Bronx, New York Estate Planning Lawyers

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. Read More »
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Tejash V. Sanchala
PREMIUM

Experienced Representation for Your Estate Planning Needs! Dedicated Advocacy!

I provide dedicated and skilled estate planning counsel and representation. I am committed to advocating for my clients’ rights and interests! Visit my website for client testimonials. Call now for a consultation! Read More »
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Mr. Roman Aminov
PREMIUM

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. Read More »
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Barry M. Lasky
PREMIUM

Free Consultation! Experienced Estate Planning Attorney! Protect Your Interests!

I am an effective and dedicated estate planning attorney. I work tirelessly to help families achieve the results they need! Visit my website for information about estate planning law and call for a free consultation! Read More »
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Jessica Kiely
PREMIUM

Free Consultation! Dedicated Advocacy for Elder Law & Estate Planning Needs!

I am a trusted and experienced estate planning and elder law attorney. I am committed to ensuring the best possible outcomes for your legal needs. Visit my website for more information or call for a free consultation. Read More »
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Stephen Bilkis
Claimed Lawyer ProfileQ&ALII GoldBlawgsearchSocial Media
(800) 696-9529 903 Sheridan Ave
#F
Bronx, NY 10451
Free ConsultationBronx, NY Estate Planning Lawyer with 22 years experience
Estate Planning, Criminal, Divorce and Probate
Touro Law School
Free Consultation | (800) 696-9529 | Call 24/7 | Stephen Bilkis is the managing Partner of the New York Law firm Stephen Bilkis & Associates, PLLC. Aggressively representing clients in their legal needs.
Michael Harold Maizes
Claimed Lawyer Profile
Bronx, NY Estate Planning Attorney with 34 years experience
(718) 823-4000 2027 Williamsbridge Rd
2nd Floor
Bronx, NY 10461
Estate Planning, Arbitration & Mediation, Personal Injury and Real Estate
Wake Forest University School of Law
We are a family owned, multi-generational law firm serving New York, New Jersey and Florida. We also have affiliated offices and counsel in Illinois and California. Our two partners have more than 80 years combined experience between them, and our firm is well-established and well-respected. Our clients are treated as family, and with respect and prompt, personal attention. Our services are efficiently performed, we communicate effectively, and our rates are reasonable and competitive. Michael is admitted to practice in New York, New Jersey and Florida and various Federal Courts, including the United States Supreme Court. He graduated from State University...
Jose Alberto Quesada
Claimed Lawyer Profile
Bronx, NY Estate Planning Attorney with 40 years experience
(718) 828-2866 1424 Williamsbridge Road
Bronx, NY 10461
Estate Planning and Real Estate
Franklin Pierce Law Center
Over 35 Years Experience in Wills, Trusts & Estates; Contested Probate & Administration of Estates.
Sonya Mittelman
Claimed Lawyer Profile
New York, NY Estate Planning Lawyer
(718) 863-4647 1920 Hobart Ave.
New York, NY 10461
Estate Planning and Elder
Vincent Cavallo
Social Media
Bronx, NY Estate Planning Attorney with 35 years experience
(212) 822-2203 3394 E Tremont Ave
Bronx, NY 10461
Estate Planning and Real Estate
Since 1989, Cavallo & Cavallo Attorneys has been committed to providing the people of New York City and Westchester County with the highest level of legal services in the areas of real estate, estate planning, Medicaid and personal injury law. Whether you are a young couple looking to buy your first home and plan for the future, or an elder homeowner needing to downside or transition to assisted living, our firm will provide high-quality legal services with caring, compassion, and attention to your particular needs.
Bronx, NY Estate Planning Lawyer with 67 years experience
(718) 824-7600 2815 Middletown Rd
Bronx, NY 10461
Estate Planning, Business and Real Estate
Bronx, NY Estate Planning Lawyer with 29 years experience
(718) 882-2681 1428 E Gun Hill Rd
Bronx, NY 10469
Estate Planning, Elder and Real Estate
Bronx, NY Estate Planning Lawyer with 43 years experience
(718) 231-1515 3413 White Plains Rd
Bronx, NY 10467
Estate Planning, Personal Injury and Real Estate
Bronx, NY Estate Planning Attorney with 25 years experience
(718) 931-6300 993 Morris Park Ave
Bronx, NY 10462
Estate Planning, Business and Real Estate
Bronx, NY Estate Planning Attorney with 43 years experience
(212) 931-6300 993 Morris Park Ave
Bronx, NY 10462
Estate Planning, Business and Real Estate
Hofstra School Of Law
Stephen Bilkis
PREMIUM

Free Consultation! Skilled New York Estate Planning Attorney!

