Gardner, Massachusetts Estate Planning Lawyers

Douglas R. Peterson
Claimed Lawyer Profile
East Longmeadow, MA Estate Planning Lawyer
(413) 525-3222 280 North Main Street Suite 7
East Longmeadow, MA 01028
Estate Planning, Arbitration & Mediation, Divorce and Elder
University of Pennsylvania Law School
I have been providing legal services for your personal, family and professional needs in the metropolitan Springfield area and beyond for over 25 years concentrating in estate planning, elder law, estates and probate, divorce and family law and real estate. For many years I volunteered as board member and counsel for the local area agency on aging and received their distinguished service award. I continue to volunteer my time for consultations to needy elders at local senior centers and speak frequently at senior centers and other community organizations and non profit groups on elder law, estate planning and family law...
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...
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...
Lawrence Army
Claimed Lawyer ProfileSocial Media
Worcester, MA Estate Planning Lawyer with 23 years experience
(508) 793-1900 370 Main St
Suite 900
Worcester, MA 01608
Free ConsultationEstate Planning, Business, Divorce and Family
Suffolk University Law School
Assisting Worcester and the surrounding areas of divorce, real estate, and business litigation, Attorney Larry is especially committed to helping families through a variety of complex family law issues, using intuitive and professional techniques to achieve clients’ goals.
Attorney Marie T Jablowski
Claimed Lawyer ProfileSocial Media
springfield, MA Estate Planning Lawyer
(413) 205-2912 P.O. Box 80482
springfield, MA 01138
Estate Planning, Divorce, Family and Probate
Western New England University School of Law
Please visit our website for more information.

www.attyjablonski.com
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
Robert A. Prousalis
Claimed Lawyer ProfileSocial Media
Lynnfield, MA Estate Planning Attorney with 20 years experience
40 Salem Street
Bldg. 2
Lynnfield, MA 01940
Estate Planning, Bankruptcy, Elder and Probate
Suffolk University Law School
Joshua Cali
Claimed Lawyer ProfileSocial 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.
Jessica Pesce
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Attorney with 3 years experience
(508) 532-8688 10 Speen St,
First Floor
Framingham, MA 01701
Free ConsultationEstate Planning, Elder and Probate
Suffolk University Law School
Jessica’s forte is solving problems no matter however complex they appear, and reaching goals however impossible they seem.

Her commitment to forging strong relationships with a variety of people and institutions led her to join Ladimer Law in 2017 as an estate planning and elder law attorney. Supporting clients by ensuring peace of mind motivates Jessica to work hard and constantly strive to deliver excellence.

