Holdenville, Oklahoma Estate Planning Lawyers

Blake E Lynch
Claimed Lawyer Profile
(918) 421-8843 109 East Washington Ave.
Suite 1
McAlester, OK 74501
McAlester, OK Estate Planning Attorney with 10 years experience
Estate Planning, Appeals, Criminal and Probate
University of Oklahoma College of Law
I am a 2009 graduate from the University Of Oklahoma College of Law. Since graduating, I have practiced law in McAlester and Wilburton with a focus on civil and criminal law. I also practice in tribal court for the Choctaw, Seminole, and Cherokee tribes. I stay very involved in the local and state Bar associations, serving as District 2 chair in the Young Lawyers Division and as Pittsburg County Bar President. I also devote a lot of my time to the Hugh O'Brian Youth Leadership Foundation.
Greg Wilson
Claimed Lawyer ProfileSocial Media
Shawnee, OK Estate Planning Lawyer with 21 years experience
(405) 275-9994 502 N. Broadway
Shawnee, OK 74801
Free ConsultationEstate Planning, Bankruptcy, Criminal and Probate
Oklahoma City University School of Law
Greg Wilson was born in Shawnee, Oklahoma on February 26, 1969. He was raised in Tecumseh and graduated from Tecumseh High School in 1987. He received his bachelor’s degree in 1993 from Oklahoma State University with a double major in Accounting and Agricultural Economics. He then attended Oklahoma City University Law School where he focused on personal injury, family law, and criminal defense. During law school, he worked as a licensed legal intern in the Oklahoma Employment Security Commission legal department. Greg learned personal injury while working at White Law Firm in Oklahoma City. He then worked at the Pottawatomie...
Shelley L. Levisay
Claimed Lawyer ProfileSocial Media
Shawnee, OK Estate Planning Attorney with 7 years experience
(405) 273-6510 318 N. Broadway
Shawnee, OK 74801
Estate Planning, Criminal, Divorce and Probate
University of Oklahoma College of Law
Shelley L. Levisay is a Christian community-oriented attorney that dedicates herself to her clients. She is a Shawnee native having attended high school at Liberty Academy, college at Oklahoma Baptist University, and lawschool at the University of Oklahoma. She is an officer and active member of the Shawnee Rotary Club, as well as President of the Pottawatomie County Bar Association, an auxiliary and advisory board member of Project Safe, a member of the Shawnee and Oklahoma Music Teachers Association. She teaches in the evenings at both Oklahoma Baptist University and St. Gregory’s University. Shelley’s...
Kurt Schneiter J.D., M.B.A.
Claimed Lawyer Profile
Shawnee, OK Estate Planning Attorney with 10 years experience
(405) 759-9742 PO Box 1142
Shawnee, OK 74802
Estate Planning, Business, Insurance Claims and Tax
Donald West McFarland
Claimed Lawyer Profile
Okemah, OK Estate Planning Attorney with 26 years experience
(918) 623-2717 307 W Broadway St
Okemah, OK 74859
Estate Planning, Elder, Probate and Real Estate
General practice attorney in Okemah, Okfuskee County, Oklahoma.
Okmulgee, OK Estate Planning Lawyer with 38 years experience
(918) 756-2200 114 N Grand Ave
Okmulgee, OK 74447
Estate Planning and Real Estate
Reece B. Morrel Jr
Claimed Lawyer ProfileQ&ASocial Media
(918) 553-3333 6846 S Canton Ave Ste 200
Tulsa, OK 74136-3400
Tulsa, OK Estate Planning Lawyer with 27 years experience
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...
Timothy J. Pickens
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
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...
Richard Winblad
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Edmond, OK Estate Planning Lawyer with 26 years experience
(405) 340-6554 102 E. Thatcher
Edmond, OK 73034
Estate Planning, Elder, Probate and Real Estate
University of Oklahoma College of Law
My practice focuses on Elder Law (Medicaid & VA Aid & Attendance), Estate Planning (Wills, Trusts, Powers of Attorney, Aircraft Trusts), Probate (Estates, Ancillary, Small & Summary Administration). Naturally, my practice also includes real property and mineral interests.
James Matthew Branum
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Attorney with 12 years experience
(405) 494-0562 504 NE 16th St.
Oklahoma City, OK 73104
Free ConsultationEstate Planning and Military
Oklahoma City University School of Law
Charles Joseph Kania
Claimed Lawyer ProfileSocial Media
(918) 743-2233 5319 S Lewis Ave. Ste. 120
Tulsa, OK 74105
Free ConsultationTulsa, OK Estate Planning Attorney with 14 years experience
Estate 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
Linda M. Pizzini
Claimed Lawyer ProfileSocial Media
Yukon, OK Estate Planning Attorney with 11 years experience
(405) 265-2845 508 West Vandament Ave. Suite 308
Yukon, OK 73099
Estate Planning, Domestic Violence, Family and Juvenile
University of Oklahoma College of Law and University of Oklahoma Health Sciences Center
Family Law Attorney with experience in the field of Divorce, Custody, Adoption, Guardianship and Juvenile matters. Also Experienced as the Head of Investigations for OKDHS in the Office of Client Advocacy. While there our office conducted investigations of allegations of abuse, neglect or exploitation of Vulnerable Adults or Juveniles in out of home placements above foster care. This experience has given me a unique ability to represent clients in Juvenile and Family Law matters that involve allegations of abuse and neglect. I also have experience at the Juvenile Center dealing with Children who are alleged...
Elizabeth Ross-Jones
Claimed Lawyer ProfileSocial Media
Edmond, OK Estate Planning Lawyer
(405) 471-5593 1763 W 33rd St, Suite 130
Edmond, OK 73013
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
Oklahoma City University
Edmond, Oklahoma attorney practicing in the areas of Wills, Trusts, Estate Planning, Special Needs Planning, Business Formation, Probate, Guardianship, Adoption, Uncontested Divorce, and Bankruptcy
Tyler R. Barrett
Claimed Lawyer ProfileQ&ASocial Media
Norman, OK Estate Planning Attorney with 7 years experience
(405) 928-4075 131 East Main Street, Suite 207
Norman, OK 73069
Free ConsultationEstate Planning, Elder and Probate
University of Oklahoma College of Law
If I could summarize what I do in one sentence, I would say that my job is to help people achieve peace of mind knowing that they’ve planned for the future and their family will be taken care of if anything ever happens to them. Two of my grandparents suffer from Alzheimer’s disease. I’ve seen firsthand how the death or disability of a loved one can cause a family to self-destruct. That’s why I chose to dedicate my career to this field. As an estate planning attorney, I’m passionate about creating estate plans for my clients that: (1) Promote...
Anna Hanson
Claimed Lawyer ProfileSocial Media
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...
Kelly Marie Hunt
Claimed Lawyer ProfileSocial MediaResponsive Law
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...
Gary Crews
Claimed Lawyer ProfileSocial MediaResponsive Law
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.
Stephen Louis Cortes
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Lawyer with 20 years experience
(405) 213-0856 5801 Broadway Extension Hwy Suite 110
Oklahoma City, OK 73118
Free ConsultationEstate Planning, Personal Injury and Probate
Oklahoma City University School of Law
Stephen Cortes is an Oklahoma City attorney with over 17 years of legal experience in both the public and private sectors. Stephen is passionate about helping individuals, families, and business owners achieve peace of mind by developing and implementing creative cost effective plans tailored for each client. He believes that effective estate planning is critical to the financial and physical well-being of his clients. “I am grateful for the opportunity to be involved in the process,” he says. As part of the estate planning process, Stephen prepares documents for clients and works to educate them on the importance...
Paul D Crocker
Claimed Lawyer ProfileSocial Media
(918) 553-3333 6846 S Canton Ave
Suite 200
Tulsa, OK 74136
Tulsa, OK Estate Planning Attorney with 10 years experience
Estate Planning, Elder, Probate and Tax
University of Oklahoma College of Law
Paul Crocker graduated from Oklahoma State University in 2005 with a B.S. in Economics and International Business within three years of enrollment. Immediately following graduation, he enrolled at the University of Oklahoma’s Law School where he earned his Juris Doctor degree in Spring of 2008. He was admitted to practice law that fall. During his time at OU, he focused on tax law and estate planning and was awarded for his volunteerism in the community for work in taxes.

