Colts Neck, New Jersey Estate Planning Lawyers

John Blasi
PREMIUM

Exceptional Counsel & Legal Representation for Your Estate Planning Matters!

I am a knowledgeable and skilled estate planning law attorney. I am dedicated to assisting clients in defining, planning and meeting their estate law needs. Visit my website for more information, call for a consultation. Read More »
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Francine Julia Galante
PREMIUM

Free Consultation! Skilled & Knowledgeable Estate Planning Counsel & Advocacy!

I am a dedicated and diligent estate planning attorney. My knowledge and experience has proven essential to representing the interests of my clients! Visit my website to see reviews or call for a free consultation. Read More »
10.0Justia Lawyer Rating for Francine Julia Galante View Profile
Anne Marie Robbins
PREMIUM

Experienced & Trusted Attorney for Estate Planning & Probate Legal Matters!

I am a dedicated and determined estate planning and probate lawyer. I will zealously represent your rights and interests in estate planning and probate matters! Call for a consultation, visit my website for information. Read More »
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Mark Goldstein
PREMIUM

Comprehensive estate planning and probate services. Free consultation. Call now!

I’m an experienced New Jersey estate planning attorney and represent clients with small and large estates. My practice includes wills, trusts, and living wills. I also provide representation in will contest litigation. Read More »
10.0Justia Lawyer Rating for Mark Goldstein View Profile
Colts Neck, NJ Estate Planning Attorney with 37 years experience
(732) 444-6303 5 Professional Circle
Suite 110
Colts Neck, NJ 07722
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
Albany Law School
Louis Lepore
Claimed Lawyer ProfileSocial Media
Red Bank , NJ Estate Planning Lawyer with 27 years experience
(888) 347-4212 331 Newman Spring Road
Bldg. 1, 4th Floor, Suite 143
Red Bank , NJ 07701
Estate Planning, Elder, Probate and Tax
Georgetown University Law Center, Touro College Jacob D. Fuchsberg Law Center and St. John's University School of Law
My firm is dedicated to helping you and your loved ones achieve your estate planning objectives in a caring and compassionate manner. He fully recognizes the emotional challenges of preparing for the time when you will pass on your assets, values and family legacy to your heirs and loved ones. My approach to practice is dedicated to caring for you, the ones that you love and the things that you care about most. The focus is building solid, trusting and lasting relationships that you and your family can count on now and in the future. We work hard...
Mary Patricia Magee
Claimed Lawyer ProfileLII GoldSocial Media
Red Bank, NJ Estate Planning Attorney with 40 years experience
(732) 741-7777 331 Newman Springs Rd
#225
Red Bank, NJ 07701
Estate Planning and Tax
Seton Hall University School of Law
Mary Pat has more than 30 years' experience representing individuals, beneficiaries, executors, trustees and guardians with respect to their estate planning needs. She counsels both individuals and professionals in fulfilling their duties when administering estates, trusts, custodial and other fiduciary accounts. Mary Pat also advises in the area of federal estate and gift tax as well as New Jersey estate and inheritance taxes.

