Newton, North Carolina Estate Planning Lawyers

Henry Samuel Morphis
Claimed Lawyer ProfileSocial Media
HICKORY, NC Estate Planning Lawyer with 13 years experience
(828) 328-5297 845 Second Street NE
HICKORY, NC 28601
Estate Planning, Business, Elder and Tax
Campbell University
Henry took a delayed path to entering the practice of law. After college Henry worked in the furniture industry for almost nine years. During that time he worked progressively as a staff engineer, plant manager, and head of engineering. In his final position prior to leaving the furniture industry Henry was a member of the Steering Committee for a corporation with over 250 employees and was responsible for overseeing the corporation’s IT Department, Product Development Department, and continuous efficiency improvement initiative. Henry decided in 2003 to pursue a different career as an attorney and joined Young,...
Rufus Walker Jr
Claimed Lawyer Profile
Hickory, NC Estate Planning Attorney
(828) 328-8101 110 3rd St NE
Hickory, NC 28601
Estate Planning, Business, Construction and Elder
Suffolk University Law School
Mr. Walker has been practicing primarily in the Unifour Area (Alexander, Burke, Caldwell and Catawba counties) and provides competent and practical legal representation at a fair and reasonable cost. He has earned an excellent reputation for providing a reasonable, cost effective and common sense approach to planning, advising or resolving your legal matter.
Susannah Lynn Brown
Claimed Lawyer Profile
Hickory, NC Estate Planning Attorney with 15 years experience
(828) 323-1281 208 Union Square
Suite 204
Hickory, NC 28601
Estate Planning
Mercer Univ-W.George L.S
Katherine H Pekman
Claimed Lawyer Profile
Hickory, NC Estate Planning Lawyer with 8 years experience
(828) 221-2223 353 1st Avenue NW
Hickory, NC 28601
Estate Planning, Divorce and Family
Wake Forest University School of Law
Edward Lawrence Hedrick V
Claimed Lawyer ProfileSocial Media
Taylorsville, NC Estate Planning Lawyer
(828) 228-2398 22 W. Main Ave.
2nd Floor
Taylorsville, NC 28681
Free ConsultationEstate Planning, Criminal, Divorce and Domestic Violence
North Carolina Central University School of Law
Edward, a Taylorsville native, knew from a young age that his calling in life was to be an attorney. Some of his earliest memories involve watching his father at his law office. Over the years, his desire to help others through legal work has only grown stronger. Edward is a third-generation lawyer, and it brings him immense pride to practice in the same building as both his father and grandfather before him.

An avid Tar Heel fan, Edward attended UNC Chapel Hill for his undergraduate studies. He received degrees in both economics and public policy.

For his legal education, Edward...
D. Todd Wulfhorst
Claimed Lawyer Profile
Denver, NC Estate Planning Attorney with 27 years experience
(704) 483-3415 3758 Highway 16 N
Denver, NC 28037
Estate Planning, Business, Collections and Criminal
University of North Carolina - Chapel Hill
Lincolnton, NC Estate Planning Lawyer
(704) 735-1423 111 Mockingbird Ln
Lincolnton, NC 28092
Estate Planning, Elder and Real Estate
Lincolnton, NC Estate Planning Lawyer
(704) 735-0483 311 S Cedar St
Lincolnton, NC 28092
Estate Planning, Business and Real Estate
Mooresville, NC Estate Planning Lawyer with 13 years experience
(704) 664-8067 390 Tuskarora Trl
Mooresville, NC 28117
Estate Planning, Divorce and Family
The Catholic University of America Columbus School of Law
Ashley E Lorance
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Gastonia, NC Estate Planning Lawyer with 9 years experience
(704) 864-3236 223 W. Main Ave. Suite C
Gastonia, NC 28203
Estate Planning, Divorce, Family and Personal Injury
Maurice A. Deane School of Law at Hofstra University
I am an attorney in Gastonia, NC, practicing family law, personal injury. I also handle will preparation and traffic matters.

Before practicing law, I lived and worked in several different countries. I taught English as a second language in Germany and France. In the United Kingdom, I worked in the personal injury department of a Scottish law firm.

Since I started practicing, I have devoted my energy to trying to efficiently resolve family law cases and to get the best recovery possible in personal injury...
Kelly Jesson
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney
(704) 496-2770 5960 Fairview Road #400
Charlotte, NC 28210
Estate Planning, Business, Probate and Trademarks
University of Miami School of Law
At Jesson & Rains, PLLC, 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 during...
Danica Lynn Little
Claimed Lawyer ProfileSocial Media
Mooresville, NC Estate Planning Lawyer with 15 years experience
(704) 343-5633 517 Alcove Road
Suite 202
Mooresville, NC 28117
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...
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...
Andrew F. Sabourin
Claimed Lawyer ProfileSocial MediaResponsive Law
Huntersville, NC Estate Planning Attorney with 9 years experience
(704) 464-8809 11330 Vanstory Drive
Huntersville, NC 28078
Free ConsultationEstate Planning
Massachusetts School of Law
Attorney Andrew Sabourin is the Owner of Lake Norman Wealth Counsel. Lake Norman Wealth Counsel, is a full-service estate planning law practice based in Huntersville, North Carolina. Lake Norman Wealth Counsel focuses exclusively on helping clients with estate planning matters. By concentrating on this single area of law, they have developed deep and broad knowledge to apply to every client need. They represent clients who seek to protect assets now and into the future, preserving their hard-earned legacy for their heirs.