“As an attorney, I have the privilege of representing a person or family who has a concern they need to address or a goal they want to achieve. Estate planning is like a puzzle in...
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 25 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.
Timothy F Robertson
Claimed Lawyer ProfileSocial Media
Charlestown, MA Estate Planning Lawyer with 13 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...
Georgiana Betses LaFortune
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Lawyer with 34 years experience
(978) 475-6177 575 Turnpike Street
Suite 10
North Andover, MA 01845
Estate Planning, Divorce, Family and Probate
Boston University School of Law
Helpful, Informative, Experienced Attorneys with Answers and Information Practice includes the litigation and mediation of all areas of divorce and family law including prenuptial agreements, child custody, alimony, modifications, divorce, separate support, and marital agreements. Practice also includes estate planning and probate of estates. Typical estate plans include wills, trusts, powers of attorney, and health care proxies. All representation is personalized for the client's needs and particular circumstances. Every case is unique and every case's factual and emotional details are considered in order to provide the optimal service to every client.
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...
Isaac J. Mass
Claimed Lawyer ProfileSocial Media
Greenfield, MA Estate Planning Attorney with 8 years experience
(413) 768-8500 289 Main Street
Suite 201
Greenfield, MA 01301
Free ConsultationEstate Planning, Criminal, Divorce and Family
Western New England University School of Law
Picture Isaac Mass is a dedicated and zealous advocate for clients throughout Massachusetts and Vermont. He brings his knowledge and practical experience to bear inside and outside of the courtroom on behalf of his clients. Committed to providing excellent legal representation with responsiveness and communication, Attorney Mass works candidly with clients at the outset of any matter to identify the clients objectives and chart a strategic course to optimize the chance of achieving those goals.
Thomas E. O'Donohue
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Attorney
(978) 409-2053 38 Main Street
Andover, MA 01810
Estate Planning and Business
If your business is not quite ready to hire an in-house attorney, you will benefit from the cost effective and reliable Outside Counsel services of Thomas O’Donohue, PLLC to to draft and negotiate a wide range of legal documents and contracts. To view a list of contracts with which Tom has significant experience, plug the following URL into your internet browser: http://www.thomasodonohue.com/contracts/.
Sarah Y. Hubbard
Claimed Lawyer ProfileBlawgsearchSocial Media
Medfield, MA Estate Planning Lawyer with 5 years experience
(508) 359-4043 266 Main Street
Suite 16
Medfield, MA 02052
Estate Planning, Divorce and Family
Suffolk University Law School
George C. Malonis
Claimed Lawyer ProfileSocial Media
Dracut, MA Estate Planning Attorney with 26 years experience
(978) 453-4500 14 Loon Hill Road
Dracut, MA 01826
Free ConsultationEstate Planning, Bankruptcy, Divorce and Personal Injury
Suffolk University Law School and Boston University School of Law
George C. Malonis was educated at Suffolk Law School, Babson College (MBA) and Boston University (BA). He is licensed in the states of Massachusetts and New Hampshire. George C. Malonis offers comprehensive, professional legal services with 20 years' experienced counsel and support staff.
Aaron Hutchins
Claimed Lawyer ProfileSocial Media
Northborough, MA Estate Planning Lawyer with 10 years experience
(508) 393-6060 6 Maple Street, Suite 201
Northborough, MA 01532
Free ConsultationEstate Planning, Arbitration & Mediation, Family and Personal Injury
New England Law | Boston
Married, father of 3, practicing law since 2008. Hutchins Law, P.C. is a general practice firm specializing in family law, civil litigation, criminal, and estate planning.
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...
Brian William Leahey
Claimed Lawyer Profile
Tyngsborough, MA Estate Planning Lawyer with 25 years experience
(978) 459-0396 1 Bridgeview Circle, Suite 15
Tyngsborough, MA 01879
Estate Planning, Business, Employment and Municipal
Georgetown University Law Center
Attorney Brian W. Leahey is an experienced attorney who provides his clients with a dedicated, knowledgeable, and passionate advocate. Attorney Leahey is thorough and efficient in representing their interests in a pragmatic, cost-effective, manner. Over the past twenty (20) years, he has handled a range of sophisticated legal matters including trying complex civil lawsuits, resolving government procurement issues, addressing voting concerns, dealing with labor relations and collective bargaining disputes, drafting and negotiating intricate contracts, conducting internal employment investigations, and identifying and preparing remediation plans for organizational deficiencies. For more information, please visit leaheypc.com
Kristine Potter Romano
Claimed Lawyer ProfileSocial MediaResponsive Law
Northborough, MA Estate Planning Lawyer with 16 years experience
(508) 393-0500 290 W. Main Street, Suite 6
Northborough, MA 01532
Estate Planning, Elder and Probate
Western New England University School of Law and New England Law | Boston
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...
V. Van Johnson III
Claimed Lawyer ProfileSocial Media
Springfield, MA Estate Planning Attorney with 15 years experience
(413) 746-4400 265 State St
Springfield, MA 01103
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Real Estate
Western New England University School of Law
