Bellerose, New York Estate Planning Lawyers

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Mr. Roman Aminov
Mr. Roman Aminov
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Helping You Protect Your Family and Your Legacy

It is never to early to contact an estate planning attorney to help protect your loved ones. Call us today for a free no obligation phone consultation.
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Regina Kiperman
Regina Kiperman
PREMIUM

Results Oriented Probate, Estate Planning & Guardianship Attorney Here to Help

Regina advises clients in the areas of Probate, Estate & Trust Administration, Estate Planning, Contested and Uncontested Guardianship matters, Will Contests, Contested Accounting, and Special Needs... Read More »
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Michael Ettinger
Michael Ettinger
PREMIUM

I think you will enjoy our low-key, no obligation, free consultation.

With 15 offices and 15 thousand satisfied clients since 1991, we (1) avoid probate, (2) avoid guardianship proceedings, (3) protect assets from nursing home costs, (4) file Medicaid applications, and (5) probate estates.
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Louis Lepore
Louis Lepore
PREMIUM

New York Estate Planning Lawyer with 26 years experience

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... Read More »
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Lori Somekh
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Bellerose, NY Estate Planning Lawyer with 23 years experience
(718) 740-3300 247-67 Jericho Tpke.
 Bellerose, NY 11426
Estate Planning, Elder and Probate
St. John's University School of Law
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Ms. Somekh enjoys serving her clients’ elder law needs especially those affecting their health and wealth. She has served in guardianship cases as court evaluator, court-appointed counsel, temporary guardian and guardian-ad-litem. She has served as a Judicial Hearing Officer for the State of New York, where hearing appeals of real property tax reductions cases. Prior to building a successful elder advocacy firm, Ms. Somekh was assistant vice president of First Northern Mortgagee Corp., and an associate of Cullen & Dykman, one of New York City’s oldest and largest law firms.

Ms. Somekh graduated from Pennsylvania State University in 1981 and received...
(718) 740-3300 247-67 Jericho Tpke.
 Bellerose, NY 11426
Ronald Joseph Schwartz
Bellerose, NY Estate Planning Lawyer with 39 years experience
(718) 347-6100 246-16 Union Turnpike
 Bellerose, NY 11426
Estate Planning and Elder
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Mr. Roman Aminov
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Flushing, NY Estate Planning Attorney with 7 years experience
(347) 766-2685 147-17 Union Turnpike
 Flushing, NY 11367
Free ConsultationEstate Planning, Elder, Probate and Real Estate
St. John's University School of Law
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The Law Offices of Roman Aminov is a client centric trusts and estates practice concentrating in estate planning, elder law, and probate. We handle the drafting of wills, powers of attorney, health care proxies, and trusts of all types. Mr. Aminov's expertise lies in being able to sit down with a client and properly ascertain their current situation and plan the most effective way forward. He has successfully implemented estate plans in high net worth individuals and middle income clients with complicated family situations. Mr. Aminov also helps elderly clients structure their estates to qualify for Medicaid. Allow us to...
(212) 201-9299 260 Madison Avenue
#204
 New York, NY 10021
David P. Badanes
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Garden City, NY Estate Planning Attorney with 14 years experience
(631) 239-1702 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Free ConsultationEstate Planning, Divorce, Elder and Family
St. John's School of Law
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David Badanes Esq. - Experienced Long Island divorce lawyer and family law attorney serving Nassau and Suffolk counties. Concentrating in divorce, contested divorce, uncontested divorce, divorce mediation, matrimonial & family law and criminal defense. The Badanes Law Office is committed to providing optimal representation, while exceeding his clients’ expectations. He represents clients in Suffolk County, Nassau County and the New York City area with offices in Northport, Suffolk County and Garden City, Nassau County.
(631) 239-1702 842 Route 25A
 Northport, NY 11768
Jennifer Ann Wynne
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Garden City, NY Estate Planning Lawyer with 16 years experience
(833) 829-2889 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Estate Planning and Tax
Hofstra University School Of Law
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Jennifer Ann Wynne is the principal of Wynne Law, P.C., located in Garden City on Long Island. She is an Attorney and Certified Public Accountant, born and raised on Long Island, with significant experience handling a variety of legal matters. Aside from practicing at a tax attorney, she has experience handling all aspects of complex business and commercial litigation, including bench and jury trials and appeals, along with litigation involving employment, labor and education law. She is also familiar with estate planning, Surrogate Court practice and drafting business agreements.

