Maineville Estate Planning Lawyers

Compare 495 top rated Ohio attorneys serving Maineville.
Tonya VanBenschoten
PREMIUM

Get an experienced Estate Planning Attorney on your side! Call today!

I am committed to exceptional counsel and legal advocacy for all of your estate planning and elder law needs. I will help you through your every step of your case. Call today for a consultation! Read More »
10.0Justia Lawyer Rating for Tonya VanBenschoten View Profile
Mr. Elliott Stapleton Esq.
PREMIUM

Ohio Estate Planning Attorney with 12 years experience

Helping families avoid unnecessary risk and plan for success. As an attorney with the law firm of CMRS Law, Elliott’s focus is on Estate Planning, Asset Protection, Probate, and Business law in Cincinnati, Ohio.... Read More »
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Jessica M. Francis
PREMIUM

Experienced & Comprehensive Will, Trust & Estate Planning Legal Representation!

I’m an experienced estate planning lawyer and represent clients throughout Ohio. My practice includes all types of estate planning matters, including wills, trusts, living wills, and powers of attorney. Read More »
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Christopher J. Bernard
Claimed Lawyer Profile
Maineville, OH Estate Planning Lawyer with 28 years experience
(513) 769-9396 513 Weeping Willow Lane
Maineville, OH 45039
Estate Planning, Criminal, Landlord Tenant and Probate
The University of Toledo College of Law
Maineville, OH Estate Planning Lawyer
(513) 677-8895 Highway 23 & W US 22 and 3
Maineville, OH 45039
Estate Planning, Business, Collections and Criminal
Maineville, OH Estate Planning Attorney with 37 years experience
(513) 583-5984 8445 Kelso Dr
Maineville, OH 45039
Estate Planning and Tax
Syracuse University College of Law
Sallie Anne Conyers Esq
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
Mason, OH Estate Planning Attorney with 18 years experience
(513) 900-8858 5300 Socialville Foster Rd.
Suite 140
Mason, OH 45040
Free ConsultationOffers Video ChatEstate Planning, Divorce, Family and Probate
Salmon P. Chase College of Law, Northern Kentucky University
Sallie Conyers has been practicing law for 18 years after attending Salmon P. Chase College of Law and earning her BA from Miami University. Sallie has diverse experience in many different areas of law, including all aspects of Creditors’ Rights litigation, Labor and Employment, Contracts, Corporate matters and Workers’ Compensation. She spent several years in Business Administration, Regulatory Compliance and Risk Management although her primary practice area has always been in Domestic Relations and Estate Planning/Administration. This is a natural focus as she prefers those areas of law that require a more personal approach. Sallie is...
Mr. Alexander F Linser
Claimed Lawyer ProfileSocial Media
Mason, OH Estate Planning Lawyer with 9 years experience
5240 Socialville Foster Rd.
Mason, OH 45040
Estate Planning, Administrative, Arbitration & Mediation and Business
University of Cincinnati College of Law
We offer consistently high-quality legal counsel, proactive strategies and legal solutions for large and small businesses or individuals in Ohio and other states. We handle suits and arbitrations, insurance and business disputes, corporate formations, contract drafting, transactions, and other matters.
Nancy Rose Wagner
Claimed Lawyer ProfileSocial Media
Mason, OH Estate Planning Lawyer with 24 years experience
(513) 336-7200 4770 Duke Drive
Suite 100
Mason, OH 45040
Estate Planning, Business, Elder and Probate
University of Cincinnati College of Law
From a career that has spanned the globe, Nancy Wagner has brought the breadth of her experience to her hometown, with a commitment to represent local families in their estate planning and probate needs. Ms. Wagner graduated from the University of Cincinnati College of Law in 1995 and joined the Washington, DC, office of Fried, Frank. Her practice there encompassed a wide range of government contracts litigation and counseling as well as white collar criminal defense and investigations. From there, Ms. Wagner joined Experience Works, Inc. of Arlington, VA, as Associate General Counsel, assisting the $100M non-profit...
Matthew Graber Esq
Claimed Lawyer Profile
Mason, OH Estate Planning Attorney
(513) 398-0269 423 Reading Rd
Mason, OH 45040
Estate Planning, Business and Family
University of Dayton School of Law
Kevin William Thornton Esq
Claimed Lawyer Profile
Loveland, OH Estate Planning Attorney
(513) 310-8694 791 E. Hatt Swank Rd.
Loveland, OH 45140
Estate Planning, Criminal, Divorce and Probate
Mitchell Allen Esq
Claimed Lawyer Profile
Mason, OH Estate Planning Attorney with 29 years experience
(513) 229-2900 5947 Deerfield Blvd.
Suite 201
Mason, OH 45040
Estate Planning, Bankruptcy, Business and Civil Rights
Bartholomew Brian Sharkey Esq
Claimed Lawyer Profile
Loveland, OH Estate Planning Attorney
(513) 252-2788 P.O. Box 411
Loveland, OH 45140
Estate Planning, Criminal, Divorce and Entertainment & Sports
Anthony B. Holman
Claimed Lawyer ProfileSocial MediaResponsive Law
Cincinnati, OH Estate Planning Attorney with 11 years experience
(513) 985-2500 9521 Montgomery Road
Cincinnati, OH 45242
Estate Planning, Animal, Appeals and Probate
University of Dayton School of Law
Anthony B. Holman is an attorney at the Philips Law Firm. From the firm's offices in Cincinnati, he focuses his practice on complex civil litigation, representing businesses and individuals throughout the greater metropolitan area. Admitted to practice in Ohio since 2008, Mr. Holman is also admitted to practice before the U.S. District Court for the Southern District of Ohio.

