Eastpointe, Michigan Estate Planning Lawyers

Matthew S. Abdo
PREMIUM

Free Consultation! Knowledgeable & Compassionate Estate Planning Attorney!

I provide estate planning advocacy with knowledge, skill and experience. I will work tirelessly to meet your needs and goals! Visit my website to see client testimonials and case results, or call for a free consultation. Read More »
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Daniel Marchese
PREMIUM

Oakland County's finest attorneys - highly reviewed and nationally recognized.

Daniel is highly experienced in divorce and family law matters, and he has successfully tried and arbitrated cases in the most contentious matters. Although he is always willing to fight for you if needed, 98% of his... Read More »
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Michael Kavanaugh
Claimed Lawyer Profile
Eastpointe, MI Estate Planning Attorney with 27 years experience
(586) 776-1700 17200 E 10 Mile Rd
Eastpointe, MI 48021
Free ConsultationEstate Planning
University of Detroit Mercy School of Law
Eastpointe, MI Estate Planning Lawyer
(586) 773-7002 16920 E 9 Mile Rd
Eastpointe, MI 48021
Estate Planning, Business, Divorce and Family
Eastpointe, MI Estate Planning Attorney
(586) 775-1572 23121 Gratiot Ave
Eastpointe, MI 48021
Estate Planning and Real Estate
Eastpointe, MI Estate Planning Attorney
(586) 778-6410 21543 Gratiot Ave
Eastpointe, MI 48021
Estate Planning and Real Estate
Eastpointe, MI Estate Planning Attorney
(586) 771-1555 19065 Elsmere Ave
Eastpointe, MI 48021
Estate Planning and Real Estate
Andrew M Steiger
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Grosse Pointe, MI Estate Planning Lawyer with 10 years experience
(248) 259-6367 743 Ballantyne Road
Grosse Pointe, MI 48236
Free ConsultationEstate Planning, Business, Probate and Tax
Wayne State University Law School
Michigan Tax Attorney Andrew M. Steiger focuses his tax practice on tax resolution and planning, and estate planning. If you receive a notice from the IRS or state tax authority, contact Steiger Tax Law before paying any assessments or responding to the IRS. I provide a free consultation to determine the best course of action to reduce or eliminate tax debts, penalties and interest, and respond to liens, levies and notices.

My estate planning services include drafting wills and trusts, probate administration, and tax planning. If you need an estate plan or would like a review...
Laura M. Lynch
Claimed Lawyer ProfileSocial Media
(313) 885-6697 18720 Mack Ave
#230
Grosse Pointe, MI 48236
Grosse Pointe, MI Estate Planning Lawyer with 36 years experience
Estate Planning, Construction, Probate and Real Estate
Michigan State University
For over 25 years, Laura McMahon Lynch has earned a reputation as a highly respected Real Estate litigator, as well as a compassionate, driven Estate Planning attorney. Using her 11 years of experience as both a Special and Assistant Attorney General defending the State of Michigan, Laura aggressively represents clients in a wide range of litigation including real estate title disputes, construction lien foreclosure as well as complex contract-based lawsuits. She has become the confidant of countless clients who continue to trust her sensitivity and discretion. Laura is a certified Facilitative Mediator for the 3rd Circuit Court of Michigan. She...
Walter Czechowski
Claimed Lawyer Profile
Center Line, MI Estate Planning Lawyer with 44 years experience
(586) 754-1450 26224 Van Dyke Ave
Center Line, MI 48015
Free ConsultationEstate Planning, Animal, Collections and DUI
Michigan State University
I graduated from Wayne State, with Honors, in 1973. I received my Juris Doctor, Cum Laude, from Detroit College of Law (now MSU Law School). I am a partner in the law firm of Bieber & Czechowski, specializing in Probate and Estate Planning, Personal Injury and Social Security matters. I am an arbitrator and case evaluator for Macomb and Oakland Counties. I am also a current member of BRAG, Anchor Bay Chamber of Commerce and an avid golfer. I was the assistant girl's golf coach for Notre Dame Prep High School (2002-2005).
Jonathan Hirsch
Claimed Lawyer ProfileSocial Media
Saint Clair Shores, MI Estate Planning Attorney
22725 Greater Mack, Building A,
Suite 206
Saint Clair Shores, MI 48080
Free ConsultationEstate Planning and Personal Injury
Attorney, Mr. Hirsch is successfully handling various Michigan based Personal injury and Business litigation cases since last 16 years. The Hirsch Law Firm offers a free initial consultation, providing excellence in legal representation.
Robert Hindelang
Claimed Lawyer Profile
Grosse Pointe Farms, MI Estate Planning Attorney with 44 years experience
(313) 886-4450 18430 Mack Avenue
Grosse Pointe Farms, MI 48236
Estate Planning, Business, Probate and Tax
University of Detroit Mercy School of Law
Business Planning, Financial Planning, Labor Law, Estate Planning, Probate, Personal Injury, Tax planning and Tax preparation | Detroit, MI Robert L. Hindelang is a business attorney who is a Certified Public Accountant (C.P.A.) as well as an MBA in finance. The firm handles business matters, commercial litigation, and personal injury cases in Michigan, principally in the Southeastern Michigan area of Wayne, Oakland, Macomb and St. Clair counties, in both Federal court and Michigan courts. The firm also has expertise in U. S. Customs matters, and is licensed to practice in the U. S. Court of International Trade,...
Howard B. Young
PREMIUM

