East Bethany Estate Planning Lawyers

Compare top rated New York attorneys serving East Bethany.
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Kristie L. DeFreze
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Kristie L. DeFreze
Batavia, NY Estate Planning Lawyer with 8 years of experience
(585) 344-1994 18 Ellicott Street
Batavia, NY 14020
Free ConsultationEstate Planning, Business, Divorce and Family
SUNY Buffalo Law School
Steven Sessler
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Steven Sessler
Geneseo, NY Estate Planning Lawyer with 25 years of experience
(585) 243-1340 131 Main Street
P.O. Box 313
Geneseo, NY 14454
Estate Planning, Agricultural, Business and Criminal
Washington and Lee University School of Law
Confidential, Competent, Legal Representation
Mr. Michael W. Cole
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Mr. Michael W. Cole
Alden, NY Estate Planning Attorney with 19 years of experience
(716) 937-9150 13349 Broadway Street
Alden, NY 14004
Estate Planning, Bankruptcy, Criminal and DWI
SUNY Buffalo Law School
Paul Sturdivant Boylan
LE ROY, NY Estate Planning Lawyer with 54 years of experience
(585) 768-8148 PO BOX 307
45 WEST MAIN STREET
LE ROY, NY 14482
Estate Planning, Business and Municipal
Albany Law School
Gerald O. Williams
Batavia, NY Estate Planning Lawyer with 65 years of experience
(585) 343-1486 2 Court Street Plz
Batavia, NY 14020
Estate Planning, Criminal, DWI and Personal Injury
Cornell Law School
Marcia Andre Havens
Churchville, NY Estate Planning Lawyer with 36 years of experience
(716) 889-9659 760 Chili Ave Ext
Churchville, NY 14428
Estate Planning, Divorce, Family and Real Estate
Case Western Reserve University School of Law
Robert Alan Presutti
GENESEO, NY Estate Planning Attorney with 39 years of experience
(585) 243-4320 PO BOX 157
GENESEO, NY 14454
Estate Planning, Business and Real Estate
Albany Law School
Brooke Barron
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Brooke Barron
Lancaster, NY Estate Planning Attorney with 1 year of experience
(716) 636-7600 43 Central Ave
Lancaster, NY 14086
Estate Planning, Elder, Family and Probate
American University- Washington College of Law
Brooke Barron is an Associate Attorney in the firm’s Matrimonial & Family Law and Estate Planning & Administration Practice Groups.

Ms. Barron obtained her B.S. in Business Administration from SUNY Geneseo, and received her Juris Doctor in 2018 from American University- Washington College of Law.

While in law school, Ms. Barron was an Alternative Dispute Resolution Competition winner. Additionally, Ms. Barron was a law clerk for Commissioner Feldblum at the Equal Employment Opportunity Commission (EEOC) in Washington, D.C. and a student attorney for American University- Washington College of Law’s Civil Advocacy Clinic. Ms. Barron had also previously been employed at HoganWillig as...
Jessica M. Peraza
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Jessica M. Peraza
Buffalo, NY Estate Planning Attorney with 5 years of experience
(716) 853-5100 50 Fountain Plaza
Suite 1700
Buffalo, NY 14202
Estate Planning, Elder and Employment
SUNY Buffalo Law School
Jessica Peraza is an associate attorney working with the firm’s estate and elder law department. She focuses her practice on Estate Planning and Administration, Medicaid and Long-term Care Planning, and Wealth Management. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.

Ms. Peraza attended St. Lawrence University in Canton, New York where she...
Diane Tiveron
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Diane Tiveron
(716) 636-7600 43 Central Ave.
Lancaster, NY 14086
Lancaster, NY Estate Planning Lawyer with 29 years of experience
Estate Planning, Bankruptcy, Business and Elder
State University of New York at Buffalo School of Law
Diane Tiveron is the Managing Partner and Chairperson of the Corporate & Business Law Department at HoganWillig PLLC. With over 29 years of legal experience and a educational background in economics and business administration, Ms. Tiveron assists clients with business formations (sole proprietorship, partnership, corporations, and limited liability companies), acquisitions, sales or dissolutions, as well as the preparation of any commercial document/contract, ranging from an employment agreement to a lease. She counsels non-for-profit organizations on nonprofit law and governance, obtaining and maintaining tax-exempt status and 501(c) classifications.
Ms. Tiveron also advises individuals and businesses with bankruptcy issues (Chapter 7...
Jeffrey B. Novak
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Jeffrey B. Novak
Lancaster, NY Estate Planning Attorney with 10 years of experience
(716) 636-7600 43 Central Ave
Lancaster, NY 14086
Estate Planning, Business and Personal Injury
The George Washington University Law School
Jeffrey B. Novak is an attorney practicing in HoganWillig’s Litigation Department with a focus on Business & Corporate Law.

