Oklahoma City Estate Planning Lawyers

Compare 99 top rated Oklahoma attorneys serving Oklahoma City.
Richard Winblad
PREMIUM

Oklahoma Estate Planning Lawyer with 27 years experience

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).... Read More »
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Donna Jean Jackson
PREMIUM

Oklahoma City, OK Estate Planning Lawyer with 31 years experience

Donna J. Jackson is a nationally recognized attorney, authority, speaker and educator in estate planning. Ms. Jackson is a CPA and holds a Master Degree (LL.M.) in Elder Law. Ms. Jackson has over 25 years of legal... Read More »
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Donna Jean Jackson
Claimed Lawyer ProfileOffers Video ChatLII GoldSocial Media
Oklahoma City, OK Estate Planning Lawyer with 31 years experience
(405) 840-1874 10404 Vineyard Blvd, Ste E
Oklahoma City, OK 73120
Offers Video ChatEstate Planning, Elder, Probate and Tax
Oklahoma City University School of Law
Donna J. Jackson is a nationally recognized attorney, authority, speaker and educator in estate planning. Ms. Jackson is a CPA and holds a Master Degree (LL.M.) in Elder Law. Ms. Jackson has over 25 years of legal experience; she limits her practice to estate planning with an emphasis on Medicaid, VA Benefits and special needs planning, including trusts, special needs trusts, wills, durable power of attorneys and living wills. In addition, Ms. Jackson’s practice includes taxes, corporate, trust, individual, gift and estate, probates and business organizations, including corporations, limited partnerships and limited liability companies. ...
David A. Cincotta
Claimed Lawyer ProfileOffers Video ChatQ&ASocial MediaResponsive Law
(405) 849-5300 13825 Quail Pointe Drive
Oklahoma City, OK 73134
Free ConsultationOffers Video ChatOklahoma City, OK Estate Planning Attorney with 12 years experience
Estate Planning, Criminal, DUI and White Collar Crime
Oklahoma City University School of Law
ESTATE PLANNING - CRIMINAL DEFENSE - EXPUNGEMENTS

CUSTOMER SERVICE - David treats clients the way he would want to be treated if he needed legal representation – with honesty, kindness, and respect. He is honest and direct with his clients. He tells his clients what they need to hear without worrying about whether it is what they want to hear. Too many attorneys out there worry too much about whether their client is going to like the advice or the news the attorney has to share. Not David - he knows the stakes are high, and he knows what his clients...
Matt Fleischer
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
(405) 338-7679 13190 N. MacArthur Blvd.
Oklahoma City, OK 73142
Free ConsultationOffers Video ChatOklahoma City, OK Estate Planning Attorney with 14 years experience
Estate Planning, Energy and Probate
Oklahoma City University School of Law
I migrated from North Dakota to Oklahoma City in 1998 to attend Southern Nazarene University. After obtaining a B.S. degree in 2002, I attended Oklahoma City University School of Law, where I served on the board of editors for the law review and graduated with highest honors in 2005.

From 2006 to 2014, I worked as an in-house prospect landman for a major independent oil and gas producer. In 2014, I left the corporate world for private practice.

I'm currently a partner at a small, service-oriented law firm located in northwest OKC, where we aim to provide an unbeatable combination of...
David M. Postic
Claimed Lawyer ProfileSocial MediaResponsive Law
Oklahoma City, OK Estate Planning Lawyer with 3 years experience
(405) 691-5080 2212 Shadowlake Drive
Oklahoma City, OK 73159
Estate Planning, Elder, Probate and Real Estate
University of Oklahoma College of Law
David Postic represents and counsels clients in estate planning and asset protection matters, probate and estate administration, elder law, real estate transactions, adoptions, and a broad range of business law issues.

In 2013, David graduated magna cum laude with a B.B.A. from the University of Oklahoma, where he won the Letzeiser Honor Award, was selected as Big Man on Campus, and was crowned the first-ever "Mr. OU." In 2016, he graduated with honors (top 10%) with a J.D. from the University of Oklahoma College of Law.

While in law school, David served as Note and Comment Editor of the Oklahoma Law Review....
Marc Fleischer
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
(405) 400-1875 13190 N. MacArthur Blvd.
OKLAHOMA CITY, OK 73142
Free ConsultationOffers Video ChatOKLAHOMA CITY, OK Estate Planning Lawyer with 14 years experience
Estate Planning and Energy
Oklahoma City University School of Law
I am an experienced attorney dedicated to getting to know each and every client while working towards a solution for their unique needs. I am a member of ElderCounsel, WealthCounsel and NAELA. My practice is focused on Medicaid Planning and General Estate Planning.

