Oakland County, Michigan Estate Planning Lawyers

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Matthew S. Abdo
Matthew S. Abdo
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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
Daniel Marchese
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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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Robert J. Gavin
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Oakland County, MI Estate Planning Attorney with 10 years experience
(248) 406-0620 34705 West Twelve Mile Road
Suite 160
 Farmington Hills, MI 48331
Estate Planning, Construction, Municipal and Real Estate
DePaul College of Law
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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...
Jamie Ryan Ryke Esq
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Oakland County, 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
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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...
Raymond Barry
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Oakland County, 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
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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.
James Hubbert
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Oakland County, MI Estate Planning Lawyer with 30 years experience
(248) 454-1860 431 Sixth St
 Rochester, MI 48307
Free ConsultationEstate Planning, Business, Criminal and Divorce
Michigan State University
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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).
Kathryn Wayne-Spindler
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Oakland County, 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
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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...
Howard B. Young
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Oakland County, 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
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Matt William Zeigler
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Oakland County, 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
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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.
Mark E. Mueller
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Oakland County, MI Estate Planning Lawyer with 27 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
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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...
Dean E. Patrick
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10.0 Justia Lawyer Rating for Dean E. Patrick (1 Peer Review)
(248) 663-2566 24725 W. 12 Mile Road
Suite 110
 Southfield, MI 48034
Free ConsultationOakland County, MI Estate Planning Lawyer with 14 years experience
Estate Planning, Probate, Social Security Disability and Traffic Tickets
University of Detroit Mercy School of Law
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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.
Mark S. Bosler
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Oakland County, MI Estate Planning Lawyer with 37 years experience
(248) 647-8180 3001 West Big Beaver Rd.
Suite 502
 Troy, MI 48084
Free ConsultationEstate Planning, Business, Probate and Products Liability
Wayne State University Law School and University of Detroit Mercy
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The firm's principal, Mark Bosler, is an experienced attorney practicing in Michigan since 1982, and is admitted to practice in Illinois (1983) and Florida (1989). Primary practice areas include estate planning, probate and trust administration, business and commercial law, collections, civil and commercial litigation, real estate and criminal defense. His educational background includes an advanced Masters Degree in Corporate and Finance Law from Wayne State University, Juris Doctor degree from University of Detroit Law School, and Bachelor of Arts degree in Marketing from Michigan State University. Mr. Bosler has over 25 year of experience in estate planning and estate...
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Howard B. Young
Howard B. Young
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Oakland County, MI Estate Planning Attorney

University of Michigan Law SchoolMichigan
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Thomas Pascaris
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Oakland County, 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
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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.
Daniel S. Carlson
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Oakland County, 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
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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...
Mr. Scott J. Sumner
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Oakland County, 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
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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.
Blake P. Lipman
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Oakland County, MI Estate Planning Attorney with 24 years experience
(248) 851-3175 32871 Middlebelt Rd.
Suite 100
 Farmington, MI 48334
Free ConsultationEstate Planning, Business, Divorce and Probate
Wayne State University Law School
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Blake Lipman has been a practicing attorney in Michigan since 1995. He worked as a real estate lawyer for a number of title companies for approximately 5 years. He is a graduate of Wayne State University Business School and Wayne State University Law School. Mr. Lipman practices in the greater tri-county area, which includes Wayne, Oakland, Macomb, Livingston, Washtenaw, and Monroe counties. Mr. Lipman has a reputation as a tough, fair, and experienced litigator.
Robert Delisi
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Oakland County, 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
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Meghan Schuler Todd
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Oakland County, MI Estate Planning Attorney
(248) 650-0055 730 S. Rochester Road
 Rochester Hills, MI 48307
Free ConsultationEstate Planning and Divorce
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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.
Don L Rosenberg
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Oakland County, 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
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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...
Timothy Klisz
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Oakland County, 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
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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.
Sabrina Shaheen Cronin
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Oakland County, 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
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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,...
Melissa M. Pearce
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Oakland County, 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
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Bruce L. Townley
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Oakland County, MI Estate Planning Lawyer with 26 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
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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.
Barbara Andruccioli
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Oakland County, MI Estate Planning Lawyer with 23 years experience
(248) 528-1111 201 W. Big Beaver Rd. Suite 600
 Troy, MI 48084
Estate Planning, Arbitration & Mediation and Probate
University of Detroit Mercy
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Barbara Andruccioli assists and manages assets for physically or mentally incapacitated individuals, special needs children, those in need of financial protection, and families who are sorting through the estate of a deceased relative. Ms. Andruccioli uses her 21+ years of experience in the legal field to simplify matters for her clients and maximize their quality of life.

