Belmont, Massachusetts Estate Planning Lawyers

John Gosselin
PREMIUM

Protect your wealth and avoid taxes. Call for an estate planning consultation.

John focuses on Elder Crisis Law (SM), asset protection related to MassHealth qualification, and trustee and other fiduciary services. While in law school, he clerked for the Hon. Martha Sosman before she was appointed... Read More »
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Joshua Cali
PREMIUM

Free consultation, experienced representation in probate and estate planning.

I’m an experienced estate planning lawyer and represent clients in Massachusetts. My practice includes all types of estate planning matters, including wills, trusts, living wills, and powers of attorney. Read More »
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Graeme S.R. Brown
Claimed Lawyer ProfileBlawgsearchSocial Media
Belmont, MA Estate Planning Attorney
(617) 489-0817 464 Common St
#354
Belmont, MA 02478
Estate Planning, Business, Employment and Health Care
New England Law | Boston
Joshua Cali
Claimed Lawyer ProfileLII GoldSocial Media
Ashland, MA Estate Planning Attorney with 2 years experience
(508) 252-8186 60 Pleasant Street
Suite 10-D
Ashland, MA 02476
Free ConsultationEstate Planning, Probate and Tax
UCLA School of Law
Attorney Joshua K. S. Cali is a well-respected estate planning attorney in the MetroWest area. Joshua graduated summa cum laude from Bentley University in Waltham, MA and from UCLA School of Law in Los Angeles, CA. Before starting his own firm, Joshua practice estate planning for high net worth clients at a boutique law firm in San Diego, CA. Joshua's passion lies in using innovative technology to make the law more affordable and accessible to all Americans.
Mary Clements Pajak
Claimed Lawyer Profile
Newton, MA Estate Planning Attorney with 28 years experience
(617) 795-2990 29 Crafts St #420
Newton, MA 02458
Estate Planning and Probate
Boston University School of Law and Boston College Law School
Mary Clements Pajak, Esq., has over 20 years of experience. She began her legal career clerking for the Supreme Judicial Court of Massachusetts. She then practiced law for many years in the Private Client Department at Palmer & Dodge LLP (now Locke Lord Edwards LLP), a large (originally Boston-based) law firm concentrating in estate and trust planning and administration. From there she became the Northeast Regional Manager of the Estate Settlement Department and served as Vice President at Boston Safe Deposit & Trust Company (now BNY Mellon). Attorney Pajak then practiced law with...
James M. Baron
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 11 years experience
(781) 209-1166 395 Totten Pond Road
Suite 101
Waltham, MA 02451
Estate Planning and Education
Suffolk University Law School
My law practice is dedicated to improving the lives of special needs children and their families. My focus is on two primary areas: Education Law and Special Needs Estate Planning. In the area of Education Law, I represent students and parents to resolve education-related legal disputes as quickly and inexpensively as possible. I have successfully helped clients throughout Massachusetts and New Hampshire address a wide variety of school issues, including special education, IEP services and placements, 504 plans, discipline and disciplinary hearings, and bullying. Clients range from pre-Kindergarten through Graduate School. Disabilities of...
Rich Mucci
Claimed Lawyer ProfileSocial MediaResponsive Law
Winchester, MA Estate Planning Attorney with 13 years experience
(781) 729-3999 63 Shore Rd
Ste 23
Winchester, MA 01890
Free ConsultationEstate Planning, Business, Construction and Probate
Suffolk University Law School
Massachusetts Award Winning Attorney Richard Mucci is the founder of Winchester MA based Law Offices of Richard Mucci. Attorney Mucci is an experienced litigation lawyer who understands all facets of business, civil litigation and criminal defense. His law firm has strong expertise in employment law, personal injury, real estate law, divorce, estate planning, criminal law and construction law to name a few.