I am a proud husband to Jennifer, my wife of 15 years, and father to Calvin and Grace. I am an active member of Crossings Community Church. I enjoy playing golf and following the OKC Thunder and Minnesota Vikings.
James Matthew Branum
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Attorney with 13 years experience
(405) 494-0562 504 NE 16th St.
Oklahoma City, OK 73104
Free ConsultationEstate Planning and Military
Oklahoma City University School of Law
Andrea Lynn Painter
Claimed Lawyer ProfileOffers Video ChatSocial Media
(405) 400-1875 13190 N. MacArthur Blvd.
Oklahoma City, OK 73142
Free ConsultationOffers Video ChatOklahoma City, OK Estate Planning Attorney with 11 years experience
Estate Planning, Energy and Probate
Oklahoma City University School of Law
I graduated cum laude from Oklahoma City University School of Law in 2008, where I served as a Resources Editor on the Law Review. After law school, I began my career at a major independent oil and gas company where I held the position of title landman and later as title attorney. Since 2014, I have been in the private sector where my practice focuses on the preparation of oil and gas title opinions, estate planning, probate and adoption. In my free time, I enjoy traveling and spending time with my husband, Zach, and my two daughters, Ava and Maddie.
Chantelle Hickman-Ladd
Claimed Lawyer ProfileOffers Video ChatBlawg SearchSocial Media
Oklahoma City, OK Estate Planning Attorney
(405) 252-0472 PO Box 720360
Oklahoma City, OK 73172
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
Oklahoma City University School of Law
Chantelle grew up in Northwest Oklahoma before attending the University of Central Oklahoma where she received a B.B.A. She then went on to graduate summa cum laude from the Oklahoma City University School of Law. While attending law school, Chantelle was the Articles Editor for the OCU Law Review and a member of the Phi Delta Phi legal honor fraternity. In addition, she received CALI Excellence awards in her Criminal Law, Family Law, and Estate Planning classes, the Outstanding Family Law Student award from the OBA Family Law section, and won the Judge Alfred P. Murrah Sr. Award for outstanding...
Ron D Brown
Claimed Lawyer ProfileSocial Media
Oklahoma City , OK Estate Planning Lawyer with 24 years experience
(918) 294-2002 210 NW 10th St.
Oklahoma City , OK 73103
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.
Carissa King
Claimed Lawyer ProfileSocial MediaResponsive Law
Oklahoma City, OK Estate Planning Attorney with 8 years experience
(405) 232-2020 3401 NW 63rd St #600
Oklahoma City, OK 73116
Estate Planning, Business, Probate and Real Estate
University of Oklahoma College of Law
Carissa (Marquis) King practices primarily the areas of estate planning, probate administration, trust administration, and real estate transactions. Originally from Weatherford, Carissa is a graduate of Southwestern Oklahoma State University (SWOSU), where she received a B.B.A. in Finance in 2008. She went on to attend the University of Oklahoma College of Law, where she was the recipient of a Top 20 Speaker award in the First Year Moot Court Competition and was named a Nathalie Pierrepont Comfort Scholar, a Thomas L. Hieronymus Memorial Fund scholar, an Oklahoma Bar Association Income Tax scholar, and was an Assistant Note Editor of the...
Stephanie Alleman
Claimed Lawyer ProfileOffers Video ChatBlawg SearchSocial Media
Oklahoma City, OK Estate Planning Attorney with 5 years experience
(405) 252-0472 PO BOX 720360
Oklahoma City, OK 73172
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
Suffolk University Law School
Kevin L. Miller
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Lawyer with 34 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...
Devon Antonia Cantrell
Claimed Lawyer ProfileOffers Video ChatSocial Media
(405) 338-7682 13190 N. MacArthur Blvd.
Oklahoma City, OK 73142
Free ConsultationOffers Video ChatOklahoma City, OK Estate Planning Attorney with 8 years experience
Estate Planning, Divorce, Family and Probate
University of Tulsa College of Law
