Oregon Estate Planning Lawyers

Ginger Skinner
PREMIUM

Portland, OR Estate Planning Attorney with 13 years experience

Ginger Skinner enjoys providing expert advice and personable service to her clients to address their personal and corporate legal needs. With a Master of Laws (LL.M) in taxation, Ginger is uniquely capable... Read More »
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Peter R Tovey
Claimed Lawyer Profile
Hillsboro, OR Estate Planning Attorney with 10 years experience
(503) 648-0707 5289 NE Elam Young Parkway
Suite 110
Hillsboro, OR 97124
Estate Planning, Criminal and Immigration
Lewis & Clark Law School
I represent clients in immigration law, estate planning, and criminal defense matters.

My passion for immigration law comes from living abroad for several years. As the son of immigrants, I understand the importance of obtaining professional assistance when seeking immigration benefits such as Employment Authorization, Lawful Permanent Residency and U.S. Citizenship. I enjoy representing international clients from all walks of life and take pride in family unity.

Helping clients design estate plans is both an art and a science. I take pride in assisting individuals and couples wanting to “plan ahead”, preserve assets, and avoid the time and expense of probate. I...
Anthony Victor Albertazzi
Claimed Lawyer ProfileSocial Media
Bend, OR Estate Planning Lawyer with 23 years experience
(541) 317-0231 296 SW Columbia St Ste B
Bend, OR 97702
Estate Planning, Bankruptcy, Business and Probate
UC Hastings COL
Over 20 years practicing law in Bend, Oregon (Jan 1996). Extensive knowledge in Bankruptcy Law including consistent success with complicated Chapter 11 Bankruptcy cases. Extensive knowledge in Estate Planning and Probate Law. Member, Oregon State Bar House of Delegates. J.R. Campbell Inns of Court. Oregon State Bar Leadership College (2006) Personal: Married since 1996 with two children. Interests include skiing, tennis, backpacking, and classical piano.
Joanne Reisman
Claimed Lawyer ProfileQ&ASocial Media
Portland, OR Estate Planning Lawyer with 35 years experience
(503) 222-7401 732 SW 3rd Ave
Suite 304
Portland, OR 97204
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Lewis & Clark Law School
Portland Legal Services specializes in Personalized Advocacy. This is a full service civil law firm. We cross specialize in several related areas of the law which means that we can offer you comprehensive solutions to difficult issues that require knowledge in several legal sub-specialties. We can help you with issues in the areas of: Family Law (Divorce, Custody, Support), Paternity, Bankruptcy (Chapter 7), Wills, Trusts, Estate Planning, Elder Law (Special Needs Trusts), Probate, Conservatorships, Guardianships, , Personal Injury, Auto Accidents, Small Business, Real Estate, and Civil Litigation. If you don't see your problem area listed...
Demetrius Tsohantaridis
Claimed Lawyer Profile
Newberg, OR Estate Planning Attorney with 12 years experience
(971) 227-8947 201 N. Meridian Street
Ste. B.
Newberg, OR 97132
Free ConsultationEstate Planning, Business, Insurance Claims and Personal Injury
University of Oregon School of Law
Christopher David Hamilton
Claimed Lawyer ProfileSocial Media
Salem, OR Estate Planning Lawyer with 6 years experience
(503) 371-9636 694 High St NE
Salem, OR 97301
Free ConsultationEstate Planning, Elder and Probate
Willamette University College of Law
I grew up in Tualatin and graduated from Tualatin High School. I went on to receive a BS in Public Policy and Administration from Western Oregon University with a focus on using legal and governmental tools to make life better for individuals. I continued building the skills to better advocate for people against big business and impersonal government agencies by attending Willamette University College of Law. Knowing that courts are an expensive and difficult to access path to justice, I dedicated my studies to learning how to best serve people’s interests in much more accessible alternative dispute resolution formats, such...
Michael P Vanderhoff
Claimed Lawyer ProfileQ&ASocial Media
Medford, OR Estate Planning Attorney with 6 years experience
(541) 292-0478 312 S. Ivy Street
Medford, OR 97501
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Willamette University College of Law
Born and raised in Medford, Mike is a native of Southern Oregon and loves all that the area has to offer. Following his graduation from South Medford High, Mike played basketball at Portland State and Western Oregon before finishing his undergraduate degree at Southern Oregon University. Competing at a high level in basketball has taught Mike the value of hard work, commitment, communication and teamwork. He strives everyday to apply these lessons to his professional life as an attorney and is committed to providing the best possible service to his clients.

