Prince George's County, Maryland Estate Planning Lawyers

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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Lynn Loughlin Skerpon, Esquire
PREMIUM

Prince George's County, MD Estate Planning Lawyer with 41 years experience

State University of New York - BuffaloMaryland and New York
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Suren Adams
Claimed Lawyer ProfileLII GoldSocial Media
Prince George's County, 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...
Neveen H. Kurtom
Claimed Lawyer ProfileSocial Media
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
Michelle Quash Profit
Claimed Lawyer ProfileSocial Media
Prince George's County, 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...
Robin Rucker Gaillard Esq.
Claimed Lawyer ProfileLII Silver
Prince George's County, 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...
Benjamin Cutter Marcoux
Claimed Lawyer ProfileSocial Media
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...
Thomas Downs
Claimed Lawyer ProfileSocial Media
Prince George's County, MD Estate Planning Attorney with 37 years experience
(301) 776-7900 322 Main Street
Suie 102
Laurel, MD 20707
Free ConsultationEstate Planning, Elder and Probate
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...
Kate P. Pruitt
Claimed Lawyer ProfileLII Silver
Prince George's County, MD Estate Planning Attorney with 16 years experience
(301) 572-3236 7850 Walker Dr
#310
Greenbelt, MD 20770
Estate Planning, Business and Real Estate
University of Maryland Francis King Carey School of Law
Emmanuelle Regine Francois
Claimed Lawyer ProfileSocial Media
Prince George's County, 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...
Karl Lawrence Chen
Claimed Lawyer ProfileLII SilverSocial Media
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,...
Lynn Loughlin Skerpon, Esquire
Claimed Lawyer ProfileLII GoldSocial Media
Prince George's County, MD Estate Planning Lawyer with 41 years experience
(301) 572-3270 7850 Walker Dr
#310
Greenbelt, MD 20770
Estate Planning
State University of New York - Buffalo
Robin Rucker Gaillard Esq.
PREMIUM

Prince George's County, MD 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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Kate P. Pruitt
PREMIUM

Prince George's County, MD Estate Planning Attorney with 16 years experience

University of Maryland Francis King Carey School of LawMaryland
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Joseph E. Carey
Claimed Lawyer ProfileSocial Media
Prince George's County, MD Estate Planning Attorney with 40 years experience
(301) 464-2500 14300 Gallant Fox Ln
Suite 223
Bowie, MD 20715
Estate Planning, Criminal, DUI and Traffic Tickets
University of Maryland Francis King Carey School of Law
My name is Joseph Carey, and I founded Carey Law Office 37 years ago. Since that day, the firm has helped people throughout the state get their lives back on track. We understand that there is almost always an underlying reason for people’s actions, and that your life shouldn’t end because you made a mistake. If you are at a crossroads, we can guide you with honest, practical advice and treat you with the dignity and compassion you deserve. When you need help, call Carey Law Office in Bowie or Crofton and schedule a consultation with an experienced attorney who...
Eilene Brown
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 21 years experience
(301) 352-8960 3540 Crain Hwy #331
Bowie, MD 20716
Estate Planning, Bankruptcy and Family
Brooklyn Law School
Janelle Ryan-Colbert Esq.
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 16 years experience
(301) 576-6200 9450 Marlboro Pike, Suite 5
Upper Marlboro, MD 20772
Estate Planning, Criminal, Family and Probate
Martine A. Jean
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 9 years experience
(240) 505-5391 PO Box 223
Hyattsville, MD 20781
Estate Planning, Business, Criminal and DUI
University of Baltimore School of Law
Mark C Miller
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 12 years experience
(301) 868-2350 The Miller Building
8808 Old Branch Avenue
Clinton, MD 20735
Free ConsultationEstate Planning, DUI and Personal Injury
University of Baltimore School of Law
Sylvia Adams
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 21 years experience
(301) 809-0410 2407 Kegwood Lane
Bowie, MD 20715
Free ConsultationEstate Planning, Business and Real Estate
American University Washington College of Law
Attorney Adams, born in Montgomery, AL, graduated from Oberlin College in Ohio, and moved to Washington, DC to attend American University's Washington College of Law. Following graduation from American, Attorney Adams became a member of the Maryland and DC bars. Her primary areas of practice are Real Estate, Corporate, Contracts, Probate, and, recently, Civil Litigation. Her philosophy is "I will always work diligently and in good faith to protect, advise and educate my clients."
Davin Van Eyken
Claimed Lawyer ProfileQ&A
Prince George's County, MD Estate Planning Lawyer
(301) 660-2635 14502 Greenview Dr.
Ste. 300A
Laurel , MD 20708
Estate Planning, Bankruptcy, Immigration and Real Estate
American University Washington College of Law and North Carolina Central University School of Law
I go the extra mile in providing my experience, skills and personal commitment to each client. I deliver affordable and tangible solutions for your legal needs.
Nancy Miller
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 42 years experience
(301) 868-2350 8808 Old Branch Ave
Clinton, MD 20735
Free ConsultationEstate Planning and Personal Injury
University of Baltimore School of Law
Nakia Gray
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 13 years experience
(301) 358-3980 9701 Apollo Drive
Suite 100
Largo, MD 20774
Estate Planning, Business, Probate and Trademarks
Howard University School of Law
Donna Crary
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 36 years experience
(301) 725-2300 400 Montrose Ave
Laurel, MD 20707
Estate Planning, Bankruptcy, Personal Injury and Traffic Tickets
Karl Lawrence Chen
PREMIUM

