Claremore, Oklahoma Estate Planning Lawyers

Reece B. Morrel Jr
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Oklahoma Estate Planning Lawyer with 27 years experience

Growing up around my father's law office, he never told me that I had to be a lawyer. Instead, he introduced me to a potpourri of bank presidents, big business executives, bookies, brain surgeons, car dealers,... Read More »
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Timothy J. Pickens
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Broken Arrow, OK Estate Planning Lawyer with 10 years experience
(918) 923-7444 113 East Patti Page Blvd
Broken Arrow, OK 74017-8216
Free ConsultationEstate Planning, Arbitration & Mediation and Elder
University of Tulsa College of Law
I am a practicing registered nurse and attorney licensed in Oklahoma. My law firm strives to offer the quality legal representation you need in order to help you achieve the best possible outcome for your case. We work hard to develop a strong and personal relationship with you on a one-on-one basis. We want to give you the attention you deserve in order to fully understand your unique legal situation. We strive to provide the skill and experience necessary to help protect your rights and promote your vital interests to get the results you need. Our...
John Todd Willhoite
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Claremore, OK Estate Planning Lawyer with 27 years experience
(918) 341-3101 501 S. Lynn Riggs Blvd.
Suite A
Claremore, OK 74017
Estate Planning, Insurance Claims, Personal Injury and Probate
University of Oklahoma
J. Todd Willhoite is a Claremore attorney who has been practicing in Claremore since 1991. He handles probate law, wills and trusts, estate planning, Social Security Disability, personal injury law, and workers' compensation law.
Ben Sherrer
Claimed Lawyer Profile
3 N. Adair, Suite 8
Pryor, OK 74361
Free ConsultationPryor, OK Estate Planning Attorney with 21 years experience
Estate Planning, Criminal, DUI and Traffic Tickets
Oklahoma City University School of Law
Ben has been in practice in Pryor Creek, Oklahoma, since 1997. Ben was a partner with local firm of Elliott & Sherrer, P.C., until June, 2006, when he established his solo practice.Ben currently serves as the as the Assistant City Attorney for the City of Pryor Creek and is the Town Attorney for the Town of Chouteau. He serves as the municipal prosecutor in both municipalities.Ben was elected to the Oklahoma House of Representatives in November, 2004, where he continues to serve in District 8.
Forrest Benjamin Hess
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Owasso, OK Estate Planning Attorney
(918) 698-4045 8283 Owasso Expressway Suite G
Owasso, OK 74055
Estate Planning, Business, Divorce and Family
Jerrold R. Dennis
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Pryor, OK Estate Planning Attorney with 37 years experience
(918) 637-5887 108 N. Adair Street
Pryor, OK 74361
Estate Planning, Business and Real Estate
University of Tulsa College of Law
Reece B. Morrel Jr
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Tulsa, OK Estate Planning Lawyer with 27 years experience
(918) 553-3333 6846 S Canton Ave Ste 200
Tulsa, OK 74136-3400
Estate Planning, Elder, Probate and Tax
University of Tulsa College of Law
Growing up around my father's law office, he never told me that I had to be a lawyer. Instead, he introduced me to a potpourri of bank presidents, big business executives, bookies, brain surgeons, car dealers, chiropractors, circus owners, doctors, dentists, farmers, Harlem Globetrotters, horse breeders, house wives, judges, machine shop owners, ministers, movie producers, oil and gas executives, orthodontists, petroleum engineers, plumbers, ranchers, restaurant owners, rocket scientists, salesmen, small business owners, video game developers, welders, winemakers, and zookeepers - just to name a few. But I soon understood the most important thing of all - they were people that...
Elizabeth Dick
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Bixby, OK Estate Planning Lawyer with 6 years experience
(918) 960-9980 16 South A Avenue #1123
Bixby, OK 74008
Estate Planning, Divorce, Family and Real Estate
University of Tulsa College of Law
The Oklahoma Internet Lawyer was founded by owner attorney Elizabeth Dick. She attended The University of Tulsa College of Law and has experience handling family, civil and probate matters. Her virtual practice allows her to speak with clients online, through a laptop, tablet or mobile device and be available during times convenient for working individuals. Through a limited scope model, clients have the benefit of knowing the costs upfront while receiving instructions, document assistance, and legal advice along the way.

