Prince Frederick Estate Planning Lawyers

Compare 24 top rated Maryland attorneys serving Prince Frederick.
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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Suren Adams
PREMIUM

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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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...
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....
George E. Meng
Claimed Lawyer ProfileSocial MediaResponsive Law
Prince Frederick, MD Estate Planning Attorney with 46 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...
Brian W. Ritter Jr.
Claimed Lawyer ProfileSocial Media
Prince Frederick, 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...
Prince Frederick, MD Estate Planning Lawyer with 18 years experience
(410) 535-0070 475 Main St
Prince Frederick, MD 20678
Estate Planning, Divorce and Family
Prince Frederick, MD Estate Planning Attorney with 20 years experience
(410) 535-1780 132 Main St
Prince Frederick, MD 20678
Estate Planning
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.
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...
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...
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".
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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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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Shannon Dent
Claimed Lawyer ProfileSocial Media
Lexington Park, 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.
Jessica Andritz
Claimed Lawyer ProfileSocial Media
Lexington Park, 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...
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...
Alexis June Owens
Claimed Lawyer ProfileSocial Media
Lusby, 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.
Camille R. McBride
Claimed Lawyer Profile
Waldorf, MD Estate Planning Lawyer with 19 years experience
(301) 861-0007 3195 Old Washington Road
Waldorf, MD 20602
Estate Planning, Appeals, Bankruptcy and Divorce
Licensed to practice in District of Columbia , Maryland, Florida and all United States District Courts in those jurisdictions.
D'Erra Jackson
Claimed Lawyer ProfileSocial Media
(301) 645-4100 11705 Berry Road
Suite 202
Waldorf, MD 20603
Waldorf, MD Estate Planning Attorney
Estate Planning, Divorce and Family
Rose Crunkleton
Claimed Lawyer ProfileOffers Video Chat
Dunkirk, 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
Charlotte Hall, MD Estate Planning Attorney with 21 years experience
(301) 290-1400 30537 Potomac Way
Charlotte Hall, MD 20622
Estate Planning, Divorce and Family
Charlotte Hall, MD Estate Planning Attorney with 20 years experience
(301) 290-1400 30537 Potomac Way
Charlotte Hall, MD 20622
Estate Planning
Chesapeake Beach, MD Estate Planning Lawyer with 20 years experience
(703) 864-2889 8713 C St
Chesapeake Beach, MD 20732
Estate Planning
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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Lexington Park, MD Estate Planning Attorney with 26 years experience
(301) 862-3764 22738 Maple Rd
Lexington Park, MD 20653
Estate Planning and Real Estate
Waldorf, MD Estate Planning Lawyer with 25 years experience
(301) 843-7157 603 Post Office Rd
Waldorf, MD 20602
Estate Planning, Arbitration & Mediation, DUI and Divorce
California, MD Estate Planning Lawyer with 27 years experience
(301) 863-0500 23338 Kingston Creek Rd
California, MD 20619
Estate Planning and Elder
Owings, MD Estate Planning Lawyer with 19 years experience
(301) 855-1060 101 Honeysuckle Ln
Owings, MD 20736
Estate Planning, Divorce and Family
Brian Robert Gormley
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Kensington, MD Estate Planning Lawyer with 17 years experience
(240) 514-2358 10605 Concord St., Ste 420
Kensington, MD 20895
Free ConsultationEstate Planning, Probate and Real Estate
University of Michigan Law School
Brian Gormley has a dynamic transactonal practice with tremendous experience representing clients at all parts of the continuum. Having worked with large institutions in the structured finance and capital markets world, developers, nonprofits and lenders in the multifamily housing market, and individual distressed homeowners and estates, he is familiar with all levels of clients and their associated needs. He has extensive real estate experience, representing clients in multifamily housing transactions, DC TOPA cases (tenant opportunity to purchase act), foreclosure defense and short sales, and as a title attorney and a real estate broker. He also has an active probate and...
Tara Frame
Claimed Lawyer ProfileOffers Video ChatSocial Media
Annapolis, 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,...
David Bach
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Lawyer with 27 years experience
(301) 738-7655 1401 Rockville Pike
Suite 650
Rockville, MD 20852
Estate Planning, Divorce, Education and Family
Hamline University School of Law
I have 23 years experience representing parties in divorce, custody, child support, visitation, paternity, and guardianship matters. My goal is to plan for trial from the initial client meeting forward, while at the same time attempting to construct a reasonable settlement for my clients either directly with the other party or through mediation. I was certified as a Collaborative Practitioner March 2011. In addition to representing clients locally, Mr. Bach has extensive experience representing clients involved in international family disputes including divorce, child custody, division of property and family assets, as well as retirement benefits. He has successfully handled...
Suren Adams
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial Media