Upon passing the bar in the Fall of 2008, Paul founded a law firm in the Oklahoma City area. The firm had...
Julia Mills Mettry
Claimed Lawyer ProfileSocial Media
Norman, OK Estate Planning Lawyer with 8 years experience
(405) 701-8856 222 East Main Street
Norman, OK 73069
Estate Planning, Elder, Family and Probate
University of Oklahoma College of Law
Julia Mills Mettry is an experienced trial lawyer in all areas involving families. From aggressively representing prospective adoptive parents in finalizing a contested adoption to helping family members obtain guardianship over their elderly loved ones, Julia brings a broad and expansive perspective to Allen & Mills. Julia has also placed her primary focus on representation of clients in all aspects of divorce, custody, paternity, and child support cases as well as providing them with estate planning and probate practice. Julia takes the defense of the rights of children seriously and puts their best interests in the forefront which...
Zachary Thomas Ball
Claimed Lawyer ProfileResponsive Law
Norman, OK Estate Planning Lawyer with 15 years experience
(405) 701-5355 3201 S Berry Rd
Norman, OK 73072
Free ConsultationEstate Planning, Business and Energy
University of Oklahoma College of Law
Zach is a founding Partner of Ball Morse Lowe and leader of the firm’s Oil, Gas + Energy Practice Group. He understands the value of his client’s time and resources, and he believes that thoughtful solutions to the client’s challenges can be accomplished both expeditiously and economically.

Zach’s practice includes preparation of acquisition, drilling and division order title opinions for energy companies working in Oklahoma and North Dakota, as well as representation of clients in other transactional matters related to the oil and gas industry. Additionally, he represents clients in business and real estate matters, including lease negotiations, acquisitions and divestitures.