Elizabeth is an active member of the Oklahoma Bar Association and the Tulsa County Bar Association. She is passionate about providing...
Charles Joseph Kania
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Tulsa, OK Estate Planning Attorney with 14 years experience
(918) 743-2233 5319 S Lewis Ave. Ste. 120
Tulsa, OK 74105
Free ConsultationEstate Planning, Bankruptcy, Criminal and Divorce
University of Tulsa College of Law
Our Law Firm practices Bankruptcy, Family, Criminal, Personal injury and Workers Compensation law. We practice in all Federal and District Courts in Oklahoma
Gary Crews
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Tulsa, OK Estate Planning Attorney with 28 years experience
(918) 493-3360 1795 East 71st Street
Tulsa, OK 74136
Free ConsultationEstate Planning, Business, Elder and Probate
University of Tulsa College of Law
Focus on Probate, Estate Planning, Wills, Trusts, Elder Law, Business & Corporate Law and Oil & Gas law.
Bruce Gordon Straub
Claimed Lawyer Profile
Broken Arrow, OK Estate Planning Attorney with 36 years experience
(918) 286-8001 505 N. Aspen Ave.
Broken Arrow, OK 74012
Free ConsultationEstate Planning, Elder and Probate
University of Tulsa College of Law
Owner - B.A. Law Center, P.C. - a Broken Arrow law firm specializing in: probate, estate planning, estate administration, and wills and trusts.
Robert S. Denton
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Tulsa, OK Estate Planning Attorney with 12 years experience
(918) 631-7181 320 S. Boston Ave, Ste. 1030
Tulsa, OK 74103
Free ConsultationEstate Planning, Business, Civil Rights and Probate
Pepperdine University School of Law
Robert Denton is a trial attorney who focuses his practice in Family Law (divorce, child custody, child support, alimony, etc.), Personal Injury Law (Car Accidents, Slip-and-Fall, On the Job Injuries), DUI, Criminal Law, and more. Prior to founding the Denton Law Firm PLLC Robert worked for a downtown civil defense firm. While at the firm, Robert Denton refined his civil litigation experience by practicing in medical malpractice defense, municipal defense, civil rights defense and general defense litigation. Prior to working in civil litigation defense, Robert Denton was a Deputy District Attorney for the Ventura County District Attorney's Office in Ventura,...
Ron D Brown
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Tulsa, OK Estate Planning Lawyer with 23 years experience
(918) 585-9500 320 South Boston
Suite 1130
Tulsa, OK 74103
Estate Planning, Bankruptcy, Divorce and Family
University of Oklahoma
I have more than 15 years of bankruptcy experience and am the #1 bankruptcy filer in Tulsa, OK. My office and I serve consumers in personal bankruptcy all over Oklahoma, but I have also done estate planning, family law, personal injury, and a wide range of civil cases. I offer my clients high quality representation with confidentiality and attention to personal details.
Wayne Bailey
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Tahlequah, OK Estate Planning Lawyer with 15 years experience
(918) 456-6113 205 W Shawnee St
Tahlequah, OK 74464
Estate Planning, Elder, Probate and Tax
University of Missouri - Kansas City School of Law and University of Arkansas - Fayetteville
Wayne earned his J.D. Degree from the University of Arkansas in 2002 and his LL.M in Taxation from the University of Missouri in 2003. Wayne has extensive experience in taxation, estate planning, real estate and general business law drawing on decades of business experience prior to entering the practice of law having first obtained his B.S. in Accounting from Northeastern State University in 1990. He concentrates his practice in the areas of estate planning, probate, wills and trusts, contract and transactional law, business and commercial law, contracts, real estate, taxation and business litigation and appeals.

Wayne is admitted to practice before...
Anna Hanson
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Tulsa, OK Estate Planning Attorney with 9 years experience
(918) 409-0634 4527 E. 91st St
Tulsa, OK 74173
Free ConsultationEstate Planning, Bankruptcy, Criminal and Tax
Anna Hanson went to Law School at the University of Arkansas School Of Law. She graduated in 2010 and has been practicing Law in Tulsa every since. When she was in Law School she was awarded the Hispanic National Bar Foundation's Public Interest Fellowship in 2009. She also received the University of Arkansas School of Law Public Interest Fellowship in 2008. She has been very active in the Tulsa, Oklahoma legal scene since she founded Hanson & Hanson Law firm in 2010.

