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 of providing... Read More »
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Theressa Hollis
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Portland, OR Estate Planning Attorney with 21 years experience
(503) 786-8191 6400 SE Lake Rd
Ste. 440
Portland, OR 97015
Estate Planning, Elder and Probate
Willamette University College of Law
I’m a partner with Fitzwater Law and have practiced with this firm for 19 years. My practice emphasizes legal issues unique to the elderly and their families, including guardianship and conservatorship proceedings, probate estates, trust administration, and estate planning. Some of my favorite cases are the emergency (“temporary”) guardianships and conservatorships. I received my J.D. from Willamette University College of Law in 1998.

I value helping people in times of crisis by making the legal system understandable. I pride myself on being reliable and thorough in my work, while striving to take the mystery out of the legal process.
...
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...
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.
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...
John Gear
Claimed Lawyer ProfileBlawgsearch
Salem, OR Estate Planning Attorney with 15 years experience
(503) 569-7777 Security Building 161 High Street SE
Salem, OR 97301
Estate Planning, Consumer, Elder and Probate
Western Michigan University Cooley Law School
About 80% of my practice is helping wronged consumers recover from businesses that have cheated them. The rest is a mix of end-of-life and estate planning for elders, wage and hour claims for employees, and advising or serving nonprofits as outside counsel or in providing nonprofit boards with training to avoid problems. I don't stray outside those basic areas much -- for example, I don't take personal injury cases, car crashes, or any family or criminal law cases. But if the problem is otherwise within Oregon civil law, I'm happy to be consulted and to help out...
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...
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...
Jace D. Cook
Claimed Lawyer ProfileSocial Media
Lake Oswego, OR Estate Planning Lawyer with 3 years experience
(503) 567-8191 5 Centerpointe Dr.
Suite 400
Lake Oswego, OR 97035
Estate Planning, Criminal, DUI and White Collar Crime
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.® 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 former prosecutors, Mr. Cook got the inside track on criminal defense representation and trial law. On this experience and "real world" knowledge he built COOK LAW.

Our core...
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
Lawrence Boyd Hunt
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 44 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...
Anthony Victor Albertazzi
Claimed Lawyer ProfileSocial Media
Bend, OR Estate Planning Lawyer with 24 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.
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
Estate 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 9 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...
Kenneth Stephen Mitchell-Phillips
Claimed Lawyer ProfileSocial Media
Gresham, OR Estate Planning Lawyer with 12 years experience
(888) 335-0161 1217 NE Burnside Road, Suite 801
Gresham, OR 97030
Estate Planning, Bankruptcy, Business and Probate
Lewis & Clark Law School and Troy University - Troy campus
The Law Offices of Ken Mitchell-Phillips Law, P.C. is a law firm established in Oregon and Washington to provide personalized and high quality business transactional, real estate, civil litigation, and estate planning legal services to businesses ranging from start-ups and emerging small businesses to Fortune 500 companies in the Pacific Northwest. The firm is dedicated to providing its' clients high quality, sophisticated, and complex legal services at a reasonable rate. When you hire The Law Offices of Mitchell-Phillips, P.C., you are not just getting another law firm, you'll get valuable legal advice and counsel from an...
Deidra Cherzan
Claimed Lawyer Profile
Bend, OR Estate Planning Lawyer with 25 years experience
1107 NE Revere Ave
Bend, OR 97701
Estate Planning, Business, Divorce and Tax
University of Washington School of Law
Deidra is an attorney and Certified Public Accountant licensed in Oregon, Washington and Colorado with more than 18 years experience practicing law. Prior to becoming an attorney Deidra was a Captain in the United States Air Force, an auditor and management consultant with a national accounting firm and a business associate in several corporations. She strives to bring excellence to her practice and to assist her clients with difficult life and business transitions.
Lauren Barnhart
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 6 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...
Scott O Carter
Claimed Lawyer Profile
Klamath Falls, OR Estate Planning Lawyer with 24 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,
Vincent J. Bernabei
Claimed Lawyer ProfileQ&A
Beaverton, OR Estate Planning Attorney with 35 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
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...
Rachele R. Selvig
Claimed Lawyer ProfileSocial Media
Grants Pass, OR Estate Planning Attorney with 10 years experience
(888) 870-8825 Cauble, Cauble & Selvig, LLP
111 SE Sixth
Grants Pass, OR 97526
Estate Planning, Business, Elder and Probate
Lewis & Clark Law School
Individuals and businesses in southern Oregon look to Cauble, Cauble & Selvig, LLP, for quality legal representation in a wide range of legal practice areas, including: Litigation and Appeals representing plaintiffs and defendants, Probate, Guardianships & Conservatorships, Estate planning, Wills & Trust litigation, Business law, Real estate law, Administrative law, and Construction law. Our attorneys have earned a reputation for strength and effectiveness in legal counsel throughout Oregon. We work hard to maintain and build on that reputation with every new client we serve.
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
Kathy Proctor
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer
(503) 352-0731 17933 NW Evergreen Pkwy., Ste. 111
Beaverton, OR 97006
Estate Planning, Criminal, DUI and Divorce
Willamette University
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...
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.
Peter Diamond
Claimed Lawyer ProfileSocial Media
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.