Zach...
LeAnn D. Ellis
Claimed Lawyer ProfileSocial Media
Stillwater, OK Estate Planning Lawyer with 28 years experience
(405) 743-3770 711 S. Husband
Stillwater, OK 74074
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Oklahoma
David E. Johnson
Claimed Lawyer ProfileSocial Media
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,...
Mr. L. David McBride
Claimed Lawyer ProfileSocial Media
Edmond, OK Estate Planning Attorney with 22 years experience
(405) 896-3615 732 North Santa Fe Avenue
Edmond, OK 73003
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Probate
University of Oklahoma College of Law
L. David McBride is founder and president of McBride & Associates, P.C. in Oklahoma City where he practices in probate, estate planning, trust planning, and business planning. McBride & Associates, P.C. is a state-wide firm which also represents clients in other legal matters including bankruptcy, Estate Planning, Probate, Personal Injury, and Business Planning. Mr. McBride took his undergraduate degree in electrical engineering from the University of Oklahoma. He has studied law at the University of Oklahoma College of Law and at Queen’s College, Oxford, England. During his legal education, Mr. McBride was awarded numerous scholarly awards...
Kevin L. Miller
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Lawyer with 33 years experience
(405) 443-5100 Land Mark Towers West
3555 NW 58th Street, Suite 1000
Oklahoma City, OK 73112
Free ConsultationEstate Planning, Business, Elder and Probate
Oklahoma City University School of Law
I am a native Oklahoman. I have practiced law in Oklahoma City for over 32 years with an emphasis on estate planning (wills and trusts), probate, elder law, ancillary probate, estate disputes, estate administration, trust administration, guardianships/conservatorships and special needs trusts.

I also have extensive experience in business and corporate law, including the formation of all types of business entities; contracts and contract negotiations; the purchase and sale of businesses and real estate and commercial litigation.

I am a member of the following professional organizations:

Oklahoma Bar Association
Oklahoma County Bar Association
American Bar Association
Estate Planning, Probate and...
Jorjana Marx
Claimed Lawyer ProfileSocial MediaResponsive Law
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."
Chance L. Deaton
Claimed Lawyer Profile
El Reno, OK Estate Planning Lawyer with 5 years experience
(405) 262-3502 421 S. Rock Island Ave
El Reno, OK 73036
Free ConsultationEstate Planning, Personal Injury, Probate and Real Estate
Oklahoma City University School of Law
Joseph Harvey Hanson
Claimed Lawyer ProfileSocial Media
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...
Robert S. Denton
Claimed Lawyer ProfileSocial Media
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,...
John Todd Willhoite
Claimed Lawyer ProfileQ&ASocial Media
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.
Michael Stephen Jones
Claimed Lawyer ProfileSocial Media
Tulsa, OK Estate Planning Lawyer with 25 years experience
(918) 770-8339 5109 S Wheeling Ave., Suite 100
Tulsa, OK 74105
Free ConsultationEstate Planning, Business, Criminal and IP
Terrell Monks
Claimed Lawyer ProfileSocial Media
Midwest City, OK Estate Planning Lawyer with 21 years experience
(405) 733-8686 1840 S Douglas Blvd
Midwest City, OK 73130
Estate Planning, Elder, Municipal and Probate
Oklahoma City University
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...
Mary P. Tate Westman
Claimed Lawyer ProfileSocial Media
Norman, OK Estate Planning Attorney with 3 years experience
(405) 237-8737 PO Box 399
Norman, OK 73070
Estate Planning, Agricultural, Animal and Business
Oklahoma City University School of Law
Mary Westman is an Oklahoma attorney, Morgan horse breeder and registered nurse. Ms. Westman earned a Juris Doctor Degree from Oklahoma City University School of Law graduating with honors as a merit scholar and in the top 5% of her class. She is an active member of the Oklahoma and American Bar Associations, Oklahoma County Bar Association, Oklahoma and American Associations for Justice, Oklahoma and American Nurses Associations, Oklahoma and American Health Lawyers Association, American Morgan Horse Association, Sooner State Morgan Horse Association, United States Equestrian Federation and both the Oklahoma and American Horse Councils. A native...
Ron D Brown
Claimed Lawyer ProfileSocial Media
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.
Margaret L. Cook
Claimed Lawyer ProfileSocial Media
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
Hal Wm. Ellis
Claimed Lawyer Profile
Stillwater, OK Estate Planning Lawyer with 45 years experience
(405) 743-3770 711 S. Husband St.
Stillwater, OK 74074
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Oklahoma
Eric Graydon Lair
Claimed Lawyer ProfileSocial Media
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...
David Keith Ratcliff
Claimed Lawyer ProfileSocial Media
Chickasha, OK Estate Planning Lawyer with 28 years experience
(405) 224-1181 308 W. Choctaw Ave.
Chickasha, OK 73018
Free ConsultationEstate Planning, Criminal, Divorce and Probate
University of Oklahoma
Ben F Meek III
Claimed Lawyer ProfileQ&ASocial Media
Oklahoma City, OK Estate Planning Lawyer with 33 years experience
(405) 943-6650 3555 NW 58th Street
Suite 1000
Oklahoma City, OK 73112
Free ConsultationEstate Planning, Probate and Real Estate
Oklahoma City University School of Law
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

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.