Lake Norman Wealth Counsel can set up trusts for yourself, your spouse or your children so that your assets...
Margaret Anthony
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 10 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.
Jon Mendini
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 28 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...
Liz McCurry Johnson
Claimed Lawyer ProfileSocial Media
Statesville, NC Estate Planning Lawyer with 11 years experience
(704) 873-7233 239 E Broad St
Statesville, NC 28677
Estate Planning, Elder and Probate
North Carolina Central University School of Law
Brian King
Claimed Lawyer ProfileSocial Media
Shelby, NC Estate Planning Lawyer with 22 years experience
(704) 466-3331 221 S. Lafayette Street #4
Shelby, NC 28150
Estate Planning and Family
Campbell University
Brian W. King is the senior partner and managing attorney of King Law Offices, PLLC. He has been practicing law for more than a decade, and is a lifelong resident of Rutherford County. Brian is a member of the North and South Carolina bars, and maintains active cases in both states. Brian is a graduate of Campbell Law School and completed his undergraduate degree at University of North Carolina at Charlotte. In 2009, Brian became a North Carolina Certified Family Law Specialist. He is one of a small select group of North Carolina Family Law attorneys who have achieved this distinction....
Marjorie Brown
Claimed Lawyer Profile
Concord, NC Estate Planning Lawyer with 25 years experience
(704) 795-9455 845 Church St N
Suite 106
Concord, NC 28025
Estate Planning and Elder
University of North Carolina - Chapel Hill and North Carolina State University
Marjorie Brown is a solo practitioner with Elder Law & Estate Planning Solutions of the Piedmont providing Estate Planning, Estate Administration, Elder Law and Veteran’s Aid and Attendance for the residents of the Piedmont area of North Carolina.

There are many issues that we face as we and our family members face aging, potential illness and death. There are many questions that you have to ensure that your family is cared for. There are also many issues which could potentially impair the ones you love that you do not know to ask about. Ms. Brown has the knowledge,...
Michael Frank Anderson
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 12 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...
Mr. Joshua J. Teague
Claimed Lawyer ProfileSocial Media
Boone, NC Estate Planning Lawyer with 12 years experience
(828) 262-9897 827 W King St
Boone, NC 28607
Free ConsultationEstate Planning, Criminal, DWI and Elder
Wake Forest University School of Law
Mr. Teague is general practice attorney and a graduate of Appalachian State University and Wake Forest University School of Law. Mr. Teague is originally from Boone, North Carolina and returned to Boone to practice in 2007. Mr. Teague believes strongly in a commitment to personal service when handling his clients legal issues.
Todd Stewart
Claimed Lawyer ProfileSocial MediaResponsive Law
Charlotte, NC Estate Planning Lawyer with 30 years experience
(704) 552-5160 909 East Boulevard
Charlotte, NC 28203
Estate Planning, Business, International and Probate
Wake Forest University School of Law
Founded Stewart Law, P.A. in 1995

Drawing on my skills as an Attorney and CPA, I have a passion for working with business owners who are looking to grow and improve their companies. Personal estate planning is a natural extension to ensure that the company’s growth benefits the entrepreneur and his family. I have been personally involved with Strategic Coach in Chicago and other entrepreneurial coaching and am a Board Certified Specialist in Estate Planning and Probate Law. I am admitted to practice law in Virginia, North Carolina and South Carolina and maintain active licenses in both of the Carolinas.

In addition...
Rose G. Proto
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 9 years experience
(704) 836-6644 13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277
Estate Planning, Business 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...
Thomas C Jeter III
Claimed Lawyer ProfileSocial Media
Cornelius, NC Estate Planning Lawyer with 10 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.
W. Sloan Goforth
Claimed Lawyer Profile
Statesville, NC Estate Planning Lawyer with 11 years experience
(704) 495-3371 234 W. Broad St.
Statesville, NC 28677
Estate Planning, Consumer, Criminal and Divorce
University of South Carolina - Columbia
Born in Shelby, NC July 18, 1978. I grew up in Kings Mountain, NC. Appalachian State University, 2002; University of South Carolina School of Law, 2008. Member: North Carolina Bar Association; Iredell County Bar Association Bio: I taught US History for three years at Hunter Huss High School in Gastonia North Carolina. During my time as a teacher, I also coached the boys and girls soccer teams and participated in other school activities. I am an avid Appalachian State football fan and enjoy traveling to Boone, NC for the games. ...
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, Business and Probate
University of North Carolina School of Law
Jason McGrath
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer with 24 years experience
(800) 481-2180 6201 Fairview Road, Suite 330
Charlotte, NC 28210
Estate Planning, Business, Foreclosure Defense and Tax
Partner Jason A. McGrath is licensed in Florida, North Carolina, Tennessee, & Federal Court. He’s a problem solver, a transactional attorney, a litigator, & draws on his roots as a (former) Assistant District Attorney. Jason handles a variety of matters, including but not limited to real estate matters & foreclosures; business & commercial law matters; and creditor - debtor disputes. He focuses on the practical as well as the legal, always keeping the short, medium, and long-term strategies in mind. Jason prefers a polite and professional approach; assertive as needed, but also trying to be a decent human being.

