Chanhassen, Minnesota Estate Planning Lawyers

Jerry A. McDonald Esq.
Claimed Lawyer Profile
Chanhassen, MN Estate Planning Lawyer with 17 years experience
(952) 253-1406 600 West 78th Street
Suite 230
Chanhassen, MN 55317-0159
Estate Planning, Business, Criminal and Elder
Hamline University School of Law
Courtney Sebo
Claimed Lawyer ProfileSocial Media
Excelsior, MN Estate Planning Lawyer with 9 years experience
(612) 360-0680 540 Lake Street
Excelsior, MN 55331
Free ConsultationEstate Planning and Probate
Mitchell Hamline School of Law
Courtney Sebo is an estate planning, probate and litigation attorney practicing in Rochester, MN and Excelsior, MN. Courtney is the sole owner and attorney at Excelsior Law Firm. Courtney offers personalized, accessible, and hands-on representation to clients. Courtney drafts wills, trusts, health care directives, powers of attorney, deeds, contracts, antenuptial agreements (prenups), and represents clients in litigation. A former Minnesota Court of Appeals law clerk, Courtney is a 2010 graduate of William Mitchell College of Law and a 2002 graduate of the University of Saint Thomas. Courtney's career has spanned both small and large law...
William Henry Henney
Claimed Lawyer Profile
Minnetonka, MN Estate Planning Attorney with 37 years experience
(952) 474-4406 5101 Thimsen Avenue
Suite 200
Minnetonka, MN 55345
Estate Planning, Business, Collections and Probate
William Mitchell College of Law
William H. Henney, Attorney at Law, has provided experienced legal services to his clients in Minnesota and Florida since 1982. His offices are located at 5101 Thimsen Avenue in Minnetonka, Minnesota. Bill graduated Cum Laude from the University of Minnesota Duluth and attended William Mitchell College of Law. He is married and has a son. Bill is experienced in the art of negotiation, whether in contract disputes, collections with debtors or the IRS, and maintains a constant focus on understanding his clients’ needs. His areas of legal practice include: Minnesota and U.S. District...
Erin Ann Muldoon Haug
Claimed Lawyer Profile
Minnetonka, MN Estate Planning Lawyer with 15 years experience
(952) 474-4406 5101 Thimsen Ave STE 204
Minnetonka, MN 55345
Free ConsultationEstate Planning, Family, Probate and Real Estate
Graduated from Concordia College Moorhead, MN in 2001 majoring in business administration. Attended the University of North Dakota School of Law with the Juris Doctor in 2004. Erin has been in private practice since 2004.
Kari S. Swalinkavich
Claimed Lawyer Profile
Minnetonka, MN Estate Planning Lawyer
(952) 474-4303 5101 Thimsen Ave, #200
Minnetonka, MN 55345
Estate Planning and Family
Kate Zerwas Graham
Claimed Lawyer ProfileSocial Media
(612) 643-0930 Minneapolis, 55407
Free ConsultationEstate Planning, Agricultural, Elder and Probate
University of Arkansas - Fayetteville and William Mitchell College of Law
I am an attorney practicing in the areas of food and agriculture law and elder law. My practice is focused on assisting people with difficult transitions, whether that be life transitions following a difficult diagnosis or the generational transfer of a small farm or family business. I am particularly passionate about sustainable agriculture and ensuring that small farms survive and thrive during and after the transfer of the farm from one generation to the next. In addition to traditional legal services, I also offer consulting services for retiring farmers looking to chart their farm transition journey. I also offer my...
Daniel Reiff
Claimed Lawyer ProfileSocial Media
Minnetonka, MN Estate Planning Lawyer
(612) 421-2175 12800 Whitewater Dr #100
Minnetonka, MN 55343
Estate Planning, Business, Probate and Real Estate
Hamline University School of Law
I can spend all kinds of time talking about my background and credentials, like how I graduated summa cum laude from law school, did a prestigious clerkship, and have 15 years of legal experience. But you know what? That's probably not what you want to hear about. You want to know how I can help you.

