New Hudson, Michigan Estate Planning Lawyers

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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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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Raymond Barry
Claimed Lawyer ProfileSocial Media
Milford, MI Estate Planning Attorney with 24 years experience
(877) 332-1579 1100 Corporate Office Drive
Suite 100
Milford, MI 48381
Estate Planning, Criminal, DUI and Probate
Thomas M. Cooley Law School
Raymond C. Barry & Associates, PLLC advises clients in matters of creating effective estate plans, wills, powers of attorney, deeds and medical patient advocates. We handle all aspects of probate administration so you don't have to. We also effectively defend clients who have found themselves charged with traffic offenses, misdemeanors or felonies.
Melissa M. Pearce
Claimed Lawyer ProfileSocial Media
Milford, MI Estate Planning Attorney with 10 years experience
(248) 676-8976 1100 Corporate Office Drive
Suite 320
Milford, MI 48381
Estate Planning, Criminal, Divorce and Family
Western Michigan University Cooley Law School
John Ceci
Claimed Lawyer ProfileSocial Media
Brighton, MI Estate Planning Lawyer with 16 years experience
(810) 299-2734 726 W. Grand River Ave.
Brighton, MI 48116
Free ConsultationEstate Planning, Bankruptcy, Collections and Probate
Western Michigan University Cooley Law School and Eastern Michigan University
I'm a sole practitioner in Brighton (Livingston County) Michigan specializing in estate planning, family and divorce law, bankruptcy and debt relief, appeals, juvenile law, parent's rights, probate court matters (estate administration, guardianship, conservatorship), collection cases, landlord tenant cases and general civil matters.
David Johnson
Claimed Lawyer ProfileSocial Media
Brighton, MI Estate Planning Attorney with 43 years experience
(810) 227-1700 8163 Grand River Rd
Brighton, MI 48114
Estate Planning, Business, Divorce and Family
Wayne State University Law School
Kathryn Wayne-Spindler
Claimed Lawyer ProfileSocial Media
Milford, MI Estate Planning Lawyer with 25 years experience
(248) 676-1000 425 West Huron Street
Suite 120
Milford, MI 48381
Estate Planning, Divorce, Family and Probate
Oklahoma City University School of Law
Michigan Attorney Kathryn Wayne-Spindler has built a full-service law firm that is pleased to be successfully helping clients with all their divorce, family law, adoption, child custody, change of domicile, estate planning, minor criminal defense and probate needs. She is an experienced and aggressive fighter in the courtroom. She is also known for being a compassionate counselor to her clients. She understands that her clients' cases are not just legal battles to be won, but life-changing events that can potentially be emotionally traumatic. She listens and advises with her client's best interests in mind. Years ago, Wayne-Spindler realized that...
Catherine Riesterer
Claimed Lawyer ProfileSocial Media
Brighton, MI Estate Planning Attorney with 32 years experience
(810) 227-3103 7900 Grand River Rd
Brighton, MI 48114
Estate Planning, Business and Real Estate
University of Michigan Law School
Christopher J. Berry
Claimed Lawyer ProfileSocial Media
Brighton, MI Estate Planning Lawyer with 14 years experience
(888) 390-4360 860 W
Brighton, MI 48116
Estate Planning and Elder
Estate Planning and Elder Law is not an area for a “generalist.” Your quality of life and your life’s work is more important than that. It is important to work with a Certified Elder Law Attorney (CELA). The CELA designation is the GOLD STANDARD in estate planning and elder law. The clients that we work with value the peace of mind, that their goals are being met with the absolute latest in legal strategies to protect assets and preserve quality of life and care. These are only available when working with a Certified...
Mr. Scott J. Sumner
Claimed Lawyer Profile
Clarkston, MI Estate Planning Attorney with 27 years experience
(248) 650-0055 5840 Lorac Drive
Clarkston, MI 48346
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.