Mary Pat is a member of the New Jersey State Bar Association where she is an officer of the Board of Consultors of the Real Property, Trust and Estate law Section. She is a former Chair of...
John Blasi
Claimed Lawyer ProfileLII GoldSocial Media
Red Bank, NJ Estate Planning Attorney with 44 years experience
(732) 741-7777 331 Newman Springs Rd
#225
Red Bank, NJ 07701
Estate Planning, Business, Elder and Tax
Georgetown University Law Center and Cumberland School of Law, Samford University
In the course of providing legal services to clients, John often assists them in defining, planning, and meeting their personal and business needs in areas including individual and corporate tax planning, business transactions, estate planning and probate administration, and employee benefits. In addition, he provides legal representation to charitable nonprofit corporations, including private foundations and hospitals.
Jeff Vandrew Jr
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Red Bank, NJ Estate Planning Attorney with 11 years experience
Phone: https://vandrew.com/call
331 Newman Springs Rd, Suite 143
Red Bank, NJ 07701
Estate Planning, Elder, Probate and Tax
Rutgers University - New Brunswick/Piscataway
Traditional estate planning isn’t cutting it anymore. The typical will and estate plan can result in your in laws snatching assets that were meant for your grandchildren. To sort out this mess, you need more than a generalist. Dual-licensed as both an Attorney and a CPA, this is why I’ve chosen to restrict my practice to two areas: estate planning and tax. I’m also Board-Certified as an Estate Planning Law Specialist by the ABA-accredited Estate Law Specialist Board. With multiple office locations, if you’re looking for a tax or estate planning attorney near Toms River, Red Bank, Freehold,...
Michael David Mirne
Claimed Lawyer ProfileBlawgsearchSocial Media
(732) 988-7200 3200 Sunset Ave
Ocean, NJ 07712
Ocean, NJ Estate Planning Attorney with 17 years experience
Estate Planning, Collections, Landlord Tenant and Tax
Seton Hall University School of Law
Michael D. Mirne was born in New Jersey in 1970. He graduated from Ocean Township High School in 1989 and he earned his Bachelor of Science degree from Syracuse University in 1993. Since then, Mr. Mirne has spent his entire professional career immersed in the real estate industry. In 1995, Mr. Mirne graduated from the Weichert School of real estate and he quickly built a thriving business as a property manager. When some of his property management portfolio was lost to condominium conversions, he dissolved his business and became a full time student at Seton Hall...
C. Catherine Jannarone
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Matawan, NJ Estate Planning Lawyer with 37 years experience
(732) 566-9101 30 Freneau Avenue,Suite 1B
Matawan, NJ 07747
Estate Planning, Divorce, Family and Real Estate
UDC David A. Clarke School of Law and UDC David A. Clarke School of Law
A substantial portion of my practice is devoted to family law, including collaborative divorce and mediation. I strongly believe that divorces settled through the collaborative process lend themselves to faster, more economical and better resolutions, in sharp contrast to the lengthy, costly and adversarial litigation system. Rejecting the uncertainty of putting the fate of their families and futures in the hands of others, the divorcing couple instead choose to work with the collaborative team to reach the best outcomes for themselves and their children, which they craft themselves. In addition to my family practice, I offer divorcing...
Laura D'Orsi
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Red Bank, NJ Estate Planning Lawyer with 28 years experience
(732) 741-3121 189 East Bergen Place
Red Bank, NJ 07701
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
Emory University School of Law
Laura M. D’Orsi has been licensed as an attorney in New Jersey for over 29 years and has over eighteen years of experience exclusively practicing divorce and family law in New Jersey. She practices in Monmouth, Middlesex, and Ocean counties and also handles cases throughout the State of New Jersey. Ms. D’Orsi is Certified by the New Jersey Supreme Court as a Matrimonial Law Attorney. Only 2% of New Jersey Attorneys are Certified Attorneys. To become a Certified Attorney, one must establish eligibility and satisfy requirements regarding education, experience, knowledge and skill. Other Facts about Laura M. D’Orsi,...
Lazaro Cardenas
Claimed Lawyer ProfileSocial MediaResponsive Law
Freehold, NJ Estate Planning Lawyer with 1 year experience
(844) 533-3367 1 Broad Street
Suite 9
Freehold, NJ 07728
Free ConsultationEstate Planning, Foreclosure Defense, Probate and Real Estate
Rutgers School of Law-Newark
Why I became a Real Estate and Probate Attorney focusing on Protecting People’s Future Today:

Since founding the firm, I’ve had the pleasure of working with countless families. I take my job as a counselor very serious and take great pride in assisting the families that walk through our doors. Every day, I strive to become a better practitioner and to offer more options and better advice to clients. This makes me very happy and it is one of the most rewarding experiences of my life.

