Milton, Massachusetts Estate Planning Lawyers

Peter C Herbst Jr
PREMIUM

Massachusetts Estate Planning Lawyer with 14 years experience

Peter Herbst advises clients in the areas of estate planning, administration and elder law. Call today for a complimentary initial consultation. He earned his Master of Laws in Taxation from Boston University School of... Read More »
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Milton, MA Estate Planning Attorney with 32 years experience
(617) 698-2500 553 Adams St
Milton, MA 02186
Estate Planning and Elder
Milton, MA Estate Planning Lawyer with 30 years experience
(617) 696-1000 424 Adams St
Milton, MA 02186
Estate Planning, Personal Injury and Real Estate
Milton, MA Estate Planning Lawyer with 66 years experience
(617) 698-4272 1 Boulevard St
Milton, MA 02186
Estate Planning
Peter C Herbst Jr
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Braintree, MA Estate Planning Lawyer with 14 years experience
(781) 843-5034 1000 Washington Street
Braintree, MA 02184
Free ConsultationEstate Planning, Elder and Probate
Boston University School of Law and Vermont Law School
Peter Herbst advises clients in the areas of estate planning, administration and elder law. Call today for a complimentary initial consultation. He earned his Master of Laws in Taxation from Boston University School of Law, his Juris Doctor, cum laude, from Vermont Law School, and a Bachelor of Science from the University of Michigan. While in law school, he served as Managing Editor of the Vermont Law Review and taught Legal Writing and Reasoning. He is a graduate of Phillips Academy Andover and continues to volunteer for the school. He is an Eagle Scout with the Boy...
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.
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.
J. De'Aun Sardella
Claimed Lawyer ProfileSocial Media
Quincy, MA Estate Planning Attorney with 8 years experience
(781) 353-6470 859 Willard Street
One Adams Place, Suite 400
Quincy, MA 02169
Free ConsultationEstate Planning, Divorce, Elder and Family
Stetson University College of Law
De'Aun is the founder and managing principal of Sardella Law Firm, P.C. She is focused on meeting the legal needs for individuals in Massachusetts in the areas of family law, estate planning, probate and personal injury. De'Aun is licensed as an Attorney in Massachusetts and Florida. Additionally, she is licensed to practice nursing in Massachusetts and Florida. De'Aun is nationally certified as a Medicare Set-Aside Consultant. She has extensive experience as a Registered Nurse primarily in critical care and the emergency department caring for adult and pediatric patients.
Anthony Hudson Gemma
Claimed Lawyer Profile
Braintree, MA Estate Planning Attorney with 30 years experience
(781) 380-8183 35 Braintree Hill Park
Suite 404
Braintree, MA 02184
Estate Planning, Elder and Probate
Boston University School of Law and Boston College Law School
Boston College, BA (1984) Boston College Law School, JD (1988) For more information please visit: www.gemmalawoffice.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. ...
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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Blanca G. Silvestrini
PREMIUM