Mr. Novak graduated Summa Cum Laude from the University of Buffalo with a major in Political Science and History. He received his legal education from the George Washington University Law School while interning for the Army Environmental Law Division. Mr. Novak also served as a summer Law Clerk for the United States Attorney's Office for the Western District of New York and as a Judicial Intern for the United States District Court for the Western District of New York.

Mr. Novak has experience...
Jeffrey J. Tyrpak
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Jeffrey J. Tyrpak
(716) 636-7600 43 Central Ave.
Lancaster, NY 14086
Lancaster, NY Estate Planning Lawyer with 6 years of experience
Estate Planning, Employment, Health Care and Real Estate
State University of New York at Buffalo School of Law
Jeffrey Tyrpak, an Amherst native, attended Fordham University and obtained his BA in International Political Economy in 2010. In 2013, he earned his JD at UB Law School with a concentration in Finance Transactions.

He started practicing law at a small firm in New York City before returning home and joining our team in December of 2016. While working in New York City, Mr. Tyrpak handled litigation in federal court regarding collective bargaining agreements and ERISA for employee benefit funds. He also worked on government compliance matters under the Affordable Care Act and ERISA.

Currently, Mr. Tyrpak resides in HoganWillig's Real Estate...
Paul Michael Pochepan
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Paul Michael Pochepan
(716) 636-7600 43 Central Ave.
Lancaster, NY 14086
Lancaster, NY Estate Planning Attorney with 31 years of experience
Estate Planning, Bankruptcy, Elder and Social Security Disability
Syracuse University College of Law
With nearly three decades of experience practicing Bankruptcy law and Social Security law in Buffalo, Paul Pochepan is able to help consumers facing financial hardships and disabled individuals and their dependents. He has helped many Western New York consumers navigate the bankruptcy system under chapter 7 or chapter 13. He also helps Buffalo-area residents apply for Social Security Disability (SSD) or Supplemental Security Income (SSI) or appeal Social Security Administration decisions denying, reducing or revoking benefits. He has accumulated a wealth of knowledge regarding the multiple medical impairments afflicting disability claimants and dealing with the medical profession to secure the...
Stephen Silverstein
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Stephen Silverstein
Amherst, NY Estate Planning Attorney with 39 years of experience
(716) 636-7600 2410 N. Forest Road
Amherst, NY 14068
Estate Planning and Elder
State University of New York at Buffalo School of Law
Stephen R. Silverstein concentrates his practice in the areas of estate and disability planning, estate administration, guardianships and elder law.

He is a graduate of the University of Rochester and the State University of New York at Buffalo School of Law. He is a former bank trust officer, where he worked on administration of estates, trusts and employee benefit plans.

Mr. Silverstein is a member of the Bar Association of Erie County Surrogate’s Court Committee and serves as the Committee’s Recording Secretary. He is also a member of the Bar Association of Erie County Elder Law Committee and...
Jeffrey Johnstone
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Jeffrey Johnstone
Rochester, NY Estate Planning Attorney
(585) 492-4700 400 Linden Oaks
Suite 110
Rochester, NY 14625
Estate Planning, Business and Tax
Cornell University
Jeffrey M. Johnstone is a Partner in Tully Rinckey PLLC’s Rochester office, where his practice is concentrated in estate planning, trusts, estate administration, corporations and business, not-for-profit entities, and federal and New York tax.