My partners are two dedicated individuals who truly compliment me, and both have similar ethical and...
Rhonda J. Eiger
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Freehold, NJ Estate Planning Attorney with 27 years experience
(732) 780-5400 4400 Route 9 South, Suite 2200, 2nd Floor
Freehold, NJ 07728
Estate Planning and Real Estate
American University Washington College of Law
Rhonda J. Eiger concentrates her practice on residential real estate, wills, trusts and estates and as a prosecutor. Mrs. Eiger is a member of the Monmouth County Bar Association and the New Jersey State Bar Association and has formerly served as a member of the Freehold Rotary. Ms. Eiger currently serves as the Executive Vice President of the Marlboro Jewish Center. Ms. Eiger is a Faculty Lecturer for the New Jersey State Bar Association Institute for Continuing Legal Education and at the New York City Bar Association City Bar Center for Continuing Legal Education.
Mary Patricia Magee
PREMIUM

Exceptional Estate Planning Lawyer! Over 30 Years of Dedicated Representation!

I provide knowledgeable and skilled legal representation for a vast array of estate planning matters. I will advocate for the best possible outcomes! Visit my website for more information and call for a consultation. Read More »
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Fredrick P. Niemann
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Freehold, NJ Estate Planning Attorney with 41 years experience
(855) 376-5291 3499 Route 9 North Suite 1F
Freehold, NJ 07728
Estate Planning, Elder, Nursing Home and Probate
Fredrick P. Niemann offers his clients nearly 30 years of accomplished practice in the law. He is a former member of the New Jersey Institute of Local Government Attorneys, the National Academy of Elder Law Attorneys, the Guardianship and Conservatorship Committee of NAELA, Monmouth County Probate and Estate Committee and the Monmouth County Chancery Practice Committee. Mr. Niemann has served as an approved civil mediator by the Supreme Court of New Jersey and mediates contested business and civil cases filed in the Superior Courts throughout the State of New Jersey. In addition, Mr. Niemann was accredited by the US Veteran’s...
Richard D. McOmber
Claimed Lawyer Profile
Red Bank, NJ Estate Planning Lawyer with 54 years experience
(732) 842-6500 54 Shrewsbury Avenue
McOmber & McOmber, P.C.
Red Bank, NJ 07701
Free ConsultationEstate Planning, Business, Probate and Tax
Mr. McOmber was admitted to the New Jersey and Federal District Court Bars and then served as a Judge Advocate General for three years in Washington, D.C. There he initially served as defense and trial counsel in many courts martial and thereafter as post Judge Advocate of Fort Leslie J. McNair in the southwest section of Washington. Upon his honorable discharge from the Army, he joined the law firm of Giordano & Halleran. Upon his promotion to partner, the name of the firm was changed to Giordano, Halleran & McOmber. Thereafter, he left that firm to...
Suzanne Marie Jorgensen
Claimed Lawyer Profile
Wall, NJ Estate Planning Attorney with 37 years experience
(732) 556-0530 1704 Maxwell Drive
Suite 202
Wall, NJ 07719
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
New York University School of Law and Boston University School of Law
Gary B Garland
Claimed Lawyer Profile
Manalapan, NJ Estate Planning Attorney with 27 years experience
(844) 442-6468 195 Route 9 South - Suite 204
Manalapan, NJ 07726
Estate Planning, Elder and Probate
Brooklyn Law School
Lauren Bercik
Claimed Lawyer ProfileSocial Media
(732) 483-6300 1161 Broad St., Suite 215
Shrewsbury, NJ 07702
Shrewsbury, NJ Estate Planning Attorney with 15 years experience
Estate Planning, Elder, Probate and Traffic Tickets
Seton Hall University School of Law
In 2004, Lauren D. Bercik earned her Juris Doctor from Seton Hall University School of Law and received an academic achievement award. In 2004, she was admitted to the New Jersey State Bar and United States District Court of New Jersey. Ms. Bercik was admitted to the New York State Bar in January 2018.

Ms. Bercik is an active member of the American Bar Association, New Jersey State Bar Association, Monmouth County Bar Associations & current member of the Monmouth County Bar Probate Committee.