Knowing that clients, like patients, rarely have just one issue, Attorney Mucci is able to move seamlessly among diverse practice areas. Ahead of the curve, the Law Offices of Richard Mucci provides a one-stop shop to the surrounding...
Margaret L. Beliveau
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 21 years experience
(781) 890-8600 391 Totten Pong Road
Suite 301
Waltham, MA 02451
Estate Planning, Elder, Probate and Tax
Boston University School of Law and Tulane University School of Law
Margaret has experience implementing asset protection plans, family business entities such as Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs), and valuation discounting. She focuses her practice on estate planning, elder law and long-term care planning (Medicaid), MassHealth applications for long-term care (Medicaid applications), MassHealth fair hearings (appeals on Medicaid denials), estate (probate) and trust administration, Federal estate tax returns (Form 706), Massachusetts estate tax returns (Form M-706), and gift tax returns (Form 709). Learn more http://www.Beliveaulaw.net
Thomas E. Hogan II
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 9 years experience
(978) 710-9987 738 Main Street #199
Waltham, MA 02451-0616
Estate Planning, Administrative, Employment and Family
New England Law | Boston
Attorney Tom Hogan practices in the areas of employment law, real estate, land use, and professional licensing. He is a graduate of the University of New Hampshire (B.A., double major in Russian and History, 2005 ) and New England Law | Boston (J.D., 2009), where he was a member of Phi Alpha Delta, co-chair of the Executive Office on Alumni Relations, and the Executive Budget and Appropriations Committee. Tom has a diverse array of experience in the field of administrative law. While a student, Tom served as a student law clerk for Administrative Law Judges in both the Appellate Tax...
Blanca G. Silvestrini
Claimed Lawyer ProfileSocial Media
Cambridge, MA Estate Planning Attorney
(800) 541-4542 P.O. Box 382376
Cambridge, MA 02238
Estate Planning, Probate and Real Estate
University of Puerto Rico
John Farrell Jr
Claimed Lawyer Profile
Medford, MA Estate Planning Lawyer with 18 years experience
(617) 901-7970 22 Harvard Street, #135
Medford, MA 02155
Free ConsultationEstate Planning, Consumer, Elder and Probate
I have been in the business of law for over 10 years, admitted to practice law both in the State of Massachusetts and New Hampshire. I established my own firm not only to offer high quality legal services but to offer something we all strive for - Honor. Many people and businesses have lost their way as a result of thinking of the bottom line. This results in a sacrifice of client service and sometimes the truth. I will start with a client and finish with a client. I will go from A to Z with the performance of a...
Andrew Peter Bass
Claimed Lawyer ProfileSocial Media
Cambridge, MA Estate Planning Lawyer with 3 years experience
(866) 259-7447 125 Cambridge Park Drive
Ste. 301
Cambridge, MA 02140
Free ConsultationEstate Planning, Construction, Consumer and Landlord Tenant
Ave Maria School of Law
Greg Krikorian
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer
(978) 844-7401 185 Alewife Brook Pkwy
Suite 416
Cambridge, MA 02138
Free ConsultationEstate Planning, Business, Family and Personal Injury
Kevin D. McGann
Claimed Lawyer Profile
Arlington, MA Estate Planning Attorney with 24 years experience
(781) 648-6945 206 Wachusett Ave.
Arlington, MA 02476
Estate Planning, Appeals, Elder and Employment
Suffolk University Law School
Deborah Danger
Claimed Lawyer ProfileSocial Media
Newtonville, MA Estate Planning Lawyer
(617) 340-3231 60 Austin Street, Suite 210
Newtonville, MA 02460
Estate Planning, Elder, Probate and Tax
DangerLaw, LLC is a law firm specializing in affairs of the heart. Located in Newton, Massachusetts, we specialize in divorce law, custody, estate planning, post-death estate administration, and guardianship. We often see the best people at the hardest moments of their lives. As a result, we plan for the unexpected so that we can help protect your and your family's assets. We support you to put your family first. We work hard to make sure your children experience an optimal transition with as little stress as possible during challenging times. And we help put your mind at ease during the...
Joshua Loveall
Claimed Lawyer ProfileSocial Media
Arlington, MA Estate Planning Attorney with 5 years experience
(888) 998-2977 754 Massachusetts Ave
Arlington, MA 02476
Estate Planning, Consumer and Landlord Tenant
Georgetown University Law Center
Attorney Loveall earned his Juris Doctorate from the Georgetown University Law Center and bachelors degree in psychology from The Johns Hopkins University. Attorney Loveall was admitted to the Maryland Bar in 2013 and after moving to Boston was admitted to the Massachusetts Bar in 2014. Attorney Loveall is a member of the Boston Bar Association and the Massachusetts Bar Association. In addition to owning and operating his legal practice, Attorney Loveall instructs prospective law students in mastering the LSAT, a difficult standardized test required for entry into any ABA accredited law school. Having been admitted to the Massachusetts Bar...
Noreen Murphy
Claimed Lawyer Profile
Winchester, MA Estate Planning Lawyer
(781) 729-3200 10 Converse Place
Winchester, MA 01890
Estate Planning, Elder and Social Security Disability
New England Law | Boston
Carl Emilio D'Angio Jr
Claimed Lawyer Profile
Waltham, MA Estate Planning Lawyer with 29 years experience
(781) 894-6028 11 Spring St
Waltham, MA 02451
Estate Planning, Bankruptcy, Divorce and Probate
New England Law | Boston
Matthew Solomon
Claimed Lawyer Profile
Arlington, MA Estate Planning Lawyer with 13 years experience
(617) 201-9060 190 Mystic Valley Parkway
Arlington, MA 02474
Estate Planning, Arbitration & Mediation, Divorce and Probate
Northeastern University School of Law
David M. Beliveau
Claimed Lawyer Profile
Waltham, MA Estate Planning Attorney with 21 years experience
(781) 890-8600 393 Totten Pond Rd
Suite 204
Waltham, MA 02451
Estate Planning, Business, Elder and Probate
David M. Beliveau, Esq., CPA is the founder of the Law Office of David M. Beliveau, LLC ("Beliveau Law Office") with offices in Naples, Florida, Waltham, Massachusetts and Salem, New Hampshire. Attorney Beliveau represents both individuals and businesses. He has clients in Florida, Massachusetts, and New Hampshire. Attorney Beliveau has been named a "Massachusetts Rising Star" by the publishers of Boston Magazine and Law and Politics Magazine. The distinction, awarded to less than five percent (5%) of all Massachusetts lawyers, was based on ballots cast by Massachusetts attorneys, asking them to identify the best lawyers, under the age...
Mr. Daniel W. Keleher
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 17 years experience
(617) 671-5336 393 Totten Pond Road, Suite 204
Waltham, MA 02451
Estate Planning, Business, Employment and Insurance Claims
With the firm since May of 2009, Attorney Keleher works with clients to resolve legal disputes both in court as a civil litigator and also through collaborative law. In collaborative law, the parties, represented by attorneys, communicate and negotiate directly with each other, without court intervention, to achieve their objectives. Attorney Keleher’s litigation and collaborative practice largely mirrors the transactional practice areas of the firm (trusts and estates, real estate, and business). In addition, Attorney Keleher practices in the areas of insurance coverage, employment, personal injury, bankruptcy, and municipal law. Attorney Profile: http://www.beliveaulaw.net/our-team/attorney-daniel-w-keleher/