Currently, Mike lives in Medford with his wife and two...
Lauren Barnhart
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 5 years experience
(503) 227-0200 9320 Southwest Barbur Blvd
#160
Portland, OR 97219
Estate Planning, Divorce, Family and Probate
Willamette University College of Law
Lauren Barnhart was always fascinated with “the rules.” She believes that rules create predictability and clarity, and apply to everyone equally. It was this fascination with rules that led Lauren to become an attorney. As an attorney, Lauren helps families navigate through what can be the most difficult time of their lives-divorce. She works to develop a relationship with her clients and demonstrate that their case genuinely matters. Lauren was born and raised in Tacoma, Washington, and was a member in the Tacoma Youth Symphony where she performed at Carnegie Hall. When Lauren is not assisting...
Ginger Skinner
Claimed Lawyer ProfileLII GoldSocial Media
Portland, OR Estate Planning Attorney with 13 years experience
(503) 719-6603 9600 SW Barnes Road
Suite 125
Portland, OR 97225
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Washington School of Law and University of Idaho
Ginger Skinner enjoys providing expert advice and personable service to her clients to address their personal and corporate legal needs. With a Master of Laws (LL.M) in taxation, Ginger is uniquely capable of providing families and businesses with tax-sensitive estate planning and administration. She often works with her clients’ advisors such as financial planners and accountants. Ginger operates with a down-to-earth, no jargon style that clients find quite refreshing.

She founded Skinner Law, PC with the goal of helping Oregon businesses and families create advantageous estate and succession strategies, ultimately achieving greater harmony in family and business relationships.