Hanson & Hanson Law Firm serves individuals in the Tulsa, Oklahoma region seeking legal help for bankruptcy, family...
Jorjana Marx
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Tulsa, OK Estate Planning Lawyer with 16 years experience
(918) 836-6461 6363 E. 31st St., Suite 102
Tulsa, OK 74135
Estate Planning, Elder and Probate
Baylor Law School
Jorjana Marx is a Tulsa native, who lived in the Pacific Northwest for many years before returning to Tulsa to help clients with issues that affect us all - taking care of our families.

"After ten years of working in corporate litigation, I missed the personal element of representing someone with an issue that affected her directly. I thrive on helping people solve problems. The issues that arise for families that fall under the evolving term, 'Elder Law' affect ME and my family, and I know how to effectively find solutions to help families."
Jeffry Conner Steen
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Broken Arrow, OK Estate Planning Attorney with 42 years experience
(918) 258-6522 404 W Broadway Ave
Broken Arrow, OK 74012
Estate Planning, Probate and Real Estate
University of Oklahoma College of Law and Oklahoma State University - Stillwater
Providing estate planning, wills & trusts, and probate services to Tulsa and Wagoner county residents for 39 years. Oklahoma Magazine selected Jeff as a "5-Star Estate Planner" in 2011, and he was named Broken Arrow's best lawyer for 2015 in the Broken Arrow Ledger's "favorites" contest. Representative clients also include AVB Bank, 1st National Bank of Broken Arrow, and RCB Bank.
Michael Stephen Jones
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Tulsa, OK Estate Planning Lawyer with 24 years experience
(918) 770-8339 5109 S Wheeling Ave., Suite 100
Tulsa, OK 74105
Free ConsultationEstate Planning, Business, Criminal and IP
David E. Johnson
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Tahlequah, OK Estate Planning Lawyer with 9 years experience
(918) 973-3123 326 South Muskogee Avenue
Tahlequah, OK 74464
Free ConsultationEstate Planning, Divorce, Family and Probate
University of Nebraska - Lincoln
I am a Midwest attorney by training and an Oklahoman by choice.


I begin by making sure that I personally understand what it is that my clients want to accomplish, and then I do everything in my power to get them the best possible outcome.


Whether it is drafting an estate plan, probating an estate, fighting for custody of a child, or representing a business through complex litigation, I have the experience my clients have come to depend on.


As an attorney in Tahlequah, I offer legal services like estate planning, business representation, and custody and divorce in Tahlequah,...
Joseph Harvey Hanson
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Tulsa, OK Estate Planning Attorney with 8 years experience
(918) 928-9573 5018 E 68th St,
Tulsa, OK 74136
Estate Planning, Bankruptcy and Business
University of Arkansas School of Law
I am a father of three beautiful gifts from God. I am a single father and I spend as much of my time with them as possible. in my professional life I have spent many years gaining experience in consumer debtor and businesss debt issues. I also became a serial entrepenuer establishing 6 companies in the span of 2 years including, Oklahoma distilling co., Angry Bear honey and mead, Local Cider, Stiff Shot Coffee co., Tulsa Tacos, etc... I was also sought out by Oral Roberts University to become a visiting professor in their college of business, and...
Kelly Marie Hunt
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Tulsa, OK Estate Planning Lawyer with 6 years experience
(918) 581-8200 15 E 5th St #3800
Tulsa, OK 74103
Free ConsultationEstate Planning, Business, Family and Probate
Western Michigan University Cooley Law School
Kelly M. Hunt is an avid researcher and writer who strives to take legalese out of the law. She believes that the law should be down to earth and understandable. Kelly’s research skills, along with a diverse background, give her the ability to handle all types of cases. Kelly started her career by working as General Counsel for a small oil and gas company. Here she gained knowledge in business and contract law, property law, title issues, estate and probate law, and settlements and negotiations. After this, she started Hunt Law, where they further expanded...
Kyle Persaud
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Bartlesville, OK Estate Planning Lawyer
(918) 336-1124 501 S.E. Frank Phillips Blvd., Suite 205
Bartlesville, OK 74003
Estate Planning, Appeals, Business and Probate
University of Tulsa College of Law
Kyle Persaud was admitted to the Oklahoma bar in 2009, and has practiced law in Bartlesville since that time. Mr. Persaud practices appellate law, civil law, family law, estate planning/probate law, and immigration law. Mr. Persaud handles trial court cases in Washington, Osage, and Nowata counties. Mr. Persaud handles appeals court cases throughout the state of Oklahoma.

