Charlotte, North Carolina Estate Planning Lawyers

Danica Lynn Little
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Charlotte, NC Estate Planning Lawyer with 14 years experience

Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate... Read More »
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Michael Frank Anderson
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 11 years experience
(704) 302-1002 1800 East Bv.
Charlotte, NC 28203
Estate Planning, Elder and Probate
University of North Carolina School of Law
Mike is graduate of Davidson College and the University of North Carolina School of Law, and spent the early years of his legal career at a pair of global law firms representing the nation’s largest banks and corporations, public officials, and government officers and entities. Mike’s commercial litigation experience includes complex contractual disputes, business torts, warranty claims, employment issues, and white-collar investigations and defense. A Charlotte-Mecklenburg Police Officer before attending law school, Mike also represents public officers and government agencies in liability defense, employment, and other police issues. In 2015, Mike was inducted into the American Society of Legal Advocates...
Kelly Jesson
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney
(704) 496-2770 5960 Fairview Road #400
Charlotte, NC 28210
Estate Planning, Business, Elder and Probate
University of Miami School of Law
At Jesson & Rains, LLP, we are committed to providing personal and cost effective legal services for individuals and businesses in the greater Charlotte area. Jesson & Rains focuses on three primary areas of the law: estate planning, business, and construction. ? For our estate planning clients, we offer a thorough consultation to go over all assets and liabilities to provide an individualized plan that is right for you, including will drafting, trust drafting, powers of attorney, healthcare agent designation, and advanced healthcare directives (also known as a "living will"). Our attorneys also represent personal representatives...
Danica Lynn Little
Claimed Lawyer ProfileLII GoldSocial Media
Charlotte, NC Estate Planning Lawyer with 14 years experience
(704) 343-5633 11220 Elm Lane, Suite 200
Charlotte, NC 28277
Estate Planning, Business, Elder and Probate
Florida State University College of Law
Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business Law Mecklenburg County (Member, Tax Section) and North Carolina (Citizen-Lawyer Task Force) Bar Associations; South Carolina Bar (Member, Tax Section); Charlotte Women's Bar Association (Board Member; Secretary; Treasurer; Vice President; President, Past Chair); American Institute of Certified Public Accountants; North Carolina Association of Certified Public Accountants (Member, Taxation Committee); Institute of Management Accountants; Charlotte Christian Chamber; Women's Initiative Network, Make-A-Wish Foundation of Western and Central North Carolina; Carolina Foster Kids Foundation Director. Order of the...
(704) 343-5633 6000 Fairview Rd, Suite 1200
Charlotte, NC 28210
(704) 343-5633 10130 Mallard Creek Road
Suite 300
Charlotte, NC 28262
(704) 343-5633 8712 Lindholm Drive
Suite 300
Huntersville, NC 28078
(704) 343-5633 517 Alcove Road
Suite 202
Mooresville, NC 28117
(704) 343-5633 363 Church Street North
Concord, NC 28025
Margaret Anthony
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 9 years experience
(704) 659-6030 6831 Fairview Road
Suite B
Charlotte, NC 28201
Estate Planning, Divorce, Elder and Family
Elon University School of Law
At Southpark Family Law, the divorce lawyers provide high quality legal representation for all family law issues, including: Child Custody, Child Support, Alimony, Post Separation Support, Equitable Distribution, Separation Agreements, Mediation, Collaborative Law, Domestic Violence, Alienation of Affection, Absolute Divorce, Adoptions, and Civil No-Contact Cases. The family law attorneys at Southpark Family Law practice throughout the Charlotte metro area, including Mecklenburg, Union, Gaston, Iredell, Cabarrus, Lincoln, and other surrounding counties. Our legal team welcomes the opportunity to meet with you and discuss your family’s future. Please contact us to schedule your Free Consultation with a divorce attorney today.
Ashley E Lorance
Claimed Lawyer Profile
Gastonia, NC Estate Planning Lawyer with 8 years experience
(704) 864-3236 223 W. Main Ave. Suite C
Gastonia, NC 28203
Estate Planning, Divorce, Family and Insurance Claims
Maurice A. Deane School of Law at Hofstra University
