Chestnut Hill, Massachusetts Estate Planning Lawyers

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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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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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.
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...
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
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...
Freya Allen Shoffner
Claimed Lawyer ProfileSocial Media
Stoneham, MA Estate Planning Attorney with 27 years experience
(617) 369-0111 90 Maple Street
Suite 3A
Stoneham, MA 02180
Estate Planning, Bankruptcy, Business and Family
Suffolk University Law School
After ten years in business herself, Freya Shoffner gave up her search for a good lawyer for her small company and her family and went to law school. Her goal was to build a law firm that could take care of a small business’ every legal need – from the initial brainstorm, through the years of careful tending, to the flood of profits when the benefits are secured for generations to come. She also wanted that firm to give families, in all asset brackets, the best estate planning possible. Freya reached her goal, and now Boston has a law...
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...
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...
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
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...
Cameron Pease
Claimed Lawyer ProfileSocial Media
Needham, MA Estate Planning Lawyer
(781) 292-1080 160 Gould Street
Needham, MA 02492
Free ConsultationEstate Planning, Business and Real Estate
Needham, MA lawyers: CAMERON C. PEASE concentrates his practice in civil litigation, commercial and business law, commercial and residential landlord tenant matters, and employment law. Mr. Pease has been admitted to practice in Massachusetts since 1992 and has tried cases before the Superior Court, District Court, Probate and Family Court, U.S. Bankruptcy Court, and Housing Courts of the Commonwealth of Massachusetts. Mr. Pease has also successfully mediated and arbitrated numerous matters. He is a lecturer for the National Business Institute and the Institute of Real Estate Management, and is a frequent contributor to The Professional Planner. He...
Martin Flax
Claimed Lawyer Profile
Dedham, MA Estate Planning Attorney
(781) 329-4850 4 Kings Ct
Dedham, MA 02026
Estate Planning, Education, Probate and Real Estate
University of Minnesota Law School
I have been an attorney for more than twenty-five years and use my extensive experience practicing law in the following areas.

Probate Matters

I assist families with obtaining guardianships, conservatorships and name changes. I also represent clients in probate administration, negotiating the transfer of real estate, contested will litigation and special needs planning.

Special Education Law

I handle matters relating to special education law including mediation, appearing before the Bureau of Special Education Appeals, and helping to secure educational placements.

Real Estate

I represent buyers and sellers of real estate and assist with purchase and sale agreements and real estate closings.