Here's how I can help you. I help you become a better parent, a better spouse, or a better business owner. I approach my work, not primarily through the lens of a lawyer, but through the lens of one who has personally had to use...
Ronald M. Otten
Claimed Lawyer ProfileSocial Media
Eden Prairie, MN Estate Planning Lawyer with 36 years experience
(612) 562-8135 6385 Old Shady Oak Road
Suite 250
Eden Prairie, MN 55344
Free ConsultationEstate Planning, Elder, Probate and Tax
Dedicated to providing clients with quality service, drawing on over three decades of experience in estate planning and related practice areas.

Ronald M. Otten practices in the areas of estate planning, probate, trust administration, business succession planning, charitable giving, medicaid planning and real estate. Since these practice areas have many sub-categories that cross over into other practice areas, he works closely with other firm attorneys to meet the legal needs of our clients.

Ron has a strong belief in client service. His experience, spanning more than three decades, ranges from the representation of individual clients in simple estate planning matters to the...
Mr Scott Michael Nelson
Claimed Lawyer ProfileBlawgsearchSocial Media
Edina, MN Estate Planning Lawyer with 33 years experience
(952) 746-2152 8050 West 78th Street
Edina, MN 55439
Free ConsultationEstate Planning, Probate and Tax
University of Minnesota Law School and St. John's University School of Law
With more than 27 years of experience, Scott provides legal counsel to individuals and closely held businesses with sophisticated aspects of tax, business and estate planning. Licensed Minnesota and Wisconsin, his areas of expertise include business succession planning, coordinated estate planning for complex estates, and advising all types of families on transfer of assets as well as legacy and philanthropic planning during lifetime or upon death. Scott’s practice includes advising trust and estate fiduciaries (trustees and executors), beneficiaries and charitable organizations. His dedication to and advancement in the estate planning practice area is evidenced by his...
Richard Bardy
Claimed Lawyer Profile
Wayzata, MN Estate Planning Attorney
(952) 476-5995 101 Lake St W
Wayzata, MN 55391
Free ConsultationEstate Planning and Business
John E. Simshauser
Claimed Lawyer Profile
Bloomington, MN Estate Planning Attorney with 10 years experience
(952) 400-2222 6525 Cecila Cr.
Bloomington, MN 55439
Estate Planning, Business and Entertainment & Sports
William Mitchell College of Law
Thomas Johnston
Claimed Lawyer Profile
Chaska, MN Estate Planning Attorney with 25 years experience
(952) 556-5200 207 N Chestnut St
Suite 150
Chaska, MN 55318
Estate Planning, Business, Elder and Probate
University of Iowa
Jennifer L. Thompson
Claimed Lawyer ProfileSocial MediaResponsive Law
Bloomington, MN Estate Planning Attorney with 3 years experience
(763) 310-7477 8500 Normandale Lake Blvd.
Suite 350
Bloomington, MN 55437
Estate Planning, Divorce, Family and Probate
William Mitchell College of Law
Jennifer has represented private individuals as well as county agencies in family matters, child protection, and civil commitment litigation since 2014. As a certified student attorney at William Mitchell College of Law, she represented parents whose children had been removed from the home under circumstances such as chemical dependency and medical neglect. At the same time, she volunteered as a guardian ad litem (Court Appointed Special Advocate) in child protection cases in Hennepin County.