Prior to...
Thomas A. Hackett
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 8 years experience
(503) 400-7999 650 N.E. Holladay Street, Suite 1600
Portland, OR 97232
Estate Planning, Elder, Probate and Tax
University of Washington School of Law
I help families and business owners plan for now and the future. This is done through estate planning and business planning. My process is to educate clients about opportunities - and problems - they or their family may encounter down the road. Next, I help them identify their priorities and goals, and then develop a plan to accomplish those goals. This sometimes involves using complicated legal structures and techniques, but I keep the explanations straight forward and understandable. After all, a great plan isn’t that great if you don’t understand it. Quality planning that you understand is...
(360) 975-7770 1351 Officers Row
Vancouver, WA 98661
Lawrence Boyd Hunt
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 43 years experience
(503) 226-1162 101 SW Main St
Portland, OR 97204
Estate Planning, DUI, Employment and Real Estate
University of Oregon School of Law
Larry Hunt was born and raised in Portland, Oregon. He received his bachelor's degree with honors from Northwestern University in Evanston, Illinois and his law degree from the University of Oregon. He has practiced law in Portland since 1975 when he began working with Millard Becker who is now retired. Mr. Hunt has contributed to the annual survey on Sales published in The Business Law Journal, and has lectured on the negotiation and drafting of contracts and on legal issues concerning the formation, management, and dissolution of limited liability companies. He is admitted to practice in...
Jeff Jorgensen
Claimed Lawyer ProfileSocial Media
Salem, OR Estate Planning Attorney with 6 years experience
(503) 877-4873 675 Church St NE
Salem, OR 97301
Free ConsultationEstate Planning, Criminal, DUI and Probate
Willamette University College of Law
Attorney Jeff Jorgensen is an enthusiastic, detail oriented lawyer and tenacious litigator who fights for his clients. While in law school, Mr. Jorgensen interned as a prosecutor for the City of Seattle, handling misdemeanor crimes. After law school Mr. Jorgensen worked for a premier Oregon insurance defense firm, where he honed his litigation skills. In 2016 he founded his firm, Jorgensen Legal, with the objective of assisting his clients in solving their legal problems.
Nicole Hough
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer with 8 years experience
(503) 208-6610 PO Box 2014
Beaverton, OR 97075
Estate Planning, Divorce, Domestic Violence and Family
University of New Hampshire School of Law
I have a deep understanding of the critical work that goes into representing and advocating for clients. It is my goal to provide high quality legal services to individuals and to the community. My practice is focused on assisting individuals and families with their legal needs, as well as working with other attorneys on a contract basis. I also value community involvement and engage in a variety of local volunteer and service projects. When I'm not advocating for clients, I enjoy spending time with my family, cooking elaborate meals, reading a good book, and...
Joel Jamon Kent
Claimed Lawyer ProfileSocial Media
Bend, OR Estate Planning Lawyer with 22 years experience
(541) 318-9115 158 NE Greenwood Ave.
Bend, OR 97701
Estate Planning, Divorce and Family
Seattle University School of Law
Focused practice in high asset and complex divorce and custody issues.
(541) 447-9115 105 SW Beaver St.
Prineville, OR 97754
(503) 222-9115 2400 SW 4th Avenue
Portland, OR 97201
William Brewer
Claimed Lawyer ProfileSocial Media
Eugene, OR Estate Planning Attorney with 33 years experience
180 E. 11th Ave
Eugene, OR 97401
Estate Planning
Lewis & Clark Law School
Bill grew up in Virginia and moved to Oregon in 1968 to attend Willamette University. After a short career in journalism, he graduated from the Northwestern School of Law in 1985 and immediately joined Hershner Hunter. He became a partner in 1990. Bill served on the Executive Committee of the Oregon State Bar Estate Planning and Administration Section for nine years. He regularly writes for publications designed to educate other lawyers on estate planning, probate, and trust administration issues, and is a frequent speaker on estate and asset protection planning. He is a member and past president of the Eugene Estate...
(541) 997-1997 1441 7th Street
by appointment only
Florence, OR
Aaron S. Ferreira
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 18 years experience
(503) 228-2495 525 SW Jackson Street
Portland, OR 97201
Estate Planning, Business, Employment and Real Estate
Lewis & Clark Law School
Greg Freeze
Claimed Lawyer ProfileSocial Media
Florence, OR Estate Planning Attorney with 10 years experience
(541) 997-7787 244 Maple St
PO Box 23000
Florence, OR 97439
Estate Planning, Elder, Probate and Real Estate
Whittier Law School
Greg Freeze is an attorney in Florence, Oregon (www.RhodyLaw.com), who leverages his public company officer experience with being a lawyer on the Oregon Coast. With the great number of retirees in Florence, Oregon, his Florence Oregon law practice includes a focus on wills, trusts, and estate plannning. But, as a general practitioner in Lane County, Oregon, his motto is, "small town law -- all issues welcome."
Jeremy R. James
Claimed Lawyer ProfileQ&ASocial Media
Portland, OR Estate Planning Lawyer with 6 years experience
(503) 206-6401 8235 SW Oleson Rd., Ste. C
Portland, OR 97223
Estate Planning, Elder, Probate and Real Estate
Lewis & Clark Law School
Jeremy practices in the areas of personal injury, property, and commercial litigation, business and real estate transactions, and estate planning and probate matters. Jeremy possesses a broad range of experience representing clients on a variety of matters in state and federal court and before mediators and arbitrators. He also has experience working on appellate matters before the Oregon Court of Appeals and Oregon Supreme Court.