Robert Gardella
Claimed Lawyer Profile
Brighton, MI Estate Planning Lawyer with 26 years experience
(810) 220-4200 134 N. First Street
Suite 201
Brighton, MI 48116
Free ConsultationEstate Planning, Business, Collections and Construction
Western Michigan University Cooley Law School
Mohamad I Bazzi
Claimed Lawyer Profile
Novi, MI Estate Planning Attorney with 5 years experience
(866) 868-5756 28175 Haggerty Road
Novi, MI 48377
Free ConsultationEstate Planning, Business, Consumer and Probate
University of Detroit Mercy School of Law
Howard B. Young
PREMIUM

Michigan Estate Planning Attorney

University of Michigan Law SchoolMichigan
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Timothy Klisz
Claimed Lawyer ProfileSocial Media
Novi, MI Estate Planning Lawyer with 22 years experience
(866) 770-7782 28175 Haggerty Rd.
Novi, MI 48377
Free ConsultationEstate Planning, DUI, Personal Injury and Probate
University of Detroit Mercy School of Law
Attorney Tim Klisz is a full service lawyer for over 20 years in metro Detroit. Assisting individuals and small businesses in the following areas: personal injury, car accidents, wrongful death, criminal law, probate and estate planning, real estate law and collections. Free phone consultation available for any area of law.
Kimberly Bowlin
Claimed Lawyer ProfileSocial Media
Brighton, MI Estate Planning Attorney
(810) 844-2520 10315 Grand River Rd
Brighton, MI 48116
Estate Planning, Business, Construction and Real Estate
Ms. Bowlin concentrates her practice in corporate/small business, real estate, and construction law. She is a leading practitioner in the areas of construction liens, land use development, zoning, and condominium association law. She is a 1995 graduate of the University of Detroit Mercy School of Law and received her undergraduate degree from James Madison College at Michigan State University. Prior to founding this law firm, she specialized in municipal and public corporation law, representing several village, townships, and cities in Livingston and Oakland County.
Edward M. Shaw
Claimed Lawyer Profile
Novi, MI Estate Planning Lawyer with 29 years experience
(248) 374-1800 42705 Grand River Ave., Suite 201
Novi, MI 48375
Free ConsultationEstate Planning, Divorce and Family
Attorney with 24 years experience with offices in Novi, Plymouth and Ann Arbor
Eric J. Gould
Claimed Lawyer ProfileSocial Media
Farmington Hills, MI Estate Planning Lawyer with 29 years experience
(248) 489-8600 39395 W 12 Mile Rd
Suite 200
Farmington Hills, MI 48331
Estate Planning, Business, Health Care and Tax
Wayne State University Law School
Kenneth Wayne Demers
Claimed Lawyer Profile
Troy, MI Estate Planning Attorney with 23 years experience
(248) 358-9696 200 East Big Beaver Road
Troy, MI 48083
Estate Planning, Bankruptcy, Consumer and Probate
I was born and raised in the lakes region of Oakland County in a little town called Union Lake. Union lake is situated at the crossroads of Waterford Township, White Lake Township, West Bloomfield Township and Commerce Township hence the name Four Towns, known only by locals. I began my legal carreer with Wayne County Neighborhood Legal Services in their general litigation section taking my experience in consumer law with me into private practice. I currently practice all types of consumer law including Bankruptcy, Estate Planning and Probate. I maintain a presence in West Bloomfield, Troy, Novi,...
Zachary C. Kemp
Claimed Lawyer ProfileSocial Media
Highland, MI Estate Planning Lawyer
(248) 529-6849 141 N. Milford Road, Suite 103
Highland, MI 48357
Estate Planning, Bankruptcy, Criminal and Probate
Michigan State University
John P Kelly
Claimed Lawyer ProfileSocial Media
Northville, MI Estate Planning Lawyer
(248) 348-0496 422 E Main Street
Northville, MI 48167
Estate Planning
Probate mediator for will contests, trust issues and other related legal issues. Skilled in legal disputes involving claims of undue influence or insane delusion. Expert in fiduciary duties, trust construction, and accounting responsibilities.
John Tatone
Claimed Lawyer Profile
Novi, MI Estate Planning Lawyer with 22 years experience
28175 Haggerty Road
Novi, MI 48377
Estate Planning, Probate and Real Estate
James Hubbert
Claimed Lawyer ProfileSocial Media
(248) 454-1860 431 Sixth St
Rochester, MI 48307
Free ConsultationRochester, MI Estate Planning Lawyer with 30 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).
Kenneth Gold
Claimed Lawyer ProfileSocial Media
Plymouth, MI Estate Planning Lawyer with 32 years experience
(734) 335-7100 747 S. Main St. Suite 100
Plymouth, MI 48170
Free ConsultationEstate Planning and Probate
Wayne State University
Ken Gold is an experienced and dedicated estate planning and probate attorney. He has the knowledge and skills to help you with every element of estate planning along with your real estate and business needs.
