Springfield Estate Planning Lawyers

Compare 17 top rated Tennessee attorneys serving Springfield.
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Claire Sawyer
PREMIUM

Skilled & Experienced Estate & Trust Law Representation! Aggressive Advocacy!

I am a dedicated and thorough estate and trust law attorney. I am committed to aggressive legal representation for your estate and trust law litigation needs. Visit my website for information and call for a consultation. Read More »
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Don Byrd
PREMIUM

Free consultation, experienced representation in probate and estate planning.

I’m an experienced Nashville estate planning lawyer and represent clients in all types of estate planning cases. I provide personal attention, thoughtful guidance, and will help you through every stage of your case. Read More »
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Jim Higgins
PREMIUM

Tennessee Estate Planning Lawyer

Mr. Higgins is a Nashville native. He attended the University of Tennessee where he graduated with honors and returned to home to work with a large insurance defense law firm. About 17 years ago Mr. Higgins left the... Read More »
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Julie Travis Moss
PREMIUM

Experienced Estate Planning & Probate Attorney! Dedicated Counsel & Advocacy!

I am an exceptional estate planning attorney with 18 years of diverse legal experience. I am dedicated to skillful advocacy for the best possible outcomes! Visit my website for information, call for a consultation. Read More »
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Emily Cannon Green
Claimed Lawyer ProfileSocial Media
Springfield, TN Estate Planning Attorney with 6 years of experience
(615) 380-8566 108 West Sixth Avenue
Springfield, TN 37172
Free ConsultationEstate Planning, Divorce, Family and Probate
Vanderbilt University
Emily grew up in Springfield, Tennessee. After graduating from Aaron Academy in Hendersonville, Tennessee, Emily attended Vanderbilt University where she graduated magna cum laude with a Bachelor of Music in Harp and highest honors in music history and literature.

Emily received her Juris Doctorate from Vanderbilt University Law School where she was awarded the Dean's Scholarship. While in law school, Emily clerked at the United States District Court for the Middle District of Tennessee and the Tennessee Department of Children's Services.

After graduating law school, Emily returned home to Springfield, Tennessee, where she practiced with a local firm prior to co-founding...
Springfield, TN Estate Planning Lawyer
(615) 384-9568 119 5th Ave W
Springfield, TN 37172
Estate Planning, Personal Injury and Workers' Comp
Springfield, TN Estate Planning Lawyer
(615) 384-8444 509 W Court Square
Springfield, TN 37172
Estate Planning, Criminal, DUI and Medical Malpractice
Springfield, TN Estate Planning Lawyer
(615) 384-7644 507 W Court Square
Springfield, TN 37172
Estate Planning and Real Estate
Springfield, TN Estate Planning Attorney
(615) 384-8463 122 6th Ave W
Springfield, TN 37172
Estate Planning, Divorce, Family and Personal Injury
Springfield, TN Estate Planning Lawyer
(615) 384-8774 516 S Main St
Springfield, TN 37172
Estate Planning, Municipal and Real Estate
Timothy Louis Takacs
Claimed Lawyer ProfileSocial Media
Hendersonville, TN Estate Planning Lawyer with 40 years of experience
(866) 222-3127 201 Walton Ferry Road
Hendersonville, TN 37075
Estate Planning and Elder
Vanderbilt University Law School
Nationally-known in legal circles, Timothy L. Takacs is the architect of the Life Care Planning approach to elder law, which features a team of attorneys, nurses, social workers, insurance experts, public benefits specialists, and others who work together to help families deal with the personal, financial and legal challenges created by long life and disability. His innovations have transformed the way elder law is practiced in the United States. Takacs’ insights into the challenges faced by the elderly and their families have appeared in the Wall Street Journal, Christian Science Monitor, The Tennessean and Kiplinger’s Personal Finance....
Russell E. Freeman
Claimed Lawyer Profile
Goodlettsville, TN Estate Planning Attorney with 32 years of experience
P.O. Box 527
Goodlettsville, TN 37070
Free ConsultationEstate Planning, Family, Personal Injury and Probate
University of Memphis
Russell is a lifelong resident of Goodlettsville, Tennessee where he currently serves as the City Attorney. He has over thirty years of experience as a trial attorney litigating and trying numerous jury and bench trials involving a wide range of civil issues in Davidson, Sumner and Robertson County. Russell treats every client as though they are his biggest and maintains a reputation for helping individuals in times of hardship and holding others accountable for their wrongdoing. He has many years of experience representing clients in personal injury accidents, car wrecks, estate planning and probate, and estate litigation. Beyond that, he...
Devin Freeman Park
Claimed Lawyer ProfileSocial Media
P.O. Box 527
Goodlettsville, TN 37070
Free ConsultationGoodlettsville, TN Estate Planning Lawyer with 3 years of experience
Estate Planning, Family, Personal Injury and Probate
University of Tennessee College of Law
Devin is a Sumner County native and practices law in various areas of civil litigation in the surrounding counties. Devin maintains a personable relationship with her clients and has helped countless individuals in times of hardships as well as tackling issues on the front-end to avoid future conflicts. Devin’s legal practice areas primarily include estate planning and probate, estate litigation, conservatorships, personal injury, car wrecks, and real estate transactions. Beyond that, she handles contested and uncontested divorces, child custody and visitation, and child support cases as well as other family law matters. She also accepts appointments by the court to...
Eric K. Fox
Claimed Lawyer ProfileOffers Video ChatSocial Media
Hendersonville, TN Estate Planning Lawyer with 17 years of experience
(615) 264-5695 103 Hazel Path Court
Suite 6
Hendersonville, TN 37075
Free ConsultationOffers Video ChatEstate Planning and Bankruptcy
Georgetown University Law Center
We are focused on consumer and small business bankruptcy relief, debt negotiation, and foreclosure defense. Our office has been in the same location in Hendersonville, Tennessee for 17 years.

