Columbia City, Oregon Estate Planning Lawyers

James Huffman
Claimed Lawyer ProfileSocial Media
St Helens, OR Estate Planning Lawyer with 44 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.
St Helens, OR Estate Planning Lawyer
(503) 397-9500 239 S 1st St
St Helens, OR 97051
Estate Planning, Business, Criminal and DUI
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.
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Joanne Reisman
Claimed Lawyer ProfileQ&ASocial Media
Portland, OR Estate Planning Lawyer with 36 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...
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...
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...
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
Demetrius Tsohantaridis
Claimed Lawyer Profile
Newberg, OR Estate Planning Attorney with 13 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...
Ginger Skinner
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 14 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...
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...
Wesley Fitzwater
Claimed Lawyer ProfileSocial Media
PORTLAND, OR Estate Planning Attorney with 38 years experience
(503) 786-8191 6400 SE Lake Rd. Suite 440
PORTLAND, OR 97222
Estate Planning, Elder and Probate
My practice emphasizes the legal and crisis issues faced by the elderly and their families, including incapacity, guardianship, long-term care, and end-of-life concerns. In my 30+ years of practice, I have truly enjoyed the relationships I have developed with my clients and their families. I have the privilege of helping and protecting them – often at one of the most difficult times in their lives. I count myself very fortunate because I like my job. I enjoy the wonderful group of attorneys and staff I work with every day. Most importantly, I get to help clients who need and appreciate...
Peter R Tovey
Claimed Lawyer Profile
Hillsboro, OR Estate Planning Attorney with 11 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...
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, Bankruptcy, Family and Probate
Cornell University
I have made helping people through their legal obstcales my life's work. I have over 17 years experience in family law issues such as estate planning, wills, power of attorney, probate matters (both non-contested and contested), personal bankruptcy, contested divorce, custody, and spousal support issues. I also have extensive experience representing abused and neglected children in foster care. When I meet with you I will draw on my past experience in order to provide you with the best options on how to move forward.

I began my legal career prosecuting domestic assaults in the Clatsop County District Attorney's Office....
Joel Jamon Kent
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 23 years experience
(503) 222-9115 2400 SW 4th Avenue
Portland, OR 97201
Estate Planning, Divorce and Family
Seattle University School of Law
Focused practice in high asset and complex divorce and custody issues.
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
Donald Rolfe
Claimed Lawyer ProfileSocial Media
West Linn, OR Estate Planning Attorney with 14 years experience
(503) 850-8345 2350 Willamette Falls Drive
West Linn, OR 97068
Free ConsultationEstate Planning and Probate
Sandra Day O'Connor College of Law, Arizona State University
I am a reformed litigator. While rewarding, litigation focuses on cleaning up messes due to poor planning. I knew there was a better way to practice law, and I find it much more rewarding. That better way is to serve my clients as an Estate Planning Attorney and Business Planning Attorney.

My new role is to help my clients avoid the need of a litigator’s services. Working with my personal and business clients I strive to anticipate and head off problems that far too often end up costing lots of money to deal with.