He is admitted to practice in New York and Florida, in addition to the U.S. Court for the Western District of New York, the U.S. Court of Appeals for the Second Circuit and the U.S. Tax Court.

Prior to joining Tully Rinckey, Jeffrey was an equity Partner with Harris, Chesworth, O’Brien, Johnstone & Welch, LLP.

Upon graduating from law school, Jeffrey became associated with the Rochester, New York, firm...
Joseph Callahan
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Joseph Callahan
(585) 698-1200 510 Clinton Square
# 5163
Rochester, NY 14604
Rochester, NY Estate Planning Lawyer with 34 years of experience
Estate Planning, Business and Tax
Syracuse University College of Law
Joe Callahan began his career as a CPA with Deloitte in Manhattan and left there to work as a tax attorney. He's been with the law firm of Mackay, Caswell & Callahan since 1992 and is admitted to practice law in New York and Connecticut, together with the U.S. District Court and U.S. Tax Court.

Mackay, Caswell & Callahan, P.C handles various IRS and New York State tax controversies including IRS Audit Strategies and Defenses, Enforced Tax Collection (Notices of Levy & Notices of Lien), Offers in Compromise, Innocent & Injured Spouse Relief, Responsible Person Assessment Defense, Tax Court, IRS...
J. Michael Kelleher
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J. Michael Kelleher
Lancaster, NY Estate Planning Attorney with 49 years of experience
(716) 636-7600 43 Central Ave.
Lancaster, NY 14086
Estate Planning, Elder and Real Estate
University of Notre Dame
J. Michael Kelleher graduated cum laude from St. Bonaventure University with a B.A. in 1967, and received his legal education at the University Of Notre Dame, graduating in 1970. Mr. Kelleher was Town Justice for the Town of Lancaster from 1975 to 2014 and is Senior Counsel at HoganWillig since joining the firm in 2011.

Mr. Kelleher has focused his practice in commercial and residential real estate as well probate, estate planning, and corporate law since 1970. He is a member of the Real Estate and Estate Practice and Procedure Committees of the Erie County Bar Association.

Mr. Kelleher has lectured extensively...
Mark Michael Campanella
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Mark Michael Campanella
Fairport, NY Estate Planning Lawyer with 18 years of experience
(585) 377-4004 6 North Main Street
Suite 250
Fairport, NY 14450
Estate Planning, Business and Real Estate
State University of New York - Buffalo
A native Rochesterian, Mark grew up in Penfield, New York. After attending Bishop Kearney High School, Mark pursued a bachelor's degree in political science at the University of Rochester. While attending the U of R, Mark competed nationally within the University Athletic Association conference for the school's indoor and outdoor Track and Field teams, where he was named the team's field captain for his leadership. In his junior year, Mark was accepted into an accelerated 3-2 program for the school's top ranked Public Policy Analysis Program. Mark's master's thesis was a well-received study on the effects of political action committee...
Raymond H Caso Jr.
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Raymond H Caso Jr.
Williamsville, NY Estate Planning Lawyer with 22 years of experience
(716) 634-2497 5488 Sheridan Drive, Suite 500
Williamsville, NY 14221
Estate Planning, Elder and Real Estate
State University of New York - Buffalo
As a Senior Associate in Tully Rinckey PLLC’s Real Estate Law practice, Raymond focuses his practice on commercial and residential real estate financing transactions, commercial real estate transactions and development, title review and commitment preparation. He represents developers in subdivision acquisitions, and he represents lenders in commercial and residential mortgage transactions, as well as commercial and residential purchasers and sellers.