Before his legal career, Jeremy worked for a number of years in commercial land development, business management, and marketing.
(503) 206-6401 8235 SW Oleson Rd., Suite C
Portland, OR 97223
Jace D. Cook
Claimed Lawyer ProfileSocial Media
Lake Oswego, OR Estate Planning Lawyer
(503) 567-8191 5 Centerpointe Dr.
Suite 400
Lake Oswego, OR 97035
Estate Planning, Criminal, Elder and Probate
Lewis & Clark Law School and Friedrich Schiller University - School of Law
Jace D. Cook, Esq., is the founder, manager, and a shareholder of COOK LAW - There when you need it.TM. After spending several years gaining experience in multiple disciplines of the law, Mr. Cook envisioned a practice that would treat clients like family by providing a combination of personable legal advice and the strongest representation possible in every case. Having externed and worked for other general practice law firms, criminal defense lawyers, and personal injury attorneys, etc., Mr. Cook made key observations about what worked and what did not and on that foundational, "real world" knowledge set about building COOK...
James Huffman
Claimed Lawyer ProfileSocial Media
St Helens, OR Estate Planning Lawyer with 43 years experience
(503) 397-6918 1905 Columbia Blvd
P. O. Box 973
St Helens, OR 97051
Estate Planning, Bankruptcy, Personal Injury and Probate
Lewis & Clark Law School
Serving clients in Northwest Oregon, including St. Helens, Scappoose, Rainier, Clatskanie, and Astoria, since 1976. I have always advocated with thoroughness, passion, and compassion, for fairness and justice for all.
(503) 438-0723 Scappoose, OR 97056
Peter Diamond
Claimed Lawyer Profile
Portland, OR Estate Planning Lawyer
(503) 395-0244 1000 SW Broadway
Suite 1810
Portland, OR 97205
Estate Planning, Divorce and Family
Willamette University College of Law
Peter Diamond is a people-oriented attorney who was naturally drawn to family law after an extensive and diverse practice in business, real estate, estate planning, and general litigation.
Marisol Cordero-Goodman
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 13 years experience
(541) 554-8567 0224 SW Hamilton Street
Suite 201
Portland, OR 97239
Estate Planning, Business and Probate
Cleveland State University
My name is Marisol Cordero-Goodman, I am an attorney who guides my clients to discover what kind of legacy they aspire to leave behind, what kind of values they wish to impart to love ones, family members and/or business partners. I meld my legal expertise in estate planning, estate administration and corporate formation with real life issues. I strive to empower my clients to make informed and impactful decisions about their quality of life, distribution of assets to love ones, on whom to bestow financial and health decision making powers, and how to implement their legacy before and after...
Vincent J. Bernabei
Claimed Lawyer ProfileQ&A
Beaverton, OR Estate Planning Attorney with 34 years experience
(503) 443-1177 Cascade Square, Suite 102
8625 SW Cascade Avenue
Beaverton, OR 97008
Free ConsultationEstate Planning, Divorce, Elder and Probate
Lewis & Clark Law School
David W. Haskett
Claimed Lawyer Profile
Bend, OR Estate Planning Lawyer with 1 year experience
(541) 318-9115 158 NE Greenwood Avenue, Suite 1
Bend, OR 97701
Estate Planning, Business and Family
Lewis & Clark Law School and University of Arkansas School of Law
Neal Metler
Claimed Lawyer ProfileSocial Media
Klamath Falls, OR Estate Planning Lawyer with 3 years experience
(541) 891-9831 409 Pine Street
Suite 307
Klamath Falls, OR 97601
Free ConsultationEstate Planning, Business, Immigration and Personal Injury
Thomas Jefferson School of Law
Jerald Van Rhyn
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 7 years experience
(971) 344-0322 10260 SW Greenburg Rd. Ste 400
Portland, OR 97223
Free ConsultationEstate Planning
UNLV William S. Boyd School of Law
Jerald Van Rhyn is the creator of the solo practice law firm Sentinel Legal Services, LLC, a virtual law office offering estate planning services to Oregon residents.
Scott O Carter
Claimed Lawyer Profile
Klamath Falls, OR Estate Planning Lawyer with 23 years experience
(541) 882-4504 125 S 6th Street
Klamath Falls, OR 97601
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Willamette University College of Law