Samir Dahman
Claimed Lawyer ProfileSocial Media
Ann Arbor, MI Estate Planning Attorney with 11 years experience
(614) 636-1250 3588 Plymouth Road
Suite 290
Ann Arbor, MI 48105
Free ConsultationEstate Planning, Business, Insurance Claims and International
Ohio State University - Columbus
At Dahman Law, we are passionate about providing exceptional, client-focused legal services. We handle commercial litigation, business law, employment, and estate planning matters across Ohio and Michigan. But what makes Dahman Law different from other law firms is that you will know up front how much you can expect to pay for legal services, instead of wondering how much you will end up being charged at the end. Samir Dahman founded Dahman Law after practicing for years at Ohio's largest law firms. His practice includes commercial litigation, business law, employment, and estate planning. ...
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 14 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.
Beverly M. Griffor
Claimed Lawyer ProfileSocial Media
Ypsilanti, MI Estate Planning Lawyer with 11 years experience
(734) 827-1337 1851 Washtenaw
Ypsilanti, MI 48197
Estate Planning, Business, IP and Trademarks
Ave Maria School of Law
Attorney Beverly M. Griffor was first licensed in Michigan and has since become involved in litigation and research nationwide. She diligently represents the interests of each of her clients. Beverly graduated from the University of Michigan with a double majored Bachelors degree in Psychology and Sociology and a minor in Philosophy. In each major, Beverly sub-concentrated in both Criminology and Social Inequality. She also graduated as a member of honor societies in all three of her concentrations. Beverly received her Juris Doctor from Ave Maria School of Law, focusing her studies on trial...
Sean Patrick Murphy
Claimed Lawyer Profile
Plymouth, MI Estate Planning Lawyer with 5 years experience
(313) 672-7300 801 W. Ann Arbor Trail
Suite 240
Plymouth, MI 48170
Free ConsultationEstate Planning, Business, Construction and Probate
University of Detroit Mercy School of Law
Sean is currently an Attorney at Hubbard Snitchler & Parzianello, PLC. He is licensed to practice law in the State of Michigan. Prior to joining Hubbard Snitchler & Parzianello, PLC, Sean practiced at a small firm in Farmington Hills, Michigan and was a Judicial Law Clerk to Justice Stephen J. Markman of the Michigan Supreme Court.

Sean graduated from Western Michigan University with a Bachelor of Business Administration in Economics and Business Administration. After Western Michigan, Sean went on to graduate from the University of Detroit Mercy School of Law, graduating summa cum laude and first in his class. While...
Kenneth V Zichi
Claimed Lawyer ProfileQ&ASocial Media
Howell, MI Estate Planning Attorney with 32 years experience
(810) 299-5222 1360 W. Grand River Ave
Howell, MI 48843
Free ConsultationEstate Planning, Elder, Family and Insurance Claims
University of Michigan - Ann Arbor
Helping Livingston County residents navigate the legal system for 30 years. I focus on Wills, Trusts, Estate Planning and Probate, with a significant portion of my practice also concerning Real Estate and general civil litigation. If you have questions or issues with your home, a cabin up north, or want to insure your family is cared for after you are gone, I'd be happy to meet with you, perhaps bust some myths, and certainly insure YOUR and your family's needs are met. Call for an appointment today!
Robert J. Gavin
Claimed Lawyer ProfileSocial Media
(248) 406-0620 34705 West Twelve Mile Road
Suite 160
Farmington Hills, MI 48331
Farmington Hills, MI Estate Planning Attorney with 10 years experience
Estate Planning, Construction, Municipal and Real Estate
DePaul College of Law
Robert Gavin is the Senior Associate at Shifman & Carlson, P.C. He has been practicing law since 2008, and was named a Super Lawyers Rising Star in 2015, 2018, and 2019. He was also listed by DBusiness Magazine as a Top Lawyer in the Metro Detroit Area for Public Finance Law in both 2014, 2017, and 2018.

Rob brings a wide variety of skills and a diverse background to bear for his clients, including his experience with contract negotiation, employee issues, construction issues. Rob's undergraduate degree is in engineering, which has also been useful to clients during construction issues and in...