Jon Mendini
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 27 years experience
(704) 553-8370 9121 Four Acre Court
Charlotte, NC 28210
Estate Planning, Business, Elder and Real Estate
University of South Carolina School of Law
Based in Charlotte, NC, The Mendini Law Firm is the legal firm of choice for families and businesses throughout Mecklenburg County and across the State of North Carolina. Founded by attorney and Charlotte native Jon Mendini, we are a small, family-oriented law practice that emphasizes personal attention to every client and every legal matter. With over two decades of experience, we offer efficient, cost-effective legal services backed with advice you can trust. Above all, we help make the process friendlier, faster, and much less intimidating, no matter what the situation. The Mendini Law Firm's comprehensive services with regard to...
Mr. John M. Miller
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer with 23 years experience
(704) 906-5782 1523 Elizabeth Ave., Suite 120-B
Charlotte, NC 28204
Free ConsultationEstate Planning, Business, Communications and Entertainment & Sports
Marquette University Law School
Throughout my career I have had the opportunity to advocate for, provide services to, and learn from industry leading companies such as IMG, Roush Racing, Alston & Bird, LLP, DEWALT, Office Depot, Gatorade, Coca-Cola, Waste Management, Newell Rubbermaid and many others. What I learned is that in any industry and with each client – advocacy and accessibility are the imperative. It’s the culmination of these life and professional experiences that allows me to offer our clients that same focus on being an accessible advocate for their legal needs. I invite you to learn more about how...
Jason McGrath
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer with 22 years experience
(800) 481-2180 6201 Fairview Road, Suite 330
Charlotte, NC 28210
Estate Planning, Business, Foreclosure Defense and Tax
Mr. McGrath has been practicing law continuously since 1996. He spent five (5) years as an “assistant DA”, and was consistently near the top with regard to the number of trials completed and the percentage of trials won. After being recruited into a highly rated private firm, Mr. McGrath was promoted and named managing partner of one of the firm’s offices. In 2009, he started his own firm. Mr. McGrath has tried over 100 cases to completion, has prepared over 10,000 legal documents for clients, has participated in thousands of depositions (including hundreds of expert depositions), and has represented...
(800) 481-2180 656 Coleman Blvd
Unit 405
Mt. Pleasant, SC 29464
Brian Thomas Bain
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 17 years experience
(704) 717-9483 8301 University Exec Park Dr
Suite 120
Charlotte, NC 28262
Estate Planning, Bankruptcy, Business and Consumer
Campbell University
Brian T. Bain, founder of The Bain Group, PLLC, was born in Binghamton, New York; however, soon found his home in North Carolina, where he has been a part of the community for over 25 years. After graduating from Western Carolina University in 1998, he went to Campbell University where he received a joint JD/MBA degree. Prior to opening his doors in 2003, Brian gained tremendous experience and knowledge from two area firms-Helms, Henderson & Fulton, P.A. and Lutzel, Gandy & Broadway, PLLC. Growing up with athletics all his life and playing collegiate baseball for Western Carolina, Brian...
Alan Davidson IV
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 22 years experience
(704) 540-5154 7301 Carmel Executive Park
Suite 204
Charlotte, NC 28226
Estate Planning, Business, Construction and Insurance Claims
University of Georgia
The Davidson Law Firm, P.C. was formed in August of 2005 by Dave Davidson, CFP®. Dave formed this firm with two main principles in mind: provide the highest level of efficient legal services and high quality client service. With these principles in mind, the firm’s focus is on serving not only the business community, but families and individuals as well.
Cheryl R. Watkins, Esq.
Claimed Lawyer ProfileQ&A
CHARLOTTE, NC Estate Planning Attorney with 14 years experience
(704) 544-3394 6000 Fairview Road, Suite 1200
CHARLOTTE, NC 28210
Free ConsultationEstate Planning and Probate
University of Southern California Gould School of Law
The Law Office of Cheryl R. Watkins is a boutique estate law practice serving all 100 counties of North Carolina representing individuals, families, and small businesses in the provision of advice, counsel, and results in the following areas of law:

- Estate Administration (Probate Law)
- Estate Planning (Wills, Trusts, Powers of Attorney, Living Wills, etc.)
- Business Succession Planning
- Wrongful Death

Attorney Cheryl R. Watkins of The Law Office of Cheryl R. Watkins has a practice concentration in Estate Planning and Probate and has worked in those fields for over 20 years as a former CPA, auditor, Assistant Clerk,...
(704) 544-3394 4819 Emperor Boulevard
Suite 400
Durham, NC 27703
(704) 544-3394 28 Schenck Parkway, Building 2B
Suite 200
Asheville, NC 28803
Thomas Gorman
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 33 years experience
(704) 544-2500 13925 Ballantyne Corporate Place
Suite 200
Charlotte, NC 28277
Estate Planning, Business and Real Estate
Duke University School of Law
I am the senior shareholder of Gorman & Associates, P.A., a five attorney firm located in Ballantyne Corporate Park in the southern suburbs of Charlotte, North Carolina. I practice in the areas of Wills, Trusts, Estate Planning, and Estate and Trust Administration. I also work with small and medium sized businesses in forming corporations and LLC's, mergers, acquisitions, and workouts. In the commercial real estate area, I assist with everything from lease reviews to apartment and shopping center development.
Rose G. Proto
Claimed Lawyer Profile
Charlotte, NC Estate Planning Attorney with 8 years experience
(704) 836-6644 6201 Fairview Road
Suite 200
Charlotte, NC 28210
Estate Planning, Business, Landlord Tenant and Personal Injury
Charlotte School of law
Ms. Proto completed her undergraduate studies at St. Bonaventure University, where she graduated cum laude with a B.A. in Political Science. She attended law school at the Charlotte School of Law, where she obtained her Juris Doctor degree. To date, Ms. Proto has represented hundreds of clients with a strong commitment to client satisfaction and excellence in the practice of law. During the course of her legal career, she has published several legal articles in peer-reviewed journals and has instructed her peers in a Continuing Legal Education course on Social Security Disability. Ms. Proto is admitted...
(716) 320-0621 115 Times Square
Olean, NY 14760
Allen Ray Starrett
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney
(704) 887-4944 13850 Ballantyne Corporate Place
Suite 500
Charlotte, NC 28277
Estate Planning and Business
University of North Carolina School of Law
James Edward Hickmon
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 17 years experience
(980) 939-0262 5605 Carnegie Boulevard
Suite 175
Charlotte, NC 28209
Estate Planning, Business, Elder and Probate
Wake Forest University School of Law
Jim Hickmon assists clients with wealth transfer, estate planning, trust, tax, and probate law issues. He also works with clients to resolve trust and estate related disputes, including representing beneficiaries and fiduciaries in litigated matters. He is a member of the American Bar Association’s Committees on Estate Planning and Employee Benefits and is Vice Chair of the ABA’s Probate & Real Property Section’s Uniform Acts Committee for Trusts and Estates. He is a Council member of the North Carolina Bar Association’s Section on Estate Planning and Fiduciary Law and also sits on the Section’s Legislative and Fiduciary...
Helen Ruth Harwell
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 21 years experience
(704) 749-3125 6201 Fairview Road, Suite 330
Charlotte, NC 28210
Estate Planning and Business
Cumberland School of Law, Samford University
Leigh Anne Williams
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer
(704) 684-4504 6831 Fairview Road
Suite B
Charlotte, NC 28210
Estate Planning and Family
I have dedicated my career to making sure families are equipped with the knowledge and tools they need to adequately protect themselves and their loved ones. I am a former high school teacher with over 11 years of experience working with families in a variety of high conflict situations and believe my role as your attorney is to educate you and to make the law easier for you to understand. As a divorcee, I have experienced the life-altering trauma of marital separation and as a mother, I know firsthand how important it is to ensure your children are shielded through...
Bill Hunter
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer
(704) 412-1442 10130 Mallard Creek Rd
Suite 319
Charlotte, NC 28262
Estate Planning, Criminal, Divorce and Family
My greatest attribute is the ability to fully invest myself in my clients. To a client, this means that I will do everything possible to understand your needs, to stand up and advocate for your interests, to fine tune every detail of documents created on your behalf, and to secure a favorable outcome in your case. I understand that when a client comes to our law firm, they are often feeling stress, whether from a difficult family issue, being a defendant in a criminal matter, or trying to plan for the future of their loved ones. My goal...
Steven A Lucente
Claimed Lawyer Profile
Charlotte, NC Estate Planning Attorney with 9 years experience
(704) 910-5953 216 N McDowell St
Ste 100
Charlotte, NC 28204
Free ConsultationEstate Planning, Construction, Insurance Defense and Personal Injury
Elon University School of Law
Michael Trotter
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 8 years experience
(704) 266-0021 428 East 4th Street Suite 101-A
Charlotte, NC 28202
Estate Planning and Business
Charlotte Law
Born and raised in Charlotte, Attorney Michael Trotter graduated from Myers Park High School and went on to study Political Science at North Carolina State University. Upon graduating from North Carolina State Michael returned home to attend Charlotte Law. While in Law School Michael interned with the Gaston County Public Defenders Office and the Honorable Graham Mullen U.S. Senior District Judge. After graduating from Law School with High Distinction Pro Bono Honors, Michael opened the doors of Trotter Law PLLC intent on providing clients both small and large Practical Legal Advice in the areas of Family, Business, & Estate Planning. Communication is...
Ms. Jazmin G Caldwell Esq.
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer with 5 years experience
(980) 272-1727 1820 Harris Houston Road
PO Box 621991
Charlotte, NC 28262
Estate Planning, Elder, Family and Probate
Florida A&M University College of Law
Ms. Jazmin G. Caldwell, Esq. earned her Bachelor of Arts in Political Science at the University of North Carolina at Chapel Hill and her Juris Doctor at Florida Agricultural and Mechanical University College of Law in Orlando, Florida. She is licensed to practice law by the State of North Carolina and has been admitted into the United States District Court of the Western District of North Carolina. The Law Office of J.G. Caldwell, PLLC focuses on Wills and Trusts, Estate Planning, Real Property Law Family Law, and Business Formation. However, we are highly versatile and able to deal with any...
Justin Evan Agans
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney
(704) 910-5469 1713 East Blvd. Suite B
Charlotte, NC 28203
Estate Planning and Business
Indiana University Maurer School of Law
Christopher Hicks
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 19 years experience
(704) 333-7800 2300 E 7th St. Suite 100
Charlotte, NC 28204
Estate Planning, Arbitration & Mediation, Construction and Family
Wake Forest University School of Law
Tiyesha N. Decosta
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 4 years experience
(704) 665-7860 10130 Mallard Creek Rd., Suite 300
Charlotte, NC 28262
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
Rutgers School of Law-Newark
The DeCosta Law Firm is a boutique firm that handles all "family" matters, including: divorce, custody, child support, spousal support, will drafting, as well as small business matters. At The DeCosta Law Firm, we consider small business matters a "family" matter as most of our clients are family-owned and family-operated businesses, who rely on us for our breadth of expertise in domestic relations and business matters.