She graduated from...
Marc Howard Weissman
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Garden City, NY Estate Planning Lawyer with 18 years experience
(516) 248-7844 1050 Franklin Avenue Suite 300
 Garden City, NY 11530
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Rutgers School of Law-Newark
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Mr. Jerome A. Wisselman
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Great Neck, NY Estate Planning Lawyer with 42 years experience
(516) 406-8500 1010 Northern Boulevard
Suite 300
 Great Neck, NY 10021
Free ConsultationEstate Planning, Family and Real Estate
New York University School of Law and Brooklyn Law School
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Prior to founding Wisselman & Associates in 1976, Attorney Jerome A. Wisselman, Esq. served as a law clerk to Honorary Maxine K. Duberstein and Honorary Stanley Gartenstein in the areas of matrimonial and family law. His passion for people allowed him to fully devote his life to helping those facing hardships involving divorce, child custody and support, marriage, wills and estate planning, business law, and real estate law. His background in tax law and accounting gives him the ability to address complex financial issues that are involved with many family law matters. Over the years, Attorney Wisselman has...
George Howard Dippel
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Queens, NY Estate Planning Lawyer with 37 years experience
(718) 229-1505 42-40 Bell Blvd
Suite 300
 Queens, NY 11361
Free ConsultationEstate Planning, Business, Probate and Real Estate
Cornell University
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The Law Office of George H. Dippel provides high quality legal services in the areas of wills, probate, trusts and estates, real estate closings (house, co-op, condo), business sales and purchases, incorporation of businesses, health care proxies and power of attorney. We are committed to providing the highest level of one-on-one personalized service to every client. Each matter is of the utmost importance to us and receives individual attention and expert care. Utilizing his extensive knowledge and decades of experience, Mr. Dippel has provided thousands of clients throughout Queens, Brooklyn, Bronx, Manhattan, Staten Island, Long Island and...
Elliot S. Schlissel
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Jamaica, NY Estate Planning Lawyer with 39 years experience
(718) 350-2802 80-30 164th St.
 Jamaica, NY 11432
Free ConsultationEstate Planning, Criminal, Divorce and Family
SUNY Buffalo Law School
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Established in 1978, The Law Office of Elliot S. Schlissel is a multi-service firm of five lawyers committed to client-focused, cost-effective legal services in the Five Boroughs of New York City, Nassau and Suffolk Counties. Our law office provides high quality, personalized legal services regarding divorce, family law, foreclosure defense, criminal cases, real estate, personal injury, elder law, bankruptcy, and wills, trusts and estates. Mr. Schlissel graduated from SUNY Oswego in 1972 and attended the Hofstra and Buffalo law schools.
(800) 344-6431 479 Merrick Road
 Lynbrook, NY 11563
(631) 319-8262 105 Maxess Rd.
 Melville, NY 11747
Arnold M. Bottalico
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Garden City, NY Estate Planning Attorney with 26 years experience
(516) 543-1329 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Estate Planning, Foreclosure Defense, Insurance Claims and Probate
Maurice A. Deane School of Law at Hofstra University
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Over twenty-three years of diversified legal experience. My practice areas include: Foreclosure Defense, Estate Planning, Real Estate, and Personal Injuries. Call for free consultation!
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Jules Martin Haas
Jules Martin Haas
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New York Estate Planning Lawyer with 39 years experience

New York University School of Law and New England Law | Boston2nd Circuit, U.S. District Court, Eastern District of New York, U.S. District Court, Southern District of New York, New York and U.S. Supreme Court
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Barry M. Lasky
Barry M. Lasky
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New York Estate Planning Attorney with 45 years experience