Prince George's County, MD 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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Chikadibia Enekwe
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 7 years experience
(301) 880-9080 1401 Mercantile lane
Suite 200-x3
Largo, MD 20774
Estate Planning, Immigration, International and Personal Injury
Western Michigan University Cooley Law School
James Carmon
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 6 years experience
(301) 577-1300 9500 Annapolis Road. Suite B5
Lanham, MD 20706
Estate Planning, Bankruptcy, Criminal and Traffic Tickets
University of Baltimore School of Law
Mondre Hopson Kornegay
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 23 years experience
(240) 353-5511 7114 Westchester Dr
Temple Hills, MD 20748
Estate Planning, Divorce, Domestic Violence and Family
University of Maryland Francis King Carey School of Law
Dennis Starks Esq
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Attorney with 40 years experience
(301) 292-4863 14203 Cold Harbour Dr
Accokeek, MD 20607
Estate Planning, Antitrust, Business and Communications
Over twenty years of experience representing small, medium, and large businesses before state, federal, administrative tribunals and courts. Specializing in business modelling, corporate governance, finance and revenue, mergers and acquisitions, economic regulation, antitrust, transportation, and communications law.
Camille R. McBride
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 19 years experience
(301) 861-0007 Suite 216
Bowie, MD 20726
Estate Planning, Appeals, Bankruptcy and Divorce
Licensed to practice in District of Columbia , Maryland, Florida and all United States District Courts in those jurisdictions.
Charles Walton
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 15 years experience
(301) 292-8357 10905 Fort Washington Rd
Fort Washington, MD 20744
Estate Planning, Divorce, Employment and Family
L Juanita Board Esq.
Claimed Lawyer Profile
Prince George's County, MD Estate Planning Lawyer with 22 years experience
6301 Ivy Lane
Suite 700
Greenbelt, MD 20770
Estate Planning, Business and Family
Brian Robert Gormley
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Montgomery County, 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...
Deborah Cohn
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Lawyer with 41 years experience
(301) 656-7603 4800 Hampden Ln
6th Floor
Bethesda, MD 20814
Estate Planning and Tax
The George Washington University Law School
Debbie Cohn’s keys to professional success are as diverse as her eclectic client base that consists of professionals, business owners, retirees, and non-U.S. citizens. Yet perhaps her most critical—and comforting—characteristic is an ability to explain complex concepts in a way her clients can understand. Debbie’s approach to estate planning is equal parts pragmatic and creative, which helps put her clients at ease with the knowledge that their families will be cared for and protected, and their asset protection and wealth management goals will be met. And her wealth of experience and vast knowledge of the law allow her to blend...
Wayne Eig
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Attorney with 44 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
George Washington University - Mount Vernon campus
Wayne Eig refers to himself as a business and tax lawyer for individuals and closely held entities, providing advice to clients involved in various business, investment, financial and succession planning activities. Sometimes, his clients are individuals or families, sometimes entities and often a combination of individuals/families and affiliated entities working together. Sometimes, these businesses have great value, sometimes they do not – but all of these clients have needs which require legal attention.
Over the course of his career, Wayne has chaired some of the firm’s major practice groups – Estate & Trust Administration, Estate Planning, Tax, and Corporate. In forty...
Arnold Sherman
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Attorney with 35 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business, Real Estate and Tax
New York University School of Law and Northwestern University School of Law
As a member of the firm’s Tax, Retirement Plans, Employee Benefits, Estate Planning, Estate & Trust Administration, and Corporate practice groups, Arnold Sherman focuses his practice on the areas of tax and business planning, and estate planning and probate administration matters. He has extensive experience in negotiating, structuring and documenting business contracts, tax-deferred exchanges and wealth preservation structures.
Arnie’s knowledge and familiarity with how businesses work make him especially adept at understanding and responding to the needs of his business clients. He is diligent in keeping himself apprised of current tax laws and continually works to provide his clients with the...
Linda Schwartz
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Attorney with 46 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Arbitration & Mediation, Business and Legal Malpractice
American University Washington College of Law
Linda Schwartz is a senior member of the Professional Ethics & Discipline, Estate Planning, Estate & Trust Administration, Corporate, and Real Estate practice groups. She has considerable experience in complex real estate and commercial transactions, business planning, executive succession planning, and estate planning and administration for both U.S. and non-U.S. citizens. For more than 30 years, she has served as counsel to prominent national, regional and local developers and business owners. In 2006, she was elected to the American College of Real Estate Lawyers.
Throughout her legal career, Linda has been active in public service. She is a former Assistant Attorney...
Megan Marie Wallace
Claimed Lawyer ProfileSocial Media