Beginning in 2015, Jennifer clerked in a private practice family law firm and, after graduating early from law school and passing the Bar exam in...
Gordon V Johnson
Claimed Lawyer Profile
Edina, MN Estate Planning Attorney with 53 years experience
(952) 925-1016 5837 Jeff Place
Edina, MN 55436
Estate Planning, Business and Tax
Charles D Roulet
Claimed Lawyer Profile
Maple Grove, MN Estate Planning Attorney with 20 years experience
(763) 420-5087 7028 East Fish Lake Road
Maple Grove, MN 55311
Free ConsultationEstate Planning and Business
William Mitchell College of Law
Minnesota will, trust and estate planning attorney Chuck Roulet has devoted his career to helping his clients protect what matters most to them through comprehensive estate, asset protection, and business planning. Chuck is a frequent lecturer and is the author of numerous articles on estate planning. He is also the author of two books, "What Happens to Them: what every parents needs to know about estate planning", and "Be Your Own Boss: A Fast and Friendly Legal Guide to Starting Your Own Business". He is also working on an upcoming series of books on estate planning. Chuck has...
Andrew Merrill Ayers
Claimed Lawyer ProfileSocial Media
Edina, MN Estate Planning Attorney with 16 years experience
(612) 294-6982 6800 France Avenue South
Suite 190
Edina, MN 55435
Estate Planning, Business, Collections and Family
New York Law School
Before starting my own law firm, I worked for law firms in New York City. I represented people and businesses in lawsuits in court. Other clients needed help with transactions for themselves or their businesses. Some of my favorite clients were young families and small business owners and working with them inspired me to start my own law firm in 2011.

WHAT I LEARNED

Starting my own business helped me understand the challenges and opportunities that confront business owners at all stages of their entrepreneurial journeys. I was immediately amazed at the creative and innovative ways that these businesses worked with their customers. We...
Jill M. Sauber
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 6 years experience
(952) 886-7442 7760 France Avenue South
11th Floor
Minneapolis, MN 55435
Estate Planning, Elder, Probate and Real Estate
University of St. Thomas, Minnesota School of Law
I love what I do! My entire professional career has focused on death, dying, and preplanning. It is not as macabre as you may think! I find peace in helping my clients and their family prepare for the "inevitable"? (death and taxes), and make life's transitions easier.

I help clients navigate estate planning, as they focus on asset growth, to long-term care planning, where the focus shifts to asset preservation and care. After a death occurs, I help resolve contested Will or Trust issues (litigation), counsel on Medical Assistance claims, and guide families through the probate process.

I love facing the challenges...
Kimberly M. Hanlon
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Attorney with 11 years experience
(612) 206-3701 310 4th Avenue South
Suite 5010
Minneapolis, MN 55415
Estate Planning, Business and Probate
University of Tulsa
I am not your typical lawyer. First of all, I don’t have the mindset of the typical lawyer, and I certainly haven’t had the usual career path. I came to my legal career after being a fashion designer in New York and moving away for family reasons. It’s hard to be a fashion designer anywhere else, it really is.