Bowie, 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...
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...
Amy L. Griboff
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Attorney with 17 years experience
(301) 339-8725 751 Rockville Pike
Suite 7
Rockville, MD 20852
Estate Planning, Elder and Probate
American University Washington College of Law
I use my personal and legal experiences to help my clients and their families. I have written articles for the National Academy of Elder Law Attorneys and Maryland State Bar Association. I spoken at Churches, Junior League, NARFE, Ameriprise, Prudential, Montgomery Hospice, American Association of Daily Money Managers, Grass Roots Organization for the Well-Being of Seniors (GROWS), and Hospice Caring on topics, such as, Estate Planning: Wills and Trusts, Common Mistakes in Estate Planning, Planning for Long Term Care, Advance Medical Directives, and Guardianship.
Li Weng
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Lawyer with 7 years experience
(301) 804-8356 10741 Gloxinia Dr
Rockville, MD 20852
Free ConsultationEstate Planning, Family and Immigration
University of Texas - Austin
Founding partner Li Weng works in Rockville Law Group LLC’s practice areas of estate planning, family law, and immigration. Li brings a background of over 6 years in estate planning, anticorruption, and trade matters, as well as transnational practice experience. Over several years, Li advised multinational companies undergoing internal and SEC investigations on potential violations by the companies’ subsidiaries of anti-bribery provisions of the Foreign Corrupt Practices Act. In addition, she represented companies during ITC investigations of antidumping and countervailing duty matters. Most recently, Li was employed with the Rockville, MD firm of Altman and Associates, where she helped the...
Richard Sternberg
Claimed Lawyer ProfileQ&A
Potomac, MD Estate Planning Lawyer with 36 years experience
(202) 530-0100 6509 Persimmon Tree Road, Suite 100
Potomac, MD 20818
Estate Planning, International, Probate and Real Estate
Center for International Legal Studies and Georgetown University
The Law Offices of Richard S. Sternberg is dedicated to the principle that bigger is not always better. Instead, it rests on a tradition that actually antedates the rise of the “mega-firm”-the solo practice. Emulating a country lawyer in a big-city environment allows Mr. Sternberg to provide more individualized service to his clients, and, at the same time, pursue more collegial relations with other members of the Bar. Since 1984, Mr. Sternberg has dedicated his practice to representing individuals and smaller businesses. For those corporate clients who have larger needs, he is affiliated with the Metropolitan Washington Law Consortium,...
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.
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.
Peter Antonoplos
Claimed Lawyer ProfileSocial Media
Chevy Chase, MD Estate Planning Lawyer with 17 years experience
(301) 328-8927 5425 Wisconsin Avenue,
Suite 600
Chevy Chase, MD 20815
Free ConsultationEstate Planning, Business, Probate and Real Estate
Georgetown University Law Center and The Catholic University of America Columbus School of Law
For over a decade, Mr. Antonoplos has represented individuals, families and business leaders with real estate, litigation, and estate planning and probate matters. Mr. Antonoplos has been selected as a SuperLawyers Rising Star three years consecutively. Mr. Antonoplos’ practice covers a wide range of topics from real estate, estate planning and probate, to commercial litigation, asset protection and preservation and business law issues. A classic generalist, Mr. Antonoplos counsels clients on business transactions and routinely litigates real estate; construction and probate matter is the Courts of the District of Columbia and State of Maryland on behalf of individual and corporate...
David Marquardt
Claimed Lawyer ProfileSocial Media
Rockville, MD Estate Planning Attorney with 15 years experience
(301) 603-3480 11810 Grand Park Avenue
Suite 500
Rockville, MD 20852
Estate Planning, Divorce, Elder and Family
University of Miami School of Law
My journey to becoming the owner and founder of Wayside Legal came out of an intense sense of justice and a desire to stand up for people who cannot stand up for themselves. I started Wayside Legal for you. Every day, the firm is devoted to serving clients and the community with enthusiasm and value. Your case isn’t just a legal event but a complete and total life transition, so I strive to be a concierge that can address any and all of the issues you may face.

I am a veteran attorney licensed in Maryland, D.C. and Virginia, handling all...
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...
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
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...
Kerri Castellini
Claimed Lawyer ProfileSocial Media
(301) 825-5744 7316 Wisconsin Ave #350
Bethesda, MD 20814
Bethesda, MD Estate Planning Attorney with 14 years experience
Estate Planning and Probate
The Catholic University of America Columbus School of Law
Kerri Castellini is primarily a DC-based attorney with a focus on estate and trust administration, guardianship for incapacitated adults and minors, and estate planning. She brings her legal experience to the Trusts and Estates Practice Group and is currently admitted to practice law in Washington DC, Maryland, and before the supreme court. She is passionate about providing a high level of attention to her clients to come up with a plan that is best for their unique circumstances.
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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.