Grove City, Ohio Estate Planning Lawyers

Jeffrey Buskirk Esq
Claimed Lawyer Profile
Grove City, OH Estate Planning Lawyer with 29 years experience
(614) 875-7220 4178 Broadway
Grove City, OH 43123
Free ConsultationEstate Planning, Divorce, Family and Personal Injury
Capital University Law School
Jeffrey E. Buskirk started his practice in 1989 at the current location of 4178 Broadway, Grove City, Ohio. The firm currently has four lawyers with each attorney focusing in a separate area of law. We strive to provide quality legal representation at a competitive price. Communication with the client is of the utmost importance.
Jeffrey P. Compton
Claimed Lawyer Profile
Grove City, OH Estate Planning Lawyer
(614) 875-7233 3894 Broadway
Grove City, OH 43123
Estate Planning, Divorce, Family and Medical Malpractice
Grove City, OH Estate Planning Lawyer
(614) 853-1047 3435 Rolling Hills Ln
Grove City, OH 43123
Estate Planning, Business, Criminal and Tax
Grove City, OH Estate Planning Lawyer
(614) 875-4895 3083 Columbus St
Grove City, OH 43123
Estate Planning, Administrative, Elder and Real Estate
Grove City, OH Estate Planning Lawyer
(614) 875-2301 2965 Columbus St
Grove City, OH 43123
Estate Planning and Real Estate
Grove City, OH Estate Planning Attorney
(614) 875-0490 3793 Broadway
Grove City, OH 43123
Estate Planning, Business, Construction and Divorce
Grove City, OH Estate Planning Attorney
(614) 875-3227 3009 Columbus St
Grove City, OH 43123
Estate Planning
Grove City, OH Estate Planning Lawyer
(614) 875-4174 3800 Broadway
Grove City, OH 43123
Estate Planning, Employment and Real Estate
Linda J. Lawrence
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 28 years experience
(614) 228-3664 496 South Third Street
Columbus, OH 43215
Free ConsultationEstate Planning, Divorce and Family
Capital University Law School and University of Cincinnati College of Law
Our dedication to our clients and thorough preparation of their cases have ended in positive results for many individuals throughout Ohio. Whether you are located in Delaware, Columbus, New Albany, Westerville, Powell, or any other Ohio area we serve, feel free to contact us to schedule your confidential consultation with Lawrence Law Office. Our legal team is here to help with whatever family transition you’re going through, be it a divorce, custody disputes, parenting plan modification or adoption. When you hire us, we focus on resolving the issues amicably so that everyone, especially the children, benefit from the solution....
Dennis Aaron Rathburn Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Lawyer with 27 years experience
(614) 497-9918 3163 S High St
Columbus, OH 43207-3671
Estate Planning, Elder, Probate and Real Estate
Capital University Law School
My practice has transitioned over the last few years. The largest area of practice is Estate Planning (helping families prepare for a death and minimize legal work needed following a death in their family) and helping families with legal work necessary after a death in their family. It's referred to as "Probate" work. However, with proper planning, it should be referred to as Probate/non-Probate legal work. I have helped families in hundreds of cases from large, complex matters to small non-complex matters. The people that you plan for will likely be your family. We can help you make a plan...
Mary Ellen Leslie Esq.
PREMIUM

Ohio Estate Planning Attorney

University of Akron School of LawOhio and U.S. Supreme Court
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Chris Reel
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 3 years experience
(614) 547-3350 448 W Nationwide Blvd
Loft 104
Columbus, OH 43215
Estate Planning, Business, Real Estate and Trademarks
Capital University Law School
I am a business, sports and entertainment lawyer as well as a professional sports agent. My firm works closely with growing businesses, sports franchises, production companies, films and other entertainment events to raise capital, protect intellectual property, negotiate key agreements, as well as leverage assets and brand value.