Michigan Estate Planning Attorney

University of Michigan Law SchoolMichigan
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John J. Donahue III
Claimed Lawyer Profile
St Clair Shores, MI Estate Planning Attorney
(586) 779-5539 23411 Jefferson Ave
St Clair Shores, MI 48080
Estate Planning
Allan Neef
Claimed Lawyer Profile
Saint Clair Shores, MI Estate Planning Lawyer
(586) 439-3261 10000 Harbor Place Dr.
Saint Clair Shores, MI 48080
Estate Planning
Kimberly M Lubinski
Claimed Lawyer Profile
Center Line, MI Estate Planning Lawyer with 18 years experience
(586) 754-1450 26224 Van Dyke Avenue
Center Line, MI 48015
Estate Planning, Bankruptcy, Collections and Probate
Nick Daniels
Claimed Lawyer ProfileQ&ASocial Media
Clinton Township, MI Estate Planning Attorney with 12 years experience
(586) 668-1229 41700 Hayes Road
Suite A
Clinton Township, MI 48038
Free ConsultationEstate Planning, DUI and Social Security Disability
Western Michigan University Cooley Law School
I am passionate about helping people create an estate plan to meet their needs. When you contact my office you will speak with me. I will take the time to listen to your wishes, explain the law and help develop a plan place to pass you money and property to your loved ones and give you peace of mind.
Jasmine D. Rippy
Claimed Lawyer ProfileQ&ASocial Media
Detroit, MI Estate Planning Lawyer with 4 years experience
(313) 633-6915 1600 Clay Street
Suite 331
Detroit, MI 48211
Free ConsultationEstate Planning, Criminal, DUI and Domestic Violence
The University of Toledo College of Law
I specialize in criminal defense, traffic/license matters, family law and estate planning. My clients are individuals and small businesses. I enjoy working with these types of clients because I can make a significant impact on their lives and businesses by helping them through difficult times and planning for their future.