Jason...
Richard Brian Sorrell
Claimed Lawyer ProfileSocial Media
Concord, NC Estate Planning Lawyer with 12 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...
Verna Carol Bash-Flowers
Claimed Lawyer ProfileSocial Media
Gastonia, NC Estate Planning Lawyer with 29 years experience
(704) 691-7220 936 Dr. Martin Luther King Jr., Way
Suite 1 D
Gastonia, NC 28054
Free ConsultationEstate Planning, Bankruptcy, Divorce and Personal Injury
Quinnipiac University School of Law
I relocated to Gastonia, NC after having had a successful solo law practice in Fairfield County, CT for 14 years. I am bi-lingual (Spanish/English).My office prides itself on zealously representing clients in multiple areas of law in a professional manner. Over the years we have successfully represented individuals and small businesses. We treat everyone with dignity and respect regardless of race, ethnicity, or socio economic status.
Regina Taylor
Claimed Lawyer ProfileSocial Media
Gastonia, NC Estate Planning Lawyer with 28 years experience
(704) 861-0700 609 S. New Hope Rd., Suite 200C
Gastonia, NC 28054
Estate Planning, Business, Divorce and Family
North Carolina Central University School of Law
Michael Trotter
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 9 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...
Laura C. Rivers
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Attorney with 10 years experience
(704) 749-3116 6135 Park South Drive
STE 510
Charlotte, NC 28210
Free ConsultationEstate Planning, Business, Probate and Tax
Georgetown University Law Center and University of South Carolina School of Law
Hello! My name is Laura C. Rivers, and I assist families living in North Carolina and South Carolina to create their comprehensive estate planning documents. I also help families navigate through the probate process after a loved one passes away. The estate planning and probate can be a time-consuming and intimidating process. But, at the same time, you know you need to do it, and perhaps it is something that has been lingering on your to-do list for far too long. Planning for yourself and for your family is one of the most important steps...
Mr. John M. Miller
Claimed Lawyer ProfileSocial Media
Charlotte, NC Estate Planning Lawyer with 24 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...
Robert N. Crosswhite
Claimed Lawyer Profile
Statesville, NC Estate Planning Lawyer
(704) 873-7233 239 E Broad St
Statesville, NC 28677
Free ConsultationEstate Planning, Elder and Real Estate
Regent University School of Law
Matthew L. Benton
Claimed Lawyer ProfileSocial Media
Statesville, NC Estate Planning Lawyer with 14 years experience
(704) 878-0757 117 N. Kelly Street
Statesville, NC 28677
Estate Planning, Business, Criminal and Family
University of Alabama School of Law
Matthew attended North Carolina State University and graduated Magna Cum Laude in 2002 with a Bachelor of Arts in History and from the University of Alabama School of Law in 2006 with a Juris Doctorate. He is a partner at Gottholm, Ralston and Benton, PLLC since the firm’s inception in 2014, and was a partner at The Law Offices of Benton & Welborn, PLLC from 2006 until 2011, and The Law Offices of Gottholm, Welborn and Benton, PLLC from 2012-2013. Matthew’s practice primarily focuses on family law, criminal law and civil litigation. Matthew is an experienced litigator, and tries...
John Crotts
Claimed Lawyer Profile
Shelby, NC Estate Planning Attorney
(704) 466-3331 221 S. Lafayette Street #4
Shelby, NC 28150
Estate Planning, Business, Criminal and Probate
Appalachian School of Law
John B. Crotts is a partner at King Law Offices. He currently practices primarily in the areas of wills and estates, elder law, business law, municipal law, personal injury, civil litigation, and criminal law. In addition to many other individual and corporate clients, John currently represents several municipal and local government entities, including the Town of Spindale, Town of Bostic, Chimney Rock Village, Broad River Water Authority, and Forest City Housing Authority. John is a native of Rutherford County and stays very active in his community. He is a member of Adaville Baptist Church in Spindale where he is a Deacon,...
Alan Davidson IV
Claimed Lawyer Profile
Charlotte, NC Estate Planning Lawyer with 24 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.
Tyler Payton Hite
Claimed Lawyer ProfileSocial Media
Boone, NC Estate Planning Attorney with 4 years experience
(828) 263-4907 827 W. King St.
Boone, NC 28607
Estate Planning, Appeals, Criminal and DWI
Syracuse University College of Law
Steven A Lucente
Claimed Lawyer Profile
Charlotte, NC Estate Planning Attorney with 11 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
Cheryl R. Watkins, Esq.
Claimed Lawyer ProfileQ&A
CHARLOTTE, NC Estate Planning Attorney with 16 years experience
(704) 544-3394 6000 Fairview Road, Suite 1200
CHARLOTTE, NC 28210
Estate 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,...
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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.