New York
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Robbie L Vaughn
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Mineola, NY Estate Planning Lawyer with 10 years experience
(516) 858-2620 393 Jericho Turnpike, Suite 208
 Mineola, NY 11501
Free ConsultationEstate Planning, Bankruptcy, Business and Consumer
Touro College
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Call The Law Firm of Vaughn & Weber, Pllc, at 516-858-2820 for help with your specific legal issue. Robbie and John are caring and dedicated New York lawyers. They provide their clients with fine legal service at a reasonable fee. They assist Suffolk County, Nassau County, Queens and Brooklyn residents with their Family Law Matters, Real Estate Closings, Real Estate Litigation, Collection Matters, Uncontested and Contested Divorces, Landlord-Tenant Matters, Foreclosure Defense, Loan Modifications, Foreclosure Settlement Conferences, General Civil Litigation and Bankruptcy Filings. They look forward to providing you with answers to your specific legal questions. You can call Robbie L. Vaughn...
Robert Bichoupan
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Great Neck, NY Estate Planning Attorney with 26 years experience
(516) 482-1186 175 East Shore Road
Ste. 270
 Great Neck, NY 11023
Free ConsultationEstate Planning, Business and Real Estate
Boston University School of Law
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Arthur Irving Blutter
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Queens, NY Estate Planning Lawyer with 38 years experience
(718) 529-7777 61-43 186th Street
 Queens, NY 11366
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Hofstra University
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Experienced Foreclosure & Bankruptcy Attorney serving Brooklyn, Queens, Nassau, Suffolk & Kings County. Helping clients with back taxes, tax audits, chapter 7, chapter 11 and chapter 13 bankruptcies.
(516) 433-7777 497 South Oyster Bay Road
 Plainview, NY 11803
Lance Howard Meyer
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Lake Success, NY Estate Planning Lawyer with 12 years experience
(516) 488-2255 3 Dakota Drive, Suite 300
 Lake Success, NY 11042
Free ConsultationEstate Planning, Criminal, Divorce and Family
Maurice A. Deane School of Law at Hofstra University
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I am dedicated to providing quality and affordable legal representation to all of my clients. I care about each and every client's individual needs and goals and work vigorously to allow my clients to realize their goals. I am available to my clients 24/7 should they need me. I treat my client's cases as if they were my own and will never stop fighting on their behalf. I am honest with all of my clients and will always advise my clients as to what is in their best interests.
Adam C Neal
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Mineola, NY Estate Planning Lawyer with 6 years experience
(347) 598-3990 170 Old Country Road
Suite 600
 Mineola, NY 11501
Free ConsultationEstate Planning, Criminal, DWI and Traffic Tickets
Fordham University School of Law
