West Roxbury, Massachusetts Estate Planning Lawyers

Peter C Herbst Jr
PREMIUM

Massachusetts Estate Planning Lawyer with 13 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... Read More »
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Eliot Brais
PREMIUM

Massachusetts Estate Planning Lawyer

New England Law | BostonMassachusetts
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Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Boston, MA Estate Planning Attorney with 11 years experience
(617) 273-5110 60 State Street
Suite 700
Boston, MA 02109
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.
(617) 209-2230 75 Second Avenue
Suite 605
Needham, MA 02494
(617) 250-8236 859 Willard Street
Suite 400
Quincy, MA 02169
Alan Segal
Claimed Lawyer ProfileSocial Media
Needham, MA Estate Planning Lawyer with 44 years experience
(781) 444-9676 175 Highland Ave
Needham, MA 02494
Estate Planning, Business, Insurance Claims and Real Estate
The Needham, Massachusetts Law Office of Attorney Alan H. Segal has been providing legal services to the Greater Boston Massachusetts community for over 30 years. Alan and his associates through the years have provided legal consultation in the areas of Massachusetts real estate law, business law, and estate planning with a sincere, personal touch to their clients. Alan has appeared on local television, cable and the radio offering his insights on current legal issues. He and his staff understand that finding your way through the legal system can be a complex and overwhelming task. They take pride in being available when...
Cameron Pease
Claimed Lawyer ProfileSocial Media
Needham, MA Estate Planning Lawyer
(781) 292-1080 160 Gould Street
Needham, MA 02492
Free ConsultationEstate Planning, Business and Real Estate
Needham, MA lawyers: CAMERON C. PEASE concentrates his practice in civil litigation, commercial and business law, commercial and residential landlord tenant matters, and employment law. Mr. Pease has been admitted to practice in Massachusetts since 1992 and has tried cases before the Superior Court, District Court, Probate and Family Court, U.S. Bankruptcy Court, and Housing Courts of the Commonwealth of Massachusetts. Mr. Pease has also successfully mediated and arbitrated numerous matters. He is a lecturer for the National Business Institute and the Institute of Real Estate Management, and is a frequent contributor to The Professional Planner. He...
Howard Goldman
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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...
Pamela Lindmark
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Newton, MA Estate Planning Lawyer with 31 years experience
(617) 964-4417 LAW OFFICES OF PAMELA LANDMARK
1330 Centre Street
Newton, MA 02459
Estate Planning, Appeals, Criminal and Immigration
Alicia Cummings
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Dedham, MA Estate Planning Lawyer
(781) 251-0540 347 Washington St, Suite 303
Dedham, MA 02026
Estate Planning, Business and Real Estate
Frederick N. Pellegrini
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Dedham, MA Estate Planning Attorney
(781) 816-7768 30 Eastbrook Road
Suite 401
Dedham, MA 02026
Estate Planning
Alexandra Golden
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Needham, MA Estate Planning Lawyer
(781) 433-8665 200 Highland Avenue
Suite 302
Needham, MA 02494
Estate Planning and Elder
Robert M. Geurden
Claimed Lawyer Profile
Needham, MA Estate Planning Attorney
(781) 453-0030 160 Gould Street
Suite 320
Needham, MA 02494
Estate Planning
Peter C Herbst Jr
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Braintree, MA Estate Planning Lawyer with 13 years experience
(781) 843-5030 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...
Mary Clements Pajak
PREMIUM

Massachusetts Estate Planning Attorney with 27 years experience

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... Read More »
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Blanca G. Silvestrini
PREMIUM

Massachusetts Estate Planning Attorney

University of Puerto RicoPuerto Rico
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Gabrielle L. Denby
Claimed Lawyer ProfileSocial Media
Natick, MA Estate Planning Lawyer with 4 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...
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 7 years experience
(617) 903-0225 92 State Street, 2nd Floor
Boston, MA 02109
Estate Planning and Probate
Suffolk University Law School
Attorney Kaplan works with clients to create estate plans tailored to their needs. She also helps clients probate estates as well as with guardianships and conservatorships for both minors and adults. The estate planning work includes wills, trusts, health care proxies, and powers of attorney. She runs a solo law firm in Boston which she started in 2011, and she is licensed to practice law in Massachusetts and Ohio. Attorney Kaplan enjoys helping clients and finding creative solutions to difficult issues.
Wilfred C. Driscoll Jr.
Claimed Lawyer ProfileSocial Media
Quincy, MA Estate Planning Lawyer with 42 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.
(508) 672-8718 209 Bedford Street
Suite 201
Fall River, MA 02720
David Altman
Claimed Lawyer ProfileBlawgsearchSocial Media
Cambridge, MA Estate Planning Lawyer with 19 years experience
(800) 481-6199 689 Massachusetts Avenue
Cambridge, MA 02139
Free ConsultationEstate Planning, Medical Malpractice, Personal Injury and Products Liability
Suffolk University Law School
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
David Valente
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 9 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Free ConsultationEstate 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...
Herbert Warren Cooper IV
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 26 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.
(603) 369-3642 P.O. Box 4019
Concord, NH 03301
Sarah Y. Hubbard
Claimed Lawyer ProfileBlawgsearchSocial Media
Medfield, MA Estate Planning Lawyer with 3 years experience
(508) 359-4043 266 Main Street
Suite 16
Medfield, MA 02052
Estate Planning, Divorce and Family
Suffolk University Law School
Eliot Brais
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Boston, MA Estate Planning Lawyer
(800) 499-0551 8 Faneuil Hall Marketplace
3rd Floor
Boston, MA 02109
Free ConsultationEstate Planning, Business, Criminal and Insurance Claims
New England Law | Boston
Joanne Belasco
Claimed Lawyer ProfileSocial Media
East Boston, MA Estate Planning Lawyer with 24 years experience
(617) 991-8905 10 Bremen Street
East Boston, MA 02128
Estate Planning, Animal, Business and Elder
Suffolk University Law School
I graduated from Suffolk University School of Law in 1993, and from Boston College magna cum laude with a BA in Psychology in 1990. I have been a member of the Massachusetts bar since 1993. My legal experience includes litigation work as a staff attorney for the Boston Police Department’s Office of the Legal Advisor. During that time, I successfully argued a case before the Massachusetts Supreme Judicial Court and received two personal commendations from the Police Commissioner. After I left the BPD, I worked as a legal writer and Editor-in-Chief of Law Enforcement Publications at Quinlan Publishing, where I...
Emily Rabin Spector
PREMIUM