Massachusetts Estate Planning Attorney

University of Puerto RicoPuerto Rico
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Peter M. Dempsey
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Quincy, MA Estate Planning Attorney with 32 years experience
(781) 331-1500 859 Willard Street, Suite 400
Quincy, MA 02169
Estate Planning, Criminal, Divorce and Probate
Golden Gate University School of Law
Former assistant district attorney with 29 years of experience offers representation in personal injury, estate planning and administration, criminal defense and family law.
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
Christopher J. Fein
Claimed Lawyer Profile
Braintree, MA Estate Planning Lawyer with 16 years experience
50 Braintree Hill Office Park
Suite 302
Braintree, MA 02184
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
Frederick N. Pellegrini
Claimed Lawyer Profile
Dedham, MA Estate Planning Attorney
(781) 816-7768 30 Eastbrook Road
Suite 401
Dedham, MA 02026
Estate Planning
Brian Barreira
Claimed Lawyer ProfileQ&ASocial Media
Hingham, MA Estate Planning Attorney with 34 years experience
(508) 747-8282 175 Derby Street, Unit 19
Hingham, MA 02043
Estate Planning, Elder, Probate and Tax
Boston University School of Law and Boston University School of Law
Since 1996, the Law Offices of Brian E. Barreira in Plymouth and Hingham, Massachusetts have provided legal services to individuals, married couples, business owners, senior citizens, disabled persons and their families in the areas of estate planning, long-term care planning (including Medicaid or MassHealth applications and fair hearing appeals), governmental benefits planning (including SSI), estate and gift tax matters and Probate Court issues (including estates, trusts, guardianships and conservatorships). Brian is dedicated to providing the highest level of legal expertise to clients while attempting to keep matters as simple as possible to hold clients' overall costs down. Brian...
Emily E Smith-Lee
Claimed Lawyer ProfileSocial Media
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...
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.
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...
Danielle G. Van Ess
Claimed Lawyer ProfileSocial Media
Hingham, MA Estate Planning Attorney with 18 years experience
(781) 740-0848 61 South Street
Hingham, MA 02043
Estate Planning, Business and Probate
Boston University School of Law and The George Washington University Law School
Danielle founded DGVE law, LLC in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a mother of 4 young daughters (currently spanning a range from Kindergarten to High School), Danielle is deeply empathetic...
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.
Mary E. Bono
Claimed Lawyer ProfileSocial Media
Stoughton, MA Estate Planning Attorney
(781) 436-8667 247 Washington Street
Suite 20
Stoughton, MA 02072
Free ConsultationEstate Planning, Family, Immigration and Probate
University of Massachusetts School of Law - Dartmouth
Attorney Mary E. Bono is a graduate of the University of Massachusetts School of Law - Dartmouth where she served as both the Editor-in-Chief and Managing Editor of the University of Massachusetts School of Law Roundtable Symposium Law Journal and participated in the UMASS Law Immigration Law Clinic. While at the University of Massachusetts School of Law - Dartmouth, Attorney Bono received the Dean's Service Award and the Aquilla Ward Memorial Scholarship Award. Attorney Bono is a member of the Board of Directors for the Young Lawyer's Division of the Bristol County Bar Association and is also a...
Leanna Hamill
Claimed Lawyer ProfileSocial Media
Hingham, MA Estate Planning Attorney with 14 years experience
(781) 749-2284 190 Old Derby St.
Suite 211
Hingham, MA 02043
Estate Planning and Elder
Suffolk University Law School
Attorney Leanna Hamill provides Estate Planning and related legal services to clients of all ages, with a focus on the needs of older individuals and their families. Based in Hingham, Massachusetts, Attorney Leanna Hamill provides the following services: • Estate Planning • Estate Administration • Guardianship and Conservatorship Services • Comprehensive Estate and Medicaid Planning Evaluations • Medicaid Advocacy Leanna works with her clients to plan for and face life’s exciting changes, unexpected challenges and inevitable transitions. By listening to her clients’ needs and helping them identify their goals, Leanna is able to provide solutions to the issues...
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...
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...
Patricia Bloom-McDonald
Claimed Lawyer Profile
Canton, MA Estate Planning Lawyer with 16 years experience
(781) 713-4709 1017 Turnpike Street, Route 138, Suite 23
Canton, MA 02071
Free ConsultationEstate Planning, Elder, Probate and Real Estate
University of Massachusetts School of Law at Dartmouth
Attorney Patricia Bloom-McDonald is a licensed attorney in the Commonwealth of Massachusetts and has been in private practice since 2003. She is admitted to practice before the United States Supreme Court; U.S. District Court, 1st Circuit; U.S. Bankruptcy Court; and all courts in the Commonwealth of Massachusetts. She has extensive knowledge and experience with the preparation of Wills, Trusts, Health Care Proxies, Durable Power of Attorneys, and other Estate Planning documents. Additionally, Attorney Bloom-McDonald possesses exceptional knowledge of Probate law as it is applied to Estate Administration, Guardianships, Conservatorships, Adoptions, and Name Change procedures. She possesses...
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...
Blanca G. Silvestrini
Claimed Lawyer ProfileLII SilverSocial 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
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...
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
Robert Andrew Lane
Claimed Lawyer Profile
East Weymouth, MA Estate Planning Lawyer with 27 years experience
(781) 335-0374 528 Broad St
East Weymouth, MA 02189
Free ConsultationEstate Planning, Divorce, Elder and Probate
Suffolk University Law School
Robert "Drew" Lane joined the firm in 1993 immediately after serving as an Assistant District Attorney for the Norfolk County District Attorney's Office. Attorney Lane prosecuted cases for the Norfolk County District Attorney's Office in both the Quincy and Stoughton Massachusetts District Courts. Attorney Lane graduated from St. Anselm College, Manchester, New Hampshire in 1989, where he was awarded his Bachelor of Arts Degree mastering in Political Science and Suffolk University Law School where he earned his Juris Doctorate Degree. Attorney Lane is admitted to all Massachusetts Trial Courts and the United States District Court for Massachusetts. Attorney Lane is...
Michael Thomas Baker Esquire
Claimed Lawyer ProfileSocial Media
Hingham, MA Estate Planning Attorney with 14 years experience
(781) 996-5656 101 Derby Street, Suite 203
Hingham, MA 02043
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.
Freya Allen Shoffner
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Attorney with 27 years experience
(617) 369-0111 800 Boylston Street
Suite 1600
Boston, MA 02199
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...
Kevin William Gaughen
Claimed Lawyer Profile
East Weymouth, MA Estate Planning Attorney with 39 years experience
(781) 335-0374 528 Broad St
East Weymouth, MA 02189
Free ConsultationEstate Planning, Business, Criminal and Domestic Violence
Suffolk University Law School
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...
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...
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
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...
Scott Fishman
Claimed Lawyer Profile
Weymouth, MA Estate Planning Lawyer with 24 years experience
(781) 337-4221 775 Pleasant St
Weymouth, MA 02189
Estate Planning, Bankruptcy, Business and Real Estate
I'm a no nonsense attorney that stays in close contact with clients. My representation is practical and efficient and my client's interests always come first.
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
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Milton Estate Planning Legal Aid & Pro Bono Services

Community Law Center
Jamaica Plain, MA


Volunteer Lawyers Project of the Boston Bar Association
(617) 423-0648
Boston, 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.