I am an experienced and accomplished estate planning lawyer. I am dedicated to advocating for the rights and best interests of you and your family! Visit my website for more information, call for a free consultation. Read More »
10.0Justia Lawyer Rating for Stephen Bilkis View Profile
Jules Martin Haas
PREMIUM

Free Consultation! New York Estate Planning Attorney with Determination & Skill!

I am dedicated to knowledgeable advocacy for clients with estate planning needs. I will work diligently to meet your estate planning goals! Visit my website to see reviews and results. Call for a free consultation. Read More »
10.0Justia Lawyer Rating for Jules Martin Haas View Profile
Bronx, NY Estate Planning Attorney with 19 years experience
(718) 515-0300 2705 Eastchester Rd
Bronx, NY 10469
Estate Planning, Divorce, Family and Real Estate
New York Law School
Bronx, NY Estate Planning Attorney with 31 years experience
(718) 892-5846 1076 Neill Ave
Bronx, NY 10461
Estate Planning and Real Estate
Bronx, NY Estate Planning Attorney with 58 years experience
(212) 655-6100 1500 Astor Ave
Bronx, NY 10469
Estate Planning and Real Estate
Bronx, NY Estate Planning Lawyer with 37 years experience
(718) 863-6000 2932 Westchester Ave
Bronx, NY 10461
Estate Planning, Bankruptcy and Real Estate
Bronx, NY Estate Planning Attorney with 40 years experience
(888) 368-4329 562 City Island Ave
Bronx, NY 10464
Estate Planning, Divorce, Elder and Family
Bronx, NY Estate Planning Lawyer with 38 years experience
(718) 547-0400 770 Allerton Ave
Bronx, NY 10467
Estate Planning and Real Estate
Brooklyn Law
Bronx, NY Estate Planning Lawyer with 23 years experience
(718) 655-6100 1500 Astor Ave
Bronx, NY 10469
Estate Planning and Real Estate
Bronx, NY Estate Planning Attorney with 54 years experience
(718) 931-6300 993 Morris Park Ave
Bronx, NY 10462
Estate Planning, Business and Real Estate
Bronx, NY Estate Planning Lawyer with 23 years experience
1519 Castle Hill Ave
Bronx, NY 10462
Estate Planning and Real Estate
Bronx, NY Estate Planning Attorney with 28 years experience
(718) 239-8800 2024 Williamsbridge Rd
Bronx, NY 10461
Estate Planning and Personal Injury
Pace Law School
Daniel F. Gallivan
PREMIUM

Free Consultation! Experienced & Focused Estate Planning Counsel & Advocacy!

I am committed to skillfully representing clients with estate planning needs. I will work tirelessly to meet your needs and goals! Visit my website to see client reviews and case results, or call for a free consultation. Read More »
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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 when you will... Read More »
Jason David Jones
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Lawyer with 5 years experience
(646) 220-2636 571 Academy Street
Suite 1H
New York, NY 10034
Estate Planning, Family, Probate and Tax
Fordham University
I have always had a strong interest in trusts & estates. My practice allows me the unique privilege to assist families and individuals when they are experiencing a change in their lives, grieving over the loss of loved ones, or preparing for their golden years. These families and individuals require someone to present options on the best way to generate and distribute wealth, select the proper fiduciaries, and navigate the complex procedures of probate, administration and miscellaneous proceedings in the Surrogate’s Court.