My approach to legal representation is simple: Transparency and honesty. You will have a firm understanding of the entire process, no matter the issue, from start to finish. Due to my flat fee billing structure, I am able to become more like a partner as the fee will not change no matter...
Kathryn Lindsay Traven Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 13 years experience
(614) 228-1144 21 E State St
Suite 2300
Columbus, OH 43215
Free ConsultationEstate Planning, Business, Divorce and Family
Capital University Law School
While providing the personal attention of a small firm, our experience, knowledge of the law, qualified/trained staff, and cutting-edge technology, allow us to provide our clients with the highest quality legal services. We use prompt, effective communication and action to assist individuals and small businesses in resolving their legal needs. We keep clients advised in all phases of their legal issues, including planning, strategies, negotiations, alternative dispute resolution, and litigation. We utilize a network of affiliated professional consultants, including other attorneys, to provide our clients with specialized counsel in a wide variety of legal matters. We assist our...
Jacintha Kraft Balch Esq
Claimed Lawyer Profile
Columbus, OH Estate Planning Attorney with 39 years experience
(614) 224-2329 1335 Dublin Rd
Suite 203A
Columbus, OH 43215
Estate Planning, Business, Elder and Probate
University of Michigan Law School
Jacintha Kraft Balch is an Ohio Certified Specialist in Estate Planning, Probate and Trust, holds the highest Martindale Hubbell AV rating available to any lawyer, and has been named as one of Central Ohio's Top Lawyers in C.E.O. Magazine. She founded Balch Law in 1991. The firm's practice is dedicated to providing large firm experience with small firm attention. She is a member of The Columbus Foundation's Professional Advisory Board, has served on the Columbus Jewish Foundation's Professional Advisory Board and as a Board Member of Lutheran Social Services of Central Ohio. She is a frequent speaker at continuing legal education...
Laura M. Nesbitt
Claimed Lawyer ProfileSocial Media
(614) 800-0262 1335 Dublin Road
Suite 217-A
Columbus, OH 43215
Free ConsultationColumbus, OH Estate Planning Lawyer with 11 years experience
Estate Planning, Bankruptcy and Foreclosure Defense
Capital University Law School
Laura M. Nesbitt is an experienced attorney focusing her practice on all aspects of her client's financial matters. These services range from budget analysis and counseling, debt negotiation and settlement, foreclosure defense litigation, Chapter 7 and Chapter 13 bankruptcy representation, credit correction following debt resolution, and estate planning. Laura Nesbitt and her firm, The Nesbitt Law Firm are unique in that the advice and expertise focus on the overall needs of the client, long term, rather than a limited, short term solution.
Samir Dahman
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 11 years experience
(614) 636-1250 Two Miranova Place
Suite 500
Columbus, OH 43215
Free ConsultationEstate Planning, Business, Insurance Claims and International
Ohio State University - Columbus
At Dahman Law, we are passionate about providing exceptional, client-focused legal services. We handle commercial litigation, business law, employment, and estate planning matters across Ohio and Michigan. But what makes Dahman Law different from other law firms is that you will know up front how much you can expect to pay for legal services, instead of wondering how much you will end up being charged at the end. Samir Dahman founded Dahman Law after practicing for years at Ohio's largest law firms. His practice includes commercial litigation, business law, employment, and estate planning. ...
Douglas Roger Jackson Esq
Claimed Lawyer Profile
Beavercreek, OH Estate Planning Attorney with 34 years experience
(937) 427-2049 2661 Commons Blvd.
Beavercreek, OH 43215
Estate Planning, Elder and Probate
Capital University Law School