My holistic approach to legal services looks at the various implications of certain legal actions while tailoring my services to fit your specific needs. I will work hard to understand you and your goals, be accessible and come up with a plan to obtain the best outcome given the...
Benjamin A Schock
Claimed Lawyer ProfileSocial Media
Clinton Township, MI Estate Planning Lawyer with 13 years experience
(586) 239-0871 37060 Garfield Road
Suite T-6
Clinton Township, MI 48036
Free ConsultationEstate Planning, Criminal, Elder and Probate
Michigan State University and Michigan State University
Benjamin Schock is a skilled, experienced elder law attorney who successfully assists seniors in passing their hard earned assets on to their loved ones while allowing them to receive additional benefits that help them offset the cost of long term care.
David D. Sprague
Claimed Lawyer Profile
Clinton Township, MI Estate Planning Attorney
(586) 790-9600 35758 Harper Avenue
Clinton Township, MI 48035
Estate Planning, Elder, Nursing Home and Probate
University of Detroit Mercy School of Law
David D. Sprague is the firm's principal partner. His practice includes Business Law, Probate and Estate Planning, Elder Law and Medicaid Planning, Family Law (domestic relations/divorce/prenuptial agreements) and Real Estate Law. David has experience working as an attorney at two nationally recognized law firms: Raymond & Prokop, P.C. and Pepper Hamilton LLP. In addition, David has helped clients to successfully complete applications with the Michigan Minority Business Development Council and has defended claims made by the Business Software Alliance. Prior to practicing law, David had nearly 10 years of experience working in the automotive industry and the field of information technology...
Nickolas Daniels
Claimed Lawyer ProfileSocial Media
Clinton Township, MI Estate Planning Attorney with 12 years experience
(586) 668-1229 41700 Hayes Road
Suite A
Clinton Township, MI 48038
Estate Planning, Criminal, DUI and Domestic Violence
Western Michigan University Cooley Law School
I am driven to assist my client's in any possible way. Dealing with legal issues is stressful and time consuming. Let me help obtain a positive outcome so you can move on with your life. I try to connect with my clients and show the highest level of persistence and dedication.
Frank N. Soave
Claimed Lawyer ProfileSocial Media
Grosse Pointe Park, MI Estate Planning Lawyer with 32 years experience
(313) 626-0070 15001 East Jefferson Ave.
Grosse Pointe Park, MI 48230
Free ConsultationEstate Planning, Elder, Probate and Tax
Boston University School of Law
My training taught me to be a detail oriented, analytical thinker, problem solver and effective communicator. My experience in diverse settings fostered that skill set. I have marketed my practice and businesses, mentored teams with high retention rates, and served businesses and consumers with a focus on empathy and integrity. I have substantive knowledge in the following areas of expertise: Estate planning, probate, employment, healthcare, real estate, banking, corporate, transactional, environmental and contractual law. My strengths include: - Mentoring, coaching and encouraging - Effectively communicating, both verbally and in writing - Accepting Responsibility and Accountability - Managing projects...
Gregory Hamilton
Claimed Lawyer Profile
Sterling Heights, MI Estate Planning Attorney with 34 years experience
(586) 275-2150 38600 Van Dyke Ave., Ste. 240
Sterling Heights, MI 48312
Free ConsultationEstate Planning
Gregory C. Hamilton, a nationally recognized speaker on Estate and Business Planning, has been bringing peace of mind to his Clients for over twenty five years and has been nominated in a blind survey as one of the top seven percent of estate planning attorneys in Michigan by Hour Magazine, for the last four consecutive years. With an emphasis on thorough consultation to build long term professional relationships with his Clients, Greg creates an estate or business plan uniquely designed to meet each Client’s goals, aspirations and desires.
A graduate of Michigan State University, Greg holds a Masters degree from...
Mr. Scott J. Sumner
Claimed Lawyer Profile
Clinton Township, MI Estate Planning Attorney with 28 years experience
(586) 573-7200 38800 Garfield - Suite 110
Clinton Township, MI 48038
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Michigan State University College of Law
Michigan State University 1986
Detroit College of Law 1989

Scott J. Sumner, J.D. is a graduate of Michigan State University, (1986) and Michigan State University/Detroit College of Law, (1989). He is a founding member of Sumner & Associates, P.C., and is its President and principal shareholder. Scott was the President of the Rochester Bar Association (2004-2005). He is a member of the State Bar Association and a member of the Oakland and Macomb County Bar Associations, since 1990, and is licensed to practice in the United States Federal Court. He is also a licensed and experienced Real Estate Broker and Residential Builder.
Erin R. Solaiman
Claimed Lawyer ProfileSocial Media
Clinton Township, MI Estate Planning Lawyer with 10 years experience
(586) 239-0871 37060 Garfield Road, Suite T-6
Clinton Township, MI 48036
Free ConsultationEstate Planning, Elder and Probate
Western Michigan University Cooley Law School
Erin R. Solaiman (Erin Randall) is a senior partner at Schock Solaiman Ramdayal, PLLC, with more than 9 years of experience in elder law, estate planning, probate, trust administration, and Veteran’s Benefits.

