Concord, 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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Waino Walker Kangas
Claimed Lawyer ProfileSocial Media
West Concord, MA Estate Planning Lawyer with 19 years experience
(978) 369-0001 9 Damonmill Square
West Concord, MA 01742
Estate Planning, Business, Criminal and Divorce
Arnold & Kangas, P.C. is a full-service law firm with offices in the historic Damonmill Square building in Concord, Massachusetts. Since Thomas B. Arnold and Jeanne S. Kangas founded our law firm in 1984, we have prided ourselves on delivering superior, cost-effective legal services to clients in Middlesex County. While we do not handle every type of case, we have experience and are knowledgeable about the types of cases we do handle, such as Probate & Family Court cases, criminal defense, estate planning, and general civil litigation. As a result of the firm's expertise and success, it has been awarded an...
Concord, MA Estate Planning Attorney with 28 years experience
(978) 341-0222 9 Damonmill Square
Suite 4D
Concord, MA 01742
Estate Planning, Business and Real Estate
West Concord, MA Estate Planning Lawyer with 51 years experience
(978) 287-0330 71 Junction Square
West Concord, MA 01742
Estate Planning and Health Care
West Concord, MA Estate Planning Lawyer with 23 years experience
(978) 369-3985 9 Damonmill Square
West Concord, MA 01742
Estate Planning and Elder
Concord, MA Estate Planning Lawyer with 48 years experience
(978) 341-0222 9 Damonmill Square
Suite 4D
Concord, MA 01742
Estate Planning, Municipal and Real Estate
David R. Feakes
Claimed Lawyer ProfileSocial Media
Acton, MA Estate Planning Lawyer with 29 years experience
(978) 263-6900 179 Great Road
Suite 208
Acton, MA 01720
Estate Planning
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
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...
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
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.
Jaclyn M. Martin
Claimed Lawyer ProfileSocial Media
Chelmsford, MA Estate Planning Attorney with 4 years experience
(978) 250-4255 25 Fletcher Street
Chelmsford, MA 01824
Estate Planning, Elder, Landlord Tenant and Real Estate
Massachusetts School of Law
Attorney Martin joined the firm in 2015. She was born in Lowell and resides in Chelmsford. She was recruited to the law firm with experience in Human Resources and State and Federal Government Program Administration. Her five years of experience in Section 8 Voucher administration as a Leased Housing Coordinator at the Somerville Housing Authority has helped her to develop an appreciation of Landlord - Tenant issues, as well as a strong understanding of Federal and State Housing laws. This immersion has positioned her to support clients in all aspects of housing and real estate law. Further, her experiences...
Daniel W. Murray
Claimed Lawyer ProfileSocial Media
Sudbury, MA Estate Planning Lawyer with 38 years experience
(978) 579-9800 39 Union Avenue
2nd Floor
Sudbury, MA 01776
Free ConsultationEstate Planning, Bankruptcy, Elder and Foreclosure Defense
Suffolk University Law School
Attorney Daniel W. Murray is an aggressive advocate for his clients. He has been practicing law in Massachusetts for over 30 years. During this time, he has used his extensive legal knowledge and creative problem solving skills to get his clients what they deserve. Attorney Murray received his J.D. cum laude from Suffolk University Law School in 1980 and is now a member of the Massachusetts Bar Association. Prior to starting his own practice, Attorney Murray worked in both a small and large-corporate law firm in Boston. He also holds a bachelor's degree from the University of Massachusetts...
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...
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
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
Jonathan Meidanis
Claimed Lawyer Profile
Billerica, MA Estate Planning Attorney with 4 years experience
(978) 294-9547 574 Boston Rd. #13
Billerica, MA 01821
Estate Planning, Personal Injury, Probate and Real Estate
Southern Methodist University
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/
Laurie Jayne Bejoian
Claimed Lawyer Profile
Littleton, MA Estate Planning Lawyer with 34 years experience
(978) 486-9145 Burke & Associates
325B Great Road
Littleton, MA 01460
Free ConsultationEstate Planning, Administrative, Probate and Tax
Boston University School of Law and University of the Pacific, McGeorge 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...
Shani Rea Collymore Esq.
Claimed Lawyer Profile
Lexington, MA Estate Planning Lawyer
(781) 863-9600 807 Massachusetts Avenue
Lexington, MA 02420
Estate Planning
Michael Monteforte
Claimed Lawyer ProfileQ&ASocial Media
Wilmington, MA Estate Planning Lawyer with 17 years experience
(978) 657-7437 1 Church Street
Suite 102
Wilmington, MA 01887
Free ConsultationEstate Planning, Business and Elder
Suffolk University Law School
Why do I do this?
It's simple really. My family - specifically, my grandparents. Although they are no longer with us, their memory is a constant reminder to me about why I chose this field.