Tiyesha N. DeCosta, Esq., received a Bachelor of Science degree, with a minor in Finance from La Salle University, in Philadelphia, PA. Upon graduation, she went on to work in various small...
Darren Mitchell
Claimed Lawyer Profile
Charlotte, NC Estate Planning Attorney with 10 years experience
(704) 919-3509 1914 J.N. Pease Place
Charlotte, NC 28262
Estate Planning and Business
Campbell University
J. Eric Kindberg
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 43 years experience
5950 Fairview Rd., Suite 808
Charlotte, NC 28210
Estate Planning
Eric is licensed to practice in SC and NC. He has helped hundreds of families protect and preserve their family relationships and their legacies by effective use of Wills, Revocable Trusts, Power of Attorneys, LLCs, and other legal techniques.
Colette Teresa Davis
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 28 years experience
(704) 927-4060 6135 Park South Drive Suite 510
Charlotte, NC 28210
Estate Planning
Southwestern Univ School of Law
Diane Elizabeth Blackburn
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer
(704) 344-3153 401 S. Tryon St.
Charlotte, NC 28202
Estate Planning and Business
Christian P. Cherry
Claimed Lawyer Profile
Charlotte, NC Estate Planning Attorney
(704) 375-3720 Grier Furr & Crisp, PA
101 North Tryon Street, Suite 1240
Charlotte, NC 28246
Estate Planning
Christopher Adkins
Claimed Lawyer ProfileSocial Media
HUNTERSVILLE, NC Estate Planning Lawyer
(704) 274-5677 9620 Sherrill Estates Rd
HUNTERSVILLE, NC 28078
Estate Planning, Divorce, Domestic Violence and Family
Oklahoma City University School of Law
Practice Area Breakdown:
80% Family Law - separation, divorce, child custody, child support, spousal support, equitable distribution
20% Estate Planning - wills, living wills, trusts, power of attorneys

I am a native of Charlotte and graduated from Myers Park High School. After college and law school, I moved back to Charlotte and served as a police officer, and as an officer in the N.C. Army National Guard. I focus my law practice primarily on family law and estate planning.