Ms. Bercik has been a civil litigator since 2004, devoting most...
Paula Menar
Claimed Lawyer Profile
Freehold, NJ Estate Planning Lawyer with 18 years experience
(732) 431-0013 11 Broad Street, Suite 2E
Freehold, NJ 07728
Estate Planning, Divorce, Family and Real Estate
Richard C. Flanigan
Claimed Lawyer Profile
Allenhurst, NJ Estate Planning Attorney with 45 years experience
(732) 531-0771 112 Main Street
Allenhurst, NJ 07711
Estate Planning and Real Estate
Boston College Law School
Ms Pamela S. Stockham Esq.
Claimed Lawyer Profile
Fair Haven, NJ Estate Planning Lawyer with 25 years experience
(732) 933-0998 700 River Road
Fair Haven, NJ 07704
Estate Planning, Business, Family and Real Estate
Seton Hall University School of Law
Dennis Barrett
Claimed Lawyer Profile
Avon-By-the-Sea, NJ Estate Planning Lawyer with 36 years experience
(732) 774-2113 310 Main St
Avon-By-the-Sea, NJ 07717
Estate Planning and Real Estate
Seton Hall Law School
Anne O'Connor
Claimed Lawyer Profile
Freehold, NJ Estate Planning Lawyer
(732) 303-0440 509 Stillwells Corner Road
Freehold, NJ 07728
Estate Planning
Mr. Kenneth Albert Vercammen Esq.
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Edison, NJ Estate Planning Attorney with 34 years experience
(732) 572-0500 2053 Woodbridge Ave.
Edison, NJ 08817
Estate Planning, Criminal, Elder and Probate
Widener University Delaware School of Law
Kenneth A. Vercammen is an Edison, Middlesex County, NJ trial attorney who has published 125 articles in national and New Jersey publications on business and litigation topics. Ken Vercammen is the Author of the American Bar Association book Criminal Law Forms. He is a Certified Municipal Court Law Attorney by the NJ Supreme Court. Kenneth Vercammen was a Speaker at the American Bar Association Annual Meeting. He was a speaker at Handling Drug, DWI & criminal cases. He often lectures to trial lawyers of the American Bar Association, New Jersey State Bar Association and Middlesex County Bar Association. ...
Vladimir Tsirkin
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South Amboy, NJ Estate Planning Lawyer with 6 years experience
(732) 525-2200 104 N. Broadway Suite A
South Amboy, NJ 08879
Estate Planning, Business, Elder and IP
Rutgers School of Law-Newark
I am registered to practice before the U.S. Patent and Trademark Office, and admitted to the State Bars of New York and New Jersey. I also am admitted to U.S. District Courts for the Southern District of New York, Eastern District of New York, and District of New Jersey. I have a Juris Doctor degree (JD) from Rutgers University School of Law, and a combined degree of Master of Science in Chemical Engineering from Naval Engineering Institute. Prior to forming my own firm, I worked for global financial companies Goldman Sachs and JPMorgan Chase, and served as a...
Mark Goldstein
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
(732) 967-6777 800 Old Bridge Rd
Brielle, NJ 08730
Free ConsultationBrielle, NJ Estate Planning Lawyer with 32 years experience
Estate Planning, Divorce, Family and Probate
New York Law School
Mark Goldstein concentrates on complex business/commercial litigation, tax and accounting matters, high net worth divorce cases and all family law issues including divorce, alimony/spousal support, potential termination of alimony payments, child custody and visitation, child support, and college contributions between divorced parents.
James P. Brady
Claimed Lawyer ProfileSocial MediaResponsive Law
Toms River, NJ Estate Planning Lawyer with 40 years experience
(732) 286-9500 2494 Moore Road, Suite 3A
Toms River, NJ 08753
Free ConsultationEstate Planning, DWI, Real Estate and Traffic Tickets
Seton Hall University School of Law
When you need a lawyer, you have the right to expect a legal professional who maintains the highest standards of integrity, and is focused on obtaining the best possible outcome. I have practiced law for over 40 years. In 1991, I resigned my partnership in Ocean County's largest and most respected law firm. When I opened my law office that year in Toms River, New Jersey, I was driven by my commitment that each and every client would be confident of receiving the highest level of legal knowledge and skill, backed by responsive, understanding and compassionate...
Francine Julia Galante
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
(732) 967-6777 800 Old Bridge Rd
Brielle, NJ 08730
Brielle, NJ Estate Planning Lawyer with 28 years experience
Estate Planning, Business, Divorce and Domestic Violence
Brooklyn Law School
Ms. Galante has nearly twenty years of experience in civil litigation, family and divorce law, contractual and real estate matters. With a background in commercial litigation, she brings these skills to the field of divorce and family law. Her practice has covered a wide range of transactional work with a concentration on corporate acquisitions, formation, financing, capitalization and the sale of closely held, international and eBusiness companies. She has represented various clients in connection with their professional practices and employment-related issues. She also has experience in probate and estate practice advising clients on estate planning strategies involving personal and business...
Joseph Klein
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Lakewood, NJ Estate Planning Lawyer with 15 years experience
(212) 495-8133 1072 Madison Avenue
Lakewood, NJ 08701
Estate Planning and Elder
Brooklyn Law School
Joseph Klein manages the Elder Law Group of Korsinsky & Klein, LLP. His practice includes handling all aspects of Elder Law and Medicaid planning. He is experienced and skilled with complex Trusts and Estates, Estate and Gift Tax Planning, Guardianships, and assisting Nursing Homes with Medicaid matters such as Collections. Joseph regularly practices in the Surrogate’s Court in New York State.