Robert Delisi
Claimed Lawyer ProfileSocial Media
CLARKSTON, MI Estate Planning Attorney with 38 years experience
(248) 620-0080 7640 DIXIE HIGHWAY SUITE 120
CLARKSTON, MI 48346
Estate Planning, Business, Elder and Probate
Wayne State University Law School
Robert Joseph Stelmock
Claimed Lawyer Profile
Canton, MI Estate Planning Lawyer with 21 years experience
(734) 927-9782 8556 N. Canton Center Road
Canton, MI 48187
Free ConsultationEstate Planning, Divorce, Family and Probate
When consider Divorce Lawyers in Michigan make sure to choose a lawyer whose primary practice is divorce and family law and not one that dabbles in each. Robert J. Stelmock is a Divorce Lawyer that does not dabble in family law but whose practice is focused on Divorce and Family Law. Mr. Stelmock is the founder of Stelmock Law Firm, PC, also the managing attorney for the firm and is a certified mediator for divorce, custody and all family law matters. As a Divorce Lawyer, his primary practice is Family Law and Divorce. Since 1998 he...
Aaron R. Shahan
Claimed Lawyer ProfileSocial Media
Plymouth, MI Estate Planning Lawyer with 9 years experience
(248) 773-5555 598 N. Mill St
Plymouth, MI 48170
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
The John Marshall Law School
Aaron Shahan focuses his practice on the areas of probate and trust law. He assists his clients with a broad range of disputes involving probate, trust, and fiduciary matters. Aaron Shahan also helps individuals, couples, and families create estate plans, private foundations and charitable trusts. Prior to forming ATLAS LAW, PLC, Aaron practiced with a premier estate planning and probate litigation firm. He has extensive litigation experience and is proficient in advanced estate planning and asset protection techniques. Aaron is licensed to practice in Michigan, Florida, and Arizona. He is also an accredited attorney with the Veterans Administration. ...
Jamie Ryan Ryke Esq
Claimed Lawyer ProfileSocial Media
Southfield, MI Estate Planning Attorney with 22 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...
LaChelle Logan
Claimed Lawyer ProfileSocial Media
Redford, MI Estate Planning Lawyer with 20 years experience
(313) 538-1100 26032 5 Mile Rd
Redford, MI 48239
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
University of Toledo
When you come to Bryant, Logan, Wheeler Law Group, you can have confidence that your case can receive the attention and care it requires. It is of the utmost importance that you know where you can turn to procure the help your case calls for at this time, and a Redford bankruptcy attorney at this office will be glad to help you. Attorney LaChelle W. Logan, Esq. attended the University of Toledo, where she earned her Juris Doctorate. She obtained her Bachelor of Science degree from Michigan State University. She has a membership with the State Bar of Michigan. She...
John J. Keenan
Claimed Lawyer ProfileQ&ASocial Media
Redford, MI Estate Planning Lawyer with 36 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...
Glenn R. Matecun
Claimed Lawyer ProfileBlawgsearchSocial Media
Howell, MI Estate Planning Lawyer with 30 years experience
(517) 548-7400 915 N. Michigan Avenue
Suite 6
Howell, MI 48843
Free ConsultationEstate Planning, Business and Real Estate
Daniel S. Carlson
Claimed Lawyer ProfileSocial Media
Farmington Hills, MI Estate Planning Attorney with 11 years experience
(248) 972-8891 34705 West Twelve Mile Road
Suite 160
Farmington Hills, MI 48331
Estate Planning, Business, Municipal and Probate
Ave Maria School of Law
Do you need experienced legal assistance with planning your estate? Here at Shifman & Carlson, P.C., we can help you prepare for the future. Our Michigan probate lawyers can help you protect what matters most by drafting a will or a trust. By preparing a comprehensive estate plan, you can ensure that your belongings are distributed according to your wishes and that your loved ones have a secure future after you pass. When you work with our firm, we will evaluate your needs help draft a personalized plan that is tailored specifically for you. We have been providing Michigan families...