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"Finding the right attorney can be stressful and confusing, and lawyers are often only needed when something unexpected or tragic has happened. Whatever problem you face, whether you or someone you know was arrested, received a traffic ticket, was injured in an accident, or something else, Adam C. Neal Law is here to handle the problem so you don't have to." Adam C. Neal, Esq. is a graduate of both Fordham Law School and Columbia University and spent many years as a prosecutor for the Nassau County District Attorney's office. He has handled thousands of criminal cases, appearing in...
(347) 598-3990 106 West 32nd Street
 New York, NY 10001
Russel Morgan
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Great Neck, NY 11021, NY Estate Planning Lawyer
(212) 561-4299 5 Hillcrest Drive
 Great Neck, NY 11021, NY 11021
Free ConsultationEstate Planning, Elder and Real Estate
New York Law School
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Our founding member and principal, Russel Morgan raised in Brooklyn, New York remained loyal to his origins as he graduated from the City University of New York Brooklyn College with a Bachelors degree in Political Science. He continued his legal journey and went on to receive his Juris Doctor degree from the New York Law School. After successfully passing the New York State Bar Exam, Russel Morgan continued his passionate pursuit of legal education and received his Certification in Maritime Law and International Contract Law from Lloyd's of London.
Throughout his legal career, Russel has concentrated in commercial and contract...
4121 18th Avenue, 2nd Floor
 Brooklyn, NY 11218
502 Park Avenue
 New York , NY 10022
Suzanne A. Ettinger
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New Hyde Park, NY Estate Planning Lawyer with 26 years experience
(516) 327-8880 3000 Marcus Ave
#1E7
 New Hyde Park, NY 11042
Free ConsultationEstate Planning, Elder and Probate
Touro College
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Mark Nathanson
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West Hempstead, NY Estate Planning Attorney with 51 years experience
(516) 775-7500 672 Wildwood Rd
 West Hempstead, NY 11552
Estate Planning, Business, Landlord Tenant and Real Estate
Brooklyn Law School
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Esther Schwartz Zelmanovitz
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Great Neck, NY Estate Planning Lawyer with 16 years experience
(516) 487-5400 1010 Northern Boulevard
Suite 302
 Great Neck, NY 11021
Estate Planning, Elder and Probate
Fordham University School of Law
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Esther Zelmanovitz’s practice focuses on elder law and Medicaid planning, estate planning, probate and estate administration. Her individualized approach and legal experience in other areas including real estate, litigation, and corporate transactions give her an edge in assisting her clients with their estate planning. She tailors a plan specific to each client's unique situation with a client-centered approach and attention to detail.
David Bythewood
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Mineola, NY Estate Planning Attorney with 34 years experience
(516) 741-0066 85 Willis Avenue,Suite J
 Mineola, NY 11501
Free ConsultationEstate Planning, Appeals, Business and Civil Rights
Maurice A. Deane School of Law at Hofstra University
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Suzanne A. Ettinger
Suzanne A. Ettinger
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New York Estate Planning Lawyer with 26 years experience