Shannon Bayer
Claimed Lawyer ProfileSocial Media
Cambridge, MA Estate Planning Attorney with 11 years experience
(617) 216-4607 469 Massachusetts Ave. Suite 6
Cambridge, MA 02135
Free ConsultationEstate Planning, Bankruptcy and Immigration
Suffolk University Law School
Despina Kyriakidis
Claimed Lawyer Profile
Winchester, MA Estate Planning Lawyer with 24 years experience
(781) 729-0313 23 Shore Rd
Winchester, MA 01890
Estate Planning
Shani Rea Collymore Esq.
Claimed Lawyer Profile
Lexington, MA Estate Planning Lawyer
(781) 863-9600 807 Massachusetts Avenue
Lexington, MA 02420
Estate Planning
Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Needham, MA Estate Planning Attorney with 12 years experience
(617) 209-2230 75 Second Avenue
Suite 605
Needham, MA 02494
Free ConsultationEstate Planning, Divorce and Family
Northeastern University School of Law
I opened my boutique law firm focusing on divorce and family law, wills and trusts, and estate planning in an effort to help Boston area residents navigate the challenges that life throws at them. I'm an advocate for civil divorces and for lifetime planning. With my office located in Quincy, MA, I help clients in the Boston Metro area, primarily in Suffolk County, Middlesex County and Norfolk County Massachusetts.
John Gosselin
Claimed Lawyer ProfileLII GoldSocial Media
Winchester, MA Estate Planning Attorney with 25 years experience
(781) 782-6000 1026 Main Street
Winchester, MA 01890
Estate Planning, Elder and Health Care
New England Law | Boston
John focuses on Elder Crisis Law (SM), asset protection related to MassHealth qualification, and trustee and other fiduciary services. While in law school, he clerked for the Hon. Martha Sosman before she was appointed to the Supreme Judicial Court. John served for many years as a Public Administrator for Middlesex County. With over 20 years in Elder Law practice, John brings the experience needed to guide clients through all aspects of estate planning, trust administration and elder law matters. Learn more http://www.GosselinLaw.com
Nicholas Keramaris
Claimed Lawyer ProfileSocial Media
Melrose, MA Estate Planning Lawyer with 13 years experience
(781) 620-1958 400 TradeCenter, Suite 5900
Melrose, MA 01801
Estate Planning, Business, Elder and Environmental
Boston University School of Law and Suffolk University Law School
Nick concentrates his practice in the fields of business and estate planning; counseling business owners and other individuals in a variety of matters including structuring business transactions, generational transfer of business interests, contract disputes and environmental matters. His practice provides counseling and representation at the highest level of sophistication and effectiveness, at affordable rates.
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 8 years experience
(617) 903-0225 92 State Street, 2nd Floor
Boston, MA 02109
Estate Planning and Probate
Suffolk University Law School
Attorney Kaplan works with clients to create estate plans tailored to their needs. She also helps clients probate estates as well as with guardianships and conservatorships for both minors and adults. The estate planning work includes wills, trusts, health care proxies, and powers of attorney. She runs a solo law firm in Boston which she started in 2011, and she is licensed to practice law in Massachusetts and Ohio. Attorney Kaplan enjoys helping clients and finding creative solutions to difficult issues.
Matthew Karr Esq.
Claimed Lawyer ProfileSocial Media
Woburn, MA Estate Planning Lawyer with 11 years experience
(617) 299-6976 400 Trade Center Dr.
Ste. 7810
Woburn, MA 01801
Free ConsultationEstate Planning, Elder and Probate
Boston College Law School
Matthew G. Karr, Esq., is the founder and principal attorney of The Heritage Law Center, LLC—an estate planning and elder law firm with offices in Woburn, MA and Beverly, MA. He opened his law firm in 2011 because he wanted to bring back personal relationships to the estate planning and elder law process. Each family has unique goals, and therefore unique plans are needed to achieve those goals. So, he gets to know each client and then works with them to create plans tailored to protect them, their assets, and their families. He shares his expert knowledge in a way...
Anna Eckert Byrne
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer with 24 years experience
(617) 453-9001 222 Third Street
Cambridge, MA 02142
Estate Planning and Probate
New England Law | Boston
Anna is an estate planning attorney with over twenty years of experience. Her decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed the last decade to creating a team that shares this vision.
Roderick S. Oreste
Claimed Lawyer Profile
Boston, MA Estate Planning Lawyer with 9 years experience
(617) 871-9662 75 Arlington Street
Suite 500
Boston, MA 02116
Free ConsultationEstate Planning, Business, Family and Real Estate
Suffolk University Law School
Attorney Roderick S. Oreste is the principal attorney of Oreste Law. He received his Juris Doctor degree from Suffolk University Law School and holds a Bachelor of Arts Degree in Communications from the University of Massachusetts at Amherst. Before founding his law firm, Rod spent over 12 years working for New England's beloved baseball team, the Boston Red Sox. During his tenure there, he held several management positions in the Public Affairs department and acted as the Red Sox alumni liaison. He dealt with all issues concerning former Red Sox players and coaches...
Marco A. Schiavo
Claimed Lawyer ProfileBlawgsearchSocial Media
Woburn, MA Estate Planning Lawyer with 18 years experience
(781) 397-1700 400 TradeCenter, Suite 4800
Woburn, MA 01801
Estate Planning, Elder and Probate
Suffolk University Law School
“I believe that 95% of my job is listening. My objective is to address all of your concerns and accomplish your goals by providing a personalized estate plan designed to fit your specific needs. I am a firm believer that estate planning is not a one-time event. As life changes, the plan should change with it. I believe in developing lifelong relationships with my clients.” Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP. Marco’s focus is in estate planning with an emphasis on creditor protection, probate avoidance, estate tax reduction and business...
Timothy F Robertson
Claimed Lawyer ProfileSocial Media
Charlestown, MA Estate Planning Lawyer with 12 years experience
(617) 702-2449 529 Main Street
Suite 200
Charlestown, MA 02129
Estate Planning, Business and Probate
New England Law | Boston
Timothy F. Robertson is the Principal and Managing attorney of T FRANK LAW, PLLC, an estate planning and probate law office located in Charlestown, Massachusetts. Tim is admitted to practice law in Massachusetts, as well as the United States District Court, District of Massachusetts. He is a member of the Boston Bar Association's Solo & Small Firm Steering Committee, in addition to the probate, business, and taxation law sections of the Massachusetts Bar Association. Tim has served as an ombudsman for the Executive Office of Elder Affairs and also served on the City of Somerville's Human Rights Commission. He is...
Joanne Belasco
Claimed Lawyer ProfileQ&ASocial Media
East Boston, MA Estate Planning Lawyer with 25 years experience
(617) 991-8905 10 Bremen Street
East Boston, MA 02128
Estate Planning, Elder, IP and Trademarks
Suffolk University Law School
That’s me, Jo Belasco, Esq., in the picture with one of my horses, a Mustang mare named Reboot. You won’t see many pictures like that as an attorney profile picture, but I’m not your average attorney. I know that a lot of people are afraid of attorneys and the law. They dread doing things like creating a will or trust.

