Jamaica, 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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Barry Carl Weiss
PREMIUM

New York Estate Planning Attorney with 41 years experience

Maurice A. Deane School of Law at Hofstra UniversityNew York
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Benjamin Z. Katz
PREMIUM

Providing High Quality, Personalized Legal Service to You and Your Family.

Knowledgeable, Experienced and Caring representation for your Estate Planning, Estate Administration, Elder Law and Real Estate needs. Please visit my website or give me a call to set up a Free Consultation. I received... Read More »
10.0Justia Lawyer Rating for Benjamin Z. Katz View Profile
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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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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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.
Barry M. Lasky
Claimed Lawyer ProfileLII GoldSocial Media
Kew Gardens, NY Estate Planning Attorney with 46 years experience
(800) 696-9529 125-10 Queens Blvd
#218
Kew Gardens, NY 11415
Free ConsultationEstate Planning, Elder, Family and Probate
Lori Somekh
Claimed Lawyer ProfileSocial Media
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
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...
Patrick R. Garcia
Claimed Lawyer ProfileBlawgsearch
Kew Gardens, NY Estate Planning Lawyer with 36 years experience
(800) 696-9529 125-10 Queens Blvd
#218
Kew Gardens, NY 11415
Free ConsultationEstate Planning, Divorce, Elder and Family
Steven Zalewski
Claimed Lawyer ProfileBlawgsearch
Kew Gardens, NY Estate Planning Attorney with 32 years experience
(800) 696-9529 125-10 Queens Blvd
Kew Gardens, NY 11415
Free ConsultationEstate Planning, Divorce, Family and Probate
Ira Cooper
Claimed Lawyer Profile
Queens, NY Estate Planning Lawyer with 44 years experience
(718) 793-1311 80-02 Kew Gardens Rd #300
Queens, NY 11415
Estate Planning, Collections, Landlord Tenant and Real Estate
Hofstra University
Ira Cooper graduated from Hofstra Law School and was admitted to the New York Bar in 1975. In addition to his 40 years practicing as an attorney in New York, Mr. Cooper has distinguished himself as a leader in Landlord & Tenant Litigation having formerly acted as the President of the Housing Court Bar Association. Mr. Cooper has also been a Lecturer at the New School for Social Research; a Member of the Civil Court Committee of the New York City Bar Association; a Member of the Landlord/Tenant Committee of the New York State Bar Association; and a Lecturer...
William Thomas Toohey
Claimed Lawyer ProfileBlawgsearch
Kew Gardens, NY Estate Planning Lawyer with 18 years experience
(800) 696-9529 125-10 Queens Blvd
#218
Kew Gardens, NY 11415
Free ConsultationEstate Planning, DWI, Divorce and Probate
New York Law School
David Shapiro
Claimed Lawyer Profile
Queens, NY Estate Planning Attorney
(718) 523-1111 138-44 Queens Blvd #2
Queens, NY 11435
Estate Planning, Criminal, Divorce and Elder
My name is David Shapiro and I am a partner with Zelenitz, Shapiro & D'Agostino, P.C. I help New York City residents with numerous legal issues. If you need assistance with a legal matter, do not hesitate to call me at (718) 523-1111
Queens, NY Estate Planning Lawyer with 34 years experience
(718) 849-0302 109-19 Jamaica Ave
Queens, NY 11418
Estate Planning and Real Estate
Queens, NY Estate Planning Lawyer with 57 years experience
(718) 847-4572 114-06 Jamaica Ave
Queens, NY 11418
Estate Planning
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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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
Richmond Hill, NY Estate Planning Lawyer with 21 years experience
(718) 487-4468 135-24 Hillside Avenue
Richmond Hill, NY 11418
Estate Planning, Business and Real Estate
Queens, NY Estate Planning Lawyer with 62 years experience
(212) 297-7711 15049 Hillside Ave
Queens, NY 11432
Estate Planning and Real Estate
Queens Village, NY Estate Planning Lawyer
(718) 776-7475 224-44 Braddock Ave.
Suite 230
Queens Village, NY 11428
Estate Planning, Family and Tax
Brooklyn Law School
Queens, NY Estate Planning Lawyer with 35 years experience
(718) 657-6480 114-14 Merrick Blvd
Queens, NY 11434
Estate Planning, Elder and Real Estate
Howard Univ School Law
Queens, NY Estate Planning Lawyer with 42 years experience
(718) 520-1100 125-10 Queens Blvd
Queens, NY 11415
Estate Planning, Personal Injury and Real Estate
Queens, NY Estate Planning Lawyer with 26 years experience