Raised in Cincinnati, Mr. Holman has extensive experience in representing clients who are involved in contract disputes and other types of business issues. His background also encompasses intellectual property and commercial real estate matters, and a portion of his practice includes personal...
Moshe Toron Esq
Claimed Lawyer ProfileQ&ASocial Media
Cincinnati, OH Estate Planning Lawyer with 20 years experience
(513) 563-3007 4555 Lake Forest Dr
Suite 650
Cincinnati, OH 45242
Free ConsultationEstate Planning, Elder and Probate
Northern Kentucky University
Mr. Toron focuses his practice in the areas of Elder Law, Medicaid Planning, Nursing Home Planning, and Estate Planning.

Moshe works with families to help them address their long term care needs, such as applying for Medicaid Nursing Home benefits.

Moshe began his career as the chaplain of Cedar Village – The Jewish Nursing Home of Cincinnati. His duties at Cedar Village included counseling the elderly and their families. During his tenure, Mr. Toron enrolled in the Chase College of Law, where he established himself as an award winning student. He was a member of the Dean’ s List four...
Paul Kellogg
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
(513) 985-2500 9521 Montgomery Road
Cincinnati, OH 45242
Free ConsultationOffers Video ChatCincinnati, OH Estate Planning Lawyer with 26 years experience
Estate Planning, Business, Probate and Real Estate
University of Dayton School of Law
For over 20 years Paul has helped individuals and businesses with a variety of personal and business transactions. Individuals come to Paul for assistance with wills, trusts, estate planning, probate, and residential real estate transactions, while his business clients utilize his experience to provide guidance with business strategy, contract drafting and negotiation, mergers and acquisitions, trademarks, corporate governance, and licensing. Many of Paul’s business clients see him as their outside general counsel.

Prior to joining Phillips Law Firm, Inc. Paul served as the Vice President and General Counsel for two privately held companies and as the Director of Estate and Business...
Barry Zimmer Esq
Claimed Lawyer ProfileBlawg SearchSocial Media
Cincinnati, OH Estate Planning Attorney with 41 years experience
(513) 721-1513 9825 Kenwood Road
Suite 201
Cincinnati, OH 45242
Estate Planning, Business, Elder and Probate
University of Cincinnati College of Law
I founded THE ZIMMER LAW FIRM in June 1993, to practice in the areas of Estate Planning, Estate Administration, and Business Succession Planning. My goal was and continues to be helping clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society, and to implement effective Estate Planning with minimal effort and time investment. The firm works from the belief that planning should always be driven by purpose. As a result, there are no “canned” or pre-set planning solutions. Instead, I help clients identify their goals first and then build estate and business plans based on...
Christopher Orr
Claimed Lawyer ProfileResponsive Law
Lebanon, OH Estate Planning Attorney with 4 years experience
(877) 822-6424 27 W Mulberry St
Lebanon, OH 45036
Free ConsultationEstate Planning, Elder and Probate
University of Toledo
Christopher is now an experienced trust & estate attorney, with expertise in estate planning, trust administration, and probate. But as a child, Christopher R. Orr was always known as the kid with his nose in a book. This passion for learning was due to Christopher’s parents answering his endless “why?” questions with “look it up and teach us!” The ability to make complicated information logical and then turn around and explain it to others became natural for him even at that young age.