John Gear
Claimed Lawyer ProfileBlawgsearch
Salem, OR Estate Planning Lawyer with 15 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
Since 2010, serving people with consumer and employee law issues: 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 lawyers...
Benjamin Taylor Ybarra
Claimed Lawyer ProfileSocial Media
Oregon City, OR Estate Planning Attorney with 6 years experience
(503) 303-8369 714B Main Street
Suite 202
Oregon City, OR 97045
Estate Planning, Business, Consumer and Employment
Gonzaga University School of Law
Benjamin Ybarra, Attorney at Law is a general practice that serves the Portland metropolitan area. I work with individuals and businesses in a variety of transactional areas and legal disputes.
Neal Metler
Claimed Lawyer ProfileSocial Media
Klamath Falls, OR Estate Planning Lawyer with 4 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
Nicole Hough
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer with 9 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...
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
Jason Pierson
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 4 years experience
(503) 974-6833 3115 NE Sandy Blvd. Suite 222
Portland, OR 97232
Estate Planning, Divorce, Family and Probate
University of Oregon School of Law
Jason Pierson became a lawyer to be a voice for people who feel trivialized by divorce-especially children. During a divorce, a child can sometimes feel as though their opinion doesn’t matter. Jason’s passion is to advocate for his client's children and help them succeed. Prior to attending law school, Jason worked as a paralegal in Las Vegas mostly in construction defect law firms for about eight years.
Rodney Grafe
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 38 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
Marcus A. Walker
Claimed Lawyer Profile
Salem, OR Estate Planning Attorney with 4 years experience
(971) 707-4970 1320 Edgewater Street
Ste 220
Salem, OR 97304
Free ConsultationEstate Planning
University of Oregon
J.D. University of Oregon Law School 2013 - Statement of Completion in the Estate Planning Program
Joshua C Guest
Claimed Lawyer ProfileSocial Media
Klamath Falls, OR Estate Planning Attorney with 4 years experience
(541) 850-8982 125 South 6th Street
Klamath Falls, OR 97601
Estate Planning, Family, Juvenile and Landlord Tenant
Brigham Young University
Sam Friedenberg
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 34 years experience
(503) 245-0894 6500 SW Macadam Ave.
Suite 300
Portland, OR 97239
Estate Planning
Lewis & Clark Law School
Sam began his legal career auditing court guardianships, conservatorships and probate estates in Multnomah County Circuit Court. He joined the firm in 1987 to focus on those issues, long-term care cost planning (including Medicaid) and to advise on trust and estate administration. Currently he also has many clients for estate planning and inheritance/estate tax advice. Sam is one of the original members of the National Academy of Elder Law Attorneys. Sam has always devoted a lot of time to public policy issues. Sam has served on committees that drafted the guardianship and conservatorship statutes, drafted the probate accounting rules, prepared the...
Douglas A Kincaid
Claimed Lawyer ProfileSocial Media
Klamath Falls, OR Estate Planning Attorney with 7 years experience
(541) 345-1381 PO Box 614
Klamath Falls, OR 97601
Estate Planning, Probate and Real Estate
University of Oregon
Jane C Hanawalt
Claimed Lawyer Profile
Florence, OR Estate Planning Attorney with 30 years experience
(541) 997-2635 327 Laurel Street
P.O. Box 1153
Florence, OR 97439
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Elder
The George Washington University Law School
Jane Hanawalt has been engaged in the practice of law since her graduation in 1988 with a degree of Juris Doctor from the George Washington University School of Law in Washington D.C. Following her admission to the State of Virginia Bar she worked for eight years in the Office of the General Council, United States Department of Agriculture before moving to California and joining the Law Firm of Jon York & Associates in 1996. Between 2001 and 2004 Jane, together with her husband, enjoyed a lengthy sabbatical, sailing the Pacific Coast of Mexico and the Sea of Cortez, on a...
Richard Noble
Claimed Lawyer ProfileSocial Media
West Linn, OR Estate Planning Lawyer
2875 Marylhurst Dr
West Linn, OR 97068
Free ConsultationEstate Planning, Elder and Probate
James Oberholtzer
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 40 years experience
(503) 345-0652 1500 SW First Avenue
Suite 800
Portland, OR 97201
Free ConsultationEstate Planning, Real Estate, Securities and Tax
DePaul College of Law and Washington and Lee University School of Law
James Oberholtzer has provided legal services to clients for over 35 years. He has provided legal representation to: Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates. Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel. Senior Housing. Senior housing owners and operators...
Michael Scott Evans
Claimed Lawyer ProfileSocial Media
Tigard, OR Estate Planning Attorney with 34 years experience
(503) 743-0185 9397 SW Locust Street
Tigard, OR 97223
Estate Planning, Divorce and Family
University of Oregon
Michael S. Evans has been licensed to practice law in Oregon since 1985. He has handled a wide range of family law cases, as well as many matters involving business litigation. His knowledge of family law and business law has given him a unique perspective on how to handle the financial aspects of family law matters. Mr. Evans also has extensive experience in interstate child custody disputes. He has presented on various topics to the legal community, including child support, property division, prenuptial agreements, and more. He has been featured in the Ask the Expert column in the Oregonian.
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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.