Neptune Estate Planning Lawyers

Compare 95 top rated New Jersey attorneys serving Neptune.
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John Blasi
PREMIUM
John Blasi

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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Lauren M. Neureither
PREMIUM
Lauren M. Neureither

New Jersey Estate Planning Lawyer

University of Connecticut School of LawConnecticut, New Jersey and United States District Court, District of Connecticut
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Anne Marie Robbins
PREMIUM
Anne Marie Robbins

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
Mark Goldstein

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
Robert F. Munoz
FREEHOLD, NJ Estate Planning Attorney with 35 years of experience
(732) 462-7170 100 WILLOW BROOK RD
FREEHOLD, NJ 07728
Estate Planning, Business, Elder and Municipal
New York University School of Law
Vincent Jennings
Red Bank, NJ Estate Planning Lawyer with 64 years of experience
(732) 741-4854 110 Hwy 35
Red Bank, NJ 07701
Estate Planning, Business and Real Estate
Dana A Bennett
Red Bank, NJ Estate Planning Attorney with 24 years of experience
(732) 268-7520 3 Harding Rd Ste E
Red Bank, NJ 07701
Estate Planning
Seton Hall University School of Law
Alvin Mark Cheslow
Englishtown, NJ Estate Planning Attorney with 32 years of experience
(732) 792-7899 215 Gordons Corner Rd
Englishtown, NJ 07726
Estate Planning and Tax
Steven M. Gabor
FREEHOLD, NJ Estate Planning Attorney with 36 years of experience
(732) 294-9100 31 W MAIN ST FL 2
FREEHOLD, NJ 07728
Estate Planning, Arbitration & Mediation, Bankruptcy and Business
SUNY Buffalo Law School
Peter Strohm
Lakewood, NJ Estate Planning Lawyer with 49 years of experience
(732) 363-0777 150 Airport Rd
Lakewood, NJ 08701
Estate Planning, Business and Health Care
Waldo Harry Carkhuff
Rumson, NJ Estate Planning Attorney with 49 years of experience
(239) 947-2211 858 Navesink River Rd
Rumson, NJ 07760
Estate Planning and Tax
Robert Taff
Toms River, NJ Estate Planning Lawyer with 41 years of experience
(732) 901-5797 143 Rte 70
Toms River, NJ 08755
Estate Planning and Real Estate
Gary Lee Mason
Manalapan, NJ Estate Planning Attorney with 29 years of experience
(732) 358-2028 195 US Highway 9 Ste 204
Manalapan, NJ 07726
Estate Planning, Bankruptcy, Business and Real Estate
New England Schl Of Law and New England Law | Boston
John J. Ross
FREEHOLD, NJ Estate Planning Lawyer with 36 years of experience
(732) 294-9036 46 THOREAU DR
FREEHOLD, NJ 07728
Estate Planning and Elder
Fordham University School of Law
Craig Cox Esq.
PREMIUM
Craig Cox Esq.

New Jersey Estate Planning Attorney

University of Richmond School of LawNew Jersey and Pennsylvania
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Mary Patricia Magee
PREMIUM
Mary Patricia Magee