Our team of four individuals (Eric, Rachel, Tina, and Noah) will focus on providing you the highest level of customer attention and service in getting you the relief you are seeking. Even before you retain us, we are here to help you gather the documentation for the free initial consultation. There is no reason to stay where you are if you are stuck between a rock and a hard...
Peter Frech
Claimed Lawyer Profile
Goodlettsville, TN Estate Planning Lawyer with 7 years of experience
(615) 859-9665 405 Two Mile Pike
Suite A
Goodlettsville, TN 37072
Free ConsultationEstate Planning, Criminal, Divorce and Probate
University of Tennessee College of Law
MJ Thomas
Claimed Lawyer Profile
Hendersonville, TN Estate Planning Attorney with 18 years of experience
1050 Glenbrook Way, Suite 480, PMB 195
Hendersonville, TN 37075
Estate Planning, Consumer, Personal Injury and Probate
N. Kee Bryant-McCormick
Claimed Lawyer Profile
Hendersonville, TN Estate Planning Lawyer
(615) 431-2693 B-202
Hendersonville, TN 37075
Free ConsultationEstate Planning, Criminal, DUI and Juvenile
Suzanne Wheeler
Claimed Lawyer Profile
Goodlettsville, TN Estate Planning Lawyer
(615) 478-7867 P.O. Box 2014
Goodlettsville, TN 37070-2014
Estate Planning, Business and Elder
Daniel L Wischhof
Claimed Lawyer Profile
Goodlettsville, TN Estate Planning Lawyer with 41 years of experience
(615) 859-9991 515 Rivergate Pkwy, Suite 111
Goodlettsville, TN 37072
Estate Planning, Bankruptcy, Personal Injury and Probate
Vanderbilt University Law School
With over 30 years' experience representing individuals and small businesses, Daniel L. Wischhof is a familiar figure in the legal communities of Davidson, Williamson, Sumner, Robertson, Wilson, and Maury counties and the entire Middle Tennessee area. He has been a participant in the Program of Instruction for Lawyers at Harvard Law School, chaired the Alternative Dispute Resolution section of the Nashville Bar Association, and taught numerous seminars for attorneys for the Tennessee Bar Association and private institutes. Areas of practice include civil litigation, real estate issues, estate planning and probate, bankruptcy planning, and small business. Appointments are available in Franklin...
Hendersonville, TN Estate Planning Lawyer
(615) 822-5700 165 Indian Lake Blvd
Hendersonville, TN 37075
Estate Planning and Business
Nashville-Davidson (Balance), TN Estate Planning Attorney
(615) 865-2439 309 W Due West Ave
Nashville-Davidson (Balance), TN 37115
Estate Planning
John W. Crow
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
Clarksville, TN Estate Planning Lawyer with 10 years of experience
(931) 218-7800 512 Madison Street, Suite A
Clarksville, TN 37040
Free ConsultationOffers Video ChatEstate Planning, Business and Probate
Cumberland School of Law, Samford University
John W. Crow is the founder of Crow Estate Planning and Probate, PLC which focuses on estate planning, probate, and business planning.