Mr, Carter has been practicing law in Oregon courts for over 20 years. He speaks fluent Spanish. After graduating from law school, Mr. Carter began practicing law in 1995 at Garland and Associates in Hillsboro, Oregon. Two years later, he accepted a position as a Deputy District Attorney I Klamath County- a position he would hold or over seven years. Mr. Carter then opened his private practice,
Brian Hemphill
Claimed Lawyer Profile
Bend, OR Estate Planning Attorney with 17 years experience
(541) 388-4434 65 NW Greeley Ave.
Bend, OR 97703
Estate Planning, Bankruptcy and Probate
Lewis & Clark Law School
Grant Richard Burton
Claimed Lawyer ProfileSocial Media
Hillsboro, OR Estate Planning Lawyer with 17 years experience
161 NW Adams Ave #300
Hillsboro, OR 97124
Estate Planning, Business, Divorce and Family
I am the President of Hillsboro Law Group PC, an Oregon law firm dedicated to helping clients find long-term solutions to difficult legal issues. My practice focuses on family law and wills, trusts, and estates.
Sean M Trimble
Claimed Lawyer ProfileSocial Media
Madras, OR Estate Planning Lawyer with 11 years experience
(541) 359-2228 34 South East D Street
Madras, OR 97741
Estate Planning, Arbitration & Mediation, Criminal and Divorce
Oak Brook College of Law
If you are feeling lost, I can help. I have helped clients with family, criminal, estate, and contract needs and would honored to have the opportunity to help you.
Christopher Keusink
Claimed Lawyer ProfileSocial Media
Brookings, OR Estate Planning Lawyer with 34 years experience
(888) 247-3116 610 5th Street, Suite A
P.O. Box 1814, Gold Beach, OR 97444
Brookings, OR 97415
Estate Planning, Business, Divorce and Family
Willamette University College of Law
Raised in Brookings, Oregon, with degrees in Biology from Stanford and Cal State San Jose, law degree from Willamette University. Complex litigation, estate planning and administration, family and divorce law, real estate and business transactions. A team worker with clients, clients are kept informed and work closely with attorney in all phases. Prompt responses to phone and email communications.
(888) 247-3116 29284 Ellensburg Ave
P.O. Box 1814
Gold Beach, OR 97444
Alan Andrews
Claimed Lawyer ProfileSocial Media
Lincoln City, OR Estate Planning Lawyer with 36 years experience
(541) 994-7350 2015 NW 39th St
Suite 100
Lincoln City, OR 97367
Estate Planning, Elder, Probate and Tax
Western State University College of Law
Alan has been practicing law for 25+ years. He focuses on tax, estate planning, and business law. He has worked in both private practice and in association with established law firms. Before becoming a lawyer, Alan owned and operated several businesses. When handling his cases, he draws from his hands-on experience as an entrepreneur, providing valuable insight on real estate, business law, wealth management, and more. Alan received his law degree from Western State University College of Law in Fullerton, CA and his Master of Science degree in Taxation from Golden State University in San Francisco, CA.
John Christopher Minor
Claimed Lawyer ProfileQ&A
Newport, OR Estate Planning Attorney with 51 years experience
(541) 265-8888 236 W Olive St
Newport, OR 97365
Estate Planning, Business, Municipal and Real Estate
Willamette University College of Law and Willamette University College of Law
Douglas A Kincaid
Claimed Lawyer ProfileSocial Media
Klamath Falls, OR Estate Planning Attorney with 6 years experience
(541) 345-1381 PO Box 614
Klamath Falls, OR 97601
Estate Planning, Probate and Real Estate
University of Oregon
Kathryn Bourn
Claimed Lawyer ProfileSocial Media
Gresham, OR Estate Planning Lawyer with 23 years experience
(503) 492-4229 1217 N.E. Burnside Road, Suite 204
Gresham, OR 97030
Estate Planning, Divorce, Family and Probate
Cornell University
I have made helping people through divorces and custody disputes my life's work. I have over 13 years experience handling family law matters, ranging from complex, high-asset divorces to messy custody battles with allegations of abuse to helping homemakers ensure they receive enough support to start over. I also have extensive experience representing abused and neglected children in foster care and in helping grandparents protect children.