I live in Huntersville with my wife and our four children. We both have children from previous relationships, and one child together. I thoroughly...
Christopher Anglin
Claimed Lawyer ProfileSocial Media
Cornelius, NC Estate Planning Lawyer with 7 years experience
(919) 803-1516 19190 West Catawba Avenue
Suite 200
Cornelius, NC 28031
Estate Planning, Insurance Claims, Personal Injury and Real Estate
Elon University
I have practiced in Raleigh, North Carolina for my entire legal career. I have tried cases in both North Carolina State Superior Court and Federal Court. In 2014, I was selected to the North Carolina Bar Association Leadership Academy which is a program for young attorneys who wish to hone their leadership skills. I attended Elon University School of Law for law school and Wake Forest University for my undergraduate education. In my spare time, I enjoy going to Wake Forest athletic events and anything involving water including playing water polo and scuba diving.
(919) 803-1516 615 St. George Square Court
Suite 300
Winston-Salem, NC 27103
(919) 803-1516 1340 Environ Way
Chapel HIll, NC 27517
(919) 803-1516 3824 Barrett Drive, Suite 301
Raleigh, NC 27609
Regina Taylor
Claimed Lawyer ProfileSocial Media
Gastonia, NC Estate Planning Lawyer with 27 years experience
(704) 861-0700 1568 Union Road, Suite A
Gastonia, NC 28054
Estate Planning, Business, Divorce and Family
North Carolina Central University School of Law
Zachary B. Setzer
Claimed Lawyer ProfileSocial Media
Weddington, NC Estate Planning Lawyer with 8 years experience
(704) 288-4700 1940 Weddington Road
Weddington, NC 28104
Free ConsultationEstate Planning, Business, Probate and Tax
Washington and Lee University School of Law
Providence Wills and Trusts is an Estate Planning Law Firm located in Weddington, North Carolina. The managing attorney, Zachary Setzer, graduated cum laude from Washington and Lee University School of Law where he was Lead Articles Editor of the Washington and Lee Law Review and received the James C.C. Treadway Law Scholarship. Before attending law school, Zachary graduated from the University of North Carolina at Chapel Hill with a B.A. in Religious Studies and a B.A. in Political Science. Being a solo practice, Zachary takes pride in having the opportunity to work with every client personally,...
Thomas C Jeter III
Claimed Lawyer ProfileSocial Media
Cornelius, NC Estate Planning Lawyer with 9 years experience
(704) 608-3429 18525 Statesville Rd Ste D-02
Cornelius, NC 28031
Free ConsultationEstate Planning, Elder, Probate and Traffic Tickets
University of South Carolina School of Law
Thomas C Jeter III is a North Carolina and South Carolina attorney focused in the practice areas of estate planning, probate, trust administration, business succession and corporate law, and traffic law.
(803) 351-3597 852 Gold Hill Rd Ste 201
Fort Mill, SC 29708
Michael C. Harman
Claimed Lawyer ProfileSocial Media
Huntersville, NC Estate Planning Lawyer with 6 years experience
(704) 885-5550 8712 Lindholm Drive, Ste 300
Huntersville, NC 28078
Estate Planning, Employment and Personal Injury
I specialize in employment litigation, representing employees and small companies across North Carolina during every stage of employment. I have widespread experience representing clients at unemployment appeal hearings and before courts and administrative agencies with cases concerning all facets of discrimination, workplace harassment, wrongful termination and retaliation, The Family and Medical Leave Act, and wage and hour disputes, among others. I also serve as counsel for local unions, advising and representing the union and its members in contract interpretation, the grievance process and a variety of employment issues. My secondary practice area is focused on civil litigation and...
Kelly Bross Myers
Claimed Lawyer ProfileQ&ASocial Media
Cornelius, NC Estate Planning Attorney
(704) 896-0906 18805 W. Catawba Ave
Suite 205-A
Cornelius, NC 28031
Estate Planning, Criminal and Divorce
David H Black
Claimed Lawyer Profile
Concord, NC Estate Planning Attorney
(704) 788-3900 47 Union Street North
Concord, NC 28025
Estate Planning, Business, Criminal and Divorce
University of North Carolina - Chapel Hill
Richard Brian Sorrell
Claimed Lawyer ProfileSocial Media
Concord, NC Estate Planning Lawyer with 11 years experience
(704) 784-0846 6573 Derby Lane NW
Concord, NC 28027
Estate Planning, Bankruptcy, Business and Elder
Indiana University - Indiana University-Bloomington
At Sorrell Law Firm, we are here for you. Our focus is on achieving the results that you want and that benefit you the most; not what makes us the most money or inflates our ego. Fancy office space and solid oak conference tables are terribly nice, but what benefit do they really provide to you? You are hiring a lawyer, not renting office space. We work to keep our expenses low so that we can focus on providing our clients that which benefits them: top-quality and client-focused legal services at an affordable price. We are small by design so that...
LeAnn Lancaster
Claimed Lawyer Profile
Concord, NC Estate Planning Attorney
(704) 792-1277 891 Central Drive
Concord, NC 28027
Estate Planning, Family, Insurance Claims and Juvenile
Lesley T Keith
Claimed Lawyer Profile
Huntersville, NC Estate Planning Lawyer
(704) 659-3616 Post Office Box 3087
Huntersville, NC 28070
Estate Planning, Business, Elder and Probate
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Charlotte Estate Planning Legal Aid & Pro Bono Services

Legal Services of Southern Piedmont, Inc.
(704) 376-1600
Charlotte, NC


Legal Services of Mecklenburg County, NC
(704) 376-1600
Charlotte, NC

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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.