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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Howard Lee Drescher
Englishtown, NJ Estate Planning Attorney with 32 years of experience
(732) 792-7899 215 Gordons Corner Rd
Englishtown, NJ 07726
Estate Planning and Tax
Boston College Law School
Laura Michele Halm
Lakewood, NJ Estate Planning Lawyer with 21 years of experience
(732) 363-0777 150 Airport Rd
Lakewood, NJ 08701
Estate Planning and Real Estate
Joel Andrew Davies
Toms River, NJ Estate Planning Lawyer with 30 years of experience
(732) 901-5797 143 Rte 70
Toms River, NJ 08755
Estate Planning and Elder
Ann Dougherty
Toms River, NJ Estate Planning Attorney
(732) 341-9400 50 Hadley Ave
Toms River, NJ 08753
Estate Planning, Civil Rights, Divorce and Elder
Clyde Crofoot
Toms River, NJ Estate Planning Lawyer with 42 years of experience
(732) 341-8920 380 Luane Rd
Toms River, NJ 08755
Estate Planning, Divorce and Family
Mr. Kenneth Albert Vercammen Esq.
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Mr. Kenneth Albert Vercammen Esq.
Edison, NJ Estate Planning Attorney with 35 years of 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. ...
Mr. Eric Goldberg
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Mr. Eric Goldberg
Morristown, NJ Estate Planning Attorney with 25 years of experience
(862) 210-8822 163 Madison Avenue
Suite 220-69
Morristown, NJ 07960
Free ConsultationEstate Planning and Elder
Benjamin N. Cardozo School of Law
Eric Goldberg is Founder and Principal of the Goldberg Law Group, LLC. He is dedicated to working with his clients on a personal level, and providing them with customized plans that meet their unique needs and goals. Over the years, Eric has learned that the best plans are the result of close collaboration, not only with his clients, but also with other professionals involved in caring for the needs of seniors, special needs adults and children, and veterans. His clients appreciate this approach and consider Eric both a counselor for life and a family friend.
Maurice Giro
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Maurice Giro
(201) 255-4417 90 Main Street, Ste. 102
Hackensack, NJ 07601
Free ConsultationHackensack, NJ Estate Planning Lawyer with 14 years of experience
Estate Planning, Divorce, Elder and Probate
Rutgers School of Law-Camden
I began my career on my own right after I finished working for a Judge. I had no idea how to be a lawyer or how to be a business man so I jumped into the deep end of the swimming pool on my own. I spoke to other attorneys and I read books to help me learn how to practice law and how to run my office. I sometimes felt that the way I was being taught to run the office was unusual and the reality of being a lawyer was very different from what I had in mind...
James K. Estabrook
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James K. Estabrook
Westfield, NJ Estate Planning Attorney with 38 years of experience
(908) 233-6800 53 Cardinal Dr
Westfield, NJ 07901
Estate Planning, Employment and Tax
Temple University Beasley School of Law
Jim Estabrook is a shareholder of the firm of Lindabury, McCormick, Estabrook & Cooper, P.C. He has devoted most of his thirty-seven years with the firm attending to the legal requirements of privately held businesses. Jim has developed several areas of emphasis including federal and state estate and gift taxation, ERISA and employee benefits law.
Karen Ford Edler
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Karen Ford Edler
Morristown, NJ Estate Planning Attorney with 36 years of experience
(973) 828-9100 89 Headquarters Plaza North
Suite 1442
Morristown, NJ 08062
Offers Video ChatEstate Planning, Education, Employment and Social Security Disability
New York Law School
Karen Edler is the founder of the PMSD Education Law Group. She advocates for parents and students to obtain a free, appropriate public education for students with disabilities under the Individuals with Disabilities Education Act (“IDEA”), Section 504 & related laws. Ms. Edler's services include reviewing Individual Education Plans (“IEP”) & Section 504 Plans, attending meetings and filing due process petitions when necessary. Ms. Edler represents students with any educational issues including academic issues, school disciplinary cases, bullying cases and collegiate academic and disciplinary matters. Ms. Edler handles special needs planning, Special Needs Trusts, guardianship applications & social security appeals....
Eric Sorkin
PREMIUM
Eric Sorkin

New Jersey Estate Planning Lawyer

Rutgers University - CamdenUnited States Tax Court, New Jersey and Pennsylvania
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Francine Julia Galante
PREMIUM
Francine Julia Galante