Mr. Persaud received his B.A. from Oklahoma Wesleyan University and his law degree from the University of Tulsa. Mr. Persaud is a life-long resident of Bartlesville, and wishes to give back to the community by assisting residents of Bartlesville and the surrounding area with...
Darrell G. Shepherd
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Wagoner, OK Estate Planning Lawyer with 32 years experience
(918) 485-0002 320 East Cherokee Street
Wagoner, OK 74467
Estate Planning, Criminal, Personal Injury and Probate
University of Tulsa College of Law
More than 30 years experience, including 24 years as a District Court Judge, 8 years as a criminal prosecutor, and a special appointment by the Governor of Oklahoma to serve on the Emergency Appellate Division of the Court of Criminal Appeals.
Margaret L. Cook
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Tahlequah, OK Estate Planning Attorney with 6 years experience
(918) 316-1953 133 N. Muskogee Ave., Ste A
Tahlequah, OK 74464
Free ConsultationEstate Planning, Domestic Violence, Family and Immigration
University of Tulsa College of Law
Clifton Baker
Claimed Lawyer Profile
Tulsa, OK Estate Planning Lawyer with 44 years experience
(918) 582-6550 8301 E. 51st St., Suite 228
PO Box 54585
Tulsa, OK 74155
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Family
Oklahoma City University
Over 40 Years expeience, mostly in Private practice, including general civil law, domestic, business, property, probate, juvenile and service with the State of Oklahoma,. Completed mandatory training for mediation and guardian-ad-litem training in 2017-2018.

Located 1 block east of Memorial at 8301 E. 51st St., Suite 228, Tulsa, OK 74145, or mail to PO Box 54585, Tulsa, OK 74155. Office hours are 8:30 to 6:00 by appointment only. Please call to set or cancel appointments. Weekend appointments available.
David Alan Guten
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Tulsa, OK Estate Planning Attorney with 15 years experience
(918) 921-7376 1825 East 15th Street
Tulsa, OK 74104
Estate Planning, Arbitration & Mediation, Business and Elder
University of Tulsa College of Law
Born: Tulsa, Oklahoma
Oklahoma City University, B.S. 2000
University of Tulsa, College of Law, 2003
Admitted to practice, 2004
Licensed to practice:
All Oklahoma State Courts
Northern District of Oklahoma
Western District of Oklahoma
Air Force Court of Criminal Appeals
United States Court of Appeals for the Armed Forces
Judge Advocate General Corps, US Air Force, Oklahoma Air National Guard
Eric Graydon Lair
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Tulsa, OK Estate Planning Lawyer with 24 years experience
(918) 592-2220 4527 E. 91st
Tulsa, OK 74137
Estate Planning, Administrative, Business and Environmental
University of Tulsa College of Law
Eric Lair started his legal career at a large, distinguished and well respected Oklahoma Law Firm after graduating from the University of Tulsa College of Law in December, 1994. He fine tuned litigation skills at a small firm where he worked from 1996 to 2006, gaining invaluable experience and logging many hours in depositions and in the courtroom. It was during this time that he saw firsthand how disruptive litigation can be to individuals and businesses alike. Now, his practice focuses primarily on providing outside General Counsel Services to business clients and individuals. He currently serves as outside General Counsel...
Dan Nunley
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Tulsa, OK Estate Planning Lawyer with 24 years experience
(918) 446-6200 406 S. Boulder Ave.
SW Mezzanine
Tulsa, OK 74103
Free ConsultationEstate Planning, Bankruptcy, Criminal and Probate
University of Tulsa College of Law
Jerry Dean Lundy
Claimed Lawyer Profile
Broken Arrow, OK Estate Planning Attorney with 23 years experience
(918) 258-9977 119 West Broadway Avenue
Broken Arrow, OK 74012
Estate Planning, Bankruptcy and Criminal
University of Tulsa College of Law
Jerry D. Lundy, is a sole practitioner who has been practicing law in Tulsa and Broken Arrow since 1995. Jerry grew up in Broken Arrow, graduating from Broken Arrow High School in 1987. He attended York College, York, NE earning Associates degrees in Arts and in Sciences (With Honors). He received his Bachelor of Arts degree (Cum Laude) from Missouri Southern State College (now University) and was awarded the Political Science Major/Graduate of the Year. He then earned his Juris Doctorate degree from the University of Tulsa, School of Law.