Born and raised in Long Beach, California, I graduated from the University of California, Davis, in 2006 with a Bachelor of Arts in Political Science and History. I graduated from the University of Tulsa College of Law in 2011. While in law school, I interned at a major independent exploration and production company where I discovered my love for oil and gas law. After law school, I began my career by practicing at a law firm in Boulder, Colorado, later moved back to Oklahoma in 2015, focusing my practice on oil and gas operations in Oklahoma, Wyoming and Colorado. I...
Zachary Thomas Ball
Claimed Lawyer ProfileResponsive Law
Oklahoma City, OK Estate Planning Lawyer with 16 years experience
(405) 701-5355 531 Couch Drive
Suite 201
Oklahoma City, OK 73102
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...
Stephen Louis Cortes
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Lawyer with 21 years experience
(405) 213-0856 5801 Broadway Extension Hwy Suite 110
Oklahoma City, OK 73118
Free ConsultationEstate Planning 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...
Madelaine Hawkins
Claimed Lawyer ProfileOffers Video ChatSocial Media
Oklahoma City, OK Estate Planning Lawyer
9658 N. May Avenue
Suite 200
Oklahoma City, OK 73120
Offers Video ChatEstate Planning, Energy and Probate
Oklahoma City University School of Law
Elizabeth Richards
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Attorney with 32 years experience
(405) 319-9696 112 West Commerce Street
Oklahoma City, OK 73109
Estate Planning, Probate and Real Estate
Are you searching for an estate planning lawyer in Oklahoma City, yet wondering where you can even begin to search for the right attorney? You can breathe more easily now, because you have come to the right place! Elizabeth A. Richards, Attorney at Law is the law firm for you. Attorney Richards has experience with all kinds of estate planning and real estate issues, and she is equipped and qualified to take on your case and represent you today. She has been serving clients for 30 years and is ready to take on your case and support you today. She...
Meagon Eagon
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Attorney
(405) 942-9595 1213 N. Classen Blvd.
Oklahoma City, OK 73106
Estate Planning, Family, Personal Injury and Probate
Oklahoma City University School of Law
Daniel Ray Bays
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Attorney with 14 years experience
(405) 310-2142 9024 S.E. 29th St. Suite A
Oklahoma City, OK 73150
Estate Planning, Bankruptcy, Criminal and Divorce
Daniel R. Bays is a practicing attorney, whose central office is in Oklahoma City, Oklahoma. After receiving his undergraduate degree in 2001 from Oklahoma State University and his Juris Doctorate Degree in 2005 from Oklahoma City University, Mr. Bays started his own practice in 2007. Mr. Bays has successfully represented clients around the state of Oklahoma in a wide array of legal matters including family, criminal, personal injury, and more. We have developed a good reputation with judges and lawyers across the state and we are committed to professionalism.
Ben F Meek III
Claimed Lawyer ProfileQ&ASocial Media
Oklahoma City, OK Estate Planning Lawyer with 34 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
Mark E Walraven
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Attorney
(405) 253-6444 4801 Gaillardia Pkwy
Ste 150
Oklahoma City, OK 73142
Estate Planning, Energy, Probate and Real Estate
Mark Walraven is a trial lawyer who primarily assists mineral owners with oil & gas negotiations, leasing, sales and litigation. Mark negotiates oil & gas leases and sales agreements to obtain the best possible terms for Oklahoma mineral owners. In the last three years alone, Mark and the G&W Oil & Gas Team has successfully negotiated over 1800 leases and mineral sales, obtaining over $120 million in lease bonuses and sales proceeds for Oklahoma mineral owners. Mark also assists clients in reviewing and negotiating lease assignments, division orders, royalty payment issues, and curing defects in title.

