Woodville, Massachusetts Estate Planning Lawyers

Henry W. Clark
PREMIUM

Massachusetts Estate Planning Attorney with 29 years experience

Mr. Clark focuses his practice on the representation of not-for-profit education and human service corporations and families of individuals with disabilities. Read More »
View Profile
Graeme S.R. Brown
PREMIUM

Massachusetts Estate Planning Attorney

New England Law | BostonColorado, District of Columbia, Massachusetts and U.S. Supreme Court
View Profile
John Gosselin
PREMIUM

Protect your wealth and avoid taxes. Call for an estate planning consultation.

John focuses on Elder Crisis Law (SM), asset protection related to MassHealth qualification, and trustee and other fiduciary services. While in law school, he clerked for the Hon. Martha Sosman before she... Read More »
View Profile
Mr.  Earl Titlebaum
Claimed Lawyer ProfileSocial Media
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...
Leigh Ann Elizabeth Pond
Claimed Lawyer Profile
Southborough, MA Estate Planning Attorney with 9 years experience
(508) 281-7900 56 Central Street
Southborough, MA 01745
Estate Planning
Elena Tsizer
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Lawyer with 12 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. ...
Glenn James Murphy
Claimed Lawyer ProfileSocial Media
Medway, MA Estate Planning Lawyer with 17 years experience
(508) 533-7157 77 Main Street
Medway, MA 02053
Estate Planning, Business and Real Estate
Massachusetts School of Law
Kristine Potter Romano
Claimed Lawyer ProfileSocial Media
Northborough, MA Estate Planning Lawyer with 15 years experience
(508) 393-0500 300 W. Main Street, Building B
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 7 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...
Aaron Hutchins
Claimed Lawyer ProfileSocial Media
Northborough, MA Estate Planning Lawyer with 9 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.
Donna Quinn
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Attorney with 30 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 Thomas Baker Esquire
Claimed Lawyer ProfileSocial Media
Holliston, MA Estate Planning Attorney with 13 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.
(781) 996-5656 101 Derby Street, Suite 203
Hingham, MA 02043
(800) 701-0352 36 Cordage Park Circle
Suite 222
Plymouth, MA 02360
Robert Ryan
Claimed Lawyer ProfileSocial Media
Marlborough, MA Estate Planning Lawyer with 26 years experience
(508) 459-8509 200 Cedar Hill Street, Suite 200
Marlborough, MA 01752
Estate Planning, Elder and Tax
Emily Rabin Spector
PREMIUM