Prior to entering Fordham Law School, I focused on East Asian Studies, studied Japanese...
Irina Yadgarova
Claimed Lawyer ProfileLII GoldSocial MediaResponsive Law
Rego Park, NY Estate Planning Lawyer with 11 years experience
(347) 699-5529 63-50 Wetherole Street
Rego Park, NY 11374
Estate Planning, Elder and Probate
Benjamin N. Cardozo School of Law
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 State New Jersey, and the U.S. District Courts in the Southern and Eastern Districts of New York. Ms. Yadgarova's practice encompasses all aspects of Estate Planning, Elder Law (Medicaid) and Real Estate. She provides legal services to residents of New York and New Jersey and handles matters pertaining to Wills, Trusts & Estates and Long Term Care Planning, including, but not limited...
Russel Morgan
Claimed Lawyer ProfileSocial Media
Great Neck, NY Estate Planning Lawyer
(212) 561-4299 5 Hillcrest Drive
Great Neck, NY 11021
Free ConsultationEstate Planning, Elder, Probate and Real Estate
New York Law School
Our founding member and principal, Russel Morgan has concentrated in commercial and contract litigation, trust and estate planning, business and personal asset protection, wealth preservation and dynasty succession planning. Russel has also assisted clients with all forms of commercial and personal transnational work, including the preparation, re-structuring and litigation of various types of contracts.

Russel Morgan was raised in Brooklyn, New York and has 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...
Joshua G Gamboa
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Attorney with 2 years experience
(646) 820-5499 300 Park Avenue, FL 14
New York, NY 10022
Free ConsultationEstate Planning, Elder, Probate and Tax
New York Law School and Regent University
I'm not your father’s lawyer. After doing several freelance projects working with social entrepreneurs and creative artists in the city, I saw the need for a lawyer to bridge the gap between generational milestones. Now, I run a cool little practice that wants to change the world with a little help from the law.

We do wills. We do trusts. We do probate. We do corporate. We make law cool.
Elliot S. Schlissel
Claimed Lawyer ProfileSocial Media
Jamaica, NY Estate Planning Lawyer with 40 years experience
(718) 350-2802 80-30 164th St.
Jamaica, NY 11432
Free ConsultationEstate Planning, Criminal, Divorce and Family
SUNY Buffalo Law School
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.
Robert Adler
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Lawyer with 36 years experience
(212) 843-4059 1180 Avenue of the Americas
8th Floor
New York, NY 10036
Free ConsultationEstate Planning, Probate and Tax
American University
Planning your estate or assuring that the estate of a deceased loved one is properly handled are matters of great importance to you. You need the personal attention of an experienced wills, trusts, and estate lawyer.

Robert Adler is a nationally recognized attorney, author, lecturer, and technical innovator in estate planning. He has over 30 years of experience. His legal practice focuses on wills, trusts, estate planning, tax planning, probate and estate administration.

A frequent speaker and author, attorney Adler has written hundreds of articles on estate planning, estate administration, probate and tax planning in professional journals including Trusts and Estates...
George Konstantinos Fuiaxis
Claimed Lawyer ProfileSocial Media
Astoria, NY Estate Planning Attorney with 17 years experience
(718) 777-0223 32-02 30th Avenue
Suite 200
Astoria, NY 11102
Estate Planning, Business, IP and Real Estate
Fordham University School of Law
The Law Office of George K. Fuiaxis has built a reputation with its clients as unmatched, diligent, hands on attorneys who are always on duty. With our supreme pledge of exceptional service to our clients in the areas of Real Estate (Commercial & Residential), Corporate Law, Business Transactions, Wills, Trusts & Estates, the Law Office of George K. Fuiaxis creates solutions for the problems faced by its clients. Our office represents several various clients, including well known lending institutions, foreign and domestic corporations, sellers and buyers of residential and commercial real estate.
Mr. Roman Aminov
Claimed Lawyer ProfileQ&ALII GoldBlawgsearchSocial Media
New York, NY Estate Planning Attorney with 8 years experience
(212) 201-9299 260 Madison Avenue
#204
New York, NY 10021
Free ConsultationEstate Planning, Elder, Probate and Real Estate
St. John's University School of Law
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...
Varvara Mariana Gokea
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Attorney with 19 years experience
(212) 937-8420 575 Madison Ave
Suite 1006
New York, NY 10022
Estate Planning, Elder, Immigration and Probate
Widener University Delaware School of Law and New York Law School
I became an Attorney and Counselor at Law to guide families just like mine in the intimidating and some time convoluted judicial process. My ambition is to provide value and shape the culture in our communities for women just like me.
Jimmy Johnson
Claimed Lawyer ProfileSocial Media
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
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...
Barry Carl Weiss
PREMIUM

