Arlington Estate Planning Lawyers

Compare 1000+ top rated Texas attorneys serving Arlington.
Emily Daniell
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Texas Estate Planning Attorney

Texas Wesleyan University School of Law - Texas Wesleyan UniversityTexas
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Robert Joseph Blankenship
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Arlington, TX Estate Planning Lawyer with 25 years experience
(817) 533-8484 2220 S. Cooper St.
Arlington, TX 76013
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
Texas Wesleyan University School of Law - Texas Wesleyan University
Robert Blankenship has been licensed to practice law by the State Bar of Texas since receiving his degree in law from Texas Wesleyan University in 1995. A Big Spring native, Robert’s family moved to Weatherford after his father died. Robert is licensed to practice law in the Federal Northern District of Texas, and the Eastern District of Texas. Before joining the Bailey & Galyen Robert worked at the Office of the Attorney General of Texas where he was recognized as the Assistant Attorney General of the Year for 2010. While law school he was Order of the...
Jessica Phillips
Claimed Lawyer ProfileSocial Media
Arlington, TX Estate Planning Lawyer with 7 years experience
(817) 799-7125 5001 S. Cooper ST
STE 221
Arlington, TX 760017-5993
Estate Planning, Divorce and Family
Texas Wesleyan University School of Law - Texas Wesleyan University
Jessica Phillips was born in Hutchinson, Kansas but quickly moved to Texas with her family and was raised in Irving, Texas. She attended Irving High School and then went on to Austin College. While at Austin College, Jessica studied business administration and was also a member of the Kangaroo varsity volleyball team. After graduation, Jessica moved to Fort Worth, Texas and attended Texas Wesleyan School of Law (now Texas A&M School of Law). Since being licensed in 2013, Jessica has focused primarily on family law as well as estate planning and probate. Jessica’s family law experience includes divorce, child...
Brandy Austin
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Arlington, TX Estate Planning Lawyer with 11 years experience
(817) 841-9906 2300 Michigan Court, Ste B
Arlington, TX 76016
Free ConsultationEstate Planning, Elder, Family and Personal Injury
Baylor Law School
Brandy Austin is a founding member of the firm. Her practice specializes in personal injury, family law, small business litigation, and wills and probate. Brandy attended East Carolina University in Greenville, N.C. for her undergraduate degree. She majored in both English and Political Science. She went on to attend Baylor Law School and successfully completed Baylor's prestigious Practice Court program. She was part of Baylor's National Client Counseling Team and participated in their Moot Court Competition. Brandy went on to defend clients sued for medical malpractice, products liability, and personal injury. She has represented numerous clients at depositions,...
Ross F. Tew
Claimed Lawyer ProfileQ&ASocial Media
Arlington, TX Estate Planning Lawyer with 7 years experience
(817) 265-9002 2401 Garden Park Court
Suite A
Arlington, TX 76013
Free ConsultationEstate Planning, Elder, Probate and Real Estate
I grew up in Austin, attended Baylor, lived in Dallas with my wife for a number of years before moving to Fort Worth, started a family, and opened my practice.
J.C. Bailey III
Claimed Lawyer ProfileSocial Media
Arlington, TX Estate Planning Lawyer with 32 years experience
(817) 533-8484 2216 S. Cooper St.
Arlington, TX 76013
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
J.C. was admitted to the bar and to practice before the United States District Court, Northern District of Texas in 1988. He received his undergraduate degree from Abilene Christian University and his law degree from the Baylor University School of Law. J.C. is a member of the Order of Barristers, the State Bar of Texas, and the Tarrant County Bar Association. A frequent speaker on a wide array of subjects, he enjoys making presentations for professional groups, businesses, churches and schools. Addressing challenges in a constructive and professional manner is the highest priority of Mr. Bailey’s practice. J.C. has...
Sandra Lynn Sprott
Claimed Lawyer Profile
Arlington, TX Estate Planning Attorney with 14 years experience
(817) 721-4156 1601 E. Lamar Blvd
Suite 102
Arlington, TX 76011
Free ConsultationEstate Planning, Divorce, Family and Probate
Sandra L. Sprott is currently a solo practitioner and owner of the Law Office of Sandra Sprott, P.C. in Arlington, Texas. Ms. Sprott represents diverse clients in the fields of collections, small business planning, and commercial/consumer litigation. She also devotes her time representing clients in the areas of family law, landlord/tenant disputes, estate planning, and probate matters. From 2008 to 2013, Ms. Sprott was a Managing Attorney at the Law Office of Ben Abbott, P.C., in Garland, Texas. In this role she provided counsel and performed a full complement of legal activities in the plaintiff personal injury field....