Raymond has extensive experience drafting residential and commercial contracts of sale, leases and mortgage documents including, but not limited to: commitment letters, promissory notes, mortgages, security agreements, assignment of rents and leases, environmental compliance and indemnity agreements, unlimited guarantees and UCC-1...
Leonard Gary London
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Leonard Gary London
Lancaster, NY Estate Planning Lawyer with 43 years of experience
(716) 636-7600 43 Central Ave.
Lancaster, NY 14086
Estate Planning, Business, Real Estate and Tax
Vanderbilt University Law School
In law school, Mr. London specialized in taxation and after graduation joined a large firm in Buffalo where his practice emphasized tax planning for businesses, individuals and estates. Mr. London established his own practice which over the years grew through referrals from clients, accountants and lawyers. His business clients are both small and large U.S. and Canadian companies and credit unions. "When clients have had unusual challenges I have often been able to fashion unique solutions which enabled a transaction to occur. I believe it is not sufficient for a lawyer to tell a client why something can't be done...
Danielle DeJoseph
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Danielle DeJoseph
(716) 636-7600 43 Central Ave.
Lancaster, NY 14086
Lancaster, NY Estate Planning Lawyer with 2 years of experience
Estate Planning, Divorce, Elder and Family
SUNY Buffalo Law School
Danielle DeJoseph is an Associate Attorney practicing primarily in the firm’s Matrimonial & Family Law and Estate Planning & Administration Practice Groups.

Ms. DeJoseph graduated summa cum laude from Buffalo State College in 2013 with a major in English Literature. She received her legal education at the University at Buffalo School of Law, where she graduated with a J.D. in 2017. As a law student, Danielle worked for nearly three years as a law clerk in FELA litigation. Danielle also interned with the New York State Attorney General’s Office in the Organized Crime Task Force.

Ms. DeJoseph is admitted...
Robert Friedman
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Robert Friedman
Batavia, NY Estate Planning Attorney with 41 years of experience
(800) 729-4571 113 Main Street
Suite 3
Batavia, NY 14020
Free ConsultationEstate Planning, Criminal, Personal Injury and Products Liability
Hamline University
My Law Firm Partner and I have been working with Buffalo and WNY residents for almost four decades. So we're not surprised when clients tell us that we've helped a member of their family or neighbor in the past. We have offices in: Buffalo NY Rochester NY Akron NY Williamsville NY Batavia NY West Seneca NY Niagara Falls NY And our expertise is wide - just take a look at our practice areas and how we can help you. BUFFALO AREA PERSONAL INJURY & ACCIDENTS * Highway Accident: * Industrial Accident: * Jet Ski Accident:...
Linda Stravalaci-Grear
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Linda Stravalaci-Grear
Buffalo, NY Estate Planning Attorney with 25 years of experience
(716) 204-1055 455 Cayuga Road
Suite 600
Buffalo, NY 14225
Estate Planning, Elder and Probate
University of Akron School of Law
Our office is OPEN following COVID-19 protocols.


About Me:
As the daughter of Italian immigrants, the values of hard work, education, and integrity were instilled at a young age. In two decades of practicing law, I have learned not only the mechanics of Elder Law, Estate Planning, Trusts, Probate, and Guardianships, and but also the importance of compassion and understanding in dealing with clients who are enduring emotionally difficult times. I receive immense satisfaction from serving clients in their greatest times of need. What I love most about my job is helping people. Many times a client comes to...
Christine F Redfield Welch
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Christine F Redfield Welch
Rochester, NY Estate Planning Lawyer with 28 years of experience
(585) 899-1404 400 Linden Oaks
Suite 110
Rochester, NY 14625
Estate Planning, Elder and Family
Syracuse University College of Law
As a Senior Associate at Tully Rinckey, PLLC, Christine is part of the Family and Matrimonial Law group, where she focuses on divorce and child custody cases. She brings a wealth of knowledge and experience in family and matrimonial matters, working as both a private practitioner and public defender. She is also a member of the Tully Rinckey Trust and Estates group, representing persons with a wide variety of estate planning and directives.