I began my legal career prosecuting domestic assaults in the Clatsop County District Attorney's Office. Using my litigation experience, I opened and ran my own family law and bankruptcy practice in Astoria for 11 years....
Rodney Grafe
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 37 years experience
(503) 768-3100 5331 SW MacAdam Ave
Portland, OR 97239
Free ConsultationEstate Planning, Bankruptcy, Family and Probate
University of Oregon School of Law
Third generation Oregonian; Lewis & Clark College BA and U of O JD; Practicing since 1981: Debt issues, Estates and Probate; Municipal Judge for over 15 years
John Gear
Claimed Lawyer ProfileBlawgsearch
Salem, OR Estate Planning Lawyer with 14 years experience
(503) 569-7777 161 High St SE, STE 208B
Salem, OR 97301
Estate Planning, Consumer, Elder and Probate
Western Michigan University Cooley Law School
I mainly serve clients with problems in: Consumer and employee law: I prefer to help people anticipate and avoid legal problems by understanding how the law affects them and what they need to do to get the results they want. But sometimes legal problems can't be avoided, such as when someone treats you unfairly and you need to respond. Sadly, among the many reputable businesses who pride themselves on treating everyone fairly, there are a few others, who often try to take advantage of their customers and even their employees at every opportunity. Many...
(503) 339-7787 161 Hig ST SE, STE 208B
Salem, OR 97301
Louis Dvorak
Claimed Lawyer Profile
Bend, OR Estate Planning Lawyer with 43 years experience
(541) 382-0195 1345 NW Wall St. Suite 100
Bend, OR 97701
Estate Planning, Arbitration & Mediation and Bankruptcy
University of California - Los Angeles
I've done over 3,000 successful bankruptcy cases in Chapters 7, 11, and 13 since starting independent practice in 1982 in downtown Bend. Before that I served as Deschutes County Legal Counsel, practiced real estate law for 2 years in San Francisco, and served as a legal officer in the US Army.
Jack Dekovich
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 5 years experience
(503) 227-0200 9320 Southwest Barbur Blvd
#160
Portland, OR 97219
Estate Planning, Divorce, Family and Probate
Willamette University College of Law
Portland Divorce Lawyer, Jack Dekovich takes pride in preserving what he believes is Western civilization’s greatest contribution to the world: The Common Law system. “I love educating my clients-that although imperfect, the rule of law belongs to all of us.” Prior to attending law school, Jack was a volunteer teacher at the University of Detroit Jesuit High School. He also lived in Cameroon for several months teaching English and doing various community projects. In his spare time, Jack plays guitar, trombone, sings in a band and plays ice hockey on two community teams.
Stan Butterfield
Claimed Lawyer ProfileSocial Media
Dallas, OR Estate Planning Lawyer with 14 years experience
(503) 623-2427 946 SE Uglow Avenue
Dallas, OR 97338
Estate Planning, Elder and Probate
In the 1980s, as young newlyweds, Stan Butterfield and his wife, Connie, befriended an elderly neighbor; the 106 year old man was a treasury of stories. He enthralled Stan with tales of his work as a shipwright on some of the last of the merchant sailing ships and of his mid-life career change as a mechanic for the Wright brothers. It was with this old friend in mind that Stan began to advocate for the elderly; starting in 1988 as a Washington State legislator and then later in Oregon in his work as an attorney in private practice. In...
Allen Drescher
Claimed Lawyer Profile
Ashland, OR Estate Planning Attorney with 46 years experience
21 S 2nd St
Ashland, OR 97520
Estate Planning, Business and Real Estate
Columbia Law School
Admitted to practice before all state and federal courts in Oregon, Allen Drescher has provided legal services in Southern Oregon since 1973 with an emphasis in the areas of estate planning, real estate and business law, elder law, wills, trusts, probate, guardianships, conservatorships, leases, sales, transactions and disputes.
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Oregon Estate Planning Legal Aid & Pro Bono Services

Oregon Law Center Pro Bono Program
(503) 295-2760
Portland, OR


Jackson County Center for Non-Profit Legal Services
(541) 779-7291
Medford, OR

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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.