After I became a lawyer, I started my practice and started practicing just like every other lawyer I know practices. As I was going along, I kept noticing that most law practices violate the laws of good business (and clients hate that...
Joseph M. Flanders
Claimed Lawyer ProfileSocial Media
Apple Valley, MN Estate Planning Lawyer with 12 years experience
(612) 424-0398 15050 Cedar Ave. Ste. 116 #332
Apple Valley, MN 55124
Free ConsultationEstate Planning, Business, Collections and Elder
University of North Dakota School of Law
A Dakota County, Minnesota lawyer focusing on probate, estate planning, Wills, Trusts, family law, business law, and litigation.
Joshua Damberg
Claimed Lawyer ProfileQ&ASocial Media
Richfield, MN Estate Planning Lawyer with 2 years experience
(952) 925-4147 6601 Lyndale Ave S, Suite 320
Richfield, MN 55423
Estate Planning, Elder and Probate
University of St. Thomas, Minnesota School of Law
As an attorney, I gravitated toward Elder Law and Estate Planning because I felt it was one of the few areas that would allow me to interact with people on a daily basis. I am a very outgoing and compassionate person, and the ability to help others brings energy to my practice. I was blessed to clerk for one of the largest and most experienced Twin Cities Elder Law-oriented firms throughout my tenure at the University of St. Thomas School of Law (Maser, Amundson, Boggio & Hendricks) and I joined them as an Associate Attorney following my passage of the...
Lauri Ann Schmid
Claimed Lawyer ProfileSocial Media
Apple Valley, MN Estate Planning Lawyer with 22 years experience
(952) 953-8843 14985 Glazier Avenue
Suite 525
Apple Valley, MN 55124
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
Hamline University School of Law
Becky Moshier
Claimed Lawyer Profile
St Paul, MN Estate Planning Attorney with 29 years experience
(651) 645-1211 2233 University Ave W Suite 420
St Paul, MN 55114
Free ConsultationEstate Planning, Bankruptcy and Divorce
William Mitchell College of Law
Becky A. Moshier, Attorney at Law is an experienced bankruptcy lawyer with over 29 years experience.
Jean Marie Brandl
Claimed Lawyer Profile
Minneapolis, MN Estate Planning Lawyer with 28 years experience
(612) 332-5100 12 South Sixth Street
Suite 510
Minneapolis, MN 55402
Free ConsultationEstate Planning, Criminal, DWI and Employment
University of Minnesota Law School
I practiced criminal law in California for 16 years and continue to practice criminal law in both the State and Federal Courts in Minnesota. I was honored as an attorney of the year from the San Diego Criminal Defense Bar Association in 2002. I have handled and tried cases to juries in everything from petty theft, DWI, and minor drug cases to very serious robberies, burglaries and homicides. I have won numerous cases and most recently won a felony sexual assault appeal and then won the jury retrial in the case in Washington County Minnesota in 2010. I...
Jesse Kibort
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Attorney
(763) 201-1215 3165 Fernbrook Ln N
Minneapolis, MN 55447
Free ConsultationEstate Planning, Appeals, Business and Consumer
Hamline University
Life presents many legal complications…who will you turn to if you need representation? At Daniels & Wymore, PLLC we are a full service law firm providing representation to businesses and individuals. Our tremendously experienced and capable team of professionals can help counsel you and your business through any legal matter, whether you are starting a business, and you need us to draft the necessary business documents, or you need litigation representation, or estate planning or you need help defending your home from foreclosure. It doesn’t matter whether you are an wealthy entrepreneur, the start up business, or the average individual...
Zachary A. Wiegand
Claimed Lawyer ProfileSocial Media
Burnsville, MN Estate Planning Attorney with 8 years experience
(952) 658-6503 3000 County Road 42 West
Suite 310
Burnsville, MN 55337
Free ConsultationEstate Planning and Probate
William Mitchell College of Law
Zachary A. Wiegand is a Burnsville estate planning and probate attorney who counsels clients on estate planning, probate, and trust administration matters. Zach helps families preserve and protect their hard-earned assets by drafting comprehensive and protective estate plans including wills, trusts, health care directives and powers of attorney. Following the death of a loved one, Zach also helps navigate families through the probate or trust administration process.