Before joining Tully Rinckey, Christine spent 10 years as a Court Attorney and Referee to the Hon. Patricia Gallaher, acting state Supreme Court Justice and Family Court Judge...
George H Gray
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George H Gray
Rochester, NY Estate Planning Lawyer with 43 years of experience
(585) 218-8620 625 Panorama Trail
Suite1240
Rochester, NY 14625
Estate Planning, Business, Elder and Tax
Albany Law School
George Gray is a partner in the law firm of Gray & Feldman LLP, where his practice concentrates in the areas of special needs planning, estate planning and administration, business and tax law. He is a member of the Monroe County and New York State Bar Associations and is active in the Tax and Trust and Estates Sections of these associations. He serves as a member of the Executive Committee of the Monroe County Estate Planning Council and is active on its Program Committee. SPECIAL NEEDS PLANNING: Through his long association with the...
Michael A. Klima
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Michael A. Klima
Orchard Park, NY Estate Planning Lawyer with 6 years of experience
(716) 332-7220 3605 Eggert Road, Lower
Orchard Park, NY 14127
Estate Planning, Elder, Probate and Real Estate
SUNY Buffalo Law School
Darren M. Swetz
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Darren M. Swetz
Buffalo, NY Estate Planning Lawyer with 23 years of experience
(716) 210-6575 5488 Sheridan Drive
Suite 500
Buffalo, NY 14221
Estate Planning, Elder and Real Estate
University of Akron
For over 15 years Darren Swetz has been helping individuals and business navigate a range of legal issues to help them achieve financial success, economic stability or a fresh start. At Tully Rinckey PLLC he is a Partner who represents New Yorkers with the preparation of wills, trusts and advanced directives; Medicaid planning; and real estate transactions and leases. Prior to joining Tully Rinckey PLLC, Mr. Swetz served as Managing Partner at Kelly & Swetz for more than a dozen years, where he focused his practice on wealth management and asset preservation. Before that...
Denis Kitchen
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Denis Kitchen
Buffalo, NY Estate Planning Attorney with 44 years of experience
(716) 631-5661 8899 Main St
Buffalo, NY 14221
Free ConsultationEstate Planning, Appeals, Bankruptcy and Business
SUNY Buffalo Law School
Denis has been a lifelong resident of Western New York, a graduate of Kenmore West, High School, a U.S. Naval Aviator, and an attorney for over 40 years.
Harry N Konst
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Harry N Konst
Lancaster, NY Estate Planning Lawyer with 19 years of experience
(716) 601-1000 5511 Broadway Street
Lancaster, NY 14086
Free ConsultationEstate Planning, Business, Divorce and Real Estate
Konst Law provides real estate, divorce, personal injury, corporate and business legal services.
John Edward Bernacki Jr.
Claimed Lawyer Profile
John Edward Bernacki Jr.
Pittsford, NY Estate Planning Lawyer with 28 years of experience
(585) 218-9550 11 State St.
Suite 200
Pittsford, NY 14534
Estate Planning, Business, Criminal and Personal Injury
University of Detroit Mercy School of Law
John has practiced law in Rochester for over 15 years and is admitted to practice in the following courts: New York State Court, U.S District Court for the Western District of New York, and United States Bankruptcy Court. He also currently serves as a justice for the Town of Pittsford, where he presides over civil matters including contract, real property, and municipal law, small claims, and criminal matters including felony preliminary hearings and misdemeanors. He is actively involved in his local community and participates in the following community activities: * Pittsford Town Board, Past Councilperson *...
Michael Timothy Dwan
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Michael Timothy Dwan
Depew, NY Estate Planning Attorney with 15 years of experience
(716) 683-0300 5136 Transit Road
Suite 100
Depew, NY 14043
Estate Planning, Criminal, Real Estate and Traffic Tickets
State University of New York - Buffalo
Michael T. Dwan is principal of The Law Offices of Michael T. Dwan. Mr. Dwan handles Real Estate transactions, Estate Planning and Criminal Defense. Mr. Dwan is one of the top trial lawyers in Erie County.

Mr. Dwan is the son of longtime Judge and trial attorney Timothy J. Dwan.