For years, John's focus has been on creating estate plans that protect clients' legacies as well as to help families navigate the probate process. John is passionate about educating clients on how their estate plan works and to make sure that clients understand their plan before they sign. Relationships are the key to any relationship and John strives to understand clients' goals and what they wish to achieve.

John practices law in Middle Tennessee and Western Kentucky. He has...
Frank J. Steiner
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
Nashville, TN Estate Planning Attorney with 12 years of experience
(615) 730-6090 2200 21st Avenue South
Suite 309
Nashville, TN 37212
Free ConsultationOffers Video ChatEstate Planning, Criminal, Employment and Probate
South Texas College of Law
Paul E. Tennison
Claimed Lawyer ProfileOffers Video ChatQ&ASocial MediaResponsive Law
Brentwood, TN Estate Planning Lawyer with 1 year of experience
(615) 490-6020 1648 Westgate Cir
#301
Brentwood, TN 37027
Offers Video ChatEstate Planning, Family, Military and Probate
Vanderbilt University Law School
Paul E. Tennison was selected as one of the Top 100 Lawyers in Nashville by MyNashville Magazine readers in July, 2020.

Paul E. Tennison has significant experience in the U.S. Army and international experience. Paul's legal background affords him unique inside into many issues confronting his clients. Paul represents clients in a broad range of complex legal matters. Paul has experience working in cases involving military law, defamation, intellectual property, family law, contested divorces, immigration, business disputes, wills, trusts, and probate.

Paul's extensive military experience includes four years at West Point, five years on Active Duty in Korea and Germany and...
Shanone Emmack
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
(615) 920-0906 8115 Isabella Lane
Brentwood, TN 37027
Free ConsultationOffers Video ChatBrentwood, TN Estate Planning Attorney with 4 years of experience
Estate Planning, Criminal, DUI and Probate
Thomas Goode Jones School of Law, Faulkner University
Shanone has lived in Tennessee for almost 10 years. She is an experience estate planning and probate attorney as well as a criminal law attorney serving Williamson and surrounding counties . She has represented over 500 clients and has successfully defended clients with crimes such as DUI/DWI, theft, drug crimes, domestic assault, and probation violations.

Shanone understands that her clients are facing some of the most difficult circumstances they will face and knows that attorney directness, persistence, and compassion are absolutely necessary. Although most cases end up in a negotiated plea, Shanone will not hesitate to fight for her...
Charles R. Frazier
Claimed Lawyer ProfileOffers Video ChatSocial Media
(615) 267-0125 5258 Murfreesboro Rd
#B
La Vergne, TN 37086
Offers Video ChatLa Vergne, TN Estate Planning Lawyer with 11 years of experience
Estate Planning, Business and Tax
University of Tennessee College of Law
Mr. Frazier is not a Nashville native, but he fits right into the community with a strong work ethic and family values which have helped him become a great tax law, estate planning, and business law attorney. Mr. Frazier is a husband and father of two children whose humble beginnings help him relate to any client who needs legal advice to resolve their tax law, estate planning, or business law issues.