By working closely with his clients and listening intently to their concerns, Zach is better able to understand the goals and wishes of each individual and family he represents. Once each client’s goals are...
Rebecca Bell
Claimed Lawyer ProfileSocial Media
Golden Valley, MN Estate Planning Attorney with 31 years experience
(763) 582-1414 5801 Duluth Street
Suite 360
Golden Valley, MN 55422
Estate Planning, Business and Probate
William Mitchell College of Law
I take care of women so they can relax, stop worrying and have the time to take care of everything else going on in their lives. I create comprehensive estate plans that take care of women, their families, their assets and honor their values. My firm assists businesses in multiple way business succession planning and advising; corporate records compliance; draft and review documents; and works with you as part of your team of trusted advisors. I also work and am a national speaker in the area of Equine Law. Specialties: Business Succession Planning, Estate Planning, Will...
Malee Ketelsen
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 16 years experience
(952) 767-4980 7800 Metro Pkwy #300
Minneapolis, MN 55425
Estate Planning and Immigration
Attorney Malee M. Ketelsen is an elder law and immigration attorney in Minneapolis who is ready to take on your case and provide you with the representation you need at this pivotal time in your life. Come to Ketelsen Law Office, where you can have confidence in the help and support you can receive. Attorney Ketelsen received her Bachelor of Arts degree from the University of Iowa. She later obtained her Juris Doctorate at Drake University School of Law. She has a membership with several well-known associations, including the Minnesota State Bar Association, the Elder Law Section of the National...
Mrs. Brea Buettner-Stanchfield
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 11 years experience
(612) 377-5311 2701 University Ave SE
STE 209
Minneapolis, MN 55414
Free ConsultationEstate Planning, Bankruptcy, Consumer and Elder
William Mitchell College of Law
Bankruptcy and Consumer Rights Attorney
James C. MacGillis
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 21 years experience
(612) 455-0503 8000 Flour Exchange Building
310 Fourth Ave. S.
Minneapolis, MN 55415
Estate Planning, Business and Employment
University of Minnesota Law School
James C. MacGillis is a business attorney focusing on the corporate, employment, and litigation needs of entrepreneurs and growing businesses. Jim prides himself on exceeding his clients’ expectations by addressing their legal concerns promptly, efficiently, and effectively. His responsiveness, creativity, and ability to efficiently evaluate, advise, and advocate for his clients has earned him the respect of his peers, as Jim was named a 2006, 2009 and 2010 Rising Star by Minnesota Super Lawyers magazine. Jim graduated from the University of Minnesota Law School in 1997, where he was a managing editor for the Minnesota Law Review. Jim earned a...
Peter Lennington
Claimed Lawyer Profile
St Paul, MN Estate Planning Attorney with 29 years experience
(651) 641-0741 821 Raymond Ave
Suite 315
St Paul, MN 55114
Estate Planning, Elder, Probate and Tax
The University of Toledo College of Law
Peter G. Lennington is a Twin Cities attorney and counselor, helping traditional and non-traditional families plan for life, deal with death, resolve conflict, and preserve a lasting legacy. His plans are comprehensive and highly personalized. Hundreds of families have engaged Peter to ensure that their loved ones have the information, guidance, and resources they need in the event of a death or disability. Peter is past president of the American Association of Trusts, Estates, and Elder Law Attorneys (AATEELA), a national, invitation-only organization of attorneys specializing in estate planning and elder law. He is also a member of the National Academy...
Joseph Flanders
Claimed Lawyer ProfileSocial Media
Eagan, MN Estate Planning Lawyer with 12 years experience
(612) 424-0398 2600 Eagan Woods Drive Suite 270
Eagan, MN 55121
Estate Planning, Elder and Probate
University of North Dakota School of Law
Joseph M. Flanders is a Minnesota probate lawyer who is licensed to practice law in Minnesota, North Dakota, and Indiana. The firms probate attorneys and lawyers have years of experience helping personal representatives and executors navigate the complicated probate and estate administration process.
Thomas Hurwitz
Claimed Lawyer Profile
New Hope, MN Estate Planning Lawyer with 32 years experience
(952) 593-5959 3410 Winnetka Ave. N. #101
New Hope, MN 55427
Free ConsultationEstate Planning, Family, Personal Injury and Probate
Hamline University School of Law
Anna M. Yakle
Claimed Lawyer ProfileSocial Media
Apple Valley, MN Estate Planning Attorney
(952) 953-3330 15000 Garrett Avenue
Apple Valley, MN 55124
Estate Planning, Business, Employment and Family
Anna focuses her practice on family law matters, including divorce, adoption, custody, parenting time/visitation, grandparent visitation, and paternity and estate planning and probate matters, including wills, trusts, health care directives, and powers of attorney. She also represents clients in the areas of employment law and business law. Anna obtained her Bachelor of Science from Winona State University in Winona, Minnesota in 2004 and obtained her Juris Doctorate from Hamline University School of Law in Saint Paul, Minnesota in 2008.

During law school, Anna served on the Hamline Law Review and maintained her presidential merit scholarship. Prior to joining Tentinger...
T. Melissa Gotfredson
Claimed Lawyer ProfileSocial Media
Maple Grove, MN Estate Planning Lawyer
(763) 445-2648 11670 Fountains Dr.
Suite 200
Maple Grove, MN 55369
Estate Planning and Probate
University of Minnesota Law School
Gotfredson Law Office PLLC is a Twin Cities, MN area law firm specializing in estate planning and probate services. Our services include wills, trusts, powers of attorney, and health care directives. We also represent individuals who have been nominated or appointed as personal representatives of a decedent's estate. We are conveniently located in Maple Grove, MN.
Mr. Michael Davey
Claimed Lawyer Profile
Saint Paul, MN Estate Planning Attorney with 12 years experience
(612) 234-1551 2233 University Avenue West
Suite 150
Saint Paul, MN 55114
Free ConsultationEstate Planning and Bankruptcy
Mitchell Hamline School of Law and William Mitchell College of Law
Mike Davey is licensed to practice law in Minnesota, US District Court for Minnesota, US District Court - Western Wisconsin. Mike is excited to bring his passion for supporting and helping people to the practice of law.

