Milford, Massachusetts Estate Planning Lawyers

Milford, MA Estate Planning Lawyer
(508) 478-3900 260 Main St
Milford, MA 01757
Estate Planning, Personal Injury and Real Estate
Jason Carrozza
Claimed Lawyer ProfileSocial Media
Medway, MA Estate Planning Lawyer with 15 years experience
(508) 803-1333 201 Village Street, Suite D
Medway, MA 02053
Free ConsultationEstate Planning, Divorce, Family and Probate
New England Law | Boston
Jason M. Carrozza is a partner and founder of Family Legal Partners, P.C. Attorney Carrozza was previously the owner of Carrozza Law Office, P.C., a law firm which also focused on family law and estate planning. In 2014, Jason was selected as a Massachusetts Rising Star by New England Super Lawyers and Boston Magazine. Attorney Carrozza graduated from New England Law with magna cum laude honors. Admitted to practice before the Massachusetts Courts, he is a member of the Massachusetts Bar Association. Attorney Carrozza has been certified to accept trial level state intervention assignments for the Children and...
Michael Thomas Baker Esquire
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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.
Glenn James Murphy
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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
Joseph David Kropp
Claimed Lawyer Profile
Franklin, MA Estate Planning Attorney with 42 years experience
(508) 520-2200 1000 Franklin Village Dr
Franklin, MA 02038
Estate Planning, Business and Probate
Suffolk University Law School
Joe Kropp is a Massachusetts probate litigation attorney who concentrates his practice in probate litigation and civil litigation. Joesph focuses his practice on probate litigation and includes will contests, trust and estates disputes, contested guardianship and conservatorships, representing trustees and other fiduciaries, beneficiaries and heirs. He also has extensive experience advising and representing individual and corporate clients in a wide range of civil cases, including business, contract, employment, partnership and real estate. Joe has successfully tried numerous cases in the Probate and Superior Courts of Massachusetts. He has won appeals in both the Massachusetts Appeals Court and the Supreme...
Curtis P Patalano
Claimed Lawyer Profile
Franklin, MA Estate Planning Lawyer with 13 years experience
(508) 528-0003 195 Main Street, Suite 5
PO Box 254
Franklin, MA 02038-0254
Estate Planning and Elder
Mr.  Earl Titlebaum
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Hopkinton, MA Estate Planning Attorney
(508) 435-0333 210 Hayden Rowe
Hopkinton, MA 01748
Free ConsultationEstate Planning, Criminal, Divorce and Probate
Mr. Titlebaum was brought up and educated in the Greater Boston area. After obtaining a Bachelor and Master Degrees in Business Administration, he changed careers. Graduating from law school at age 35 he worked as an Assistant District Attorney prosecuting Superior Court cases before starting his own law practice in Framingham. Three years ago Earl Titlebaum left the law firm known as Greenbaum, Titlebaum & Estrine to provide individual legal services to his clients in the Metro-west area. Based in Hopkinton and with over thirty years of experience, he practices law in a creative atmosphere with cost efficient services to the clientele. "My...
Jennifer Darcy Taddeo
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Franklin, MA Estate Planning Lawyer with 19 years experience
(508) 541-3000 124 Grove Street
Franklin, MA 02038
Estate Planning and Tax
Attorney Jennifer Taddeo concentrates her practice in estate planning and probate and trust administration. She works with clients to develop and implement estate plans that reflect both their financial and personal goals. She is experienced in drafting wills, trusts, health care proxies, durable powers of attorney and other estate planning documents. Her expertise in estate administration extends to complex tax and disclaimer issues. Ms. Taddeo also works with entrepreneurs and business owners to create and maintain business entities that provide her clients with business, legal, and tax advantages. Ms. Taddeo received her undergraduate degree from the American University in 1996 and...
Leigh Ann Elizabeth Pond
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Southborough, MA Estate Planning Attorney with 10 years experience
(508) 281-7900 56 Central Street
Southborough, MA 01745
Estate Planning
Gabrielle L. Denby
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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...
Elizabeth K. Halloran
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Worcester, MA Estate Planning Attorney with 6 years experience
(508) 425-6330 1 Mercantile Street
Suite 740
Worcester, MA 01608
Estate Planning, Criminal, DUI and Probate
New England Law | Boston
Elizabeth K. Halloran, Associate Attorney with the firm concentrates her practice in all aspects of divorce and family law, criminal defense, personal injury, litigation and real estate. Ms. Halloran began her practice of law in 2012 after earning her Juris Doctor from New England Law | Boston.