(718) 847-7880 81-67 Lefferts Blvd
Queens, NY 11415
Estate Planning, Business and Real Estate
Queens, NY Estate Planning Attorney with 30 years experience
(718) 658-1912 9004 161st St
Queens, NY 11432
Estate Planning, Divorce, Family and Real Estate
New York, NY Estate Planning Lawyer
(212) 859-8244 116-1 New York Blvd
New York, NY 11434
Estate Planning
Queens, NY Estate Planning Lawyer with 52 years experience
(718) 843-7200 103-42 Lefferts Blvd
Queens, NY 11419
Estate Planning and Personal Injury
Queens, NY Estate Planning Lawyer with 38 years experience
(718) 544-6363 125-10 Queens Blvd
Queens, NY 11415
Estate Planning
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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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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Stephen Bilkis
Claimed Lawyer ProfileQ&ALII GoldBlawgsearchSocial Media
(800) 696-9529 118-35 Queens Blvd
#400
Forest Hills, NY 11375
Free ConsultationForest Hills, 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.
Mr. Roman Aminov
Claimed Lawyer ProfileQ&ALII GoldBlawgsearchSocial Media
Flushing, NY Estate Planning Attorney with 8 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
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...
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...
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...
Monet Stephanie Binder
Claimed Lawyer Profile
Fresh Meadows, NY Estate Planning Attorney with 21 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
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...
Arthur Irving Blutter
Claimed Lawyer ProfileSocial Media
Queens, NY Estate Planning Lawyer with 39 years experience
(718) 529-7777 61-43 186th Street
Queens, NY 11366
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Hofstra University
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.
David Reich
Claimed Lawyer Profile
Flushing, NY Estate Planning Lawyer with 28 years experience
(917) 533-1621 72-10 136th St.
Flushing, NY 11367
Estate Planning, Business, Probate and Real Estate
Over 27 years of experience in business, financial services, real estate, health care and various business development projects and ventures. Extensive background in Accounting, Governmental Affairs, Regulatory Compliance, Mergers & Acquisitions, Data Privacy and Risk Management.
Albert Cohen
Claimed Lawyer ProfileSocial Media
Forest Hills, NY Estate Planning Attorney with 17 years experience
(718) 275-7779 104-70 Queens Blvd Suite 312
Forest Hills, NY 11375
Estate Planning, Personal Injury and Real Estate
Maritza Felicidad Bolano
Claimed Lawyer Profile
New York, NY Estate Planning Lawyer with 26 years experience
(212) 647-1138 90 Church Street Station
New York, NY 10007
Estate Planning, Business, Entertainment & Sports and Probate
Fordham University School of Law and Universidad Complutense, Madrid SPAIN
An experienced and skillful advocate, providing thoughtful counsel and quality client service for over 20 years.
David P. Badanes
Claimed Lawyer ProfileQ&ASocial Media
Garden City, NY Estate Planning Attorney with 15 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
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.
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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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
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...
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.
Jennifer Ann Wynne
Claimed Lawyer ProfileSocial Media
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
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...
Deborah Ellie Kaminetzky
Claimed Lawyer ProfileBlawgsearchSocial Media
Long Beach, NY Estate Planning Attorney with 27 years experience
(516) 374-0074 670 Long Beach Blvd., Suite 205
Long Beach, NY 11561
Estate Planning and Divorce
New York Law School
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...
Andrew Merrill Ayers
Claimed Lawyer ProfileSocial Media
Brooklyn, NY Estate Planning Attorney with 16 years experience
(718) 568-0221 540 President Street, 3rd Floor
Brooklyn, NY 11215
Estate Planning, Business, Collections and Family
New York Law School
Before starting my own law firm, I worked for law firms in New York City. I represented people and businesses in lawsuits in court. Other clients needed help with transactions for themselves or their businesses. Some of my favorite clients were young families and small business owners and working with them inspired me to start my own law firm in 2011.