Working with Mr. C.W. Hack, Jerry...
David Carroll Fisher
Claimed Lawyer Profile
Tulsa, OK Estate Planning Lawyer with 17 years experience
(918) 794-3952 5200 South Yale Ave
Ste 200
Tulsa, OK 74135
Estate Planning, Arbitration & Mediation, Criminal and Probate
University of Tulsa College of Law
Justin Brian Munn
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Tulsa, OK Estate Planning Lawyer with 21 years experience
(918) 582-3400 Suite 718
Tulsa, OK 74103
Estate Planning, Business, Divorce and Family
Lewis & Clark College
Justin B. Munn earned his J.D. from Northwestern School of Law at Lewis and Clark College in Portland, Oregon in 1998. While there, he earned a Certificate in Environmental and Natural Resources Law, was an Administrative Board Member of the Public Interest Law Project, and was a member of the law school’s Regional Moot Court Negotiations Competition team. Mr. Munn is a member of the Oklahoma, Tulsa County and Creek County Bar Associations, and he is admitted to practice in Oklahoma and the Northern District of Oklahoma. Mr. Munn’s practice emphasizes civil litigation, including domestic and probate matters, domestic mediation...
Gale Graham Allison
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Tulsa, OK Estate Planning Attorney
1602 S. Main Street
Tulsa, OK 74119
Estate Planning and Probate
University of Tennessee College of Law, Emory University School of Law and Pepperdine University School of Law
Gale Allison has four decades of experience as an estate and tax lawyer and estate and trust litigator. She is also an estate dispute mediator and conflict coach. She limits her practice to matters of estates, wills, trusts, powers of attorney, guardianship, estate and business succession planning, charitable planning, trust and estate administration, estate-related tax matters, and litigating or settling disputes of those practice areas. She has successfully represented Trustees and Personal Representatives against Beneficiary claims and likewise Beneficiaries in their claims against Trustees and Personal Representatives through litigation and mediation. She was an Assistant General Counsel for...
Curtis Fisher
Claimed Lawyer Profile
Tulsa, OK Estate Planning Attorney with 37 years experience
(918) 742-5004 2021 S Lewis Ave.
Suite 450
Tulsa, OK 74104
Free ConsultationEstate Planning, Elder and Probate
Curtis W. Fisher has practiced law continuously for over thirty-three years including the last twenty years as a sole practitioner. Curtis Fisher focuses his practice on planning needs of families and individuals bringing a wide range of life experiences to his work. Mr. Fisher was born in Sand Springs, Oklahoma and has lived in Oklahoma all his life. He and his wife Shonda have been married for over 24 years raising three children in Jenks, Oklahoma, and they will soon have four grandchildren. Mr. Fisher is a member of the Oklahoma Bar Association, Tulsa County Bar Association and...
Gene Thompson
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Sapulpa, OK Estate Planning Attorney
(918) 223-3044 404 East Dewey Avenue
Suite 202
Sapulpa, OK 74066
Estate Planning, Family and Probate
University of Tulsa
When you are searching for a probate attorney in Creek County, it is important to find counsel from someone who has financial experience. G. Gene Thompson, Attorney at Law has 15 years of business management experience, insight that he uses to provide counsel on issues of probate, estate planning and bankruptcy. Estate planning and probate can be delicate personal matters, and he understands the sensitivity that is necessary for an attorney to possess in these situations. He takes the time to make legal complexities understandable for clients, and he addresses client concerns in a personalized manner. Attorney Thompson also handles...
Ms. Brittany Littleton Woodard
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Tulsa, OK Estate Planning Attorney
(918) 747-3679 5517 South Peoria Avenue
