Randolph, New Jersey Estate Planning Lawyers

David G. Hardin
PREMIUM

Experienced & Comprehensive Will, Trust & Estate Planning Legal Representation

I have over 30 years of experience providing legal representation for will, trust and estate planning matters. I will work tirelessly to meet your legal needs! Visit my website for information or call for a consultation. Read More »
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James K. Estabrook
PREMIUM

Excellent Estate Planning & Tax Law Attorney! Skilled Counsel & Legal Advocacy!

I am a dedicated and experienced estate planning and tax lawyer. I am committed to providing knowledgeable representation and pursuing the best possible outcomes! View my website for information, call for a consultation. Read More »
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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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Jennifer Lynne Alexander
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Randolph, NJ Estate Planning Lawyer with 24 years experience
(973) 366-1188 415 Route 10, 2nd Floor
Randolph, NJ 07869
Estate Planning, Landlord Tenant, Municipal and Real Estate
The University of Toledo College of Law
Jennifer L. Alexander is a Partner of the firm who concentrates a majority of her practice on matters involving New Jersey Landlord-Tenant Law, Community Association Law, and Collections Law. She also handles Real Estate Transactions, Mediation, Land Use, and Municipal Court matters. She begins most days appearing in Landlord-Tenant Court or appearing on behalf of community associations in litigation matters and ends most of her days representing communities in board meetings. Ms. Alexander oversees the firm’s Landlord-Tenant Department. Under Ms. Alexander’s leadership, the firm represents local and national corporate and individual landlords. Representation includes non-payment cases, "for-cause” cases, lease...
Albert James Romer
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Wayne, NJ Estate Planning Attorney with 31 years experience
(973) 256-0456 155 Route 46 West
Wayne, NJ 07470
Estate Planning, Elder, Real Estate and Tax
Mr. Eric Goldberg
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Morristown, NJ Estate Planning Attorney with 24 years 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.
Steven A. Jayson
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Parsippany, NJ Estate Planning Lawyer with 8 years experience
(908) 258-0621 1719 Route 10 East
Suite 106
Parsippany, NJ 07054
Estate Planning, Business, Landlord Tenant and Real Estate
Pennsylvania State University - Dickinson School of Law
Steven A. Jayson is an associate attorney with the Law Offices of Alan R. Ackerman. He focuses on business law, landlord-tenant law, estate planning, real estate closings, and commercial collection matters. Prior to this he was the managing attorney of The Jayson Law Group LLC, a general practice law firm located in Union, New Jersey.
Shawn Robert McClelland Esq
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Morristown, NJ Estate Planning Attorney with 18 years experience
(973) 200-6384 163 Madison Avenue
Suite 320
Morristown, NJ 07960
Estate Planning, Business, Elder and Real Estate
Case Western Reserve University
My areas of practice include asset protection and preservation, business formations and succession planning, corporate governance, estate planning, real estate and commercial transactions, and tax planning.

My experience encompasses counseling business owners in matters pertaining to entity formation and initial start-up strategies, and the structuring of sales and acquisitions. I prepare and advise business owners on matters pertaining to buy-sell agreements, operating agreements and shareholder agreements, asset transfers, and succession planning issues. In addition, I counsel clients in matters involving estate and tax planning, including tax audits and related issues, working together with them and their financial advisors on structuring and...
Elga Amalia Goodman
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Morristown, NJ Estate Planning Attorney with 22 years experience
(973) 512-2610 3 Elm Street Ste 206 NJ
Morristown, NJ 07960
Estate Planning, Elder, Probate and Tax
New York University School of Law and Seton Hall University School of Law
Elga Goodman is the owner of E.A. Goodman Law where she specializes in business and personal taxation issues, including domestic and international estate planning, the administration of trusts and estates, closely held business planning, and issues affecting the elderly.

As a trust and estate attorney she advises clients on estate planning techniques aimed at ensuring that assets pass to the intended beneficiaries, while minimizing the state and federal tax burdens by creating charitable trusts and foundations, planned gifting programs, and drafting wills, trusts, powers of attorney and living wills.