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
Jaclyn Healey
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Jaclyn Healey
Metuchen, NJ Estate Planning Lawyer with 3 years of experience
(732) 548-5400 441 Main St.
Metuchen, NJ 08840
Free ConsultationEstate Planning, Business, Elder and Probate
Rutgers School of Law-Newark and Ramapo College
Jaclyn Healey earned her Bachelors degree at Ramapo College in just two and a half years before moving on to Law School. While at Ramapo she served as an officer for many organizations on campus and competed in Moot Court. Mrs. Healey earned her J.D. from Rutgers Law School where she also received her Certification in Corporate and Business Law. Mrs. Healey is a member Phi Delta Phi, she served as Vice-Magister during her time at Rutgers. She also served in the Rutgers Community and Transactional Lawyering Clinic where she helped to represent incapacitated persons in guardianship matters, and acted...
Derek John Soltis
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Derek John Soltis
Jersey City, NJ Estate Planning Lawyer with 6 years of experience
(844) 533-3367 121 Newark Ave
Suite 554
Jersey City, NJ 07302
Estate Planning, Bankruptcy, Employment and Probate
Rutgers School of Law-Newark
Derek J. Soltis, Esq. is graduate of Rutgers School of Law Newark and an admitted attorney in the State of New York. Mr. Soltis also has an MBA in Management Systems with an International Business Designation from Fordham University Graduate School of Business and a Master of Science in Information and Communication Systems where he specialized in System Dynamics. While at Fordham Mr. Soltis graduated in the top 10% of class and was enrolled in Phi Kappa Phi the Collegiate Honor Society and Beta Gamma Sigma the Business Honors Society. Mr. Soltis's undergraduate degree is a BBA from the University...
David G. Hardin
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David G. Hardin
Summit, NJ Estate Planning Lawyer with 40 years of experience
(908) 273-1212 480 Morris Ave
Summit, NJ 07901
Estate Planning, Business, Probate and Tax
Rutgers School of Law-Newark
David Hardin concentrates his practice in the areas of wills, trusts and estates, corporate law and real estate law. His professional practice focuses on advising individual and corporate clients with respect to estate and gift tax planning and estate administration, acquisitions and sales of real estate, and the formation and operation of business enterprises. David is a Fellow of the American College of Trust and Estate Counsel. He served a term as Chair of the Real Property, Probate and Trust Law Section of the New Jersey State Bar Association. Prior to holding that position, he served as a Section...
Donald Vanarelli
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Donald Vanarelli
Westfield, NJ Estate Planning Attorney with 37 years of experience
(908) 232-7400 242 St. Paul Street
Westfield, NJ 07090
Offers Video ChatEstate Planning and Elder
Rutgers School of Law-Newark
I have been practicing law since 1983, admitted in NJ and NY. A graduate of Rutger's Law School, I practice in the areas of elder law, estate planning and administration, special needs planning, probate and guardianship litigation, Social Security and SSI disability appeals. Before attending law school, I worked for the Social Security Administration adjudicating claims for benefits under the Social Security, SSI, Medicare and Medicaid programs. I served as law clerk to Hon. Herbert S. Alterman, J.S.C. I am board-certified as an elder law attorney. I am also accredited by the U.S. Department of Veterans Affairs to prepare, present...
Barry Eran Janay
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Barry Eran Janay
Montclair, NJ Estate Planning Attorney with 17 years of experience
(844) 562-3572 33 Plymouth St.
Suite 202A
Montclair, NJ 07042
Free ConsultationEstate Planning, Elder, Probate and Tax
Golden Gate University and Golden Gate University School of Law
Barry Janay, Esq. represents emerging businesses in matters relating to commercial litigation, intellectual property infringement matters and other intellectual property litigation (including misappropriation of confidential and trade secret information), employment and labor law, collections, defamation, privacy and media law litigation matters. Barry serves as counsel for clients in industries ranging from publishing, software, retailers, and consumer products to online businesses.
Daniel R. Lasar
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Daniel R. Lasar
Edison, NJ Estate Planning Attorney with 22 years of experience
(732) 626-5152 LASAR LAW LLC
1581 Route 27, Suite 202
Edison, NJ 08817
Offers Video ChatEstate Planning, Immigration, Personal Injury and Traffic Tickets
Emory University School of Law
Member of three state bars (NJ, NY, and NC). The firm has extensive experience in Immigration, Green Cards, Naturalizations, Visa and Extensions, EADs, FFE's, and I-290(b) Motions. The firm also provides estate planning services (wills and powers of attorney), and traffic ticket defense in New Jersey.
Elizabeth Engert Manzo
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Elizabeth Engert Manzo
Westfield, NJ Estate Planning Attorney with 23 years of experience
(908) 233-6800 53 Cardinal Dr
Westfield, NJ 07090
Estate Planning, Elder and Employment
Seton Hall University School of Law
Elizabeth Manzo is a shareholder of the firm of Lindabury, McCormick, Estabrook & Cooper, P.C. She concentrates her practice in ERISA and employee benefits law, elder law, trust and estate planning, and estate litigation. In 2016 Elizabeth became a Certified Elder Law Attorney, recognized by the National Elder Law Foundation which is the only organization approved by the American Bar Association to offer this designation. Only 400 attorneys nationally have achieved the designation of CELA approved.

