McAlester, 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 9 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.
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
Stigler, OK Estate Planning Lawyer
(918) 967-8637 121 E Main St
Stigler, OK 74462
Estate Planning and Real Estate
Reece B. Morrel Jr
Claimed Lawyer ProfileQ&ASocial Media
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...
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...
Elizabeth Dick
Claimed Lawyer ProfileQ&ASocial Media
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
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
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...
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...
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.
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...
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,...
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...
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...
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...
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...
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
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."
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.
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,...
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.
Michael Stephen Jones
Claimed Lawyer ProfileSocial Media
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
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.
Jeffrey L. Edwards
Claimed Lawyer ProfileSocial Media
Roland, OK Estate Planning Attorney with 27 years experience
(918) 323-4351 105 East Ray Fine Blvd, Ste N
P.O. Box 170
Roland, OK 74954
Estate Planning, Elder, Insurance Claims and Personal Injury
University of Oklahoma College of Law
Accomplished attorney with over 15 years experience as in-house counsel at publicly traded Fortune 500 companies. Co-founder and former President of Non-Profit Developmental Wings, Inc., which provides services for special needs individuals, Former City Attorney of the Town of Roland, OK, Adjunct Professor at Webster University, Speaker at Regional Meeting of Transportation Lawyer's Association, Member of Elder Counsel.
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
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...
Cindy L Allen
Claimed Lawyer ProfileResponsive Law
Norman, OK Estate Planning Attorney with 21 years experience
222 E Main
Norman, OK 73069
Estate Planning, Divorce, Elder and Family
University of Oklahoma College of Law
Norman attorney Cindy Allen brings a wealth of practical legal experience in family law, bankruptcy, estate planning and criminal defense to our firm. Prior to opening her own practice, Ms. Allen worked as a prosecutor handling complex criminal law and family law cases in Cleveland County. She served as an Assistant District Attorney for Cleveland County and was the Managing Attorney for the Child Support Enforcement Division at the D.A.'s office.

Cindy Allen established her private law practice in 2003 and continues to expand the law firm by providing legal representation for a number of practice areas.

Ms. Allen was named a...
Jeffry Conner Steen
Claimed Lawyer Profile
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.
Dan Nunley
Claimed Lawyer ProfileSocial Media
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
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
Gale Graham Allison
Claimed Lawyer ProfileSocial Media
Tulsa, OK Estate Planning Attorney
(918) 550-8105 PO Box 700116
Tulsa, OK 74136
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...
Justin Brian Munn
Claimed Lawyer ProfileSocial Media
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...
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...
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.
Darrell G. Shepherd
Claimed Lawyer ProfileSocial Media
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.
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...
Zachary A. Privott
Claimed Lawyer Profile
Chandler, OK Estate Planning Attorney with 8 years experience
(405) 258-3020 808 Manvel Avenue
Chandler, OK 74834
Estate Planning, Divorce, Family and Probate
University of Oklahoma College of Law
Wayne Bailey
Claimed Lawyer ProfileSocial Media
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...
Evan Andrew Taylor
Claimed Lawyer ProfileSocial Media
Norman, OK Estate Planning Attorney with 13 years experience
(405) 321-1822 102 E Eufaula St
Norman, OK 73069
Estate Planning, Business, Divorce and Family
University of Oklahoma College of Law
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Estate Planning Lawyers in Nearby Cities

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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.