Mr. Frazier is also a U.S. Army veteran who served his country proudly and with distinction before being honorably discharged. As a former soft-skill Army Ranger, Mr. Frazier understands the...
Justin McKean Gilbert
Claimed Lawyer ProfileSocial Media
Nashville, TN Estate Planning Lawyer with 9 years of experience
(615) 628-7778 4525 Harding Pike
Suite 200
Nashville, TN 37205
Free ConsultationEstate Planning and Elder
Santa Clara University School of Law
I have spent years delivering peace of mind, well thought out estate planning and asset protection solutions. I know how important it is to secure the future of your estate and finances. I have made it my mission to save my clients every dollar possible in court costs, attorney fees and taxes. With my expertise and commitment to excellence, your legacy is in good hands.

For me, it is about more than words on a page or numbers in a ledger. I want to understand what those words mean to you and how they represent your livelihood, values, and priorities. I...
George Angelopoulos
Claimed Lawyer ProfileSocial Media
Franklin, TN Estate Planning Attorney with 6 years of experience
(615) 422-7171 2550 Meridian Blvd.
Ste 200
Franklin, TN 37067
Free ConsultationEstate Planning and Personal Injury
Nashville School of Law
George Angelopoulos is a dedicated Car Accident Lawyer located in Franklin Tennessee. The personal injury attorney focuses on car accidents, truck wrecks, dog bite injuries and premises liability. The accident attorney has offices across Middle Tennessee and accepts clients state wide. Text or Call 615-422-7171 for a free consultation. No fee until you win!
James Lee Widrig Esq.
Claimed Lawyer ProfileOffers Video ChatSocial Media
Nashville, TN Estate Planning Attorney with 14 years of experience
(615) 417-7800 500 Church St
#250
Nashville, TN 37219
Free ConsultationOffers Video ChatEstate Planning, Divorce, Family and Probate
Western Michigan University Cooley Law School
Attorney James L. Widrig, or more commonly known as “Jim Widrig”, was born in Upstate NY. in a small town called Yorkshire, NY. He went to college in east Tennessee at Carson-Newman College. After college Jim attended law school at Thomas M. Cooley in Lansing, Michigan.

Attorney Jim Widrig practices in all of Middle Tennessee and his main office is located in downtown Nashville. James Widrig founded the law office of Widrig Law PLLC in February of 2007 with the goal to fight for individuals during the most difficult times of their lives. In 2011 James L Widrig was voted one...
Jim Higgins
Claimed Lawyer ProfileOffers Video ChatQ&ALII GoldBlawg Search
(800) 705-2121 525 4th Ave S
Nashville, TN 37210
Free ConsultationOffers Video ChatNashville, TN Estate Planning Lawyer
Estate Planning, Elder, Employment and Probate
University of Memphis
Mr. Higgins is a Nashville native. He attended the University of Tennessee where he graduated with honors and returned to home to work with a large insurance defense law firm. About 17 years ago Mr. Higgins left the defense practice and created a firm that only represents injured victims and their families. To better serve his clients the firm is broken down into specific litigation groups, such as the nursing home neglect division and serious injury division.

Mr. Higgins is a member of the million dollar advocates forum, recognized by Best Lawyers and is a board...
Crystal M. Etue
Claimed Lawyer ProfileSocial MediaResponsive Law
Franklin, TN Estate Planning Lawyer with 2 years of experience
(615) 721-7983 202 4th Ave. S., Suite 202
Franklin, TN 37064
Free ConsultationEstate Planning, Divorce, Family and Probate
Southern University Law Center
Crystal Etue focuses her practice in matters related to Family Law, Probate, Entertainment and Immigration incorporating two of her biggest passions; Arts & Entertainment and helping families in distress. Her services in the area of family law and probate include divorce, child custody, post-judgment modifications, wills and estate administration. Her experience as a veteran of the U.S. Air Force and TN Air National Guard coupled with her time spent working as a high school teacher, Crystal is uniquely prepared to handle family law cases with empathy, objectivity, common sense, discipline, patience, and a proclivity for standing her ground....
Jonathan Williams
Claimed Lawyer ProfileSocial Media
Nashville, TN Estate Planning Attorney with 13 years of experience
(615) 256-8880 315 Deaderick St
Suite 1510
Nashville, TN 37238
Estate Planning, Personal Injury, Probate and Social Security Disability
North Carolina State University and Nashville School of Law
Jonathan is a personal injury attorney in Nashville and is the managing partner of Larry R. Williams, PLLC. He handles cases all over Middle Tennessee including car wrecks, motorcycle accidents, large truck collisions, construction site accidents and many other type of negligent injury and wrongful death claims. Jonathan also represent businesses on day to day matters and litigates business matters and disputes. In addition, Jonathan manages the firm's Social Security Disability practice and estate planning and probate practice. In 2015 Jonathan was awarded the AV Preeminent rating from Martindale Hubbel. He maintains a 10.0 rating on Avvo and...
Julie Travis Moss
Claimed Lawyer ProfileLII GoldSocial Media
Brentwood, TN Estate Planning Lawyer with 22 years of experience
(615) 953-1122 1608 Westgate Cir
#100
Brentwood, TN 37027
Estate Planning, Business and Probate
Loyola University Chicago
Julie Travis Moss’ practice areas include estate and trust administration, guardianships and conservatorships, estate planning, real estate, and related litigation. She also advises closely held business owners regarding general corporate matters. Julie has more than 18 years of diverse legal experience, including ten years as a general practitioner in Michigan and teaching legal writing at Vanderbilt Law School. With her depth of experience, Julie provides comprehensive services to meet her clients’ diverse needs. And with her depth of understanding of family relationships and dynamics, Julie is able to work with our clients to resolve their most difficult and complex matters.