On the litigation side,...
James Kerrigan
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Attorney with 7 years experience
(405) 286-4256 6801 N. Broadway, Suite 101
Oklahoma City, OK 73116
Free ConsultationEstate Planning, Energy, Probate and Real Estate
Oklahoma City University School of Law
James Kerrigan was born and raised in Oklahoma City, Oklahoma. James graduated from Oklahoma State University with a B.A. in Political Science in 2006. James received his Juris Doctor from Oklahoma City University School of Law in 2012.

James has been admitted to practice law in Oklahoma since 2013. His primary area of practice is oil and gas law. He also practices in the areas of estate planning and probate, real property law and family law.

Call 405-286-4256 to schedule a free consultation, or visit www.kerriganandassociates.com to learn more. Contact-free consultations and case reviews...
Lindsay Hearn
Claimed Lawyer ProfileOffers Video ChatSocial Media
Oklahoma City, OK Estate Planning Lawyer with 1 year experience
(405) 310-8129 12231 S. May
Oklahoma City, OK 73170
Offers Video ChatEstate Planning, Immigration, Probate and Social Security Disability
University of Tulsa College of Law
Jose D. Cruz
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Lawyer
12231 S. May Ave.
Oklahoma City, OK 73170
Estate Planning, Bankruptcy, Divorce and Personal Injury
Oklahoma City University School of Law
David Davis
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Attorney with 49 years experience
(405) 840-6353 4312 N. Classen Blvd
Oklahoma City, OK 73118
Free ConsultationEstate Planning, Municipal, Probate and Real Estate
Oklahoma City University
Engaged in private practice of law since 1971. Extensive experience in Municipal law and Probate.
Nathan Thomas Weems
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Lawyer with 15 years experience
(405) 420-3616 4216 N. Portland Ave.
Suite 102
Oklahoma City, OK 73112
Estate Planning, Business, Divorce and Domestic Violence
Jim Allen Lyon
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Lawyer with 38 years experience
(405) 843-0461 2200 NW 50th St
Oklahoma City, OK 73112
Estate Planning, Divorce, Energy and Family
Matthew Eisert
Claimed Lawyer ProfileSocial Media
Oklahoma City, OK Estate Planning Lawyer
(405) 896-0880 1315 N Shartel Ave
Oklahoma City, OK 73103
Estate Planning, Criminal, DUI and Divorce
Terry Cocon
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Attorney with 19 years experience
(405) 922-7366 3838 N.W. 36 th Street, Ste 103
P.O. Box 2492
Oklahoma City, OK 73101
Free ConsultationEstate Planning, Criminal, Elder and Probate
Anna L Self
Claimed Lawyer Profile
Oklahoma City, OK Estate Planning Lawyer with 27 years experience
(405) 631-5995 8100 South Pennsylvania Avenue
Suite B
Oklahoma City, OK 73159
Estate Planning, Bankruptcy, Family and Probate
University of Oklahoma College of Law
Terrell Monks
Claimed Lawyer ProfileSocial Media
Midwest City, OK Estate Planning Lawyer with 22 years experience
(405) 733-8686 1840 S Douglas Blvd
Midwest City, OK 73130
Estate Planning, Elder, Municipal and Probate
Oklahoma City University
Matthew C Goodin
Claimed Lawyer ProfileSocial Media
Moore, OK Estate Planning Attorney with 18 years experience
(405) 759-3100 Old School Business Center
201 N. Broadway, Suite 111
Moore, OK 73160
Estate Planning, Bankruptcy, Elder and Probate
Oklahoma City University School of Law
Mr. Goodin has represented debtors and creditors in all types of bankruptcy proceedings since 2002 (including consumer and business chapter 7 cases, Chapter 11 reorganizations, Chapter 13 and Chapter 12 farm cases). Outside of bankruptcy, Mr. Goodin frequently represents clients in the area of probate proceedings, estate administration, guardianships and other civil litigation matters.

Originally from Okmulgee, Mr. Goodin currently resides in Moore, with his wife Erin. Matt and Erin have five children, and attend St. Mark the Evangelist Catholic Church. In addition to practicing law, Mr. Goodin is a youth, three style wrestling coach, certified through USA Wrestling...
Michael Sullivan Vernon
Claimed Lawyer ProfileResponsive Law
Nichols Hills, OK Estate Planning Attorney with 13 years experience
(405) 514-5002 1000 W. Wilshire Blvd., Suite 209
Nichols Hills, OK 73116
Free ConsultationEstate Planning, Business, Collections and Probate
A full service law firm, Michael S. Vernon Attorney at Law, PLLC is primarily focused on civil litigation, estate planning, probate, real property and collection with extensive knowledge and expertise in oil and natural gas industry. From large exploration and production companies to small mineral owners, we advise clients in all aspects of energy management. Whether drafting complex title opinions for operators or verifying interests for individuals, with over fourteen years of experience exclusive to the industry, we can help. Additionally, we develop estate planning strategies to assist clients with probate, wills, trusts and asset administration. We also create and...
Ryan Christner Owens
Claimed Lawyer ProfileOffers Video Chat
Bethany, OK Estate Planning Attorney with 11 years experience
(405) 603-5080 6666 NW 39th Expressway
Bethany, OK 73008
Offers Video ChatEstate Planning, Business, Cannabis Law and Probate
University of Oklahoma College of Law
I was born and raised in Marietta; a rural town on Oklahoma's side of the Red River. In 2005 I graduated from Southeastern Oklahoma State University and in 2008 I graduated from the University of Oklahoma College of Law.

My philosophy on legal representation: "regardless of the situation my clients face, they can depend on me, as their advocate, to serve them well."
Aaron M. Arnall
Claimed Lawyer Profile
Midwest City, OK Estate Planning Lawyer with 12 years experience
(405) 733-1683 1384 South Douglas Boulevard
Midwest City, OK 73130
Estate Planning, Divorce, Family and Probate
Oklahoma City University School of Law
H. Terrell Monks
Claimed Lawyer Profile
Midwest City, OK Estate Planning Lawyer with 22 years experience
1840 S. Douglas Blvd.
Midwest City, OK 73130
Estate Planning, Municipal, Probate and Real Estate
Oklahoma City University
Richard Winblad
Claimed Lawyer ProfileOffers Video ChatQ&ALII GoldBlawg Search
Edmond, OK Estate Planning Lawyer with 27 years experience
(405) 340-6554 102 E. Thatcher
Edmond, OK 73034
Offers Video ChatEstate 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.
Linda M. Pizzini
Claimed Lawyer ProfileSocial Media
Yukon, OK Estate Planning Attorney with 12 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 8 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...
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Oklahoma City Estate Planning Legal Aid & Pro Bono Services

Legal Aid Services of Oklahoma Inc.
(405) 557-0020
Oklahoma City, OK

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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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