Joseph graduated from Brooklyn Law School and is admitted to the New York and New Jersey Bars. He is a member of the New York State Bar Association, for whom he lectures regularly throughout the state. ...
Carl G. Archer
Claimed Lawyer ProfileSocial Media
Monroe Twp., NJ Estate Planning Lawyer with 11 years experience
(609) 842-9200 369 Applegarth Road
Monroe Twp., NJ 08831
Estate Planning, Elder and Probate
Rutgers School of Law-Camden
My practice is exclusively limited to Medicaid applications and asset protection planning, estate planning, elder law, probate, guardianships, and veterans' advocacy work.
Seth Avi Kurs
Claimed Lawyer ProfileSocial MediaResponsive Law
Jamesburg, NJ Estate Planning Lawyer with 15 years experience
(609) 448-2500 29 East Railroad Avenue
Jamesburg, NJ 08831
Estate Planning, Business, Elder and Real Estate
Brooklyn Law School
Born in Brooklyn, New York, Mr. Kurs spent his elementary school years in Reynoldsburg, Ohio, and then the remainder of his primary education years in East Windsor, New Jersey.

He received his Bachelor of Arts degree from Thomas Edison State College, and his Juris Doctor degree from Brooklyn Law School, and is admitted to practice law before the courts of New Jersey, New York, Pennsylvania, and the Federal District of New Jersey.