Bronx, NY Estate Planning Attorney with 41 years experience

Maurice A. Deane School of Law at Hofstra UniversityNew York
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Irina Yadgarova
PREMIUM

New York Estate Planning Lawyer with 11 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 State New... Read More »
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Yuliya Vangorodska
Claimed Lawyer ProfileBlawgsearchSocial Media
New York, NY Estate Planning Lawyer with 17 years experience
(212) 671-0936 741/A Madison Ave
4th floor
New York, NY 10065
Free ConsultationEstate Planning, Divorce, Family and Probate
If you are facing a divorce and/or issues of child custody, you need to be certain that you are being represented by a family and divorce attorney who has solid experience and knows exactly how to secure your best interest. With more than 2 decades of experience and thousands of successful representation of clients going through divorce and family issues, Yuliya Vangorodska is one of New York's most experienced divorce and family attorneys.

Her specific areas of specialty include divorce and separation, marital property, child custody, support and maintenance, domestic violence and uncontested divorce. Very few divorce attorneys in New...
Susan Meryl Maya
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Attorney with 19 years experience
(212) 682-5700 261 Madison Avenue
New York, NY 10016
Free ConsultationEstate Planning, Education, Elder and Tax
Quinnipiac University School of Law
Susan M. Maya graduated Magna Cum Laude from Quinnipiac University School of Law where she attended as a Dean’s Scholar. While at Quinnipiac she received seven outstanding academic achievement awards. Ms. Maya was an academic invitee on the Quinnipiac Law Review where she held the position of Associate Editor. Ms. Maya graduated Magna Cum Laude from the State University of New York at Binghamton. Ms. Maya practices in the areas of Trusts and Estates, Special Education Law, and Executive Compensation Law. She is admitted to practice in New York and Connecticut. She lives with her family in Westport, CT.
George Howard Dippel
Claimed Lawyer ProfileSocial Media
Queens, NY Estate Planning Lawyer with 38 years experience
(718) 229-1505 42-40 Bell Blvd
Suite 300
Queens, NY 11361
Free ConsultationEstate Planning, Business, Probate and Real Estate
Cornell University
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...
Ronald E. Stiskin
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Attorney with 27 years experience
(212) 939-7570 295 Madison Avenue, 12th Floor
New York, NY 10017
Estate Planning, Education, Elder and Probate
Dalhousie Law School, Nova Scotia, Canada
Ronald E. Stiskin is passionate about assisting families and individuals in transition. Whether securing educational services for children with special needs; planning for the future of disabled adults; or helping seniors and their families identify their next steps, Ronald is committed to guiding his clients to their best outcome. Ronald has taken training from the American Bar Association in Advance Directives and Estate Planning for LGBT Adults. He has also been trained in Elder Law mediation. Ronald E. Stiskin graduated from Harvard University in 1986 (B.A. with honors in Sanskrit and Indian Studies) and from Dalhousie Law School, Nova Scotia, Canada in...
David Goldfarb
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Lawyer with 46 years experience
(212) 387-8400 350 5th Ave
Suite 4310
New York, NY 10118
Estate Planning, Elder and Probate
New York University School of Law
David Goldfarb is the managing partner of the law firm of Goldfarb Abrandt Salzman & Kutzin LLP. David is a nationally recognized authority in the field of elder law, Medicare, Medicaid and the use of trusts in health care planning. He is the co-author of the legal treatise New York Elder Law (formerly New York Guide to Tax, Estate & Financial Planning for the Elderly), (Lexis-Matthew Bender, 1999-2016). David was formerly an attorney and supervisor for the Civil Division of the Legal Aid Society in New York City. He is listed in New York Super Lawyers since 2008. He has...
Jason Stern
Claimed Lawyer ProfileSocial Media
Forest Hills, , NY Estate Planning Lawyer with 16 years experience
(718) 261-2444 108-18 Queens Blvd. Ste. 902
Forest Hills, , NY 11375
Free ConsultationEstate Planning and Probate
Hofstra University
Jason W. Stern, Esq., is a graduate (B.A.) of The University of Massachusetts at Amherst, and a graduate (J.D.) of Hofstra University School of Law. After graduation from law school, Mr. Stern was employed by the Yankowitz Law Firm before founding his own firm in 2002.