Massachusetts Estate Planning Lawyer

New England Law | BostonMassachusetts
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Henry W. Clark
Claimed Lawyer ProfileSocial Media
Cambridge, MA Estate Planning Attorney with 29 years experience
(617) 494-1920 150 Cambridge Park Dr 9th Floor
Cambridge, MA 02140
Estate Planning, Business, Education and Real Estate
Suffolk University Law School
Mr. Clark focuses his practice on the representation of not-for-profit education and human service corporations and families of individuals with disabilities.
Jonathan E. Fields
Claimed Lawyer Profile
Wellesley, MA Estate Planning Lawyer with 27 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
Timothy F Robertson
Claimed Lawyer ProfileSocial Media
Somerville, MA Estate Planning Lawyer with 11 years experience
(617) 702-2449 31 Union Square
Somerville, MA 02143
Estate Planning, Business and Probate
New England Law | Boston
Patricia Bloom-McDonald
Claimed Lawyer Profile
Canton, MA Estate Planning Lawyer with 15 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...
(508) 646-9888 1105 State Road, Route 6
P. O. Box 858
Westport, MA 02790
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
Mary Clements Pajak
Claimed Lawyer ProfileLII Silver
Newton, MA Estate Planning Attorney with 27 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...
Matthew Morris
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 8 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...
Anna Eckert Byrne
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer with 23 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.
Margaret L. Beliveau
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 20 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
James M. Baron
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 10 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...
Roderick S. Oreste
Claimed Lawyer Profile
Boston, MA Estate Planning Lawyer with 8 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...
Brian T Liberis
Claimed Lawyer Profile
Wellesley Hills, MA Estate Planning Lawyer with 13 years experience
(781) 431-9788 70 Walnut Street
Wellesley Hills, MA 02481
Estate Planning and Probate
Suffolk University Law School
Brian Liberis is a Massachusetts estate planning attorney who concentrates his practice in trust and estate planning and probate administration. His experiences in both lifetime planning and post-mortem administration have given him a unique perspective into the planning process, allowing him to expertly advise clients and guide them during various stages of their lives.
Kathleen Lynch Moncata
Claimed Lawyer ProfileSocial Media
South Natick, MA Estate Planning Attorney with 28 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.
Michael B. McCarthy
Claimed Lawyer Profile
Boston, MA Estate Planning Attorney
(978) 270-2189 8 Faneuil Hall
Boston, MA 02109
Free ConsultationEstate Planning, Elder and Real Estate
Massachusetts School of Law
Jeffrey Karp
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Attorney with 25 years experience
(617) 621-7177 One Post Office Square
Suite 3600
Boston, MA 02109-3600
Estate Planning, Appeals, Business and Construction
Emily Rabin Spector
Claimed Lawyer ProfileLII SilverSocial Media
Newton, MA Estate Planning Lawyer
(617) 795-2990 29 Crafts St
#420
Newton, MA 02458
Estate Planning and Probate
New England Law | Boston
Thomas E. Hogan II
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 8 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...
John Farrell Jr
Claimed Lawyer Profile
Medford, MA Estate Planning Lawyer with 17 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...
Deborah Danger
Claimed Lawyer ProfileSocial Media
Newtonville, MA Estate Planning Lawyer
(617) 340-3231 60 Austin Street, Suite 210
Newtonville, MA 02460
Estate Planning, Elder, Probate and Tax
DangerLaw, LLC is a law firm specializing in affairs of the heart. Located in Newton, Massachusetts, we specialize in divorce law, custody, estate planning, post-death estate administration, and guardianship. We often see the best people at the hardest moments of their lives. As a result, we plan for the unexpected so that we can help protect your and your family's assets. We support you to put your family first. We work hard to make sure your children experience an optimal transition with as little stress as possible during challenging times. And we help put your mind at ease during the...
Joshua Loveall
Claimed Lawyer ProfileSocial Media
Arlington, MA Estate Planning Attorney with 4 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...
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Jamaica Plain, MA


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(617) 661-2508
Cambridge, MA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.