Amanda Elizabeth Fisher
Claimed Lawyer ProfileSocial Media
Ann Arbor, MI Estate Planning Attorney with 5 years experience
(877) 772-0123 455 E Eisenhower Pkwy Ste 240
Ann Arbor, MI 48108
Estate Planning, Elder and Tax
Michigan State University
Jane A Bassett
Claimed Lawyer ProfileQ&ASocial Media
Ann Arbor, MI Estate Planning Attorney with 24 years experience
(734) 930-9200 2045 Hogback Rd
Ann Arbor, MI 48105-9732
Estate Planning, Elder and Probate
University of Detroit Mercy School of Law
Jane A. Bassett has been practicing for over 20 years and is the principal of Bassett Law in Ann Arbor. Her practice focuses on probate, elder and disability law, LGBT law, and adoptions, including estate planning, special needs trusts, Social Security benefits, Medicaid, probate administration, vulnerable adult abuse and exploitation, and adoption. Ms. Bassett sits on council for the Elder Law and Disability Rights Section of the Michigan State Bar Association and is a member of the National Academy of Elder Law Attorneys. Bassett Law is a firm of five attorneys, a full-time care manager, two masters...
Karen M Ross
Claimed Lawyer Profile
Waterford, MI Estate Planning Lawyer with 29 years experience
(248) 681-0400 3824 Elizabeth Lake Rd.
Waterford, MI 48328
Estate Planning, Divorce, Elder and Probate
University of Detroit Mercy School of Law
I manage the business of life. A life well lived is a business. When I represent a client, I look at their life as a whole and put together a comprehensive plan to assure that they are better off after my representation of them. This applies to their divorce settlements as well as their estate planning.
Sabrina Shaheen Cronin
Claimed Lawyer ProfileSocial Media
Bloomfield Hills, MI Estate Planning Lawyer with 26 years experience
(248) 258-3500 Suite 250
Bloomfield Hills, MI 48304
Estate Planning, Criminal, Family and Probate
University of Detroit Mercy School of Law
Sabrina Cronin is the Founder and President of The Cronin Law Firm. Following Sabrina’s lead, the breadth and depth of knowledge at The Cronin Law Firm is quite expansive. She and her team handle family law, business law, criminal defense, estate planning, entertainment law, personal injury, real estate, bankruptcy, civil litigation, employment law and immigration. In more than two decades as an attorney, Sabrina has fed her curiosity and challenged herself to become intimately involved in multiple areas of the law. Her professional experience is distinctive and varied. She began as an associate attorney for Sullivan, Ward, Bone, Tyler,...
Thomas Pascaris
Claimed Lawyer ProfileSocial Media
Farmington, MI Estate Planning Lawyer with 9 years experience
(248) 893-6090 23629 Liberty St, Suite 200
Farmington, MI 48335
Estate Planning, Bankruptcy, Business and Divorce
Western Michigan University Cooley Law School
Thomas D. Pascaris, Esq., is partner/lead attorney and co-founder of All Law, PLLC. He received his bachelor’s in Finance, Business administration, and a minor in Political Science from the University of Michigan-Dearborn, and his Juris Doctor from Thomas M. Cooley Law School. Thomas specializes in many legal areas including Divorce, Bankruptcy, Estate Planning, and business formation and transactions. Thomas holds a board seat on the City of Farmington Downtown Development Authority, and was recently selected as Dbusiness Magazine’s 30 in their 30 for 2018.
Viviane Shammas
Claimed Lawyer ProfileSocial Media
Ann Arbor, MI Estate Planning Lawyer
(734) 645-4814 Attorney and Real Estate Broker
106 North Fourth Avenue
Ann Arbor, MI 48104
Estate Planning, Family and Real Estate
Western Michigan University Cooley Law School
Michigan Licensed Attorney since 1990. Michigan Licensed in Real Estate since 1992, Licensed Broker since 2002. Member State Bar of Michigan, Washtenaw County Bar Association. Real Estate Law Section Co-Chair, WCBA, 2011-2012. Member National Association of Realtors, Michigan Association of Realtors, Ann Arbor Area Board of Realtors, Realtor.com. Member, Real Estate, Probate and Estate Planning, and Family Practice sections of the Washtenaw County Bar Association. Member Women Lawyers of Michigan. Member Washtenaw Estate Planning Council. Member Ann Arbor-Ypsilanti Area Chamber of Commerce.
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

New Hudson Estate Planning Legal Aid & Pro Bono Services

Common Ground Legal Clinic
(800) 231-1127
Bloomfield Hills, 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.