Dwain Downing
Claimed Lawyer Profile
Arlington, TX Estate Planning Attorney with 39 years experience
(817) 860-5685 1178 W. Pioneer Pkwy
Arlington, TX 76013
Free ConsultationEstate Planning, Bankruptcy, Divorce and Probate
Everyone knows that the idiosyncrasies of our legal system can often result in unreasonably protracted legal disputes, as endless appeals and requests drag out even the simplest of cases for months and even years. At the offices of Dwain Downing Attorney at Law , we feel it is our mission to provide the fastest and best legal service possible
Carolyn Dove
Claimed Lawyer ProfileSocial Media
Arlington, TX Estate Planning Lawyer with 11 years experience
(817) 462-0006 255 N Center Street
Suite 102
Arlington, TX 76011
Estate Planning, Elder, Probate and Tax
Southern Methodist University
Eric James Smith
Claimed Lawyer ProfileQ&A
Arlington, TX Estate Planning Attorney with 15 years experience
(817) 860-2800 1008 North Davis
Arlington, TX 76012
Estate Planning, Divorce, Elder and Family
Bachelor of Arts in Sociology and Economics, Baylor University
Juris Doctor, Baylor University School of Law
Clerked with the Dallas Probate Court under the Honorable Judge Nikki DeShazo. Served as a CASA (Court Appointed Special Advocate) following children through the termination of their parents' rights.
Worked with Arlington elder law attorney Charles Kennedy on probate, guardianship, and bankruptcy matters. Worked as an Attorney Advisor to the U.S. Small Business Administration, Office of Disaster Assistance, closing loans for homeowners and businesses in the wake of the Gulf Coast hurricanes.
Prior to law school, spent 5 years as a web and database programmer for companies including...
Ronnie Hall
Claimed Lawyer ProfileSocial Media
Arlington, TX Estate Planning Attorney with 12 years experience
(817) 456-0825 P.O. Box 173156
Arlington, TX 76003
Estate Planning, Appeals and Probate
Texas Wesleyan University
Ronnie is a Texas attorney practicing primarily probate and estate planning with his firm, Hall & Mixon, PLLC. Ronnie is also very active with the Tarrant County Bar Association, serving as Assistant Director, Writer, Performer and Musical Director for Tortfeasors, the annual skit show benefiting the Tarrant County Bar Foundation. Ronnie is also an of counsel attorney for Jim Ross & Associates, PC, for which he does litigation support, motion practice and civil appeals.
Jayson Nag
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Arlington, TX Estate Planning Attorney with 8 years experience
(817) 900-2823 1030 North Davis
Arlington, TX 76012
Free ConsultationEstate Planning, Criminal, DWI and Family
Voted "Top Attorneys" 2015 by Fort Worth, Texas Magazine.
Orsen Paxton III
Claimed Lawyer ProfileSocial Media
Arlington, TX Estate Planning Attorney with 46 years experience
(817) 275-6611 204 S Mesquite St
Arlington, TX 76010
Estate Planning, Business and Probate
South Texas College Of Law
Over 40 years of experience; Voted a Tarrant County Top Lawyer; in business and mergers and acquisitions; Life Fellow, Texas Bar Foundation;
Paul Irwin
Claimed Lawyer Profile
Arlington, TX Estate Planning Lawyer with 38 years experience
(817) 633-4300 2261 Brookhollow Plaza Dr
Arlington, TX 76006
Estate Planning, Bankruptcy and Foreclosure Defense
Southern Methodist University School of Law
Ms. Brooke Mixon
Claimed Lawyer Profile
Arlington, TX Estate Planning Lawyer with 11 years experience
(817) 405-9795 P.O. Box 173156
Arlington, TX 76003
Free ConsultationEstate Planning, Business and Probate
Chrys Jones
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Arlington, TX Estate Planning Lawyer
(817) 841-9906 2300 Michigan Ct
Ste B
Arlington, TX 76016
Estate Planning, Elder and Probate
Joyce Stevens
Claimed Lawyer Profile
Arlington, TX Estate Planning Lawyer with 26 years experience
(817) 478-1033 4381 W. Green Oaks Blvd.
Suite #108
Arlington, TX 76016
Estate Planning, Business, Consumer and Criminal
South Texas College Of Law
Rachel Lee Ponder
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Arlington , TX Estate Planning Lawyer with 27 years experience
(817) 583-8392 2220 S. Cooper St.
Arlington , TX 76013
Free ConsultationEstate Planning, Business, Probate and Real Estate
Oklahoma City University School of Law
Rachel Ponder received a Bachelor of Arts degree from the University of Oklahoma in 1989. She then earned a Juris Doctorate degree from Oklahoma City University School of Law in 1992. She was licensed by the State Bar of Texas on May 3, 1993. Rachel has practiced law in Texas for over 20 years. During her career, she has practiced in the areas of municipal law, real estate, family law, estate planning and business law. Currently, her primary focus is on all aspects of family law, including divorce, child custody, child support, modifications and adoptions. Rachel believes that...