Mike graduated from William Mitchell College of Law. He was a founding member of the William Mitchell Journal of Law & Practice. He participated in developing the Journal's Business Plan and served as a member of its editorial staff. Mike helped organize The Journal's first symposium: "No Strings Attached, Regulating Judicial Campaign Speech: Judicial Elections in...
Jennifer Evans
Claimed Lawyer Profile
Eagan, MN Estate Planning Attorney with 15 years experience
(651) 882-7886 4660 Slater Road
Suite 250
Eagan, MN 55122
Free ConsultationEstate Planning, Criminal, Family and Probate
William Mitchell College of Law
Julie Wilcox
Claimed Lawyer ProfileSocial Media
Edina, MN Estate Planning Attorney with 11 years experience
(651) 895-2945 4940 W 77th
Edina, MN 55435
Free ConsultationEstate Planning and Family
Julie Wilcox founded Blue Owl Law because she wants to do good work for good people. She wants to listen. To give answers, and ideas. To guide strong people through tough situations. And because she has powerful personal experience within estate planning and family law and wants to use those experiences to help and connect with others.
Michael John Weber
Claimed Lawyer ProfileSocial Media
Minneapolis, MN Estate Planning Lawyer with 26 years experience
(612) 296-8080 150 3rd Ave S
Suite 100
Minneapolis, MN 55401
Estate Planning, Administrative, Health Care and Probate
Stanford University
Michael has over 20 years experience handling matters involving the Minnesota Board of Medical Practice, the Minnesota Board of Nursing, the Minnesota Board of Dentistry, the Minnesota Board of Psychology, the Health Professionals Services Program (HPSP), and other health and medical boards. Michael founded Weber Law Office -- the predecessor of Weber & Nelson Law Office -- in 2000. Michael's practice areas include health law, business and employment law, wills and probate, and trials and appeals. Michael started his law practice in 1993, as an Assistant Attorney General in the Minnesota Attorney General's Health Licensing Division. He...
Kate Stellmach Freiert
Claimed Lawyer Profile
Richfield, MN Estate Planning Lawyer with 9 years experience
(952) 925-4147 6601 Lyndale Ave S Ste 320
Richfield, MN 55423
Estate Planning, Elder and Probate
Hamline University School of Law
A practitioner in the areas of estate planning, estate administration, and elder law including long term care planning. I work with individuals and families to plan for the unknown, prepare any necessary documents, and to inform my clients of all of the options available to them in the event long term care is needed.
Todd Bagby
Claimed Lawyer Profile
Minneapolis, MN Estate Planning Lawyer with 12 years experience
(612) 424-1624 1624 Harmon Place
Suite 300
Minneapolis, MN 55403
Free ConsultationEstate Planning, Business and Family
University of Iowa
Todd handles matters in Wills, Trusts, and Estates; Family Law; and Civil Litigation. He also provides pro bono representation to youth in foster care in association with the Children's Law Center of Minnesota. Before moving to Minnesota, Todd practiced law in Denver, Colorado in the areas of Municipal Law and Litigation. He also gained experience in Civil Rights Law while interning with the United States Department of Justice and the University of Iowa Clinical Law Programs. Todd is a graduate of Tulane University and the University of Iowa College of Law. He was born and raised in Independence, Iowa.
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Chanhassen Estate Planning Legal Aid & Pro Bono Services

Central Minnesota Legal Services Volunteer Attorney Program
(612) 332-8151
Minneapolis, MN


Minnesota AIDS Project
(612) 341-2060
St. Paul , MN

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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.