Prior to founding Schock Solaiman Ramdayal, PLLC, Erin R. Solaiman earned her Bachelor of Arts from Michigan State University and her Juris Doctor, cum laude, from Thomas M. Cooley Law School. As a law student, Ms. Solaiman was chosen to work with the Family Law Assistance Program where she represented low-income people with issues such as divorce, custody, parenting time, paternity, child support, guardianship and domestic personal protection...
Meghan Schuler Todd
Claimed Lawyer ProfileSocial Media
Clinton Township, MI Estate Planning Attorney
(586) 573-7200 38800 Garfield, Suite 110
Clinton Township, MI 48038
Free ConsultationEstate Planning and Divorce
Meghan Schuler Todd, J.D. is a graduate of the University of Michigan- B.S. Neuroscience, (2010) and Thomas M. Cooley Law School- J.D. Litigation, (2013). She joined Sumner & Associates, P.C. as an associate attorney in 2014. Prior to joining Sumner & Associates, P.C., she interned at the Oakland County Prosecutor’s Office and Wayne County Prosecutor’s Office, Juvenile Division and clerked for the Oakland County Corporation Counsel. She is a member of the Oakland County Bar Association and is a Michigan Notary Public. Meghan is a native of Rochester Hills.
Ameena Razia Sheikh
Claimed Lawyer ProfileSocial Media
Detroit, MI Estate Planning Attorney with 4 years experience
(248) 631-4853 1600 Clay Street Building #2
Suite 331
Detroit, MI 48211
Free ConsultationEstate Planning, Criminal, Divorce and Family
Wayne State University Law School
Achieving winning results for my clients is my passion!! Winning results vary for each of my clients and I focus on tailoring my representation for each of their specific needs. I am not just a legal advocate, I am my client's all around counselor. If you have any legal issue, I am your first stop. If I am unable to obtain the ideal results for YOU, I will ensure that I direct you to someone who can. My job as a lawyer is to AID those in need of legal assistance, not just take on...
Sanford J. Melder
Claimed Lawyer Profile
Royal Oak, MI Estate Planning Attorney
(248) 541-3400 2304 E 11 Mile Rd
Royal Oak, MI 48067
Estate Planning, Bankruptcy, Business and Elder
Sanford J. Melder has helped thousands of people as an attorney. He was admitted to the State Bar of Michigan in 1974. He graduated from Wayne State University with a Jurist Doctor in 1973, and Wayne State University with a Bachelor of Science in 1968. Sanford J. Melder has practiced law for over 30 years, representing clients in legal matters including Family Law, Divorce, Adoption, Real Estate, Debt Collection/Debt Collection Defense, Wills, Trusts & Estate Planning, Asset Protection, Criminal Defense, Traffic Matters, Drunk Driving, Business Law and Personal Injury. Areas of Practice: Family Law Divorce Adoption Real Estate Debt Collection/Debt Collection Defense Wills, Trusts & Estate Planning Asset...
Aric K. Melder
Claimed Lawyer Profile
Royal Oak, MI Estate Planning Attorney with 24 years experience
(248) 541-3400 2304 E 11 Mile Rd
Royal Oak, MI 48067
Estate Planning, Bankruptcy, Business and Elder
Aric K. Melder has assisted each of his clients with the finest legal representation possible while upholding the ethics, spirit, and intent of the law. He was admitted to the State Bar of Michigan in 1996. He graduated from Detroit College of Law, at Michigan State University with a Juris Doctor, in 1996, and Michigan State University with a Bachelor of Arts in 1993. Aric K. Melder has concentrated his expertise and experience in the areas of Family Law, Divorce, Adoption, Bankruptcy, Debt Collection /Debt Collection Defense, Asset Protection, Real Estate, Wills, Trusts & Estate Planning, Criminal Defense, Drunk Driving, Traffic...
Todd Schmitz
Claimed Lawyer Profile
Mount Clemens, MI Estate Planning Attorney
(586) 493-7661 49 Macomb Place
Suite 114, Box 61
Mount Clemens, MI 48043
Estate Planning and Elder
Patrick Wilson
Claimed Lawyer Profile
Hazel Park, MI Estate Planning Attorney
(248) 546-6164 23509 John R Road
Hazel Park, MI 48030