No other NY will contest lawyer has successfully overturned more fraudulently attorney drafted and witnessed wills than Mr. Stern. Mr. Stern has fiercely litigated and recovered more than fifty million dollars in estate assets on behalf of NY estate litigants alone.

Our NY estate litigation attorneys have more experience litigating complex paternity cases on behalf...
Matthew L. Holden
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Attorney with 12 years experience
(212) 225-8468 300 Park Avenue
14th FL
New York, NY 10022
Estate Planning, Business, Family and Real Estate
University of Miami School of Law
Jennifer V Abelaj
Claimed Lawyer ProfileResponsive Law
New York, NY Estate Planning Attorney with 9 years experience
(646) 428-3276 605 Third Avenue
New York, NY 10158
Estate Planning, Probate and Tax
St. John's University School of Law
Jennifer helps clients plan and carry out goals for estate planning and not-for-profit matters that are most important to them. She believes that all individuals, irrespective of the size of their estate, can benefit from proper estate planning. Whether the focus is on tax savings, family business continuity, providing ongoing income and assets for their loved ones, or supporting their favorite charities by creating an endowment, Jennifer guides individuals toward the estate planning tools that best meet their wishes and needs.

Jennifer also assists not-for-profit organizations in obtaining federal tax-exempt status, updating their Bylaws, creating supporting organizations, or assisting with...
Amie Gartenberg
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Attorney with 37 years experience
(212) 248-2936 494 8th Avenue
Suite 600
New York, NY 10001
Estate Planning, Business, Elder and Health Care
For over 30 years, Amie has concentrated her practice in estate and succession planning, as well as complex probate and estate administration. Amie advises high net worth (oftenmultigenerational) clients regarding sophisticated estate planning with an emphasis on estate, gift, generation-skipping transfer and income tax planning. Amie is a sought-after speaker on a variety of estate planning topics, and she has spoken to attorneys on ethical issues confronting Trusts and Estate Practitioners at New Jersey Institute for Continuing Legal Education (ICLE) as well as the National Business Institute, as well as to attorneys and accountants at the UJA Federation Endowment Foundation...
Donald Novick
Claimed Lawyer ProfileSocial Media
New York, NY Estate Planning Lawyer with 37 years experience
(877) 668-4251 10 Rockefeller Plaza
Suite 1015
New York, NY 10020
Estate Planning, Probate and Real Estate
Fordham University
Attorney Donald Novick is a New York estate litigation lawyer who has been practicing law for 30 years. Novick received his Bachelor of Arts degree in 1973 from the State University of New York at Binghamto and then went on to receive his Juris Doctorate from Fordham University School of Law in 1977. Attorney Novick founded the law firm Novick & Associates, PC, which serves to guide New York residents through situations involving wills, trusts, guardianship, probate, and real estate. In addition, Novick & Associates, PC offers high-quality legal counsel in estate planning for same-sex couples. Some of Attorney Novick’s...
Suzanne A. Ettinger
PREMIUM

Free Consultation! Experienced & Dedicated Estate Planning & Elder Law Attorney!

I provide attentive and knowledgeable legal counsel for estate planning and elder law matters. I am dedicated to helping you achieve your goals! Visit my website for more information and call for a free consultation. Read More »
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Scott Steinberg
PREMIUM

Free Consultation! Experienced Legal Counsel & Advocacy for Estate Planning!

I skillfully represent individuals and families with estate planning needs. I will provide personal attention and dedication to achieve your goals! Visit my website for more information. Call for a free consultation! Read More »
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Bronx Estate Planning Legal Aid & Pro Bono Services

Westchester County Department of Senior Programs and Services
(914) 813-6300
Mount Vernon, NY


African Services Committee
(212) 222-3882
New York, 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.