Tulsa, OK 74105
Free ConsultationEstate Planning
Brittany joined Comfort Law in 2008, bringing energy and enthusiasm which blend well with Richard's experience. She is fluent in Spanish and conversational in Portuguese. She has a passion for the law, a love for people, and an eye for detail. She will bring that intensity to your cause, guiding you through all legal aspects of your need. Committed citizen of Tulsa, Brittany is active in many professional organizations including American Inns of Court (Council Oak/Johnson-Sontag Inn),Tulsa County Bar Association, Oklahoma Bar Association, American Bar Association, Tulsa Metro Chamber of Commerce, Tulsa Young Professionals, and...
Sherri Kay Anderson
Claimed Lawyer Profile
Tulsa, OK Estate Planning Attorney with 14 years experience
(918) 438-1436 9717 East 42nd Street, Suite 136
Tulsa, OK 74146
Free ConsultationEstate Planning, Elder, Probate and Tax
Sherri K. Anderson is a lifelong Oklahoma resident, and had worked primarily in the accounting and tax fields until her decision to go to law school in the fall of 2001. She graduated from the University of Tulsa's College of Law with her Juris Doctor in May of 2004, and continued working in the accounting field while studying for the bar exam. Admitted to the Oklahoma Bar in April of 2005, Sherri also holds a Bachelor of Business Administration in Accounting from what was then the University Center at Tulsa, Langston. In...
John Tyler Hammons
Claimed Lawyer Profile
Muskogee, OK Estate Planning Lawyer
(918) 683-0309 230 W Okmulgee
Suite A
Muskogee, OK 74401
Estate Planning, Administrative, Business and Family
University of Oklahoma College of Law
James Michael Wirth
Claimed Lawyer ProfileSocial Media
Tulsa, OK Estate Planning Attorney
(918) 879-1681 201 W. Fifth St. Suite 400
Tulsa, OK 74103
Estate Planning, Bankruptcy, Criminal and Divorce
Steven P. Flowers
Claimed Lawyer Profile
Tulsa, OK Estate Planning Attorney with 44 years experience
(866) 547-8900 2727 East 21st Street
Suite 200
Tulsa, OK 74114
Estate Planning, Business, Elder and Tax
University of Tulsa College of Law
Tulsa attorney Steven P. Flowers is senior tax counsel with Eller & Detrich. With more than 40 years of experience Steve now primarily concentrates his practice in the areas of tax planning, tax controversy, tax litigation, trusts & estates planning, wealth preservation, probate, will and trust litigation and providing general consul services to companies of various sizes. Because of his substantial experience with trust and estate planning issues, Steve has been invited to lecture about these issues to numerous groups. Core areas of practice and experience • Federal and State Income Tax Planning • Federal and State Tax Controversy...
Zachery Ryan Hargis
Claimed Lawyer Profile
Tulsa, OK Estate Planning Lawyer with 16 years experience
(918) 587-3161 502 W 6th St
Tulsa, OK 74119
Estate Planning, Arbitration & Mediation and Landlord Tenant
New England Law | Boston
Dr. Mark Allan Mitchell Esq.
Claimed Lawyer ProfileResponsive Law
Tulsa, OK Estate Planning Lawyer with 23 years experience
(918) 895-2388 1831 East 71st Street
Tulsa, OK 74136
Free ConsultationEstate Planning, Divorce, Family and Probate
University of Tulsa
FAMILY LAW: Passionate about family dynamics and children's issues, I have always represented clients to help them form a modified family structure, in the best interest of the children if applicable, through the divorce process. An emotional time in a client's life, the need for sound advice, excellent legal representation, a modicum of compassion and reasonable attorney cost are primary in selecting a lawyer to meet your family legal need. Concerned with family and community issues since 1985, I have served with numerous non-profit organizations serving to provide help for those in need, guidance for those in search of...
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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.