Montgomery County, MD Estate Planning Attorney with 23 years experience
(301) 468-0603 4520 East West Highway
Suite 700
Bethesda, MD 20814
Estate Planning, Elder, Probate and Tax
Georgetown University Law Center and Western Michigan University Cooley Law School
Attorney in a boutique law firm focusing on estate planning, trust administration and probate matters, including foreign or ancillary estates, in Maryland, the District of Columbia and Virginia.
Nicole K. White
Claimed Lawyer ProfileSocial Media
Montgomery County, MD Estate Planning Attorney with 15 years experience
(301) 968-1630 4800 Hampden Lane
Suite 200
Bethesda, MD 20814
Free ConsultationEstate Planning
The George Washington University Law School
Nicole devotes her law practice exclusively to building and protecting families. When working with her clients, she takes an educational approach so her clients fully understand their options and the steps they should take to achieve their goals. She takes the time to listen to your concerns and answer any questions you may have. As a result, she has a better understanding of your situation and can respond effectively with practical and sensible solutions. Nicole's unique assisted reproduction/surrogacy program is designed to give both Intended Parents and Surrogate Mothers support and peace of mind from the moment they contact her office...
Roy Niedermayer
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Lawyer with 47 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Appeals, Arbitration & Mediation and Bankruptcy
Harvard Law School
Roy Niedermayer is a member of the firm’s Litigation, Appellate Practice and Government Contracts practice areas. He excels in risk management - he identifies and assesses risk in each of his cases and then discusses alternative strategies in light of probabilities of outcomes to determine what the best cost-benefit course of action is. He may create decision tree analyses, determining what factors affect risk, how to reduce risk, and assigns probability of success. When first meeting with a client, Roy finds out what the client is hoping to achieve and what their goals are - in doing this he understands...
Paul Marcotte Jr
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Lawyer with 38 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
Georgetown University Law Center and University of Baltimore School of Law
Paul Marcotte, Jr. Chairs the firm’s Tax practice group and is a member of its Estate Planning, Estate & Trust Administration and Nonprofit groups. He concentrates his practice on federal, state and international tax matters (both planning and controversy), estate and wealth preservation planning, probate and trust administration, nonprofit organizations, and business counseling and succession planning. Paul helps his clients by putting complicated tax issues into simple English. He makes sure that the individuals, businesses and international clients he services have help navigating our complex tax systems and avoid potential minefields such as increased levels taxation and/or penalties.
Paul’s international...
Jeffrey Kolender
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Lawyer with 36 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning and Tax
The George Washington University Law School and University of South Carolina School of Law
Jeffrey Kolender chairs the firm’s Estate Planning and Estate & Trust Administration practice groups. He concentrates primarily in those areas and also advises small businesses in tax business planning. Jeffrey recognizes that each client is different and enjoys the challenge of creating a plan that accomplishes the client’s unique goals. He advises clients about adequately providing for their family, including saving taxes, creating trusts for children, planning for disability, and the special planning issues involved in second marriages and same-sex marriages.
He understands that estate planning can be a complex and emotional process for clients. Jeffrey always takes the time to...
Peter Antonoplos
Claimed Lawyer ProfileSocial Media
Montgomery County, 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...
Paula Calimafde
Claimed Lawyer Profile
Montgomery County, MD Estate Planning Lawyer with 43 years experience
(301) 656-7603 4800 Hampden Lane
6th Floor
Bethesda, MD 20814
Estate Planning, Business and Tax
The Catholic University of America Columbus School of Law
Paula Calimafde chairs the firm’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.
Paula’s practice encompasses sophisticated estate planning and advising individuals...
Aaron Richter
Claimed Lawyer ProfileBlawgsearchSocial Media
Montgomery County, MD Estate Planning Attorney with 10 years experience
(301) 841-6274 7979 Old Georgetown Road
Suite 1100
Bethesda, MD 20814
Estate Planning, Business and Tax
Valparaiso University School of Law and University of Washington School of Law
Aaron discovered his passion for tax law while interning at the Internal Revenue Service, Office of Chief Counsel. He has continued this passion by helping clients resolving their tax disputes and advising individual and business clients on their tax planning. Additionally, he served as a Volunteer Attorney at the University of Washington Federal Tax Clinic providing pro bono work to low-income individuals and business. Aaron has successfully represented clients before the IRS and state tax departments. He represents clients in IRS and state tax audits, resolving tax debts, and the in U.S. Tax Court. In his free time,...
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Estate Planning Lawyers in Nearby Cities

Prince George's County Estate Planning Legal Aid & Pro Bono Services

Maryland, Bar Foundation, Inc. Montgomery County Pro Bono Program
(301) 424-7651
Rockville, MD


Maryland Volunteer Lawyers Service, Inc.
(410) 547-6537
Baltimore, MD

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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.