I want my clients to know that the law is a tool they can use to enrich their lives. My job is to help with that process, and I do my job by explaining the law to you, not talking...
Herbert Warren Cooper IV
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 27 years experience
(781) 237-7766 8 Grove St
Suite 205
Wellesley, MA 02482
Estate Planning, Business and Real Estate
Boston College Law School
My practice focuses on assisting small businesses in their contractual, employment, and intellectual property legal needs, guiding couples and individuals through the estate planning process, helping fiduciaries and beneficiaries through the necessary tasks required to wrap up the affairs of a decedent, including preparation of estate tax returns, and assisting buyers and sellers of residential real estate in the purchase or sale of homes and houses.
David Valente
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 10 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Estate Planning, Business and Probate
Boston University School of Law and Suffolk University Law School
David provides comprehensive advice to individuals, families and small businesses.
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.

• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...
David E. Peterson Esq.
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Burlington, MA Estate Planning Lawyer with 10 years experience
(978) 406-9790 2 Burlington Woods Drive
Suite 100
Burlington, MA 01803
Free ConsultationEstate Planning and Elder
Boston College Law School
The Law Office of David E. Peterson is a boutique law practice focused on the areas of Estate Planning, Probate, and Corporate Law. We aim to provide sophisticated, effective, and clear solutions to meet your legal needs. Whether you are looking to establish a Will or Trust for your children and family, manage the affairs of a deceased loved one, or start a new business, we will provide you with the legal expertise necessary to achieve your goals.
Ms. Franceska J. O'Reilly
Claimed Lawyer ProfileSocial Media
Wakefield, MA Estate Planning Lawyer with 9 years experience
(617) 680-3847 21 West Water Street
Wakefield, MA 01880
Free ConsultationEstate Planning, Business, Divorce and Elder
New England Law | Boston and National University of Ireland Galway
I practice elder law, family law, business law and do general practice work in both Wakefield, Massachusetts and Salem, Massachusetts.
Michael B. McCarthy
Claimed Lawyer Profile
Boston, MA Estate Planning Attorney
(978) 270-2189 8 Faneuil Hall
Boston, MA 02109
Free ConsultationEstate Planning, Elder and Real Estate
Massachusetts School of Law
Thomas M. Kiley Jr.
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 12 years experience
(888) 208-1695 699 Boylston Street
Boston, MA 02116
Free ConsultationEstate Planning, Medical Malpractice, Personal Injury and Products Liability
Massachusetts School of Law
With the founding of Kiley Law Group, Tom Jr. joined his father, attorney Tom Kiley Sr., as a partner in the firm. Demonstrating the same enthusiasm and commitment to the law as his father and his grandfather, Daniel P. Kiley, Jr., Tom has already established his own record, including six- and seven-figure results on behalf of his clients.