Michael Thomas Baker Esquire
Claimed Lawyer ProfileSocial Media
Holliston, MA Estate Planning Attorney with 14 years experience
(800) 701-0352 841 Washington Street
Holliston, MA 01746
Free ConsultationEstate Planning, Business, Elder and Tax
Baker Law Group, PC with offices in MetroWest Boston, Hingham and Plymouth specializes in estate planning, elder law, asset protection and business law services, tailor-made to a client's particular needs and wishes. Our legal counsel is essential - whether you have a growing family, are planning to retire, are investing in property, or are starting or exiting a business - to protect your assets today and efficiently transfer your wealth tomorrow.
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.
James D. Cormier
Claimed Lawyer ProfileSocial Media
Lowell, MA Estate Planning Lawyer with 12 years experience
(800) 458-3580 755 Dutton Street
Lowell, MA 01854
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Suffolk University Law School
Attorney James D. Cormier is a partner at Cormier & Cormier, LLP, a small firm in Lowell, Massachusetts specializing in criminal defense, family law (divorce, paternity, support, alimony, etc.), civil litigation, and estate planning. Attorney Cormier is a former Middlesex County trial prosecutor who now focuses his experience on aggressively defending clients charged with criminal offenses throughout Eastern Massachusetts.
Michael A. Gerstein
Claimed Lawyer ProfileSocial Media
Haverhill, MA Estate Planning Attorney with 42 years experience
(978) 374-1131 25 Kenoza Avenue
Haverhill, MA 01830
Estate Planning, Business, Real Estate and Tax
Suffolk University Law School and Boston University School of Law
Michael Gerstein’s practice encompasses Estate Planning, Business Organizations, Tax Law, Real Estate Conveyancing and Development, Family Law, Divorce Law, Personal Injury, Business and Civil litigation and Mediation and Conciliation Services. With a Master of Laws Degree in Taxation, Mr. Gerstein utilizes his tax expertise to assist individuals and businesses in areas of planning and operations. He has been engaged in business dealings with international companies doing business in the New England area and will set up entities that will best serve his clients’ interests. From an individual basis, Michael Gerstein will meet with a client to determine how a plan...
Howard Goldman
Claimed Lawyer ProfileSocial Media
Needham, MA Estate Planning Attorney
(781) 292-1080 160 Gould Street
Needham, MA 02492
Free ConsultationEstate Planning, Business and Real Estate
Boston University School of Law
HOWARD S. GOLDMAN concentrates his practice in business law for closely held companies, real estate, litigation, conveyancing, condominium law, civil litigation, and financing. He is a lecturer for the National Business Institute and the Institute of Real Estate Managers, and is the editor-in-chief of The Community Association Institute and The Professional Planner. Mr. Goldman has been admitted to practice in both Massachusetts and Rhode Island. He is an active member of the Boston, Norfolk, and Massachusetts Bar Associations, the Massachusetts Academy of Trial Attorneys, Real Estate Bar Association, and the Attorneys Committee of the Community Association Institute. He is also...
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...
Michael D Gorman
Claimed Lawyer ProfileSocial Media
Holden, MA Estate Planning Attorney with 18 years experience
(508) 438-1198 160 Doyle Road
Holden, MA 01520
Estate Planning, Elder, Foreclosure Defense and Nursing Home
Western New England University School of Law and Western New England University School of Law
Attorney Michael D. Gorman believes in honest, aggressive and spirited representation of all of his clients. His office believes in cost-effective solutions for the legal problems facing his clients today. Mike grew up in Clinton, Massachusetts, which is where he also graduated from high school. After receiving his B.A. at Assumption College in Worcester, he went out to obtain his J.D. from Western New England College, School of Law. Mike is also currently finishing off his L.L.M. (Masters in Law) in the area of Elder Law and Estate Tax Planning. This program is also offered...
Glenn James Murphy
Claimed Lawyer ProfileSocial Media
Medway, MA Estate Planning Lawyer with 18 years experience
(508) 533-7157 77 Main Street
Medway, MA 02053
Estate Planning, Business and Real Estate
Massachusetts School of Law
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...
David King Reppucci
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 42 years experience
(978) 458-1296 147 East Merrimack Street
Lowell, MA 01852
Estate Planning, Business, Elder and Family
New England Law | Boston
Thomas M. Kiley Jr.
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 12 years experience
(888) 437-2584 342 N Main Street
Andover, MA 01810
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...
Andrew Peter Bass
Claimed Lawyer ProfileSocial Media
Hadley, MA Estate Planning Lawyer with 3 years experience
(866) 259-7447 245 Russell St.
Ste. 14
Hadley, MA 01035
Free ConsultationEstate Planning, Construction, Consumer and Landlord Tenant
Ave Maria School of Law
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.


...
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
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.
Andrew E. Willems
Claimed Lawyer ProfileSocial Media
Stoneham, MA Estate Planning Lawyer
38 Montvale Avenue
Suite 207
Stoneham, MA 02180
Free ConsultationEstate Planning, Arbitration & Mediation, Family and Landlord Tenant
Boston College Law School
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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.