business Outside Counsel Providing small businesses with immediate access to legal...
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Elder Law
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Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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