Douglas R. Jackson is the founding firm member of Jackson & Curtin with office locations in Columbus and Dayton, Ohio. He received a B. A. degree, cum laude, from Ohio University. Mr. Jackson received his M.B.A. degree from Western Kentucky University and his J.D. degree from Captial University. Mr. Jackson is a member of the Ohio State Bar Association, former chairman of the American Cancer Planned Giving Council, and is a member of the Catholic Foundation Professional Advisory Group
Allison Kathleen Tracey Esq
Claimed Lawyer Profile
Columbus, OH Estate Planning Attorney with 13 years experience
(614) 228-1144 21 East State Street
Columbus, OH 43215
Estate Planning, Business, Divorce and Employment
Capital University Law School
While providing the personal attention of a small firm, our experience, knowledge of the law, qualified/trained staff, and cutting-edge technology, allow us to provide our clients with the highest quality legal services. We use prompt, effective communication and action to assist individuals and small businesses in resolving their legal needs. We provide tailored legal services for complex matters. We advise clients in all phases of their legal issues, including planning, strategies, negotiations, alternative dispute resolution, and litigation. We utilize a network of affiliated professional consultants, including other attorneys, to provide our clients with specialized counsel in a wide variety of...
Tonya R. Coles
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 12 years experience
(614) 228-6600 625 City Park Avenue
Columbus, OH 43206
Free ConsultationEstate Planning, Business and Elder
Capital University Law School
Tonya R. Coles, Esq. is a solo practitioner in Columbus, Ohio. She focuses her practice on elder law, estate planning, and probate law. Tonya is a graduate of Capital University Law School. She is licensed to practice law in the State of Ohio.
Robert Bergman Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Lawyer with 49 years experience
(614) 279-8276 3099 Sullivant Avenue
Columbus, OH 43204
Free ConsultationEstate Planning, Bankruptcy, Business and Criminal
Capital University Law School
I am the chief integral element of the Bergman and Yiangou Law firm. I received my BA from the Ohio State University in 1966, and my JD (Juris Doctor) from Capital University Law School in 1970. I spent a year as an Assistant Attorney General in the Workers' Compensation Section. I have been in private practice since 1972. I am a member of the Ohio State and Columbus Bar Associations, and a Trustee for the CEC (Consumer Education Coalition).
H. Grant Stephenson Esq
Claimed Lawyer Profile
Columbus, OH Estate Planning Attorney
41 S. High St.
Columbus, OH 43215
Estate Planning, Agricultural, Antitrust and Tax
The Ohio State University College of Law
Philip M. Collins Esq
Claimed Lawyer Profile
Columbus, OH Estate Planning Lawyer with 46 years experience
(614) 228-1144 21 E State St
Suite 2300
Columbus, OH 43215
Free ConsultationEstate Planning, Criminal, Divorce and Family
Ohio State University - Columbus
While providing the personal attention of a small firm, our experience, knowledge of the law, qualified/trained staff, and cutting-edge technology, allow us to provide our clients with the highest quality legal services. We use prompt, effective communication and action to assist individuals and small businesses in resolving their legal needs. We keep clients advised in all phases of their legal issues, including planning, strategies, negotiations, alternative dispute resolution, and litigation. We utilize a network of affiliated professional consultants, including other attorneys, to provide our clients with specialized counsel in a wide variety of legal matters.
Andrew Edward Russ Esq
Claimed Lawyer Profile
Gahanna, OH Estate Planning Lawyer with 16 years experience
(614) 388-9190 1000 Taylor Station Road
Suite G
Gahanna, OH 43230
Free ConsultationEstate Planning, Divorce, Elder and Probate
Capital University Law School
Andrew Russ