Prior to joining Murphy & Rudolf, LLP, Ms. Halloran practiced in a general practice in Leominster, focusing on both Criminal Defense and Family Law matters. Ms. Halloran was a Prosecutor/Assistant District Attorney with the Worcester County District Attorney's Office where she handled prosecution of various felonies and misdemeanors before the District and Superior...
Gabriel Cheong
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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.
Elena Tsizer
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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. ...
Eliot Brais
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North Attleborough, MA Estate Planning Lawyer with 31 years experience
(508) 699-4442 188 N Washington St
North Attleborough, MA 02760
Free ConsultationEstate Planning, Business, Criminal and Insurance Claims
New England Law | Boston
Eliot T. Brais is the sole and managing shareholder in his North Attleboro, Massachusetts office. He began his law career in 1988, joining his father, Ronald A. Brais, who had enjoyed a 40 year practice primarily concentrating on estate planning and small business law.

In his father’s footsteps, Eliot T. Brais’ areas of expertise include estate and business planning. Over the years, Eliot’s practice areas expanded to include real estate, real estate development and criminal law having handled in excess of 1,000 criminal cases and 50 trials.

Eliot T. Brais’ representation of clients’ interests goes well beyond the award of monetary sums...
Herbert Warren Cooper IV
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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.
Benjamin H. Dowling
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Attleboro, MA Estate Planning Attorney with 10 years experience
(617) 217-1438 89 North Main Street
Attleboro, MA 02703
Free ConsultationEstate Planning, Immigration, Probate and Real Estate
New England Law | Boston
Attorney Dowling is a Massachusetts and Rhode Island attorney with deep roots in Southeastern New England and a reputation for business savvy and pragmatism. Attorney Dowling is passionate about advocating on behalf of his clients. His service model is to work one-on-one with clients to develop creative legal and non-legal solutions to problems. Unlike attorney-client interactions with large law firms, Attorney Dowling's clients have ready access to their lawyer, over the phone, via email or in-person. Attorney Dowling represents a diverse range of companies, institutions, developers, individuals and families across many industries with a concentration in some...
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
Emily E Smith-Lee
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Sharon, MA Estate Planning Lawyer with 22 years experience
(781) 784-2322 46 South Main Street
Sharon, MA 02067
Estate Planning, Business and Employment
Boston College
I have over twenty years experience in civil litigation, including business, employment and consumer disputes. I was formerly a partner at a large Boston, Massachusetts law firm, where I handled business litigation, product liability and tort defense, contract and trade secret and non compete claims. In 2009, I started my own law firm, which became slnlaw LLC in 2016. Since starting my own business, I have represented individuals and businesses in civil litigation involving trade secrets, non compete agreements, business litigation, and most aspects of labor and employment law. I have helped employees invalidate or...
Jessica Pesce
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Framingham, MA Estate Planning Attorney with 2 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...
Kathleen Lynch Moncata
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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.
Daniel W. Murray
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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...
Kristina Rose Vickstrom Esq.
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Worcester, MA Estate Planning Attorney with 13 years experience
(508) 757-3800 172 Shrewsbury Street
Worcester, MA 01604
Estate Planning, Animal, Elder and Probate
Western New England University School of Law
Donna Quinn
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Framingham, MA Estate Planning Attorney with 31 years experience
(508) 626-2226 1253 Worcester Road
Suite 303
Framingham, MA 01701
Estate Planning, Bankruptcy, Business and Tax
Boston University School of Law and New England Law | Boston
Michael D Gorman
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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...
Morgan Bernal
Claimed Lawyer ProfileSocial MediaResponsive Law
Sharon, MA Estate Planning Attorney with 4 years experience
(617) 901-0052 15 S. Main Street, #125
Sharon, MA 02067
Free ConsultationEstate Planning, Divorce, Family and Probate
Northeastern University School of Law
I practice divorce, family law and child welfare law in the greater Boston area. My goal is to assist both men and women in divorce, child custody and support proceedings and paternity, in addition to modifications that arise post judgement. I have extensive experience working with victims in court, particularly women and children who were physically or sexually abused. Most victims want an attorney who "just gets it," and it has been my experience than many do not "get it" nor do they feel comfortable representing or relating to clients with a domestic violence component to their case. Family...
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
Mr. Craig C. Stern
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Attorney with 8 years experience
(508) 834-4044 1671 Worcester Road
Suite 110
Framingham, MA 01701
Free ConsultationEstate Planning, Appeals, Business and Criminal
Massachusetts School of Law