Free ConsultationEstate Planning, Bankruptcy, Business and Criminal
James Hubbert
Claimed Lawyer ProfileSocial Media
(248) 454-1860 431 Sixth St
Rochester, MI 48307
Free ConsultationRochester, MI Estate Planning Lawyer with 31 years experience
Estate Planning, Business, Criminal and Divorce
Michigan State University
Attorney James D. Hubbert is the managing partner of the Law Offices of Graham and Hubbert. He has over 28 years of legal experience and has the highest peer and client ratings with Martindale-Hubbell ( A.V. Preeminent) and A.V.V.O. (Superb).
Michele Fuller
Claimed Lawyer ProfileSocial Media
Macomb, MI Estate Planning Lawyer with 13 years experience
(586) 803-8500 45200 Card Road
Suite 108
Macomb, MI 48044
Free ConsultationEstate Planning and Elder
Detroit Mercy School of Law and American University International Law
I am the founder of the Michigan Law Center, P.L.L.C. located in Sterling Heights, Michigan. The practice focuses on elder law, special needs planning, Veteran’s Administration planning and settlement planning, including a national practice establishing Qualified Settlement Funds. I am involved in several national organizations. I am an Advisory Board Member of the Academy of Special Needs Planners (ASNP), served as Chair of the 6th Annual conference, in addition to being a frequent presenter at their annual conferences and webinars. I am also a member of the National Academy of Elder Law Attorneys (NAELA) and I am serving my...
Mark E. Mueller
Claimed Lawyer ProfileSocial Media
Troy, MI Estate Planning Lawyer with 28 years experience
(248) 761-7795 2600 W Big Beaver Road
Suite 550
Troy, MI 48084
Free ConsultationEstate Planning, Business, Real Estate and Tax
Wayne State University Law School
I advise business owners, managers, and investors on a wide range of legal issues from the original formation and governing structure of new companies, buying or selling a business, contractual arrangements between business partners, and evaluating and negotiating deals with vendors and customers. I also advise individuals on estate planning and post-mortem estate administration. Typically this involves using a variety of trusts to (i) avoid or reduce estate taxes and (ii) provide for proper transfer and management of family wealth. I hold a Certificate of Completion in the areas of Probate and Estate Planning issued by the Institute of Continuing Legal Education...
Don L Rosenberg
Claimed Lawyer ProfileQ&ASocial Media
Troy, MI Estate Planning Attorney with 39 years experience
(248) 641-7070 1301 W Long Lake Rd
Ste 340
Troy, MI 48098
Free ConsultationEstate Planning, Elder and Probate
I have been practicing for thirty-seve years. My practice is limited to specializing in issues concerning disability, estate, probate, long term care, nursing home, Veterans, Medicaid and special needs planning. I am the immediate past President/Chairman of the Board of Directors of the Alzheimer’s Association - Greater Michigan Chapter (after having served for the last 6 years) and member of the Association's executive committee and an Assembly Delegate to Alzheimer’s Association – National Chapter, Chicago, Illinois. I am also a Member of National Academy of Elder Law Attorneys and have been listed since 1991 in the...
Jamie Ryan Ryke Esq
Claimed Lawyer ProfileSocial Media
Southfield, MI Estate Planning Attorney with 23 years experience
(800) 728-3363 24725 W. 12 Mile Road
Suite 110
Southfield, MI 48034
Free ConsultationEstate Planning and Probate
St. Thomas University School of Law
Welcome to the Law Firm of Thav, Ryke and Assoc. We are Michigan Probate, Estate Planning, Wills and Trusts, Probate and Trust Administration Attorneys located conveniently in Southfield, Michigan and Grand Rapids, Michigan. We have achieved a reputation for solving complex probate matters and as a result, practice and have clients throughout the great state of Michigan. Further, we represent many out-of-state clients who have had family members who pass away in the State of Michigan.