It wasn’t until Christopher was in law school that he was faced with the reality that most attorneys...
Karen Ann Rolcik Esq
Claimed Lawyer Profile
West Chester, OH Estate Planning Lawyer with 33 years experience
(513) 777-7400 8859 Cincinnati-Dayton Road
Suite #201
West Chester, OH 45069
Free ConsultationEstate Planning, Business, Elder and Probate
Indiana University Maurer School of Law
I assist clients with assessing their personal goals with regard to the management of their assets during life and the transfer of assets upon death. This assistance includes the preparation of Wills, Trusts, Powers of Attorney, Health Care Powers of Attorney, Living Wills, and related documents. Of particular importance is planning for the transfer/distribution of retirement accounts and IRA accounts to children and/or grandchildren while minimizing the income tax burden association with such accounts.

In addition to estate planning, I assist clients with Medicaid & VA planning including the establishment of Medicaid qualifying trusts and trusts that qualify for...
Yanky Perelmuter
Claimed Lawyer ProfileQ&ASocial Media
Cincinnati, OH Estate Planning Lawyer
(513) 913-9545 10901 Reed Hartman Hwy
Suite 108
Cincinnati, OH 45242
Estate Planning, Business, Immigration and Probate
Salmon P. Chase College of Law, Northern Kentucky University
Christopher Lavin
Claimed Lawyer Profile
Lebanon, OH Estate Planning Lawyer with 21 years experience
(513) 257-0701 27 W. Mulberry Street
Lebanon, OH 45036
Free ConsultationEstate Planning and Elder
University of Dayton School of Law
For the past decade attorney Christopher Lavin has practiced exclusively in the area of Elder Law.
Jonathan T Dever Esq
Claimed Lawyer ProfileSocial Media
West Chester, OH Estate Planning Attorney with 18 years experience
(877) 464-5297 9146 Cincinnati-Columbus Rd
West Chester, OH 45069
Estate Planning, Bankruptcy, Business and Probate
Brooke Logsdon
Claimed Lawyer ProfileSocial Media
Lebanon, OH Estate Planning Lawyer with 2 years experience
(513) 228-0407 223 N. Broadway St.
Lebanon, OH 45036
Estate Planning, Divorce and Family
University of Cincinnati College of Law
Brooke received her Bachelors of Arts Degree in 2014 from the University of Cincinnati, graduating magna cum laude. In 2017, Brooke received her Juris Doctorate from the University of Cincinnati College of Law. While in law school, she was a contributing member and an Articles Editor for the University of Cincinnati Law Review. Brooke also participated in the Domestic Violence and Civil Protection Order Clinic, represented clients for divorce and estate planning issues as a legal intern, and worked as a law clerk for the Warren County Domestic Relations Court.