Julie...
Joshua C Vincent
Claimed Lawyer ProfileSocial Media
Franklin, TN Estate Planning Attorney with 8 years of experience
(615) 656-5122 256 Seaboard Lane Suite F-101
Franklin, TN 37067-2894
Estate Planning, Business, IP and Tax
Southern Methodist University
Randy Ratliff
Claimed Lawyer ProfileSocial MediaResponsive Law
Brentwood, TN Estate Planning Lawyer
(615) 656-8282 5115 Maryland Way
#135
Brentwood, TN 37027
Estate Planning, Elder and Probate
University of Kentucky College of Law
Attorney Randall A. Ratliff is the founder of the Randy Ratliff Law Offices, PLLC, in Brentwood, Tennessee. He is licensed to practice law in both Kentucky and Tennessee, holds a master’s degree in International Political Economy from the Patterson School of Diplomacy and International Commerce, and holds a bachelor’s degree from Kentucky Wesleyan College in Owensboro, Kentucky. Since graduating from the University of Kentucky College of Law in 2000, Mr. Ratliff has practiced law in several settings, including acting as general counsel to a mid-sized national firm, a tech start up, and a foster care agency. In 2011, he founded...
Zachary Scott Gainous
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Nashville, TN Estate Planning Attorney with 1 year of experience
(615) 671-4301 3102 West End Avenue
Suite 400
Nashville, TN 37203
Free ConsultationEstate Planning, Business, Entertainment & Sports and IP
Nashville School of Law
Nashville attorney Zach Scott Gainous was born in Tallahassee, Florida. After graduating high school, Zach moved to Nashville to pursue his bachelor's degree at Middle Tennessee State University. Zach attended MTSU's College of Media & Entertainment and studied in the Recording Industry program where he earned a Bachelor of Science degree in Music Business.