Elizabeth received a B.A. from Rutgers College in New Jersey where she graduated as a Henry Rutgers Scholar with high honors. She received a...
Jenny Saltzman
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Jenny Saltzman
Princeton, NJ Estate Planning Lawyer with 9 years of experience
(609) 917-9560 29 Emmons Drive
Suite E-30
Princeton, NJ 08540
Estate Planning, Divorce and Family
City University of New York - Queens College
I am an experienced litigator who has practiced law in both the public and private sectors. I am able to effectively represent clients in all aspects of litigation and in particular, navigate the court system and appear before judges. Additionally, I have strong research and writing skills which also enables me to effectively advocate for clients. I am admitted to practice law in Pennsylvania, New Jersey, New York and Florida.
Robert J.  Shanahan Jr.
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Robert J. Shanahan Jr.
Flemington, NJ Estate Planning Attorney with 34 years of experience
(908) 751-1551 200 Rt. 31 North
Suite 207
Flemington, NJ 08822
Offers Video ChatEstate Planning, Elder and Probate
Temple University
Since becoming an attorney in 1985, I have experienced the area of Elder Law grow from what was an occassional question about powers of attorney and guardianships, to a full-blown specialized practice area. It hit home when I saw the practical effects of poor planning when my wife became executor of her uncle's estate. The estate left a large sum of money to a severely disabled person, who was then in danger of losing all of his benefits--including his apartment in a specialized home. Lawyers have to spend time finding out, not only about the...
Anne Marie Robbins
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Anne Marie Robbins
Summit, NJ Estate Planning Lawyer with 33 years of experience
(908) 273-1212 480 Morris Ave
Summit, NJ 07901
Estate Planning, Probate and Tax
University of Houston - Downtown
Anne Marie Robbins has earned a reputation as a trusted legal advisor to individuals and families who wish to minimize the tax impact on their estates and prepare for the transfer of wealth to future generations. Working with her clients to achieve their specific goals, Anne Marie designs estate plans ranging from straightforward wills to complex trusts and charitable giving vehicles.

Anne Marie counsels clients on federal and state specific income and estate tax strategies that can be utilized to maximize the value of their estates. She counsels individuals, married couples, and stewards of closely-held family businesses. Her pragmatic approach...
David Neufeld
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David Neufeld
Princeton, NJ Estate Planning Lawyer with 37 years of experience
791 Alexander Road
Princeton, NJ 08540
Estate Planning, Probate and Tax
New York University School of Law and New York Law School
David S. Neufeld has practiced law for over 30 years, advising individuals on sophisticated wealth planning (encompassing income tax, estate tax, state residency tax planning, asset protection, and the legal aspects of insurance and investment planning) and fiduciary due diligence. He also advises insurance and wealth management institutions on programs, including “private placement life insurance” and captive insurance companies, that deliver to their clients cost-efficient risk mitigation along with tax-efficient investment opportunities. In addition, David is highly sought after to consult with taxpayers and their legal and accounting advisors on “aggressive tax planning gone bad,” including Form 8886 filings...
Franklin S. Montero
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Franklin S. Montero
PASSAIC, NJ Estate Planning Attorney
(973) 777-8718 245 LEXINGTON AVE
PASSAIC, NJ 07055
Free ConsultationEstate Planning, Bankruptcy, DWI and Immigration
Franklin Montero has represented clients all throughout New Jersey and New York. A majority of the cases that he handles are in municipal court, and range from Title 39, Title 2C and municipal ordinance violations. He has extensive experience in negotiating plea agreements for my clients with the prosecutors. Franklin has effectively tried matters that could not be resolved with a plea bargain. As such, he has experience with trial preparation, which includes properly assessing the relevant statute, applicable case law and preparation of expert and lay direct and cross-examination questions.

The Law Offices of Franklin S. Montero provides New...
Lawrence Friedman
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Lawrence Friedman
Bridgewater, NJ Estate Planning Attorney with 44 years of experience
(908) 704-1900 12 Cushing Drive
Bridgewater, NJ 08807
Estate Planning, Elder and Tax
New York University
For over 25 years, Lawrence Friedman has helped families navigate complex laws and government programs to protect savings against long term care costs, minimize taxes, provide for individuals with special needs, qualify for Medicaid and other programs, evaluate long term care insurance, obtain guardianships, and draw special needs and other trusts, wills, and powers of attorney. Mr. Friedman has a Master of Laws in Taxation and has been Certified as an Elder Law Attorney by the National Elder Law Foundation. He also has received the New Jersey State Bar Association's Distinguished Legislative Service Award and is a former...
Mr Frank P Marciano
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Mr Frank P Marciano
(201) 656-1000 86 Hudson St
Hoboken, NJ 07030
Offers Video ChatHoboken, NJ Estate Planning Attorney with 37 years of experience
Estate Planning, Elder, Family and Probate
Seton Hall University
Frank attended Franklin Marshall College and went on to study law at Seton Hall University Law School. After law school, Frank returned to his roots in Hoboken. Frank has an extensive range of experience and expertise handling the many different legal matters affecting the people and businesses in Hoboken and its vicinity.
Jesse Robert Hynes
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Jesse Robert Hynes
Cranford, NJ Estate Planning Lawyer with 6 years of experience
(908) 514-8008 2 South Avenue East
Suite 200
Cranford, NJ 07016
Free ConsultationEstate Planning, Elder and Probate
Wake Forest University School of Law
I concentrate my practice in Elder Law, which encompasses, but is not limited to, Estate and Trust Planning, Estate Administration, Asset Preservation and Protection, Disability and Special Needs Planning, Guardianship, and Medicaid.