Touro CollegeConnecticut and New York
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Maurice Rene Dyson
Maurice Rene Dyson
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New York Estate Planning Lawyer with 18 years experience

Maurice Dyson, Esq. has successfully handled over $166 billion dollars of business transactions and class action litigation worth over $14 billion dollars and was inducted as a member of the highest court,... Read More »
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Carolyn Corn Bichoupan
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Great Neck, NY Estate Planning Attorney with 26 years experience
(516) 482-1186 175 East Shore Road
Ste. 270
 Great Neck, NY 11023
Free ConsultationEstate Planning, Business, Employment and Real Estate
Boston University School of Law
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Monet Stephanie Binder
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Fresh Meadows, NY Estate Planning Attorney with 20 years experience
(718) 514-7575 61-43 186th Street
 Fresh Meadows, NY 11365
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Touro Law Center and Touro College Jacob D. Fuchsberg Law Center
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My passion is helping individuals and families achieve peace of mind, by developing and implementing customized, well-structured and comprehensive plans. As part of my family oriented estate planning process, I have an initial meeting with every client, so I can clearly understand their needs and intentions. At that meeting, I use my legal experience, of over 20 years in practice, to inform my clients about how their estate planning documents will advance their cherished family goals.

This thoughtful and caring guidance is given in plain English, so my clients know what they need to do, in order ensure that their...
Brian Stephan Devery
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Mineola, NY Estate Planning Attorney with 15 years experience
(516) 433-0480 393 Jericho Turnpike
Suite 208
 Mineola, NY 11501
Estate Planning, Bankruptcy, Business and Foreclosure Defense
Maurice A. Deane School of Law at Hofstra University
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I am an attorney who practices in the areas of Real Estate, Foreclosures, Short Sales, Loan Modifications, Bankruptcy, Wills, Trusts & Estates, Civil Litigation and Small Business matters. My law firm consists of myself and my wife and we have been in practice since 2003. We pride ourselves on treating clients with the respect they deserve and the service they need.
Reena Gulati
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Lake Success, NY Estate Planning Attorney with 22 years experience
3000 Marcus Avenue
Suite 1E5
 Lake Success, NY 11042
Estate Planning, Business and Real Estate
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Result oriented attorney. Stratigically guiding clients in their legal matters.
Michael W. Alpert
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Garden City, NY Estate Planning Lawyer with 20 years experience
(516) 280-7288 226 Seventh Street
Suite 302
 Garden City, NY 11530
Estate Planning, DWI, Real Estate and Traffic Tickets
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Principal attorney Michael W. Alpert is an Ivy-League graduate of Cornell University School of Industrial and Labor Relations. Graduate of Hofstra University School of Law. Admitted to practice in all New York State Courts and Eastern and Southern District of New York.
Martin Allan Pollak
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Queens, NY Estate Planning Lawyer with 41 years experience
(718) 229-1904 214-08 41st Ave.
 Queens, NY 11361
Estate Planning, Divorce, Probate and Real Estate
New York Law School
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If you are on the hunt for a Queens lawyer, you have found just the law office for you!! At Pollak & Slepian law firm, your case can receive the attention it requires. Attorney Jack I. Slepian obtained his Bachelor of Science degree from Brooklyn College and his Juris Doctorate at New York Law School. He is a member of the New York State Bar and the American Bar Association. Attorney Martin A. Pollak received his Bachelor of Arts degree at Queens College of the City University of New York. He obtained his Juris Doctorate from New York Law School...
Theodore Robinson
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Hempstead, NY Estate Planning Lawyer with 44 years experience
(516) 248-6600 26 St. Paul's Place
 Hempstead, NY 11501
Estate Planning, DWI, Personal Injury and Probate
Brooklyn Law School
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When you call this law firm, you get Ted Robinson, not an Associate. This is a personalized law firm that after 36 years has enough experience to know about all kinds of cases so they can be reviewed and handled or referred out to the right expert in any particular field. After 36 years Ted has had experiences in most fields of law and met many, mnay great attorneys to refer to - all with 20 or more years of experience. Ted cares about his clients and they know it.
Peter Arcese
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Garden City, NY Estate Planning Attorney with 29 years experience
(516) 742-8735 Of Counsel, Donlon & Harold P.C.
350 Old Country Rd, Ste 101
 Garden City, NY 11530
Estate Planning, Arbitration & Mediation and Elder
New York University School of Law and Maurice A. Deane School of Law at Hofstra University
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Saul Elnadav
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Lake Success, NY Estate Planning Lawyer with 11 years experience
(516) 437-4385 3000 Marcus Ave, Suite 1E9
 Lake Success, NY 11042
Estate Planning and Elder
Brooklyn Law School
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Sharon Kovacs Gruer
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Great Neck, NY Estate Planning Lawyer with 32 years experience
(516) 487-5400 1010 Northern Boulevard
Suite 302
 Great Neck, NY 11021
Estate Planning, Elder and Probate
Yeshiva University
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Tejash V. Sanchala
Tejash V. Sanchala
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New York Estate Planning Lawyer

Brooklyn Law SchoolConnecticut, New Jersey, New York, U.S. District Court for the Eastern District of New York, U.S. District Court for the Southern District of New York and U.S. Supreme Court
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Irina Yadgarova
Irina Yadgarova
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New York Estate Planning Lawyer with 10 years experience