I help families, individuals and their loved...
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
Marisol Cordero-Goodman
Claimed Lawyer ProfileSocial MediaResponsive Law
Portland, OR Estate Planning Lawyer with 13 years experience
(503) 610-0624 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...
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.
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.
Jerald Van Rhyn
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 8 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.
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.
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...
Sara Butcher
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer
(503) 205-8397 520 SW Yamhill St
Suite 206
Portland, OR 97204-1324
Estate Planning and Family
University of Oregon School of Law
With experience planning and administering Oregon estates of all sizes, I am a firm believer that quality representation can be both comprehensive and affordable. Consideration for each client's unique financial, family, and health interests is the key to determining the best way to protect those interests. I work closely with each of my clients to ensure their needs come first, whether preparing a will or assisting after the death of a loved one. I am committed to providing my clients with experienced representation that is personalized and affordable for everyone. Services Provided: - Probate - Wills - Trusts - Tax & Estate...
Matthew McKean
Claimed Lawyer ProfileSocial Media
Hillsboro, OR Estate Planning Attorney with 15 years experience
(503) 846-0707 101 SW Washington St
Suite 200
Hillsboro, OR 97123
Estate Planning, Elder, Probate and Real Estate
Lewis & Clark Law School
Nothing makes me happier than to help clients through a complicated legal issue and have them come out the other side ready to move on with their lives. Whether you are going through a probate, guardianship, adoption, need an estate plan, or starting a business, I can help you through the process. As a sole practitioner I like to work closely with my clients. Your legal issues are important to me and I want to be accessible. I am also Of Counsel with the Harris Law Firm and can tap into a team of outstanding attorneys that can...
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...
Mark Kramer
Claimed Lawyer Profile
Portland, OR Estate Planning Lawyer with 37 years experience
(503) 243-2733 520 SW Sixth Ave
Suite 1010
Portland, OR 97204
Estate Planning, Divorce, Family and Personal Injury
Northeastern University School of Law
Mark Kramer, Attorney, specializes in family law and civil litigation including personal injury, civil rights, and employment cases. He has more than 35 years of trial experience and extensive experience in family law issues ranging from adoption and contested custody to grandparent and psychological parent rights. Mark has served as a pro-tem judge for the Multnomah County Circuit Court. As co-counsel for the Oregon State Judiciary Committee and in private practice, Mark drafted family law legislation that is now Oregon law. Mark is the author of several articles about family law and is a frequent speaker on the subjects of...
Sandra Kuenzi
Claimed Lawyer ProfileSocial Media
Clackamas, OR Estate Planning Lawyer
(503) 545-4690 10365 S.E. Sunnyside Road
Suite 200
Clackamas, OR 97015
Estate Planning, Divorce, Family and Probate
Lewis & Clark Law School
Beau Ellis
Claimed Lawyer ProfileSocial Media
Lake Oswego, OR Estate Planning Lawyer with 9 years experience
(503) 594-8116 17355 SW Boones Ferry Road
Suite A
Lake Oswego, OR 97035
Estate Planning, Business, Probate and Real Estate
Gonzaga University School of Law
Beau is accomplished in business, probate, real estate, and litigation, representing clients in numerous forums and within many practice areas. Beau has the knowledge and experience to assist in resolving your legal issues.
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.
Andrea Bachhuber
Claimed Lawyer ProfileSocial Media
PORTLAND, OR Estate Planning Lawyer with 14 years experience
(503) 786-8191 6400 SE Lake Rd. Suite 440
PORTLAND, OR 97222
Estate Planning and Elder
University of Oregon
I am a partner with Fitzwater Law. My practice consists of estate planning and administration, including the preparation of wills and trusts, gift and estate tax planning, special needs planning, and the administration of trusts and probate estates.