Columbus Divorce, Custody, and Juvenile Attorney for Men and Fathers

Family Law Attorney for Men and Fathers in Columbus Since 2002

Contact Andrew Russ Law, LLC at (614) 388-9190 for more information or for a free consultation with a Columbus lawyer.

Location: Columbus, Ohio

Voice: (614) 388-9190
Fax: (614) 573-7844
Email: andrewrusslawllc@gmail.com

ANDREW E. RUSS - ATTORNEY AT LAW

Andrew E. Russ represents clients in divorce, custody, juvenile, probate, and realted matters in Columbus, Ohio and throughout Franklin County and Central Ohio. Call us today to discuss the facts of your case with an experienced Columbus attorney.

?Representation in All Areas of Family Law:

?Areas of...
Thomas N. Taneff Esq
Claimed Lawyer Profile
Columbus, OH Estate Planning Lawyer
(614) 241-2181 600 S High Street
Suite 201
Columbus, OH 43215
Estate Planning
Michael D. McCarthy
Claimed Lawyer Profile
Columbus, OH Estate Planning Lawyer
(614) 602-6520 313 East Livingston Ave.
Columbus, OH 43215
Estate Planning, Business, Military and Real Estate
Michael McCarthy is the firm’s founder. He was raised in Columbus and graduated from St. Charles Preparatory School. He received a Bachelor of Arts from the University of Dayton and a Juris Doctorate from the Case Western Reserve University School of Law. Mike began his professional life as an officer in the United States Marine Corps, where he continues to serve as a Major in the Marine Corps Reserve. During his 15 years in the Corps, he has held a wide variety of assignments, from leading small groups of Marines at the tactical-level, all the way to serving...
Joseph Linn Colburn Jr
Claimed Lawyer Profile
Columbus, OH Estate Planning Attorney
4937 W Broad St
Columbus, OH 43228
Estate Planning, Bankruptcy, Business and Family
Rebecca Hockenberry
Claimed Lawyer Profile
Columbus, OH Estate Planning Attorney
77 S High St
Columbus, OH 43215
Estate Planning, Elder, Employment and Entertainment & Sports
George Michael Wolfe Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Lawyer with 24 years experience
(614) 263-5297 3212 North High Street
Columbus, OH 43202
Free ConsultationEstate Planning, Criminal, DUI and Probate
Capital University Law School and Ohio State University - Columbus
I have had extensive trial experience since licensure in 1994. I handled thousands of criminal trials, hearings, probate estates, and divorce or custody related hearings. I can practice anywhere in Ohio and Federal court. My reviews under Wolfe Legal Services on Google and Avvo.com show only a fraction of the clients we have represented. Please contact me any time for a free phone consultation, or you can send a text message requesting a callback.
Robert Rockower Goldstein Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 26 years experience
(614) 231-0003 2734 East Main Street
Columbus, OH 43209
Free ConsultationEstate Planning, Bankruptcy, Business and Criminal
The Ohio State University Michael E. Moritz College of Law
Attorney Robert Goldstein was born and raised in Philadelphia, Pennsylvania. In 1983, Attorney Goldstein moved to Cleveland, Ohio, to attend Case Western Reserve University, where he served as Secretary of his fraternity, Zeta Beta Tau, and President of his class for his first two years of college. After earning his degree in Psychology, Attorney Goldstein worked a series of jobs ranging from computer consulting to selling fire extinguishers door-to-door, while he explored a career in stand-up comedy. Two years later, having not successfully earned his own late night talk show, Attorney Goldstein decided to pursue a...
C. Lawrence Huddleston III
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 41 years experience
(614) 488-7878 First Merchants Bank Building, Suite 210
3650 Olentangy River Rd
Columbus, OH 43214
Free ConsultationEstate Planning, Elder and Probate
Capital University Law School
• Board-Certified Specialist, Estate Planning, Trust and Probate Law
• 22 years' Estate Planning, Trust and Probate law experience
• Founding Member and frequent speaker, WealthCounsel, LLC
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning
• Fellow, The Laureate Circle
• Member, Professional Advisory Committee, The Columbus Foundation
• Member, ePlanners Educational Alliance
• Board Member, Christian Legal Society of Central Ohio
• Accredited Attorney – U. S. Veterans Administration
• Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council
• Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com
• Rated “10.0 - Superb” by...
Charles McClenaghan Esq
Claimed Lawyer ProfileSocial Media
Dublin, OH Estate Planning Attorney with 39 years experience
(614) 429-1053 7240 Muirfield Drive
Suite 120
Dublin, OH 43017
Free ConsultationEstate Planning, Business, Probate and Real Estate
Capital University Law School
Charles H. McClenaghan brings over 35 years of Legal, Financial and Real Estate related experience to his clients. A graduate of Ohio University, 1973 and Capital University Law School, 1979, he is a member of the Ohio State Bar Association, and the Columbus Bar Association. • Admitted, The Supreme Court of Ohio, 1979 • Admitted, The Supreme Court of Florida, 1997 • Past Commissioner of Securities, Ohio Department of Commerce • Past Superintendent, Ohio Division of Real Estate • Member, Real Property Committee and Member, Estate & Gift Tax Committee...
Brian Shonk Esq
Claimed Lawyer ProfileSocial Media
Canal Winchester, OH Estate Planning Attorney with 31 years experience
(800) 339-4618 7 1/2 North High Street
Canal Winchester, OH 43110
Estate Planning, Business, Elder and Probate
Boston College Law School
A Practice Focused on Business & Banking
Mr. Shonk represents businesses and banks with regard to financial, organizational and general business planning matters including:

Business, banking and credit rights disputes
Employment and labor law
Bankruptcy
Acquisitions
Mergers
Business reorganizations
Estate planning
Trusts
Probate
An Experienced and Trusted Advisor
Mr. Shonk’s focus on financial matters and business affairs has allowed him to be the trusted advisor to families and individuals who seek his services on estate planning, trusts and probate matters.

His articles on labor law have been published in law journals. Mr. Shonk has presented continuing legal education seminars on various bankruptcy and mechanic’s lien issues to both trade organizations and outside attorney...
Jeffrey David Fish Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Attorney with 28 years experience
(614) 538-2901 3380 Tremont Road, # 110
Columbus, OH 43221
Estate Planning, Divorce, Family and Real Estate
Capital University
Jeffrey D. Fish has been providing legal services in Central Ohio since 1991. He is certified by the Ohio State Bar Association as a specialist in Family Relations Law. His practice areas include family law (including adoption, child support, collaborative divorce, custody, dissolution, divorce, prenuptial agreements and visitation) as well as probate matters, and real estate law. He is a Past-President and current board member of the Central Ohio Academy of Collaborative Divorce Professionals, Inc. He has also had advanced training in interdisciplinary collaborative divorce.

Jeffrey D. Fish promotes collaborative divorce as a better way to terminate a marriage....
Nicholas Robert Grilli Esq
Claimed Lawyer ProfileSocial Media
(800) 339-4618 7 1/2 North High Street
Canal Winchester, OH 43110
Canal Winchester, OH Estate Planning Attorney with 12 years experience
Estate Planning, Agricultural, Divorce and Probate
Capital University Law School
A Focus on Families
Mr. Grilli is engaged in the general civil practice of law with an emphasis on:

Family law
Divorce
Dissolution
Post-decree matters
Paternity
Child custody
Child Support
Adoption
Oil and gas law
Professional Affiliations
Mr. Grilli is licensed to practice law in all courts of Ohio and the United States District Court for the Southern District of Ohio. He is also a member of:

The Fairfield County Bar Association
The Perry County Bar Association (past-president and current treasurer)
The Columbus Bar Association
The Ohio State Bar Association
Commitment to Community
Mr. Grilli offers his support to a variety of organizations, including:

Volunteer for free legal clinics in Fairfield and Perry counties
Offers pro-bono corporate counsel services for...
Beverly Joy Farlow Esq
Claimed Lawyer ProfileSocial Media
Dublin, OH Estate Planning Lawyer with 34 years experience
(614) 734-1270 270 Bradenton Avenue
Suite 100
Dublin, OH 43017
Estate Planning, Divorce, Education and Family
The Ohio State University Michael E. Moritz College of Law
Beverly J. Farlow is the founding and principal attorney of Farlow & Associates. Since 1985, she and her skilled team of attorneys in Dublin have been protecting the rights of their clients. Their decades of in-depth legal experience has equipped them with the tools and knowledge they need to fight for you. Whether you are going through a divorce, need legal assistance as a school employee, or have been accused of a crime, they can handle all that and more. They are exceedingly proficient in a vast range of practice areas and have a long track record of success that...
Edward Kirk Esq
Claimed Lawyer ProfileSocial Media
Upper Arlington, OH Estate Planning Attorney with 46 years experience
(614) 638-3006 1600 West Lane Avenue
Unit 405
Upper Arlington, OH 43221
Estate Planning, Business, Criminal and Divorce
Ohio State University - Columbus
Christian Donovan Esq
Claimed Lawyer ProfileSocial Media
Columbus, OH Estate Planning Lawyer with 12 years experience
(614) 848-6500 7737 Olentangy River Rd
Columbus, OH 43235
Estate Planning, Bankruptcy, Business and Foreclosure Defense
Capital University Law School
Todd Alexander Weber
Claimed Lawyer ProfileSocial Media
Dublin, OH Estate Planning Lawyer with 22 years experience
(614) 285-5205 545 Metro Place South, Suite 100
Dublin, OH 43017
Free ConsultationEstate Planning, Business, Probate and Tax
Capital University Law School
I have provided problem solving and comprehensive planning to individuals and businesses for twenty-two years. My representation and advice have helped a broad and diverse group of companies, executives, and entrepreneurs across a wide range of representative matters. From start-ups and financing to business sales and acquisitions or assisting with day-to-day legal needs, I have aided numerous clients and family-owned businesses. I take a vested interest in my clients’ success, and as outside general counsel I advocate for and advise them on the myriad of issues encountered in structuring, negotiating, and documenting both complex and common corporate and commercial transactions....
Ralph Kerns Esq
Claimed Lawyer Profile
Worthington, OH Estate Planning Lawyer with 37 years experience
(614) 785-9420 885 High St
Suite 106
Worthington, OH 43085
Estate Planning, Criminal, Divorce and Family
Abbie Obenour
Claimed Lawyer ProfileBlawgsearchSocial Media
Worthington, OH Estate Planning Attorney with 5 years experience
(614) 678-8848 7100 N High Street, Suite 200
Worthington, OH 43085
Free ConsultationEstate Planning, Divorce, Elder and Probate
Capital University Law School
As a founding and managing partner of a women-owned law firm, attorney Abbie Obenour is particularly interested in efficient practice management, networking strategies for attorneys, women in the profession, and mentorship.

Areas of Practice
Elder Law
Estate Planning
Probate & Estate Administration
Adoption
Assisted Reproductive Technology
Guardian Ad Litem

Education
– Capital University Law School
Honors: Order of the Curia
Honors: Felicia Beth Nektirz Juvenile
Law Fellow with the National Center for Adoption Law and Policy
Honors: Dean’s Award for Public Service
Concentration: Family Law
– The Ohio State University
Master of Public Health
Honors: University FellowshipConcentration:
Health Behavior Health Promotion
– The Ohio State University

Bachelor of Arts summa cum laude
Honors: College of Arts and Sciences Award for Excellence...
Bryan Matthew Everitt
Claimed Lawyer ProfileSocial Media
Canal Winchester, OH Estate Planning Lawyer with 5 years experience
(800) 339-4618 7 1/2 North High Street
Canal Winchester, OH 43110
Estate Planning, Agricultural, Business and Construction
Capital University Law School
A General Law Practice
Mr. Everitt is engaged in the general practice of law, with an emphasis on:

Real Estate Law
Business Law
Estate planning
Probate
Committed to Service
During law school Mr. Everitt worked full-time as the Operations Officer at the Navy Recruiting District in Columbus, Ohio, where he oversaw all aspects of officer and enlisted recruiting throughout Ohio, Kentucky and West Virginia. Before that, his 13 year career in the Navy included naval service as a nuclear trained submarine warfare officer.

Mr. Everitt was named Young Professional of the Year by the Lancaster-Fairfield County Chamber of Commerce in 2017.

He is actively involved in various community organizations...
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Grove City Estate Planning Legal Aid & Pro Bono Services

Columbus Bar Association Lawyers For Justice
(614) 221-4112
Columbus, OH

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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.