After graduating from law school, Brooke joined The Law Offices of...
Beverly A Stull
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Cincinnati, OH Estate Planning Lawyer with 8 years experience
(513) 324-4183 4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45242
Free ConsultationEstate Planning, Elder and Probate
University of Cincinnati College of Law
I have the experience to help you settle the estate of a loved one, guide you through Medicaid planning and application, or help you plan for your own times of incapacity or death. I also have the patience and understanding to guide you with compassion during difficult times. With offices in Blue Ash, Hyde Park, and West Chester, I can meet where it is convenient for you.
Kristine L Tammaro
Claimed Lawyer Profile
Mason, OH Estate Planning Attorney with 24 years experience
(513) 466-8307 991 Reading Road Suite 7
Mason, OH 45040
Free ConsultationEstate Planning, Appeals, Divorce and Family
New England Law | Boston
After graduating New England School of Law, magna cum laude, Kristine clerked for a year with the Massachusetts Superior Court, and then joined the Suffolk County District Attorney’s Office as an Assistant District Attorney primarily in the Appellate Unit. During her 4 year tenure at the District Attorney’s Office, Kristine argued more than 60 cases before the Massachusetts Supreme Judicial Court and Massachusetts Appeals Court. Kristine then spent 2 years as Agency Counsel for the Massachusetts Parole Board where she specialized in civil litigation and employment law. An experienced litigator, Kristine has a general practice representing both individual and business...
Stephen King Esq
Claimed Lawyer ProfileSocial Media
Montgomery, OH Estate Planning Lawyer with 23 years experience
(513) 793-2353 9370 Main Street
Suite A
Montgomery, OH 45242
Free ConsultationEstate Planning, Divorce and Family
University of Cincinnati College of Law
Stephen R. King is a partner and one of the noteworthy Cincinnati family law attorneys at King, Koligian & Associates, LLC. His decision to become a lawyer stemmed from his desire to interact and help people with their predicament. After receiving his law degree at the University of Cincinnati, Attorney King has focused his practice on family law litigation, including collaborative law. His passion for his work and clients earned him the title of outstanding lawyer in the Cincinnati Business Courier’s edition of Who’s Who in Greater Cincinnati Law. Discuss your case with Attorney King when you call (513) 793-2353.
Eric David Bender Esq
Claimed Lawyer Profile
Blue Ash, OH Estate Planning Lawyer with 28 years experience
(513) 891-5630 9764 Kenwood Rd
Blue Ash, OH 45242
Estate Planning, Divorce, Family and Probate
University of Cincinnati College of Law
I am a solo practitioner in Blue Ash, in northeastern Hamilton County. With over 20 years’ experience, most as a solo attorney, I have handled a wide range of legal matters. I have lectured at several professional seminars in domestic relations and probate issues. I am comfortable practicing in multiple Ohio counties.
Jennifer Renee Harlow Esq
Claimed Lawyer ProfileOffers Video ChatSocial Media
Sharonville, OH Estate Planning Lawyer with 14 years experience
(513) 440-9384 4050 Executive Park Dr.
Suite 420
Sharonville, OH 45241
Offers Video ChatEstate Planning, Probate and Real Estate
University of Dayton School of Law
Janet Ellen Keller
Claimed Lawyer ProfileSocial Media
Cincinnati, OH Estate Planning Lawyer with 16 years experience
(513) 351-6058 9122 Montgomery Road
Suite 12
Cincinnati, OH 45242
Estate Planning and Probate
University of Cincinnati College of Law
Ellen's practice primarily in the areas of estate planning, probate, and general business matters. Ellen works with individuals and families to advise and draft estate plans to meet their needs, including planning for family members with special needs. She also enjoys helping clients who are starting their own business or are adding to their existing business. In her estate practice Ellen focuses on helping clients put together all of the documents necessary not only to manage their assets after death but to provide options in the event of incapacity. She has a wide range of experience in drafting Wills, Trusts,...
John Christy Kaspar Esq
Claimed Lawyer Profile
Lebanon, OH Estate Planning Attorney with 15 years experience
(513) 932-2871 130 E Mulberry St
Lebanon, OH 45036
Free ConsultationEstate Planning, Criminal, Juvenile and Probate
I am an accomplished and well-respected trial attorney with diverse legal experience. My specific strengths include: * The ability to see the numerous facets of complex legal issues; * The skill to manage multiple priorities under dynamic circumstances with grace and competence; * Passion for zealous, principled advocacy on behalf of my clients. I have provided excellent representation in hundreds of civil and criminal cases in Brown, Butler, Clermont, Clinton, Delaware, Green, Franklin, Hamilton, Highland and Warren counties of Ohio, as well as pro hac vice admission in the Commonwealth of Kentucky....
Marci TerreBlanche
Claimed Lawyer ProfileOffers Video Chat
Cincinnati, OH Estate Planning Lawyer
(513) 448-4099 4555 Lake Forest Dr. Suite 650
Cincinnati, OH 45242
Offers Video ChatEstate Planning, Business, Divorce and Probate
Salmon P. Chase College of Law, Northern Kentucky University
Pamela K. Amlung Esq
Claimed Lawyer Profile
Cincinnati, OH Estate Planning Lawyer with 28 years experience
(513) 312-3386 4144 Carriagelite Dr
Cincinnati, OH 45241
Estate Planning
University of Cincinnati College of Law
Michael Honerlaw Esq
Claimed Lawyer Profile
West Chester, OH Estate Planning Attorney
(513) 342-1853 7770 West Chester Road
West Chester, OH 45069
Estate Planning, Business, Divorce and Family
I have been a practicing attorney focusing on all types of injury cases (automobile accidents, products liability, workers' compensation, etc.), wills and estates, probate, social security disability and domestic relations cases for over 30 years. I have extensive experience in all of those areas and have an AV rating by Martindale-Hubbell for over 17 years--the highest rating an attorney may have. I am a member of the American and Ohio Associations for Justice as well as a member of local bar associations.
Kerrie Kathleen Matre Esq
Claimed Lawyer Profile
Cincinnati, OH Estate Planning Lawyer with 21 years experience
(513) 671-6333 11800 Conrey Road, Suite 200
Cincinnati, OH 45249
Estate Planning, Appeals, Business and Real Estate
R. Michael Smith
Claimed Lawyer Profile
Cincinnati, OH Estate Planning Lawyer
(513) 769-3700 4100 Executive Park Dr
Suite 9
Cincinnati, OH 45241
Estate Planning, Bankruptcy and Employment
The Ohio State University College of Law
Patricia Schwartz Meek Esq
Claimed Lawyer Profile
Cincinnati, OH Estate Planning Lawyer with 22 years experience
(513) 530-9595 4725 Cornell Rd Ste 1
Cincinnati, OH 45241-7409
Estate Planning, Bankruptcy, Elder and Social Security Disability
University of Cincinnati
Nathan M. Little
Claimed Lawyer ProfileSocial Media
Middletown, OH Estate Planning Attorney with 10 years experience
(513) 424-1660 1081 N. University Blvd Suite B
Suite B
Middletown, OH 45042
Estate Planning, Elder, Landlord Tenant and Probate
University of Dayton School of Law
As a partner of Combs, Schaefer, Ball & Little Mr. Little has been dedicated to providing a wide range of legal assistance in Butler, Warren, Hamilton, Clermont, Greene, Montgomery, Preble and Guernsey counties with advanced legal representation. Although the home office is located in Middletown, Ohio he currently has cases pending in over eight Ohio counties. As a civil litigator and partner, Mr. Little has handled over 1,277 case files during the period of 2012 to 2017.