Estate planning and administration is the only area of law out there for me. There is no other area of law in which I would rather practice. Over the years I have discovered that my job typically consists of equal parts teaching, counseling and lawyering. Tellingly, teaching and psychology were the other careers I considered before deciding on law. I feel incredibly fortunate...
Timothy J O'Donnell
Claimed Lawyer ProfileSocial Media
Milwaukie, OR Estate Planning Lawyer with 11 years experience
(503) 659-3627 11073 SE Main Street
Milwaukie, OR 97222
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Golden Gate University School of Law
Born and raised in Clackamas County, attended Law School in San Francisco, came back to Oregon in 2012. Father of two boys. My practice is primarily civil litigation with an emphasis on real estate. I also handle personal injury actions, estate planning and probate, and landlord-tenant law.
Adam Famulary
Claimed Lawyer Profile
Beaverton, OR Estate Planning Lawyer
(503) 863-2732 4145 SW Watson Ave. Ste. 350
Beaverton, OR 97005
Free ConsultationEstate Planning and Probate
Willamette University College of Law
Attorney Adam Famulary is dedicated to providing asset protection and estate planning to Oregon residents, and enjoys spending time each month analyzing virtually every new court case in the United States that deals with asset protection in order to offer the best services to his clients. He prides himself in tailoring estate plans to each client's needs, regardless of how large or small their estate is. He has worked on estates of over $10 million dollars in value. Adam's trusts have held up under scrutinization of opposing counsel. Prior to opening his own law firm, Adam...
Lesley V. Herring
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer with 7 years experience
(503) 649-6333 18255 SW Tualatin Valley Hwy
Beaverton, OR 97006
Free ConsultationEstate Planning, Divorce, Family and Probate
Michigan State University
Lesley V. Herring is a native of Louisiana who moved to Portland, Oregon in 2011. She completed her undergraduate degree from Texas A&M University in 2003 and obtained her Master’s Degree in Philosophy in 2005. Ms. Herring received her J.D. from Michigan State University in 2010. She has dedicated her legal practice to the areas of family law and estate planning. Ms. Herring takes a direct and pragmatic approach in advising her clients and developing solutions which fit their needs. She is a strong advocate for children’s rights.
Christopher Kane
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 24 years experience
(503) 380-7822 2207 NE Broadway St
Portland, OR 97232
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
Lewis & Clark Law School
Mr. Kane grew up in Oregon and obtained his bachelor's degree in Economics from Portland State University in 1991. He went on to earn his Juris Doctorate degree from Northwestern School of Law at Lewis & Clark College in 1994 and became a member of the Oregon State Bar in 1995. He is admitted to practice in both state and federal courts in the State of Oregon. Mr. Kane has always focused on helping "the little guy" and has represented hundreds of individuals and small businesses in many areas of the law in both state and federal courts, including...
Richard Noble
Claimed Lawyer Profile
West Linn, OR Estate Planning Lawyer
(503) 635-6235 2875 Marylhurst Dr.
West Linn, OR 97068
Free ConsultationEstate Planning, Elder and Probate
Tamara Maher
Claimed Lawyer Profile
Beaverton, OR Estate Planning Attorney with 28 years experience
(503) 352-5955 Beaverton Building
12725 SW Millikan Way, Suite 300
Beaverton, OR 97005
Estate Planning, Elder and Probate
Willamette University College of Law
Michael Edgel
Claimed Lawyer ProfileSocial Media
West Linn, OR Estate Planning Attorney with 17 years experience
(503) 765-8400 1800 Blankenship Rd., Suite 370
West Linn, OR 97068
Estate Planning, Elder and Probate
University of Denver
Michael’s practice emphasizes estate planning, estate administration, guardianships and conservatorships, long-term care planning, and special needs trusts.

Prior to attending law school, Michael gained experience working with seniors and people with disabilities while earning a master’s degree in social work. During law school, he added a financial perspective to his background working as a securities broker for Charles Schwab, Inc. Upon graduation, Michael clerked for the Honorable C. Jean Stewart, Judge of the Denver Probate Court. As an attorney, Michael draws on his background, representing seniors, people with disabilities, and their families on a range of planning, administration, and crisis-management issues.

Michael...
Samuel Thomas Hayden
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 13 years experience
(503) 445-4388 888 SW Fifth Avenue
Suite 650
Portland, OR 97204
Estate Planning, Bankruptcy and DUI
Lewis & Clark Law School
Samuel Hayden's practice focuses on the areas of estate planning, personal bankruptcy and criminal law. Prior to co-founding Hayden Bonucci, LLC, Sam accepted a clerkship with the Honorable Marilyn Litzenberger, in Multnomah County Circuit Court. During his time at the courthouse, Sam worked on matters ranging from small criminal proceedings to complex civil cases. Sam received his law degree from Lewis and Clark Law School. Prior to graduating, he received honors as a Best Oral Advocate and for his Pro Bono work. Sam also worked at the schools legal clinic helping low income clients deal with a variety of legal issues...
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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.