We are here to assist you in all areas of wills and trusts, estate planning, and probate law in the State of Michigan. Our...
Dean E. Patrick
Claimed Lawyer ProfileSocial Media
(248) 663-2566 24725 W. 12 Mile Road
Suite 110
Southfield, MI 48034
Free ConsultationSouthfield, MI Estate Planning Lawyer with 15 years experience
Estate Planning, Probate, Social Security Disability and Traffic Tickets
University of Detroit Mercy School of Law
Since establishing his own practice, Mr. Patrick has personally counseled hundreds of individuals in legal matters and has educated thousands throughout Michigan as a speaker and author.
Matthew S. Abdo
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Charter Twp of Clinton, MI Estate Planning Attorney
(844) 468-2236 42550 Garfield Rd #104-A
Charter Twp of Clinton, MI 48038
Estate Planning, Animal, Criminal and Domestic Violence
Michigan State University College of Law
Matt William Zeigler
Claimed Lawyer ProfileSocial Media
Troy, MI Estate Planning Lawyer with 43 years experience
(248) 643-9530 3001 W Big Beaver Rd, #408
Troy, MI 48084
Estate Planning, Business, Elder and Probate
University of Detroit Mercy School of Law
Since 1976, Zeigler Townley P.C. has handled a wide variety of challenging and complex business and personal matters both in and out of Court. As a Vietnam Veteran, Matt has a very long view of all business litigation, employment and transactional matters, knowing what matters, and what does not.
Howard B. Young
Claimed Lawyer ProfileLII SilverBlawgsearchSocial Media
Bingham Farms, MI Estate Planning Attorney
(248) 258-2700 30100 Telegraph Rd
#428
Bingham Farms, MI 48025
Estate Planning, Business, IP and Tax
University of Michigan Law School
Bruce L. Townley
Claimed Lawyer ProfileSocial Media
Troy, MI Estate Planning Lawyer with 27 years experience
(248) 643-9530 3001 W. Big Beaver
Suite 408
Troy, MI 48084
Estate Planning, Business, Landlord Tenant and Probate
University of Detroit Mercy School of Law
Practicing for Over 23 years in various fields, allowing me to understand the impact of your matter, not just immediately, but in many other areas of your life. I will explain honestly, fully and forthrightly your legal situation, and the options available to you.
John J. Keenan
Claimed Lawyer ProfileQ&ASocial Media
Redford, MI Estate Planning Lawyer with 37 years experience
(313) 532-2100 25550 5 Mile
Redford, MI 48239
Estate Planning, Bankruptcy, Business and Probate
University of Detroit Mercy
Established in 1982, Keenan & Austin, P.C. is a firm of Attorneys/Lawyers located in Redford Township, Michigan; serving Wayne and Oakland counties. Attorneys, Jan Keenan and John J. Keenan, graduated from the University of Michigan (undergrad), and the University of Detroit - Mercy School of Law. Both are dedicated members of the Redford community, serving the Township in many capacities over the years as Coaches and Sponsors of Little League and RTJAA teams, serving on the Planning Commission, Zoning Board of Appeals, Downtown Development Authority, and Parks Commission, on Citizens Input Boards, and in various leadership positions with St. Valentine...
Stuart Lee Sherman
Claimed Lawyer ProfileSocial Media
Bloomfield Hills, MI Estate Planning Attorney with 30 years experience
(248) 631-4965 3707 West Maple Road
Suite 100B
Bloomfield Hills, MI 48301
Estate Planning, Business, Probate and Tax
New York University School of Law and Wayne State University Law School
When you come to The Law Offices of Stuart Lee Sherman, you can have confidence that your case can receive the help you need from an estate planning lawyer in Oakland County. Attorney Sherman has earned his highly-respected reputation, and he is ready to stand beside you and support you today. He attended Indiana University in Bloomington, where he earned his Bachelor’s Degree. From there, he went on to earn his Juris Doctorate at Wayne State University, before continuing on in his education and receiving his LL.M. in Taxation from New York University School of Law. Attorney Sherman has a...
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Eastpointe Estate Planning Legal Aid & Pro Bono Services

Lakeshore Legal Aid
(888) 783-8190
Warren, MI


Detroit Bar Association Volunteer Legal Services
(313) 961-6120
Ext. 20
Detroit, MI

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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.