...
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
Brian T Liberis
Claimed Lawyer Profile
Wellesley Hills, MA Estate Planning Lawyer with 14 years experience
(781) 431-9788 70 Walnut Street
Wellesley Hills, MA 02481
Estate Planning and Probate
Suffolk University Law School
Brian Liberis is a Massachusetts estate planning attorney who concentrates his practice in trust and estate planning and probate administration. His experiences in both lifetime planning and post-mortem administration have given him a unique perspective into the planning process, allowing him to expertly advise clients and guide them during various stages of their lives.
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...
Bunker L Highmark Mr.
Claimed Lawyer Profile
Wellesley Hills, MA Estate Planning Attorney
(781) 431-9788 70 Walnut Street
Wellesley Hills, MA 02481
Estate Planning and Tax
University of Connecticut School of Law and Boston University School of Law
Bunker L. Highmark is a Massachusetts estate planning attorney who concentrates his practice in estate and tax planning and estate administration. Bunker takes a broad-based approach to estate planning and has extensive experience in advising clients how to reduce estate tax burdens, provide for their families, and meet other specific objectives. In addition to traditional estate planning, Bunker has worked closely with entrepreneurs and family businesses, performing asset protection analysis, creating asset protection structures and helping clients with succession planning for their closely held businesses. Bunker is based in our Wellesley, Massachusetts office and also works with clients at the Franklin...
Alexandra Golden
Claimed Lawyer Profile
Needham, MA Estate Planning Lawyer with 25 years experience
(781) 433-8665 200 Highland Avenue
Suite 302
Needham, MA 02494
Estate Planning and Elder
Boston College
Alicia Cummings
Claimed Lawyer Profile
Dedham, MA Estate Planning Lawyer
(781) 251-0540 347 Washington St, Suite 303
Dedham, MA 02026
Estate Planning, Business and Real Estate
Pamela Lindmark
Claimed Lawyer Profile
Newton, MA Estate Planning Lawyer with 32 years experience
(617) 964-4417 LAW OFFICES OF PAMELA LANDMARK
1330 Centre Street
Newton, MA 02459
Estate Planning, Appeals, Criminal and Immigration
Frederick N. Pellegrini
Claimed Lawyer Profile
Dedham, MA Estate Planning Attorney
(781) 816-7768 30 Eastbrook Road
Suite 401
Dedham, MA 02026
Estate Planning
Robert M. Geurden
Claimed Lawyer Profile
Needham, MA Estate Planning Attorney
(781) 453-0030 160 Gould Street
Suite 320
Needham, MA 02494
Estate Planning
Rich Mucci
Claimed Lawyer ProfileSocial MediaResponsive Law
Winchester, MA Estate Planning Attorney with 14 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...
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...
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...
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...
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.
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
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.
Wilfred C. Driscoll Jr.
Claimed Lawyer ProfileSocial Media
Quincy, MA Estate Planning Lawyer with 43 years experience
(617) 302-6870 One Adams Place
859 Willard Street, Suite 400
Quincy, MA 02169
Free ConsultationEstate Planning, Divorce, Elder and Probate
New England Law | Boston
I have been a lawyer in Fall River, Massachusetts for over 30 years. I have practiced extensively in the courts in Bristol County, Plymouth County, Suffolk County and Norfolk County. My practice focuses on Divorce and Criminal Law including DUI/OUI. I handle all aspects of Family Law including child custody, visitation, father's rights, divorce modifications, separation agreements and property division. I also have an office in Quincy, MA. There is no cost for your first appointment.
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...
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.
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...
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.
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
Jonathan E. Fields
Claimed Lawyer Profile
Wellesley, MA Estate Planning Lawyer with 28 years experience
(781) 489-6776 20 William Street
Wellesley, MA 02481
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
Boston University School of Law
Wellesley, MA lawyer, Attorney Jonathan Fields has more than 17 years experience representing clients with a high level of personal care and professionalism. His approach to the complex area of family law is innovative, compassionate and geared to the best interests of his clients. Mr. Fields serves on the executive board of the Massachusetts Council of Family Mediation. In addition, he co-chairs the Nominating Committee for the Massachusetts Council of Family Mediation. Website: http://www.FieldsDennis.com
Keith Durden
Claimed Lawyer Profile
Quincy, MA Estate Planning Lawyer with 16 years experience
(617) 328-4844 24 Adams Street
Quincy, MA 02169
Free ConsultationEstate Planning, Criminal, Foreclosure Defense and Tax
The University of Chicago Law School
Mr. Durden has represented numerous clients in both civil and criminal matters in trial courts throughout Massachusetts. He has successfully argued motions to suppress and dismiss and has tried numerous cases successfully before judges and juries. In his criminal law practice, he has handled hundreds of cases involving drug possession, drug distribution, school zone violations, 209A violations, larceny, and insurance fraud and has won many acquittals for his clients. ...
Kathleen Lynch Moncata
Claimed Lawyer ProfileSocial Media
South Natick, MA Estate Planning Attorney with 29 years experience
Moncata Law Office, LLC
21 Eliot Street
South Natick, MA 01760
Estate Planning, Arbitration & Mediation and Elder
Northeastern University School of Law
I attended law school seeking to make the legal process less mysterious to non-lawyers. This philosophy still guides me now, over twenty five years later. I combine extensive legal experience and an understanding of the intensive role as a caregiver, especially to aging family members. My own caregiving experience informs my legal practice and the legal planning needed to provide the best possible outcome for families.
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
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...
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
Jeffrey Karp
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Attorney with 26 years experience
(617) 621-7177 One Post Office Square
Suite 3600
Boston, MA 02109-3600
Estate Planning, Appeals, Business and Construction
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Chestnut Hill Estate Planning Legal Aid & Pro Bono Services

Community Law Center
Jamaica Plain, MA


AIDS Action Committee
(617) 661-2508
Cambridge, MA

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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.