Crediting his father with teaching him that everyone deserves a fighting chance, Tom Jr. has devoted the majority of his practice to doing everything within his power to ensure that big insurance companies play by the same rules that the rest of us...
Julie Lamkin
Claimed Lawyer ProfileSocial Media
(617) 367-2900 1 International Pl 18th Floor
Boston, MA 02110
Free ConsultationBoston, MA Estate Planning Attorney with 9 years experience
Estate Planning, Nursing Home, Personal Injury and Products Liability
Massachusetts School of Law
Attorney Julie Lamkin earned her J.D. at the Massachusetts School of Law in Andover and was admitted to the Massachusetts Bar in 2010. Julie is a Massachusetts native and earned her bachelors degree from Suffolk University in 2006, graduating magna cum laude.

Before joining the Law Offices of Jeffrey S. Glassman, Julie owned her own practice focusing primarily in the areas of family law and estate planning. Julie also volunteered at the Lawyer for the Day Program in Essex County, offering free legal advice to indigent individuals.

At the Law Offices of Jeffrey S. Glassman, Julie enjoys working with different clients every...
Alan Segal
Claimed Lawyer ProfileSocial Media
Needham, MA Estate Planning Lawyer with 45 years experience
(781) 444-9676 175 Highland Ave
Needham, MA 02494
Estate Planning, Business, Insurance Claims and Real Estate
The Needham, Massachusetts Law Office of Attorney Alan H. Segal has been providing legal services to the Greater Boston Massachusetts community for over 30 years. Alan and his associates through the years have provided legal consultation in the areas of Massachusetts real estate law, business law, and estate planning with a sincere, personal touch to their clients. Alan has appeared on local television, cable and the radio offering his insights on current legal issues. He and his staff understand that finding your way through the legal system can be a complex and overwhelming task. They take pride in being available when...
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Related Practice Areas

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.