Massachusetts Estate Planning Lawyer

New England Law | BostonMassachusetts
View Profile
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 »
View Profile
John Tannar Jr
Claimed Lawyer Profile
Sutton, MA Estate Planning Lawyer with 20 years experience
(508) 768-7378 7B Merrill Road
Sutton, MA 01590
Estate Planning, Elder and Real Estate
Matthew W. McCook
Claimed Lawyer Profile
Marlborough, MA Estate Planning Attorney
(508) 485-4500 277 Main St.
Marlborough, MA 01752
Estate Planning
Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Needham, MA Estate Planning Attorney with 11 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.
(617) 273-5110 60 State Street
Suite 700
Boston, MA 02109
(617) 250-8236 859 Willard Street
Suite 400
Quincy, MA 02169
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...
Daniel W. Murray
Claimed Lawyer ProfileSocial Media
Sudbury, MA Estate Planning Lawyer with 37 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...
Jason Carrozza
Claimed Lawyer ProfileSocial Media
Medway, MA Estate Planning Lawyer with 14 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...
(508) 803-1333 2 Master Drive, Suite 4
Franklin, MA 02038
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...
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...
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
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...
Lawrence Army
Claimed Lawyer ProfileSocial Media
Worcester, MA Estate Planning Lawyer with 22 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.
Michael D Gorman
Claimed Lawyer ProfileSocial Media
Holden, MA Estate Planning Attorney with 17 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...
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...
Jennifer Darcy Taddeo
Claimed Lawyer ProfileSocial Media
Franklin, MA Estate Planning Lawyer with 18 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...
Waino Walker Kangas
Claimed Lawyer ProfileSocial Media
West Concord, MA Estate Planning Lawyer with 18 years experience
(978) 369-0001 9 Damonmill Square
West Concord, MA 01742
Estate Planning, Business, Criminal and Divorce
Arnold & Kangas, P.C. is a full-service law firm with offices in the historic Damonmill Square building in Concord, Massachusetts. Since Thomas B. Arnold and Jeanne S. Kangas founded our law firm in 1984, we have prided ourselves on delivering superior, cost-effective legal services to clients in Middlesex County. While we do not handle every type of case, we have experience and are knowledgeable about the types of cases we do handle, such as Probate & Family Court cases, criminal defense, estate planning, and general civil litigation. As a result of the firm's expertise and success, it has been awarded an...
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.
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
Kristina Rose Vickstrom Esq.
Claimed Lawyer ProfileSocial Media
Worcester, MA Estate Planning Attorney with 12 years experience
(508) 757-3800 172 Shrewsbury Street
Worcester, MA 01604
Estate Planning, Animal, Elder and Probate
Western New England University School of Law
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
Matthew Harper-Nixon
Claimed Lawyer ProfileSocial Media
Norfolk, MA Estate Planning Attorney with 13 years experience
(508) 528-4007 158 Main Street
Norfolk, MA 02056
Estate Planning, Appeals, Elder and Probate
Suffolk University Law School
Richard Kalinowski
Claimed Lawyer Profile
Worcester, MA Estate Planning Attorney with 35 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.
David R. Feakes
Claimed Lawyer ProfileSocial Media
Acton, MA Estate Planning Lawyer with 28 years experience
(978) 263-6900 179 Great Road
Suite 208
Acton, MA 01720
Estate Planning
Joseph David Kropp
Claimed Lawyer Profile
Franklin, MA Estate Planning Attorney with 41 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...
Mr. Martin Murphy
Claimed Lawyer ProfileBlawgsearch
Norwood, MA Estate Planning Attorney with 25 years experience
(781) 285-8989 30 Walpole Street
Norwood, MA 02062
Estate Planning, Business, Divorce and Family
Martin Murphy was admitted to the Massachusetts Bar in 1993. He currently serves on the MWI Boston Municipal & District Court Mediation Panel. He is a member of the ABA Section of Dispute Resolution Collaborative Law Committee and Mediation Committee. Marty brings his widespread experience in family business to his work with clients. He has an extensive background in business operations, management and ownership structures. He was a second-generation executive in his own family’s business and has held key positions in other closely held and family owned businesses. For more than 15 years he has provided...
Curtis P Patalano
Claimed Lawyer Profile
Franklin, MA Estate Planning Lawyer with 12 years experience
(508) 528-0003 195 Main Street, Suite 5
PO Box 254
Franklin, MA 02038-0254
Estate Planning and Elder
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...
Mary Beth Ayvazian
Claimed Lawyer Profile
Worcester, MA Estate Planning Attorney with 10 years experience
(508) 205-0055 340 Main Street
Suite 302
Worcester, MA 01609
Free ConsultationEstate Planning, Divorce, Domestic Violence and Probate
As a skilled family law practitioner, Mary Beth is passionate about her work and cares deeply about her clients. This reflects in everything she does. In family law, probate law and bankruptcy, having an attorney who cares enough to work hard and fight for your best interests makes all the difference.
(617) 504-3375 Worcester, MA 01609
Matthew Scafidi
Claimed Lawyer Profile
Wellesley, MA Estate Planning Attorney with 13 years experience
(781) 210-4710 310 Washington Street
Suite 201
Wellesley, MA 02481
Estate Planning and Real Estate
New England Law | Boston
Carl Emilio D'Angio Jr
Claimed Lawyer Profile
Waltham, MA Estate Planning Lawyer with 28 years experience
(781) 894-6028 11 Spring St
Waltham, MA 02451
Estate Planning, Bankruptcy, Divorce and Probate
New England Law | Boston
Lawyer Rating
Claimed
Years Experience
Language
Other Filters

Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Woodville Estate Planning Legal Aid & Pro Bono Services

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

Show More

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.