Attorney Irina Yadgarova focuses her practice on Trusts & Estates, Probate & Administration, Elder Law, and Real Estate. She is licensed to practice law in the courts of the State of New York, the... Read More »
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Angela Siegel
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(516) 741-6100 1205 Franklin Avenue
Ste. 330
 Garden City, 11530
Estate Planning, Elder, Probate and Tax
New York University School of Law and Fordham University School of Law
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Leonard Anthony Bellavia
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Mineola, NY Estate Planning Lawyer with 35 years experience
(516) 873-3000 200 Old Country Road, Suite 400
 Mineola, NY 11501
Estate Planning, Bankruptcy, Business and Real Estate
St. John's University School of Law
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Leonard A. Bellavia, founding partner of the law firm of Bellavia Blatt Andron & Crossett, PC, is a nationally recognized authority in the field of automotive franchise law and represents thousands of automobile dealerships across the country in all aspects of commercial litigation and buy/sell transactions. He has been instrumental in negotiating the sale of hundreds of dealerships and has achieved national recognition for advocating the mass action litigation model on behalf of franchised automobile dealers. Most notably, Len has successfully implemented the mass litigation model in the following actions: • In a settlement to recover reasonable compensation for warranty parts...
(631) 224-7000 490 Wheeler Road, Suite 250
 Hauppauge, NY 11788
(518) 734-5700 5338 State Route 23
 Windham, NY 12496
Ellen Joyce Greenburg
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Great Neck, NY Estate Planning Lawyer with 46 years experience
(718) 225-1831 316 Great Neck Road
 Great Neck, NY 11031
Estate Planning
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Fred Cohen
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Manhasset, NY Estate Planning Attorney with 13 years experience
(516) 684-9891 1180 Northern Blvd
 Manhasset, NY 11030
Estate Planning and Tax
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Bernadette Marie Crowley
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Douglaston, NY Estate Planning Attorney with 23 years experience
(718) 423-5500 42-24 235th St
 Douglaston, NY 11363
Estate Planning, Elder and Real Estate
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Jjais Forde
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Garden City, NY Estate Planning Attorney with 6 years experience
(516) 350-8325 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Estate Planning, Construction, Immigration and Real Estate
University of Minnesota Law School
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Thomas Weiss
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Garden City, NY Estate Planning Attorney
(516) 746-7452 1305 Franklin Ave #300
 Garden City, NY 11530
Estate Planning, Arbitration & Mediation, Business and Civil Rights
Brooklyn Law School
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Steven Lloyd Keats
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Mineola, NY Estate Planning Lawyer with 56 years experience
(516) 248-0100 131 Mineola Blvd
Ste. 207
 Mineola, NY 11501
Estate Planning, Criminal, Divorce and Family
Brooklyn Law School and Brooklyn Law School
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Jimmy Johnson
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Flushing, NY Estate Planning Lawyer with 4 years experience
(347) 426-8803 Law Offices of Jimmy Johnson PLLC
149-45 Northern Blvd, #1N
 Flushing, NY 11354
Free ConsultationEstate Planning, Criminal, Domestic Violence and Immigration
Western Michigan University Cooley Law School and DeSales University
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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...
(347) 426-8803 1 Gateway Center
Suite 2600
 Newark, NJ 07102
Deborah Ellie Kaminetzky
Claimed Lawyer ProfileBlawgsearchSocial Media
Cedarhurst, NY Estate Planning Attorney with 27 years experience
(516) 374-0074 132 Spruce Street
 Cedarhurst, NY 11516
Estate Planning, Business and Divorce
New York Law School
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Deborah Kaminetzky is the founding member of Kaminetzky Law & Mediation, P.C. Prior to starting the firm Ms. Kaminetzky was an associate at a local litigation firm where she primarily practiced matrimonial and family law. Deborah is a member of the New York State Council on Divorce Mediation, Family and Divorce Mediation Council of Greater New York, National Association of Divorce Professionals, American Bar Association (Dispute Resolution, General Practice, Solo and Small firm Division and Law Practice Management Sections), New York State Bar Association (Business, Dispute Resolution, Estate, Family Law and General Practice Sections), Nassau County Bar Association...
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Stephen Bilkis
Stephen Bilkis
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New York Estate Planning Lawyer with 21 years experience

Touro Law SchoolNew York
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Barry Carl Weiss
Barry Carl Weiss
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New York Estate Planning Attorney with 40 years experience

New York
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

FAQ Lawyers Get Listed

Bellerose Estate Planning Legal Aid & Pro Bono Services

AIDS Center of Queens County (ACQC)
(718) 896-2500
Jamaica, NY

Queens Volunteer Lawyers Project, Inc.
(718) 739-4100
Jamaica, NY

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.

Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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