Elga handles general estate planning issues and counsel clients about planning for...
Jake Causing Santos
Claimed Lawyer ProfileQ&ASocial Media
Mount Olive, NJ Estate Planning Attorney with 21 years experience
(973) 347-3347 500 International Drive North
Suite 125
Mount Olive, NJ 07828
Estate Planning, Appeals, Elder and Probate
Rutgers School of Law-Newark
Jake C. Santos is a Senior Associate Attorney at NOrrie & Associates located in Northern New Jersey. His primary practice areas include estate and trust administration, accountings, audits and litigation, elder care and disability law, Social Security and Medicaid law, estate, trust and tax planning, and immigration. As an associate with the firm, Mr. Santos has also assisted clients in the areas of real estate transactions, property tax appeals, guardianship law, and business and employment law. In addition to his legal experience, Mr. Santos has several years experience as an analyst and consultant in human resource management in...
Scott Jonathan Goldstein
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Denville, NJ Estate Planning Attorney with 14 years experience
(973) 453-2838 280 West Main Street
Denville, NJ 07834
Estate Planning, Bankruptcy and Probate
Duke University School of Law
Don’t know how you are going to pay your bills? A Morris County bankruptcy lawyer from the Law Offices of Scott J. Goldstein may be able to help. Mr. Goldstein represents both business and individual clients throughout New Jersey and New York as they go through the bankruptcy process. Mr. Goldstein is a cum laude graduate of the Duke University School of Law, and he holds memberships with several legal organizations, including the National Association of Consumer Bankruptcy Attorneys and the American Bar Association. He has been a lecturer on bankruptcy law matters on online continuing legal education...
Renata A. Mizak
Claimed Lawyer Profile
Budd Lake, NJ Estate Planning Attorney with 13 years experience
(973) 347-3347 500 International Dr
Budd Lake, NJ 07828
Estate Planning, Elder, Probate and Social Security Disability
New York Law School
Blake Perdue
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Morristown, NJ Estate Planning Attorney with 5 years experience
(973) 946-8787 20 Community Place
Morristown, NJ 07960
Free ConsultationEstate Planning, Divorce, Family and Tax
Rutgers School of Law-Newark
Elizabeth Engert Manzo
PREMIUM

Experienced & Compassionate Advocacy! Estate Planning & Elder Law Attorney!

I am committed to exceptional counsel and legal advocacy for all of your estate planning and elder law needs. I work for the best possible outcomes! Visit my website for more information and call now for a consultation. Read More »
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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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Anthony Arturi Jr.
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Morristown, NJ Estate Planning Attorney with 25 years experience
(973) 644-5110 3 Prospect Street
Morristown, NJ 07960
Estate Planning, Business, Employment and Real Estate
New York Law School
Anthony Arturi, Esq. provides dedicated, energetic and loyal representation to his clients to efficiently protect and advance their interests. He has 23 years of experience in representing large and small clients alike, in matters involving real estate transfers and development, finance, contract and business litigation, commercial litigation, employment law, shareholder disputes, contract and real estate disputes, appellate practice, legal ethics, criminal defense and personal injury matters. His representative clients include real estate developers, industrial service companies, shopping center owners, banks and private lenders and numerous small business owners. Mr. Arturi is admitted to practice law in...
David Norrie
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Mount Olive, NJ Estate Planning Lawyer with 28 years experience
(973) 347-3347 500 International Drive North
Suite 125
Mount Olive, NJ 07828
Estate Planning, Appeals, Elder and Tax
Thomas Smith
Claimed Lawyer Profile
Parsippany, NJ Estate Planning Attorney
(973) 541-7000 2001 Route 46 East, Suite 310
Parsippany, NJ 07054
Estate Planning, Business and Tax
Sophia Elena Antonacci
Claimed Lawyer Profile
Mount Olive, NJ Estate Planning Lawyer
(973) 347-3347 500 International Drive North
Suite 125
Mount Olive, NJ 07828
Estate Planning
Western Michigan University Cooley Law School
Richard Sanders
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Parsippany, NJ Estate Planning Attorney with 32 years experience
(973) 966-6300 One Jefferson Road
Parsippany, NJ 07054
Estate Planning and Probate
Elena K. Weitz
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Millburn, NJ Estate Planning Lawyer with 14 years 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...
Donald Vanarelli
Claimed Lawyer ProfileBlawgsearchSocial Media
Westfield, NJ Estate Planning Attorney with 35 years experience
(908) 232-7400 242 St. Paul Street
Westfield, NJ 07090
Estate 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, family law, mediation and collaborative law. 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...
Anne Marie Robbins
Claimed Lawyer ProfileLII GoldSocial Media
Summit, NJ Estate Planning Lawyer with 32 years 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...
John Blasi
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Westfield, NJ Estate Planning Attorney with 44 years experience
(908) 233-6800 53 Cardinal Dr
Westfield, NJ 07090
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.
Michael P. O'Grodnick
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Somerville, NJ Estate Planning Lawyer with 13 years experience
(908) 526-0707 77 N Bridge St
Somerville, NJ 08876
Estate Planning, Business, Collections and Criminal
New England Law | Boston
Steven Robert Lehr
PREMIUM