Ms. Andruccioli is appointed in Wayne and Oakland Counties to serve primarily in three types of cases: (1) guardian and/or conservator for mentally disabled persons; (2) personal representative of deceased estates; and (3) conservator of minor estates.

Ms. Andruccioli completed the State of Michigan court...
Aric K. Melder
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Oakland County, MI Estate Planning Attorney with 23 years experience
(248) 541-3400 2304 E 11 Mile Rd
 Royal Oak, MI 48067
Estate Planning, Bankruptcy, Business and Elder
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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...
Nick Best
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Oakland County, MI Estate Planning Lawyer with 5 years experience
(248) 237-7979 26711 Woodward Ave
Suite LL-2
 Huntington Woods, MI 48070
Free ConsultationEstate Planning, Bankruptcy, Collections and Consumer
Western Michigan University Cooley Law School
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Gregory Hamilton
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Oakland County, MI Estate Planning Attorney with 34 years experience
(248) 642-6150 32100 Telegraph Rd
 Franklin, MI 48025
Free ConsultationEstate Planning
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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...
Andrew Byers
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Oakland County, MI Estate Planning Lawyer with 22 years experience
(248) 469-4261 2833 Crooks Road
Suite 104
 Troy, MI 48084
Estate Planning, Elder and Probate
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Stuart Lee Sherman
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Oakland County, MI Estate Planning Attorney with 29 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
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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...
Edward M. Shaw
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Oakland County, 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
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Attorney with 24 years experience with offices in Novi, Plymouth and Ann Arbor
David Mammel
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Oakland County, MI Estate Planning Lawyer with 24 years experience
(248) 644-6326 40950 Woodward Ave.
Suite 120
 Bloomfield Hills, MI 48304
Free ConsultationEstate Planning, Business and Elder
Indiana University Robert H. McKinney School of Law
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David has practiced law for 15 years and specializes in estate planning, wills, trusts, probate and defense of medical malpractice and civil rights lawsuits. He is a shareholder of Chapman Law Group and is licensed in both Michigan and Indiana. David is a Special Fiduciary at the Oakland County Probate Court. He is dedicated to educating the public on issues in estate planning including providing assets and care to loved ones, limiting taxes, and establishing healthcare protocols. David strives to serve each individual clients estate planning needs, tailoring each plan to address wealth preservation and family financial security. David holds a Certificate...
Dana F. Wilson
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Oakland County, MI Estate Planning Attorney with 45 years experience
(248) 546-6164 Hazel Park, MI 48030
Estate Planning, Criminal, Divorce and Probate
The John Marshall Law School
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In 1974 Dana Wilson founded the Law Firm of Wilson & Wilson P.C. with the belief that superior legal service is built on the foundation of strong client relationships and excellent legal representation. He has served as a Michigan State Representative, State Senator and Oakland County Commissioner. In addition he served as a member of the Michigan Department of Corrections Commission, and on numerous local boards and commissions in Rochester Hills and Hazel Park.
Kimberly Redd
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Oakland County, MI Estate Planning Attorney
(248) 246-1166 24725 W 12 Mile Rd
Suite 306
 Southfield, MI 48034
Free ConsultationEstate Planning, Bankruptcy and Business
University of Michigan Law School and The Ohio State University Michael E. Moritz College of Law
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Karen M Ross
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Oakland County, 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
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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.