Mr. Dwan received his undergraduate degree from Niagara University, and received his J.D. from the University of Buffalo Law School. He has also served as an adjunct criminal justice professor at Erie Community College and is frequently asked to be a guest lecturer at the University of Buffalo.
Margaret Graf Linsner
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Margaret Graf Linsner
Estate Planning, Divorce, Probate and Real Estate
Washington and Lee University School of Law
I am a General Practice Attorney with over 28 years of experience, representing clients in Real Estate closings, Real Estate matters, Estate proceedings (Probate, Administration, Voluntary Administration), Wills, Trusts and Estate Planning, Family Court representation (custody, visitation, child support, adoption), Divorce matters, Contract matters, Business formation, Accident and Personal Injury.
I have successfully represented clients in Livingston, Ontario, Monroe, Steuben, Genesee, Allegany and all surrounding counties.
I am a life-long resident of Livingston County and have extensive experience in all the Courts. Having represented thousands...
Christopher J. Tyrpak
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Christopher J. Tyrpak
Cheektowaga, NY Estate Planning Lawyer with 8 years of experience
(716) 288-9175 2560 Walden Avenue, Suite 110
Cheektowaga, NY 14225
Estate Planning, Bankruptcy, Real Estate and Tax
State University of New York - Buffalo
We offer quality legal representation along with the personal attention your case deserves. Our firm focuses on areas of real estate, bankruptcy, estate planning & tax law. We understand that each client's case is unique and promise to devote our expertise and attention to getting you the results you deserve and expect.
Candyce Vana Ingwersen
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Candyce Vana Ingwersen
Ransomville, NY Estate Planning Lawyer with 2 years of experience
(716) 523-4356 3994 Andrews Road
Ransomville, NY 14131
Offers Video ChatEstate Planning, Construction and Landlord Tenant
Creighton University School of Law
Works with families to provide Trusts and Estates Planning and counseling on landlord-tenant issues, with 20+ years of experience in contracts and business
Thomas J. Cusker
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Thomas J. Cusker
Rochester, NY Estate Planning Attorney with 55 years of experience
(585) 338-3880 2121 North Clinton Avenue
Rochester, NY 14617
Estate Planning, Elder and Real Estate
Albany Law School
My practice is concentrated in the areas of residential real estate, Medicaid planning, wills and trusts, estate planning, probate and estate administration. Whether you are thinking of buying a new home, selling your existing home, planning for your future or dealing with the passing of a loved one, my 43+ years of experience in those matters will help you accomplish your goals as effectively and stress-free as possible. I can guarantee that I will personally deal with your concerns and you won't be shuffled off to a paralegal or young associate. If it's important to you, it's important to me. EXPERIENCE COUNTS!
Marcus W Kroll Esq
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Marcus W Kroll Esq
Rochester, NY Estate Planning Lawyer with 12 years of experience
(585) 271-4470 2425 Clover Street
Rochester, NY 14618
Free ConsultationEstate Planning, Elder and Probate
Trusts & Estates, including unique planning situations such as second marriages, unmarried couples, LGBT couples, and family members with special needs Elder law Guardianships Foreign estate planning and tax compliance Marcus also assists clients with personal matters such as child support enforcement, spousal maintenance enforcement and QDROs.
Anthony Joseph Cervi
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Anthony Joseph Cervi
Buffalo, NY Estate Planning Lawyer with 18 years of experience
(716) 856-5223 43 Court Street
Suite 822
Buffalo, NY 14202
Offers Video ChatEstate Planning, Divorce, Family and Probate
Elizabeth K. Randisi Esq.
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Elizabeth K. Randisi Esq.
Rochester, NY Estate Planning Attorney with 15 years of experience
(585) 248-3800 290 Linden Oaks
Suite 200
Rochester, NY 14625
Estate Planning and Elder
Villanova University School of Law
I am a trust and estates attorney practicing at a boutique firm in Rochester, New York. I help clients protect their assets and create a legacy for their children, grandchildren, and charitable causes.
Thomas Hewner
Claimed Lawyer Profile
Thomas Hewner
Batavia, NY Estate Planning Attorney with 40 years of experience
(585) 479-3838 104 Bank St.
Batavia, NY 14020
Estate Planning, Bankruptcy, Business and Probate
Albany Law School
Paul Vincent Ciminelli
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Paul Vincent Ciminelli
Penfield, NY Estate Planning Attorney with 33 years of experience
(585) 235-0980 421 Penbrooke Drive
Suite 2
Penfield, NY 14526-2045
Estate Planning, Civil Rights, Elder and Probate
Rutgers University - Camden
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

East Bethany Estate Planning Legal Aid & Pro Bono Services

Genesee County Office for the Aging
(585) 343-1611
Batavia, NY


Office for the Aging - Wyoming County, New York
(585) 786-8833
Warsaw, 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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