When my firm was still new, my grandparents (to me, Nanny & Papa) decided it would be best to move into an assisted living facility. My grandfather was starting to suffer from dementia, and his symptoms were worsening. It was time for them to live in a setting that offered more specialized care. As we all know, the costs of long-term care are astronomical. During this time,...
Allan Baron
Claimed Lawyer ProfileSocial Media
N. Andover, MA Estate Planning Attorney with 39 years experience
(978) 674-8530 65 Flagship Drive
Suite A
N. Andover, MA 01845
Estate Planning, Divorce, Family and Real Estate
Suffolk University Law School
I am a Divorce Attorney, Mediator and Certified Divorce Financial Analyst. I have a practical view of the world and I am committed to providing cost effective legal problem solving services. Attorney Profile: http://www.baronlawmediation.com/bios/attorney-allan-baron/
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
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...
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...
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...
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.
Amy Beth Baron
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Attorney with 18 years experience
(978) 674-8530 65 Flagship Drive Suite A
North Andover, MA 01845
Estate Planning, Divorce and Family
Massachusetts School of Law at Andover
I am an Attorney, Mediator and Registered Nurse. My company is Baron Law & Mediation, LLP - http://www.baronlawmediation.com. Our practice areas include divorce/family law, estate/small business planning and advice/consultation services. We provide our clients with mediation, litigation, or general representation services along with divorce financial analyst services. I have been an Attorney for 12 years and a Registered Nurse for 21 years. I have pursued my education and training becoming a Certified Case Manager in 2005 and a Certified Nurse Life Care Plannner in 2004. I have also undergone the requisite training to practice...
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.
Joseph L. Morana
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 9 years experience
(978) 409-1990 68 Main Street
Andover, MA 01810
Estate Planning, Elder and Probate
Massachusetts School of Law
We assist clients with Medicaid (MassHealth) pre-planning and crisis-planning, Medicaid applications, planning for those with special needs, and estate planning for individuals and families to help protect their assets. When you need an estate planning, special needs or elder law attorney for matters involving you, your family or your special needs child or loved one, choosing that attorney becomes important and deeply personal. Our clients select us for those matters that mean the most. Protecting Families. Planning for Life.
Michael G. Furlong
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Attorney
(978) 409-6161 1 Elm
Andover, MA 01810
Free ConsultationEstate Planning, Elder, Probate and Real Estate
New England Law | Boston
Michael G. Furlong founded the Furlong Law Group in 2004. Prior to opening his own firm, Attorney Furlong served as a law clerk to the Justices of the Massachusetts Superior Court and over the last 24 years worked for some of the premier Merrimack Valley law firms. Today Attorney Furlong’s practice is focused on estate planning, estate administration, real estate, asset protection, business law and select litigation cases. Attorney Furlong is a member of the Haverhill, Lawrence, Essex and Massachusetts Bar Associations and for a number of years volunteered in the Haverhill District Court Conciliation Program. Attorney Furlong...
Carah K. Kiley
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 12 years experience
(978) 474-8670 342 N. Main Street
Andover, MA 01810
Free ConsultationEstate Planning and Probate
Massachusetts School of Law
Carah Kiley is an estate planning and probate attorney with KLG Estate Planning & Probate Attorneys. Carah works with both individuals and families throughout Massachusetts and New Hampshire to create and implement estate plans to meet their specific goals and needs to help secure the financial futures of their families and legacies.

Carah began her legal career with a New Hampshire title company and law firm, and has handled thousands of real estate transactions throughout Massachusetts and New Hampshire. Through her work in these transactions including legal document preparation, complex title defect resolution and review of trust documents, she developed a...
Gabrielle L. Denby
Claimed Lawyer ProfileSocial Media
Natick, MA Estate Planning Lawyer with 5 years experience
(781) 536-5830 2 Summer Street
Suite 19
Natick, MA 01760
Free ConsultationEstate Planning, Divorce and Family
Suffolk University Law School and Syracuse University
Attorney Gabrielle L. Denby founded The Denby Law Office, P.C. in October 2015, and represents clients in all areas of Family Law & Divorce Litigation, Probate and Estate Planning, and LGBTQ/Same-Sex/Non-Traditional Law in Natick, Massachusetts and the Greater Boston Area.

?While Gabrielle is a trial attorney and zealously represents clients in litigating divorce, complex and high-asset divorce, modification, contempt, custody, separate support, and paternity/parentage actions, she always aims to avoid unnecessary and costly litigation. Gabrielle is a strong advocate for alternative dispute resolution, including mediation and collaboration. Consequently, Gabrielle enters each case with the mindset of a negotiator so as to assist...
Elena Tsizer
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Lawyer with 13 years experience
(508) 820-3000 188 Concord Street, Suite 301
Framingham, MA 01702
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Boston University School of Law and New England Law | Boston
Attorney Elena Tsizer graduated from New England School of Law cum laude, in the top 15% of her class and, then, earned her Master of Laws degree in Taxation with concentration in Estate Planning from Boston University. After graduation from law school, she had the honor of serving as a Judicial Law Clerk for the Justices of the Massachusetts Probate and Family Court in Suffolk, Middlesex, Bristol and Worcester Counties, where she conducted research on complex legal issues, wrote legal memoranda, drafted decisions, findings of fact, and conclusions of law while working under close supervision of the Justices. ...
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...
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.
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
Sarah Y. Hubbard
Claimed Lawyer ProfileBlawgsearchSocial Media
Medfield, MA Estate Planning Lawyer with 4 years experience
(508) 359-4043 266 Main Street
Suite 16
Medfield, MA 02052
Estate Planning, Divorce and Family
Suffolk University Law School
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.
Nancy A. Morency
Claimed Lawyer ProfileSocial Media
Chelmsford, MA Estate Planning Lawyer with 10 years experience
(978) 925-6041 1 Olde North Road
Suite 103
Chelmsford, MA 01824
Estate Planning, Divorce, Family and Real Estate
Barry University Dwayne O. Andreas School of Law
Nancy A. Morency an attorney at Gallant & Ervin, LLC in Chelmsford, Massachusetts. She specializes in all aspects of family law and litigation throughout Massachusetts, New Hampshire and Maine.

Whether you are in just the initial stages of a divorce and need some questions answered or need an attorney to see you through to the end, Attorney Morency can assist you. With her knowledge, experience and compassion, Attorney Morency can effectively represent you in your divorce to help ease this difficult process. She also assists clients with custody and parenting time for unwed parents, child support/spousal support, as well as...
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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.