Mohamad I Bazzi
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Oakland County, 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
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Robert Sheehan
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Oakland County, MI Estate Planning Lawyer
(248) 650-5366 1460 Walton Blvd
 Rochester, MI 48309
Estate Planning, Bankruptcy, Business and Criminal
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Our legal team is just that, a team. We work as one, highly experienced unit when dealing with complex and often personal legal matters. When clients want a question answered, any available lawyer can answer it. You need that level of advocacy when a life-changing event occurs and puts your future in doubt. Sheehan & Associates, P.L.C is a litigation firm founded by Robert Sheehan. While we recognize the value of negotiation to resolve cases, we do not hesitate to take a legal matter to trial if that provides the best outcome. Our hope is that the first...
Alaina Sullivan
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Oakland County, MI Estate Planning Lawyer with 12 years experience
(248) 800-4321 40 S. Washington Street
Suite 2
 Oxford, MI 48371
Estate Planning, Family and Probate
University of Dayton School of Law
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Christopher P Atallah
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Oakland County, MI Estate Planning Attorney
(248) 613-0007 543 N Main St, Ste 222
 Rochester, MI 48307
Free ConsultationEstate Planning, Business, Elder and Probate
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Sanford J. Melder
Claimed Lawyer Profile
Oakland County, MI Estate Planning Attorney
(248) 541-3400 2304 E 11 Mile Rd
 Royal Oak, MI 48067
Estate Planning, Bankruptcy, Business and Elder
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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...
Nicholas Stephen Kovach
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10.0 Justia Lawyer Rating for Nicholas Stephen Kovach (1 Peer Review)
(248) 972-8891 34705 West Twelve Mile Road
Suite 160
 Farmington Hills, MI 48331
Oakland County, MI Estate Planning Lawyer with 6 years experience
Estate Planning, Employment, Probate and Real Estate
Wayne State University Law School
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Sanford J. Mall
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Oakland County, MI Estate Planning Attorney with 23 years experience
(248) 538-1800 30445 Northwestern Hwy Ste 310
 Farmington Hills, MI 48334
Estate Planning and Elder
Wayne State University Law School
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Sandy is the founder and senior partner of Mall Malisow & Cooney, P.C. - The Holistic ElderCare Special Needs & Estate Planning Law Firm located in Farmington Hills, Oakland County, Michigan. Sandy is a past Chairperson of the Elder Law & Disability Rights Section of the State Bar of Michigan. He is a nationally board certified as an elder law attorney (CELA) by the National Elder Law Foundation, a VA Accredited Attorney and is a member of NAELA's Council of Advanced Practitioners (CAP). Mr. Mall is a contributing editor and faculty for the Institute of Continuing Legal Education (ICLE).

Sandy's credentials...
Collin D. Dickey
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Oakland County, MI Estate Planning Lawyer with 4 years experience
(248) 792-9193 1000 W. University Dr., Suite 150
 Rochester, MI 48307
Estate Planning, Elder, Employment and Probate
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Collin focuses his practice at the Rutkowski Law Firm primarily in estate planning. Collin has significant experience in financial advising, assisting clients with investment decisions and taxation matters, and is well versed in handling legal inquiries involving the IRS and the State of Michigan.
Collin holds a Bachelor’s Degree in Economics from Hampden-Sydney College in Virginia and his Juris Doctor from Thomas M. Cooley Law School.
After completing his legal education, Collin worked as a Judicial Law Clerk in the 6th Circuit Court of Oakland County for the Honorable Karen D. McDonald, where he gained valuable exposure to a wide variety of...
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Oakland County Estate Planning Legal Aid & Pro Bono Services

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

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

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