WHAT I LEARNED

Starting my own business helped me understand the challenges and opportunities that confront business owners at all stages of their entrepreneurial journeys. I was immediately amazed at the creative and innovative ways that these businesses worked with their customers. We...
Lance Howard Meyer
Claimed Lawyer Profile
Lake Success, NY Estate Planning Lawyer with 13 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
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.
Michael A. Markowitz
Claimed Lawyer ProfileSocial Media
Hewlett, NY Estate Planning Attorney with 29 years experience
1553 Broadway
Hewlett, NY 11557
Estate Planning, Business, Divorce and Landlord Tenant
Touro College Jacob D. Fuchsberg Law Center and Washington University School of Law
Many of my clients operate large companies. Normally they need a personalized approach that they cannot receive in a large law practice. I listen. I give options. I try to give realistic expectations. I believe success is proper execution after a client makes an informed decision. Examples of reported decisions: Hill v. Estate of Avnet, 13 Misc.3d 1210(A), 824 N.Y.S.2d 754 (Defeated partners' claim against deceased client's estate), Archdeacon v. Town of Oyster Bay, 12 Misc.3d 438, 813 N.Y.S.2d 289 (Suffolk Sup. Ct. 2006) (Reversed town on Article 78), Glazer v. AA Premier...
Michael Ettinger
Claimed Lawyer ProfileLII PlatinumBlawgsearchSocial Media
New Hyde Park, NY Estate Planning Lawyer with 38 years experience
(516) 327-8880 3000 Marcus Ave
#1E7
New Hyde Park, NY 11042
Free ConsultationEstate Planning, Elder and Probate
Mcgill Law School
Michael Ettinger is the Author of "Elder Law Estate Planning" and has been practicing Elder Law Estate Planning since 1991. With twelve attorneys and 25 staff members Ettinger Law Firm is New York's largest Elder Law Estate Planning Firm. We provide free consultations for Revocable and Irrevocable Living Trusts, Medicaid Asset Protection Trusts, Medicaid Applications, Special Needs Trusts, Probate, Estate Administration, Estate Tax Planning and all other areas of Elder Law Estate Planning.
Always friendly and personable, our staff will make you feel at ease with whatever issues you are facing and we are happy to give you...
Joseph Klein
Claimed Lawyer ProfileSocial Media
Brooklyn, NY Estate Planning Lawyer with 14 years experience
(212) 495-8133 2926 Avenue L
Brooklyn, NY 11210
Estate Planning and Elder
Brooklyn Law School
Joseph Klein is a founding partner of Korsinsky & Klein, LLP. He manages the firm’s elder law group, which includes handling all aspects of elder law planning and Medicaid planning. He has extensive experience with complex trusts and estates and regularly practices in the Surrogate’s Court in New York State. He is a graduate of Brooklyn Law School and is admitted to both the New York and New Jersey Bars. In addition to being an attorney, Mr. Klein is also a licensed Certified Public Accountant in New York State.

Joseph is an active member of the New York State Bar Association...
Mark Nathanson
Claimed Lawyer ProfileSocial Media
West Hempstead, NY Estate Planning Attorney with 52 years experience
(516) 775-7500 672 Wildwood Rd
West Hempstead, NY 11552
Estate Planning, Business, Landlord Tenant and Real Estate
Brooklyn Law School
Recently recognized for 50 years of service by the Nassau County Bar Association, Mark has been practicing law since 1966 after earning Juris Doctor and Bachelor of Laws degrees at Brooklyn Law School in the City of New York, subsequent to his graduation from City College of the City of New York in 1963 with a Bachelor of Business Administration degree. Mark Nathanson is the true community General Practice attorney. The same clients will seek his advice and guidance in the purchase or sale of a home, formation of a small business, drafting of wills, trusts, living wills, health care...
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 »
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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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Jamaica Estate Planning Legal Aid & Pro Bono Services

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


AIDS Center of Queens County (ACQC)
(718) 896-2500
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.