Mr. Kurs completed a Civil Internship with the American Society of Composers, Authors, and Publishers (ASCAP), a Criminal Internship with the New Jersey Division of Criminal Justice, Office...
James Morris
Claimed Lawyer Profile
Monmouth Beach, NJ Estate Planning Attorney with 26 years experience
(732) 229-2404 45 Ocean Ave, Suite 11D
Monmouth Beach, NJ 07750
Free ConsultationEstate Planning and Real Estate
Widener University Delaware School of Law
James Morris graduated Rutgers University in 1981 and began a career as a Police Officer in New Jersey. While policing, Mr. Morris attended Widener Law School, graduating Cum Laude in 1992. Mr. Morris has limited his area of practice strictly to Real Estate and Estate Planning Law so as to provide his clients with the utmost experience and care. Additionally, Mr. Morris has the following relevant credentials: 1. Adjunct Professor at Farleigh Dickinson University, teaching courses in Real Estate Law. 2. R. 1:40 Court Approved Foreclosure Mediator in the Superior Court of New Jersey. 3. R....
Neel Shah
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Monroe Township/Jamesburg, NJ Estate Planning Lawyer with 19 years experience
(732) 521-9455 241 Forsgate Drive
Suite 204
Monroe Township/Jamesburg, NJ 08831
Estate Planning, Elder, Probate and Tax
My law practice is focused on helping individuals, families & business owners who wish to protect their wealth and their legacy for current & future generations from estate taxes, law suits, the escalating costs of nursing homes and other sources of attack, My past & present clients include parents, grandparents, children, established corporations, LLCs, individual entrepreneurs, and start-up ventures. Clients value my diverse training & expertise across the Wealth-planning, Business Law & Real Estate Law disciplines. I use my skill set to foresee, analyze & implement business-succession techniques for my corporate and individual clients as they initiate different stages of...
Lawrence Charles Kroll
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East Brunswick, NJ Estate Planning Attorney with 27 years experience
(732) 613-8000 1 Auer Court
East Brunswick, NJ 08816
Free ConsultationEstate Planning, Personal Injury, Probate and Workers' Comp
Benjamin N. Cardozo School of Law
Staci Allison Cosner
Claimed Lawyer Profile
East Brunswick, NJ Estate Planning Lawyer with 23 years experience
(732) 937-8000 197 Highway18
Suite 104
East Brunswick, NJ 08816
Free ConsultationEstate Planning, Divorce, Elder and Probate
Columbia Law School
Staci A. Cosner graduated from Cornell University with distinction and received a bachelor’s degree in Economics and Political Science in 1992. She then received a Juris Doctor from Columbia Law School in 1995. Formerly, she was an associate with Skadden Arps in New York City. Staci is admitted to practice in New Jersey and New York courts. She is a member of the Elder Law Committee for the Middlesex County Bar Association and the National Academy of Elder Law Attorneys. Staci lectures frequently on Elder Law, and has appeared on local New Jersey television to discuss Elder...
Stephanie C. Hunnell
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Belmar, NJ Estate Planning Attorney with 14 years experience
(732) 749-3500 801 12th Avenue
Belmar, NJ 07719
Estate Planning, Divorce and Family
Rutgers School of Law-Camden
Joseph Lane
Claimed Lawyer ProfileSocial Media
Manasquan, NJ Estate Planning Attorney with 26 years experience
(732) 223-2336 2600 Highway 35
Manasquan, NJ 08736
Estate Planning, Elder, Probate and Real Estate
Keith Arlen Singer
Claimed Lawyer Profile
Spring Lake Heights, NJ Estate Planning Attorney with 41 years experience
(732) 749-3700 2018 Highway 71 Unit 6
Spring Lake Heights, NJ 07762
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Western New England University School of Law
At the Law Offices of Keith A. Singer, we are committed to providing high quality legal representation to individuals, families and businesses in New Jersey. Mr. Singer has been a member of the Bar Association of New Jersey since 1978, As an experienced Attorney Mr. Singer and his staff will be able to guide you in order to minimize the stress associated with complex legal matters. Whether you are starting a business, buying or selling a home, or require the drafting of a will or trust; you can depend on the Law Offices of Keith A. Singer to provide thorough...
Justin LaPiana
Claimed Lawyer ProfileBlawgsearch
Brielle, NJ Estate Planning Attorney
(732) 967-6777 800 Old Bridge Rd
Brielle, NJ 08730
Free ConsultationEstate Planning, Criminal, Divorce and Family
Seton Hall University School of Law
Jeffrey J. McWeeney
Claimed Lawyer Profile
Brick, NJ Estate Planning Attorney
(732) 920-8383 635 Duquesne Boulevard
Brick, NJ 08723
Estate Planning and Elder
Seton Hall University School of Law
Joseph Jasaitis
Claimed Lawyer Profile
Manasquan, NJ Estate Planning Lawyer with 24 years experience
(732) 223-1222 75 Abe Voorhees Dr
Manasquan, NJ 08736
Free ConsultationEstate Planning, Business and Real Estate
My practice focuses on real estate, estate planning and business law. Most of my clients live or work in Monmouth or Ocean County, New Jersey. Call today for a free initial phone consultation. 733-223-1222
Evan Pickus
Claimed Lawyer Profile
East Brunswick, NJ Estate Planning Lawyer with 25 years experience
(732) 254-5333 802 Ryders Ln
East Brunswick, NJ 08816
Estate Planning, Bankruptcy, Divorce and Family
Roberta Burcz
Claimed Lawyer Profile
Point Pleasant, NJ Estate Planning Attorney with 39 years experience
(732) 892-7334 1229 Bay Ave
Point Pleasant, NJ 08742
Free ConsultationEstate Planning, Bankruptcy, Business and Foreclosure Defense
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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.