New Jersey Estate Planning Attorney

Steven Lehr is the principal and founder of LehrLaw, a boutique general practice law firm. Read More »
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Mary Tom
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Wayne, NJ Estate Planning Lawyer with 30 years experience
(973) 694-5511 500 Valley Road
Wayne, NJ 07470
Estate Planning, Elder and Probate
Seton Hall University School of Law
The law firm concentrates its practice on assisting clients with all of their estate planning needs. We have extensive experience in estates and trusts.

I am involved in estate planning, elder law issues and probate litigation, guardianship and estate administration. While my practice involves multiple disciplines, the focus is always on the needs of the client.
Barry Eran Janay
Claimed Lawyer ProfileQ&ASocial Media
Montclair, NJ Estate Planning Attorney with 15 years experience
(917) 756-8501 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.
Lawrence Friedman
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Bridgewater, NJ Estate Planning Attorney with 43 years 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...
Jesse Robert Hynes
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Cranford, NJ Estate Planning Lawyer with 4 years experience
(908) 514-8008 2 South Avenue East
Suite 200
Cranford, NJ 07016-2826
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...
James K. Estabrook
Claimed Lawyer ProfileLII GoldSocial Media
Westfield, NJ Estate Planning Attorney with 37 years 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.
Lawrence Kalish
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Lake Hiawatha, NJ Estate Planning Attorney with 41 years 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...
Ellen M. Gillespie
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Somerville, NJ Estate Planning Lawyer
(908) 526-0707 77 N Bridge St
Somerville, NJ 08876
Estate Planning, Business, Elder and Probate
Rutgers University Law School
Carol Perez
Claimed Lawyer Profile
Somerville, NJ Estate Planning Attorney with 35 years experience
(908) 823-1212 3586 US-22
P.O. Box 245
Somerville, NJ 08876
Estate Planning, Probate and Workers' Comp
Santa Clara University School of Law
QUALIFIED and COMMITTED to EXCELLENCE . . . Carol Perez has been a practicing attorney for over thirty (30) years. Previously Carol was a partner in a 50+ attorney law firm before taking on her present partnership role in 1998. During her career Carol has committed herself to fighting in court for the rights of victims of workplace accidents and protecting our clients long-term well-being and financial security. INDUSTRY RECOGNITION . . . Carol has been the acting Chair of the Workers Compensation Certification Committee since 2013. Additionally, Carol is Certified by the Supreme Court of New...
Elizabeth Candido Petite
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Westfield, NJ Estate Planning Lawyer with 9 years experience
(908) 233-6800 53 Cardinal Dr
Westfield, NJ 07090
Estate Planning, Elder and Tax
New York Law School and New York Law School
Elizabeth Candido Petite is a member of Lindabury’s Wills, Trusts and Estates practice group where she concentrates her practice in the areas of estate planning and administration and tax law. Elizabeth is experienced in preparing estate planning documents including wills, revocable and irrevocable trusts, durable powers of attorney and advance directives for health care.