While attending MTSU, Zach completed courses in artist management, music publishing, music production, concert promotion & touring, record label marketing, record label operations, A&R, copyright law, music business contracts and legal issues, and more. During his studies at MTSU, Zach also began working as an independent producer...
Margaret Allison Thompson
Claimed Lawyer ProfileSocial Media
Nashville, TN Estate Planning Attorney with 32 years of experience
(615) 620-4613 4525 Harding Pike, Ste 200
Nashville, TN 37205
Estate Planning, Elder and Probate
Northwestern University School of Law
Mr. Robin J. Gordon
Claimed Lawyer ProfileSocial Media
Nashville, TN Estate Planning Lawyer with 30 years of experience
(615) 933-2435 49 Music Square West
Suite 505
Nashville, TN 37203
Free ConsultationEstate Planning, Business and Elder
University of Tennessee College of Law
Attorney Robin J. Gordon is the founder and managing partner at Gordon Law Group. Since 1990 Robin has called Music Row home for his firm. He was first introduced to private practice as an associate with a well-known litigation and entertainment firm in Nashville, TN. During his early years he represented artists such as George Jones, Ronnie Milsap, Tammy Wynette, and Garth Brooks. In 1996, Attorney Gordon created the Gordon Law Group with a focus on entertainment law, small business dealings, and litigation. With his new practice, Robin continued to represent record labels, publishing companies, and influential musicians, songwriters, and...
Cal Bowen
Claimed Lawyer ProfileSocial Media
Gallatin, TN Estate Planning Lawyer with 2 years of experience
(615) 206-8089 131A South Water Avenue
Gallatin, TN 37066
Estate Planning, Family, Juvenile and Probate
Belmont University College of Law
Whether you need a will, you are looking to start a business, or you just want more time with your children, Cal would love to help. His mission is to do unto others what God has done for him by serving, counseling, and pursuing justice for individuals seeking peace of mind and resolution of legal issues.
Roland T. Hairston II
Claimed Lawyer ProfileSocial Media
Nashville, TN Estate Planning Attorney with 7 years of experience
(615) 428-7345 615 Main St, #104-A
Nashville, TN 37206
Estate Planning, Divorce, Family and Probate
Nashville School of Law
Every day, Roland T. Hairston, II helps individuals and families find resolution to their legal issues so that they can focus on their everyday lives. Literally, hundreds of individuals and families have benefited from Mr. Hairston’s services. Mr. Hairston graduated from the Nashville School of Law, where he finished in the top 1/3 of his class and passed the bar exam on the first attempt. Mr. Hairston graduated from the University of Cincinnati with a 3.75 GPA and a double-major in Entrepreneurship and Marketing. What sets Mr. Hairston apart as a lawyer is his personal attentiveness to each...
John Chadwick Long
Claimed Lawyer Profile
Gallatin, TN Estate Planning Attorney with 14 years of experience
(615) 451-0307 130 South Water Avenue
Gallatin, TN 37066
Estate Planning, Divorce, Family and Probate
Nashville School of Law
John Chadwick Long was born and raised in Pulaski, TN. In 1995, Chad graduated from Giles County High School, finishing in the Top 10 of his class. In the fall of 1995, Chad attended the University of Tennessee, Knoxville where he graduated in May 2000 with a Bachelor of Sciences in Communications (Public Relations, major; Finance, minor). As an undergraduate, he was a member of the Student Government Association's Freshman Council. His greatest involvement was with the Epsilon Eta Chapter of Sigma Nu Fraternity where he pledged in Spring 1996 and was initiated as a Knight and Brother in Fall...
Larry Raymond Williams
Claimed Lawyer ProfileSocial Media
Nashville, TN Estate Planning Lawyer
(615) 256-8880 315 Deaderick Street
Suite 1510
Nashville, TN 37238
Free ConsultationEstate Planning, Business, Personal Injury and Probate
Nashville School of Law
John Brister Burns
Claimed Lawyer ProfileSocial Media
Franklin, TN Estate Planning Attorney with 34 years of experience
(615) 630-0122 219 3rd Ave N
#2000
Franklin, TN 37064
Estate Planning, Appeals, Business and Tax
University of Mississippi School of Law
John and his team work hard to provide the residents of Nashville, Franklin, and Brentwood with skilled representation in the areas of estate planning, business law, and taxation.
Angel Kane
Claimed Lawyer ProfileSocial Media
Lebanon, TN Estate Planning Lawyer with 25 years of experience
(615) 444-8081 133 S College Street
Lebanon, TN 37087
Estate Planning, Business, Family and Probate
Memphis School of Law
Angel Kane has been practicing law since 1995. While in law school Angel was a member of the University of Memphis Law Review and served as a judicial law clerk for Chancery Court. Upon graduation, she practiced with the law firm of Crislip, Philip & Associates in the areas of creditor’s rights, family law, wills and business litigation.

In 1998, Angel and her husband, Brody Kane, returned to Wilson County, where Angel joined the law firm of Rochelle, McCulloch & Aulds. In 2005, she joined Shawn and Brody at McBrien and Kane and since then has focused her practice...
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

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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