Craig C. Stern is a founding partner of Rodriguez Stern, and focuses on the firm’s civil, corporate, and estate planning practice. He has extensive experience representing individuals and businesses in all matters of litigation, including negligence and workers’ compensation claims, as well as forming corporations and limited liability entities, drafting contracts, and advising on general corporate matters. Attorney Stern is also highly experienced working with financial service professionals, including accountants and financial advisors, and assists their clients by drafting wills, trusts, and handling general estate planning matters. Prior to Rodriguez Stern, Attorney Stern worked as Corporate Counsel in the...
Stephen K Withers Jr.
Claimed Lawyer Profile
Attleboro, MA Estate Planning Lawyer with 13 years experience
(508) 222-0002 144 Bank Street
P.O. Box 2320
Attleboro, MA 02703
Estate Planning, Business, Probate and Real Estate
Northeastern University School of Law
A PARNTER with the firm, whose practice covers a wide-range of legal fields, and focuses primarily in Estate Planning and Administration, Probate Law, Real Estate, and Small Business and Non-Profit Organizations. Attorney Withers is actively involved in serving the Greater Attleboro Area as a member of the Attleboro School Committee, Rotary Club of Attleboro, Massachusetts (President, 2011-2012), a member of the Board of Directors of the Attleboro Area Industrial Museum, a Director of the United Way of Greater Attleboro/Taunton, and as a member of the Sturdy Memorial Foundation, Inc. He is a member of the Attleboro Area, Bristol...
Matthew Morris
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Wellesley, MA Estate Planning Attorney with 9 years experience
(781) 997-1635 Kerstein, Coren & Lichtenstein, LLP
60 Walnut St., 4th Fl.
Wellesley, MA 02481
Estate Planning, Probate and Tax
Boston University School of Law and University of Maine School of Law
Matthew specializes in federal, state, and international tax controversy resolution. His practice areas include, but are not limited to, the following: The IRS Offshore Voluntary Disclosure Program (OVDP) and Streamlined Filing Compliance Procedures; non-filer representation; federal and state audit and collection defense; penalty abatement; Massachusetts sales, use, and income tax disputes; tax planning; federal and state tax litigation; estate planning; and probate administration. Before joining Kerstein, Coren & Lichtenstein, LLP, Matthew spent over four years representing individuals and businesses in a broad range of federal and state tax controversies. Matthew received his LL.M. in Taxation in 2009...
Aaron Hutchins
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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.
Alan Segal
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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...
Lawrence Army
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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.
Richard Kalinowski
Claimed Lawyer Profile
Worcester, MA Estate Planning Attorney with 36 years experience
(508) 713-1555 Suite 311
35 Harvard Street
Worcester, MA 01609
Estate Planning, Business, Elder and Landlord Tenant
University of Tulsa
Over 30 years of experience as a practicing attorney.
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
Christopher G. Kehoe
Claimed Lawyer Profile
Attleboro, MA Estate Planning Lawyer with 30 years experience
(508) 207-7937 89 North Main Street
Attleboro, MA MA 02703-2221
Estate Planning, Business, Family and Tax
University of Connecticut School of Law
Christopher G. Kehoe, Esq., A Former IRS Tax Attorney Offices Locations: Wakefield RI, Warwick RI, Attleboro, MA, New Bedford, MA. Member of Rhode Island and Mass Bar. Authorized to practice before the IRS and US Tax Court throughout the US. 20 Years of Experience Legal Services Include: Tax Matters: IRS & State Tax Problems & Matters, Offer in Compromise, Installment Agreements & Time Payment Agreements, Abatement of Penalties, Tax Collection, Bank Levies, Wage Levies, Tax Levies, Property Seizures, Tax Liens, Unfiled Tax Returns, Tax Amnesty, Tax Audits, Motor Vehicle License & Register Blocks, Professional Consultations, Tax Appeals, Tax...
Hilmy Ismail
Claimed Lawyer Profile
North Attleboro, MA Estate Planning Attorney with 27 years experience
(508) 316-3904 322 East Washington Street
North Attleboro, MA 02760
Estate Planning, Bankruptcy, Elder and Tax
Boston College Law School
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.


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James Jerome Coogan
Claimed Lawyer Profile
Attleboro, MA Estate Planning Lawyer
(508) 222-0002 144 Bank St
Attleboro, MA 02703
Estate Planning, Business and Probate
A partner with the firm, concentrates his practice in the areas of corporate and business law, probate, trusts and estates. Attorney Coogan graduated from Boston College and Boston College Law School, where he was a member of the Boston College Industrial and Commercial Law Review. He is licensed to practice law in the state courts of Massachusetts and New York, as well as the U.S. District Courts for the District of Massachusetts and the District of Rhode Island. Attorney Coogan is President of the Ernest H. Augat Charitable Foundation, serves on the Board of the Bristol County...
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...
Nicholas Adamopoulos
Claimed Lawyer Profile
Webster, MA Estate Planning Lawyer with 6 years experience
(508) 943-7800 154 Thompson Road
Webster, MA 01570
Estate Planning, Business, Probate and Tax
Suffolk University Law School and Boston University School of Law
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Milford Estate Planning Legal Aid & Pro Bono Services

American Civil Liberties Union of Massachusetts
(508) 444-2258
Worcester, 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.