Throughout his career, Mr. Little has helped clients deal with both formation, purchase and sale of businesses, and the purchase, lease or...
Mitchell Jordan Adel Esq
Claimed Lawyer ProfileSocial Media
Monroe, OH Estate Planning Attorney with 19 years experience
(800) 798-5297 30 Overbrook Drive, Suite D
Monroe, OH 45050
Free ConsultationEstate Planning and Elder
Capital University
Attorney Mitchell (Mitch) Adel is the managing partner of Cooper, Adel, Vu & Associates. Mitch’s close relationship with his extended family has given him a deep appreciation for the issues we all face as we age. He is passionate about finding solutions that protect and preserve the wealth of his extended client family and for those they leave behind. Mitch has a mission to educate seniors and their families about elder law issues which he does through weekly educational seminars throughout Ohio and by contributing to publications such as USA Today, Forbes Magazine, Consumer Reports, Yahoo Finance, the Cincinnati Enquirer...
Mr. Monte Kenneth Snyder Esq
Claimed Lawyer ProfileSocial Media
Middletown, OH Estate Planning Attorney with 35 years experience
(513) 423-8912 6501 Germantown Road
Lot 41
Middletown, OH 45042
Estate Planning, Divorce, Family and Probate
University of Dayton
As a solo practitioner, you deal only with me, no paralegals or assistants. This allows me to provide a personal touch to your legal representation other law firms only promise but are unable to deliver. The attorney/client relationship is a team effort. Your active participation in your case is essential for effective representation. Suggestions, questions & ideas are welcome & encouraged at Monte K. Snyder, Attorney. Your legal issue is important to you & should be of equal importance to your attorney. Legal advice/counseling will allow you to make intelligent decisions regarding your case development at every stage of your...
Tonya VanBenschoten
Claimed Lawyer ProfileOffers Video ChatQ&ALII GoldSocial Media
(513) 448-4099 4555 Lake Forest Dr. Suite 650
Cincinnati, OH 45242
Free ConsultationOffers Video ChatCincinnati, OH Estate Planning Attorney with 8 years experience
Estate Planning, Bankruptcy, Divorce and Probate
Salmon P. Chase College of Law, Northern Kentucky University
EXPERIENCE:
Tonya handles all aspects of family law- divorce, dissolution, separation, custody and support.
She has extensive experience with each element from negotiations to litigation. Tonya has completed the training for and has been a guardian ad litem for Hamilton and Clermont Counties. She has over sixty hours of training in mediation services, with an emphasis on family/divorce law.
In addition to family law, Tonya provides estate planning services and represents individuals seeking Chapter 7 bankruptcy relief.

