Pocomoke City, Maryland Estate Planning Lawyers

Princess Anne, MD Estate Planning Attorney with 14 years experience
32552 Dublin Rd
Princess Anne, MD 21853
Estate Planning, Criminal, DUI and Divorce
John K. Phoebus
Claimed Lawyer ProfileSocial Media
Crisfield, 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...
K. Lynn Carter
Claimed Lawyer ProfileSocial Media
Salisbury, MD Estate Planning Lawyer with 3 years experience
(443) 205-1432 124 East Market Street
Salisbury, MD 21801
Estate Planning, Divorce, Family and Real Estate
Charlotte School of Law
Lynn attended Law School in Charlotte, North Carolina and graduated in December 2015. While in school, Lynn served as a judicial intern to the Honorable Albert Diaz in the United States Court of Appeals for the Fourth Circuit, the Honorable Wanda G. Bryant in the North Carolina State Court of Appeals, and the Honorable Robert C. Conrad in the United States District Court for the Western District of North Carolina. In addition to her judicial internships, Lynn interned with the Senior Vice President and Regional Legal Counsel for Balfour Beatty Construction-the 3rd largest builder in the country. Lynn also took...
Andrew Melchior MacDonald
Claimed Lawyer ProfileSocial Media
Ocean City, MD Estate Planning Lawyer with 25 years experience
Ocean City, MD 21842
Estate Planning, Bankruptcy, Criminal and Personal Injury
Former Assistant State's Attorney for Wicomico County. Criminal prosecutor for ten years on the Eastern Shore of Maryland. Former judicial law clerk in Wicomico County. 18 years of trial experience in criminal law. Member of the Maryland Criminal Defense Attorney's Association.
Shereese Matthews
Claimed Lawyer ProfileSocial Media
Salisbury, MD Estate Planning Attorney with 2 years experience
124 East Market Street
Salisbury, MD 21801
Estate Planning, Divorce, Family and Real Estate
Charlotte School of Law
Shereese earned her Bachelors in Business Administration from Howard University in 2009, and was awarded her J.D. degree from Charlotte School of Law in 2017. During her law school career, Shereese worked in the School's Wills Practitioner's Clinic where she primarily assisted members of the community with their estate planning needs. Shereese also served as the President of the Christian Legal Society during her final two years of law school. .