My firm is completely client focused, and I do everything that I possibly can to give my clients the best experience possible. At Hynes Law Group, we are focused on creating lasting relationships by helping our clients to plan for all stages and ages. We are dedicated to serving our clients, providing them sound legal advice, empathizing with their needs, and working with their loved ones and...
Jimmy Johnson
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Jimmy Johnson
Newark, NJ Estate Planning Lawyer with 6 years of experience
(347) 426-8803 1 Gateway Center
Suite 2600
Newark, NJ 07102
Free ConsultationEstate Planning, Criminal, Domestic Violence and Immigration
Western Michigan University Cooley Law School and DeSales University
Attorney Jimmy Johnson is Juris Doctor (JD) graduate of Western Michigan University-Thomas M. Cooley Law School, Auburn Hills Campus, Michigan, USA. In fact, Jimmy Johnson, Esquire is a skilled US Immigration Attorney, Private and Public Criminal Defense Attorneys, and a General Practice, Solo & Small Firm Lawyer with great talents and proven experiences in legal immigration matters including Individual-Family-based and Business-based immigration issues for Jimed Johnson Immigration Services, LLC, Flushing, NY; Law Office of Osa Igunbor, Poughkeepsie, NY; Proskauer Rose, LLP; & Law Office of Adebukola Adetula, Irvington, NJ.

Besides having his Juris Doctor (JD) Law Degree with concentration on...
Elena K. Weitz
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Elena K. Weitz
Millburn, NJ Estate Planning Lawyer with 15 years of experience
(973) 467-4040 33 Bleeker Street
Millburn, NJ 07041
Estate Planning, Divorce, Domestic Violence and Family
Seton Hall University School of Law
Elena K. Weitz, Esq. is a senior associate at Grayson and Associates, focusing her practice on all aspects of family, divorce and post-divorce matters including child support, alimony, custody, and domestic violence, in addition to providing legal services related to general civil litigation, contract, estate and municipal matters. Ms. Weitz has been with Grayson and Associates since 2007. Prior to that, Ms. Weitz practiced for two years at that law office of Bonny G. Rafel, LLC, engaging in the practice of federal law related to ERISA and individual disability benefits.

Ms. Weitz earned a Bachelor’s degree in Sociology and Psychology...
Raymond G. Tyburski Jr.
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Raymond G. Tyburski Jr.
Somerville, NJ Estate Planning Attorney with 46 years of experience
(908) 526-0707 77 N Bridge St
Somerville, NJ 08876
Estate Planning, Business and Tax
William & Mary Marshall-Wythe School of Law
Daniel S. Swinton Esq.
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Daniel S. Swinton Esq.
Cranford, NJ Estate Planning Attorney with 29 years of experience
(908) 272-6600 2 South Avenue East
Suite 200
Cranford, NJ 07016
Free ConsultationEstate Planning and Elder
Pace Law School
Daniel S. Swinton, Esq. Mr. Swinton received his J.D. at Pace University School of Law from which he graduated Cum Laude, as a Ranking Scholar and winner of the American Jurisprudence Award for Excellent Achievement in the Study of Wills and Trusts. Mr. Swinton is a contributing author of "Generations - Planning Your Legacy" (Esperti Peterson Institute 1999) and "Strictly Business" (Quantum Press 2002). In addition to his membership in the National Association of Elder Law Attorneys (NAELA) Mr. Swinton is a member of the American Bar Association, New Jersey State Bar Association, and the Union County Bar Association.
Lawrence Kalish
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Lawrence Kalish
Lake Hiawatha, NJ Estate Planning Attorney with 43 years of experience
(973) 299-8660 50 North Beverwyck Road
Lake Hiawatha, NJ 07034
Free ConsultationEstate Planning, Divorce, Elder and Family
Rutgers School of Law-Newark
Lawrence H. Kalish, Esq. has been practicing law in the Morris County area for over 30 years. Following his graduation from Rutgers Law School in 1977, Mr. Kalish went on to clerk for the Honorable John M. Newman, J.S.C. for a year, before joining the law firm of Marazitti, Kalish & Gregory. After a few years, Mr. Kalish partnered up with Irwin Kanengiser, Esq. at our current location in Lake Hiawatha. The law firm of Kanengiser & Kalish (now the Kalish Law Group) has been servicing the local community for many years. Mr. Kalish has been...
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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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