MILITARY:
Tonya has been a member of the Kentucky National Guard since 2001. For the first seven years she worked as a military...
Daryle C. Tibbs
Claimed Lawyer ProfileSocial Media
Cincinnati, OH Estate Planning Lawyer with 10 years experience
(513) 793-7544 1329 E. Kemper Rd.
#4230
Cincinnati, OH 45246
Estate Planning, Family, Juvenile and Probate
Capital University Law School and Xavier University
Daryle C. Tibbs is a proud graduate of William Mason High School. She received her bachelor's degree from Miami University in 2006, her master's degree from Xavier University in 2007, and her juris doctor from Capital University in 2010. Daryle C. Tibbs received her Ohio license in May 2010 and her Kentucky license in May 2016.
Thomas Charles James Jr
Claimed Lawyer ProfileSocial Media
Cincinnati, OH Estate Planning Lawyer with 28 years experience
(513) 229-8080 8041 Hosbrook Road, Suite 315
Cincinnati, OH 45236
Estate Planning, Agricultural, Arbitration & Mediation and Business
Emory University School of Law
I'm an attorney in a small firm in northeast suburban Cincinnati, assisting clients with civil litigation and arbitration, commercial transactions and disputes, insurance coverage, crop insurance, regulatory issues, contracts, estates, and other matters. In addition to more than 20 years of experience as a lawyer, I have sophisticated technical skills and a practical understanding of everyday business concerns.

Please feel free to reach out to me today about any legal needs that you or your business happen to have, either through LinkedIn, or by email (TomJames@SandersLPA.com), phone (513-229-8080), or a Twitter direct message (DM @tom_james). I look forward to...
Mr. Elliott Stapleton Esq.
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial Media
Cincinnati, OH Estate Planning Attorney with 12 years experience
(513) 334-0099 123 Boggs Lane
1st floor
Cincinnati, OH 45246
Free ConsultationOffers Video ChatEstate Planning, Business, Elder and Probate
University of Louisville
Helping families avoid unnecessary risk and plan for success.

As an attorney with the law firm of CMRS Law, Elliott’s focus is on Estate Planning, Asset Protection, Probate, and Business law in Cincinnati, Ohio.

Estate Planning services include drafting a Will, Living Will, Power of Attorney, Living Trust, Irrevocable Trust, and other inheritance documents. These services also pertain to Elder law and addressing questions on Medicaid and probate avoidance.

As a Cincinnati Probate Lawyer Elliott Stapleton supports clients during the Estate Administration process. This includes filing Estate Tax returns, advising on asset distributions, and Will contest disputes.

Elliott Stapleton also advises business...
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Maineville Estate Planning Legal Aid & Pro Bono Services

Legal Aid of Greater Cincinnati
Hamilton, 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.

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