Elizabeth also has experience creating and funding family limited liability companies and other corporate structures to transfer personal wealth and family businesses to the next generations. She offers practical solutions to problems, large and small, so that her clients have confidence that their assets are...
David G. Hardin
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Summit, NJ Estate Planning Lawyer with 29 years 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...
Daniel S. Swinton Esq.
Claimed Lawyer ProfileBlawgsearchSocial Media
Cranford, NJ Estate Planning Attorney with 28 years 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.
Cindy Wilson
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Chatham, NJ Estate Planning Attorney with 19 years experience
(973) 520-4275 667 Shunpike Road
Suite 5
Chatham, NJ 07935
Estate Planning, Arbitration & Mediation, Divorce and Family
Seton Hall University School of Law
Wilson Family Law prides itself on educating its clients and empowering them with options on how to proceed with their family law matters. We educate our clients about the law and the judicial system, and help them understand and assess the best approach for them and their family. The process matters. Whether proceeding with collaboration, mediation, negotiation, or litigation, Wilson Family Law works with the client to create a plan that is tailored to meet their needs and needs of their family. We know that our clients’ issues are important to them, so they are important to us.
AJ Cardile
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Montville, NJ Estate Planning Attorney with 2 years experience
(201) 819-0030 170 Changebridge Road Unit B-2
Montville, NJ 07045
Estate Planning, Personal Injury, Probate and Real Estate
New York Law School
I am a practicing attorney in NJ and NY. My office is located in Montville, NJ. My areas of practice are Personal Injury, Real Estate Law, Probate Law, Wills and Trusts.
Frank Patrick Nardi
Claimed Lawyer ProfileBlawgsearchSocial Media
Totowa, NJ Estate Planning Attorney with 24 years experience
(973) 890-0004 37 Vreeland Ave
Totowa, NJ 07512
Estate Planning, Bankruptcy, Business and Tax
New York Law School
Steven Robert Lehr
Claimed Lawyer ProfileLII SilverSocial Media
West Caldwell, NJ Estate Planning Attorney
(973) 575-8002 33 Clinton Rd
#100
West Caldwell, NJ 07006
Estate Planning, Bankruptcy, Personal Injury and Tax
New York University School of Law and American University
Steven Lehr is the principal and founder of LehrLaw, a boutique general practice law firm.
Jaclyn Nayar
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South Orange, NJ Estate Planning Lawyer with 6 years experience
(973) 996-8962 19 Prospect Street
South Orange, NJ 07079
Estate Planning, Elder, Family and Probate
Rutgers School of Law-Newark
Leslie Farber
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Montclair, NJ Estate Planning Lawyer with 27 years experience
(973) 509-8500 33 Plymouth Street
Suite 204
Montclair, NJ 07042
Estate Planning, Divorce, Employment and Family
Pace Law School
Leslie A. Farber, Esq. has been practicing law since 1991. She received her undergraduate Bachelor of Arts degree in Political Science from Drew University, and her Law Degree from Pace University School of Law. In law school, she was an editor of the Pace Law Review and participated in Pace's Appellate Litigation Clinic. For the past 20 years, she has represented both individuals and businesses in many areas of litigation in state, federal and municipal courts from initial consultation through discovery, mediation, arbitration, trial and appeal, when necessary. Ms. Farber has lectured and published works in a variety...
Raymond G. Tyburski Jr.
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Somerville, NJ Estate Planning Attorney with 45 years experience
(908) 526-0707 77 N Bridge St
Somerville, NJ 08876
Estate Planning, Business and Tax
William & Mary Marshall-Wythe School of Law
Ms. Laura Sue Mann
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West Caldwell, NJ Estate Planning Attorney with 23 years experience
(973) 506-4881 185 Fairfield Avenue, Suite 3C
West Caldwell, NJ 07006
Estate Planning, Divorce, Elder and Family
Hofstra University
Ms. Mann's many years of experience in and out of the courtroom representing clients have helped her hone her skills in all aspects of litigation - - proficiency she now applies to her private practice representing individuals, small business owners, nonprofit corporations and assisting litigants with protecting their interests utilizing her finely-tuned advocacy skills and, when appropriate, creative and peaceful resolutions of those legal disputes through mediation. Ms. Mann’s innate compassion and understanding, combined with her experience, skills and training as a litigator and mediator, enable her to adjust her approach to the matter at hand to seek the best...
Jared I. Kalish Esq.
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Lake Hiawatha, NJ Estate Planning Lawyer with 7 years experience
(973) 299-8660 50 North Beverwyck Road
Lake Hiawatha, NJ 07034
Free ConsultationEstate Planning, Family, Real Estate and Traffic Tickets
Widener University Delaware School of Law
I graduated from Widener University School of Law in May 2011, passed both the New Jersey and Pennsylvania Bars shortly thereafter, and I have been practicing law since January 2012. I am an associate attorney at the Kalish Law Group, where I have been learning under the tutelage of my father, Lawrence H. Kalish, Esq. At the Kalish Law Group, we focus in Family Law, Real Estate, Estate Planning & Administration, Criminal Law and Municipal Court (DWI, Traffic Violations, Disorderly Conduct, Etc.). We are a small family practice with two attorneys, paralegal and an office...
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Estate Planning Lawyers in Nearby Cities

Estate 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.