Before beginning her legal career, Shereese worked several years in the Office of Sponsored Programs at Howard University
Salisbury, MD Estate Planning Attorney with 15 years experience
(410) 749-2356 124 E Main St
Salisbury, MD 21801
Estate Planning
Salisbury, MD Estate Planning Attorney with 23 years experience
(410) 543-2240 109 Camden St
Salisbury, MD 21801
Estate Planning, Bankruptcy and Business
Ralph Lohmann
Claimed Lawyer Profile
Ocean City, MD Estate Planning Attorney with 36 years experience
(410) 520-0006 7406 Coastal Highway
Ocean City, MD 21842
Free ConsultationEstate Planning, Business, DUI and International
B.A., Johns Hopkins University, Baltimore, Maryland J.D. (With Distinction) George Mason University School of Law, Arlington, Virginia. LL.M. (Magna Cum Laude) Johannes Gutenberg Universitaet, Mainz (Germany) Practice involves general civil litigation, including government-contract law; as well as estate planning (wills) and limited criminal defense. Admitted to the bars of Maryland, Virginia, U.S. District Court for the District of Maryland, U.S. Court of Federal Claims.
Sharon Donahue
Claimed Lawyer Profile
Ocean City, MD Estate Planning Attorney with 23 years experience
(410) 213-1147 11724 Ocean Gateway
Suite 3
Ocean City, MD 21842
Estate Planning, Bankruptcy, Elder and Family
The Catholic University of America Columbus School of Law
Quantico, MD Estate Planning Attorney with 26 years experience
(410) 548-1797 5270 Green Hill Circle
Quantico, MD 21856
Estate Planning
Cambridge, MD Estate Planning Lawyer with 18 years experience
(410) 221-1511 319 High St
Cambridge, MD 21613
Estate Planning and Business
Ocean City, MD Estate Planning Lawyer with 16 years experience
(410) 723-1400 6200 Coastal Hwy
Ocean City, MD 21842
Estate Planning, Criminal, DUI and Divorce
Cambridge, MD Estate Planning Lawyer with 26 years experience
(410) 476-4627 1673 Town Point Rd
Cambridge, MD 21613
Estate Planning
Ocean City, MD Estate Planning Attorney with 28 years experience
(410) 289-3553 3509 Coastal Hwy
Ocean City, MD 21842
Estate Planning, Business, Criminal and DUI
David Gormley
Claimed Lawyer ProfileQ&ASocial Media
(301) 863-7480 22196 Three Notch Road Suite 104
Lexington Park, MD 20653
Free ConsultationLexington Park, 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.
Michelle Quash Profit
Claimed Lawyer ProfileSocial Media
Greenbelt, MD Estate Planning Attorney with 26 years experience
Suite 700
Greenbelt, MD 20770
Estate Planning, Elder and Probate
Harvard Law School
Our firm specializes in estate planning and elder law solutions serving business owners, families and individuals residing in MD and DC. We understand the challenges of estate planning in this area, so when you visit or call our office, l listen and we talk together until you are comfortable and understand important estate law concepts about, revocable trusts, irrevocable trusts, charitable trusts, business trusts, special needs trusts, wills, estate planning, guardianship, durable powers of attorney, health care powers of attorney, and living wills. Our goal is to give you the information you need to make decisions, so you can...
Jason T. Fowler
Claimed Lawyer ProfileSocial MediaResponsive Law
Prince Frederick, 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....
Tara Frame
Claimed Lawyer ProfileSocial Media
Stevensville, MD Estate Planning Attorney with 25 years experience
(410) 643-2202 721 Main Street, Suite 100
Stevensville, MD 21666
Estate Planning, Family, Personal Injury and Probate
University of Baltimore School of Law
I provide families with peace of mind by creating and implementing customized estate plans based on the person's and family's unique circumstances and needs, including wills, powers of attorney, trusts, and deeds.
When a loved one dies, I handle all aspects of the probate and estate administration process so the family doesn't have to.
Steven M Berger
Claimed Lawyer ProfileSocial Media
Severna Park, MD Estate Planning Attorney with 29 years experience
(410) 777-5916 821 West Benfield Road
Suite One
Severna Park, MD 21146
Estate Planning, Elder and Probate
University of Maryland Francis King Carey School of Law
I serve estate planning clients with plans that promote family harmony while minimizing future tax and administration expenses. A large percentage of my clients are government and corporate employees who have been good stewards of their earnings. Helping families makes my job very rewarding as I listen to life stories and put dreams and concerns into legally binding instructions. My clients become friends and I look forward to their visits.
Suren Adams
Claimed Lawyer ProfileSocial Media
Bowie, MD Estate Planning Attorney with 17 years experience
(301) 805-5892 4201 Northview Drive, Suite 401
Bowie, MD 20716
Free ConsultationEstate 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...
Kathleen Duckett McCann
Claimed Lawyer Profile
Queenstown, MD Estate Planning Attorney with 22 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...
Kathleen McClernan
Claimed Lawyer ProfileSocial Media
Leonardtown, 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...
Neveen H. Kurtom
Claimed Lawyer ProfileSocial Media
Upper Marlboro, 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
Jessica E Zadjura
Claimed Lawyer ProfileSocial Media
Annapolis, 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...
Richard S. Granat
Claimed Lawyer ProfileSocial MediaResponsive Law
Serverna Park, 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...
Lynda Joy Striegel
Claimed Lawyer Profile
Chesapeake Beach, 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".
Benjamin Cutter Marcoux
Claimed Lawyer ProfileSocial Media
Greenbelt, 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...
Nancy Weller
Claimed Lawyer ProfileSocial Media
Annapolis, MD Estate Planning Lawyer with 31 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.
Mr. James D. Ealley
Claimed Lawyer ProfileSocial Media
Prince Frederick, 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...
Christopher Longmore
Claimed Lawyer ProfileSocial Media
Lexington Park, 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...
Karl Lawrence Chen
Claimed Lawyer ProfileSocial Media
Largo, 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,...
Emmanuelle Regine Francois
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Upper Marlboro, MD Estate Planning Lawyer with 14 years experience
(301) 358-0377 9701 Apollo Drive, Ste. 301
Upper Marlboro, MD 20774
Estate Planning, Personal Injury and Probate
University of Connecticut School of Law
As the founder and managing partner at Francois Legal Group, LLC, E. Regine Francois applies diverse legal and life experience to effectively represent individuals and businesses across a range of practice areas that include: estate planning, civil litigation, personal injury law, protective orders, and consumer matters.
With over a decade of legal experience, Regine understands the value of meticulous preparation to anticipate and avoid potential problems, while asserting her clients’ rights to the fullest extent. She truly cares about each client and views her role as effectively representing and counseling her clients about their options and the potential realities they face...
Randall D. Fisher
Claimed Lawyer ProfileBlawgsearchSocial Media
Annapolis, 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.
Gordana Schifanelli
Claimed Lawyer Profile
Annapolis, MD Estate Planning Attorney
2450 Riva Road, 2nd Floor
Annapolis, MD 21401
Estate Planning, Criminal, Divorce and Stockbroker Fraud
University of Baltimore School of Law
The attorneys at Schifanelli & Associates are tough-minded advocates, expert researchers and litigators, focused, and determined to solve difficult cases. Marc Schifanelli is retired US Army Special Forces veteran with enourmous experience in immigration and criminal defense. Gordana Schifanelli is licensed financial advisor, littigator and focues in family law, child custody and FINRA Littigation/Broker Fraud.
Thomas Downs
Claimed Lawyer ProfileSocial Media
Laurel, MD Estate Planning Attorney with 37 years experience
(301) 776-7900 322 Main Street
Suie 102
Laurel, MD 20707
Free ConsultationEstate Planning
University of Maryland - Baltimore
Tom Downs is an Estate Planning Attorney who currently resides in Laurel, Maryland with his wife, Margie Lazzati Downs. They have three children, Patrick, Lauren, and Joseph Downs.

Patrick is married,  and is a civilian employee of the US Army, following five years service as an Army officer. He served a one year tour in Afghanistan, during which he lead numerous dangerous missions. We are proud of his service and thankful that he and his team made it home safely. We have a great appreciation for those who serve, and what they and their families do.

Lauren is married. She teaches at...
Robin Rucker Gaillard Esq.
Claimed Lawyer Profile
Largo, MD Estate Planning Lawyer with 24 years experience
(301) 363-2933 1401 Mercantile Ln
#105
Largo, MD 20774
Estate 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...
Alycia E Stack
Claimed Lawyer ProfileSocial Media
Leonardtown, 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...
Cedulie Renee Laumann
Claimed Lawyer ProfileQ&A
Crownsville, MD Estate Planning Lawyer with 16 years experience
(410) 216-7000 1028 Generals Hwy
Crownsville, MD 21032
Free ConsultationEstate 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!"
Lindsey Warren Duvall
Claimed Lawyer ProfileSocial Media
Annapolis, 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...
Edward Warren Olmsted
Claimed Lawyer ProfileSocial Media
La Plata, 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...
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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.