Arlington, TX Estate Planning Lawyer with 26 years experience
(817) 548-5696 1313 W Abram St
Arlington, TX 76013
Estate Planning, Arbitration & Mediation, Divorce and Family
Texas Tech University School of Law
Arlington, TX Estate Planning Attorney with 18 years experience
(972) 263-5922 1010 North Center
Suite 1001
Arlington, TX 76011
Estate Planning, Bankruptcy, Business and Tax
SMU Dedman School of Law
Arlington, TX Estate Planning Attorney with 32 years experience
(817) 795-8843 2405 Cales Dr
Ste A
Arlington, TX 76013
Estate Planning, Bankruptcy, Consumer and Elder
Texas Tech University School of Law
Cynthia L. Williams
Claimed Lawyer ProfileSocial Media
Bedford, TX Estate Planning Lawyer with 20 years experience
(817) 318-0523 1909 Central Drive, Suite 302
Bedford, TX 76021
Estate Planning, Elder, Probate and Tax
Texas Wesleyan University School of Law - Texas Wesleyan University
Cynthia Williams has been practicing law in Tarrant County since 2000. She opened her private practice in Bedford, Texas in 2003. She worked as a Big-8 Tax CPA for approximately 10 years before becoming an attorney. She has been a Board Certified Tax Attorney since 2005.
Sandra Thompson
Claimed Lawyer ProfileSocial Media
Bedford, TX Estate Planning Lawyer with 9 years experience
(682) 234-2006 2205 Martin Drive
Suite 100
Bedford, TX 76021
Estate Planning, Divorce, Family and Probate
Texas Wesleyan University School of Law - Texas Wesleyan University
The legal system can sometimes be overwhelming and expensive, and finding the right attorney to guide you through the maze can be daunting. I am here to help. I understand that each of my clients has different priorities and challenges, and I tailor my legal services accordingly, with a focus on providing high-quality, affordable work. I understand that sometimes clients have to make difficult choices, particularly in family law–related cases, and I strive to educate my clients about the law and its relationship to the specifics of their situation so they can make informed decisions. That is one reason...
Jane Allen Clark
Claimed Lawyer ProfileSocial Media
Grand Prairie, TX Estate Planning Lawyer with 28 years experience
(972) 264-8881 214 SW 4th St
Grand Prairie, TX 75051
Estate Planning, Business, Criminal and Divorce
JANE ALLEN CLARK LAW OFFICES OF JANE A. CLARK 214 S.W. 4TH Street Office: 972-264-8881 Grand Prairie, Texas 75051 Fax: 972-264-2840 Email: janeclarkattorney@hotmail.com Work History: Law Offices of Jane A. Clark Owner / Attorney & Counselor at Law See above 02/2003-present Private practice handling Texas Workers’ Compensation cases, Probate, and general legal practice including personal injury, collections, domestic relations, and criminal law. Law Offices of McLeish & Wheeler, P.C. Associate Attorney & Counselor at Law 6 month assignment from 03/01/2002-09/01/2002 Private practice handling Texas Workers’ Compensation cases and personal injury / disability...
Karen Ann Schroeder
Claimed Lawyer Profile
Mansfield, TX Estate Planning Lawyer with 26 years experience
(817) 842-0220 Karen Schroeder Law, PC
309 E. Broad Street, Suite 201
Mansfield, TX 76063
Estate Planning, Elder, Probate and Real Estate
Ali Crocker
Claimed Lawyer ProfileSocial Media
(817) 482-6570 2401 CALLENDER ROAD
SUITE 103
MANSFIELD, TX 76063
Free ConsultationMANSFIELD, TX Estate Planning Lawyer with 4 years experience
Estate Planning, Divorce, Family and Immigration
Antoinette Bone
Claimed Lawyer Profile
Bedford, TX Estate Planning Attorney
2317 Plaza Parkway
Suite 100
Bedford, TX 76021
Estate Planning
Robert W. Leonard Jr.
Claimed Lawyer ProfileQ&ASocial Media
Fort Worth, TX Estate Planning Attorney with 45 years experience
(817) 336-8500 101 Summit Avenue, Suite 300
Fort Worth, TX 76102
Free ConsultationEstate Planning, Appeals, Divorce and Probate
St. Mary's University School of Law
Board Certified Experience. It matters when it comes to hiring your attorney. Bob Leonard brings more than 30 years of legal experience to the table. He is an expert family law attorney representing adoption, divorce and custody clients in agreed matters and in highly contentions legal battles. Each year he spends hundreds of hours in court hearings and litigation. For one hour in court, he spends at least ten more preparing the case. In addition, every year the entire team earns more than triple the number of credits required by the State Bar of Texas....
Brett Christiansen
Claimed Lawyer ProfileQ&ASocial Media
Dallas, TX Estate Planning Attorney with 20 years experience
(214) 838-3501 1021 N. Bishop Ave.
Dallas, TX 75208
Free ConsultationEstate Planning, Divorce, Family and Probate
For your Family Law, Probate and Business Legal Needs call Brett at (214) 838-3501.

Representative Experience

Successful representation of clients in divorce, complex property division and post-divorce modifications
Drafting and negotiation of premarital and post-marital agreements
Representation of clients in child custody disputes and enforcements of existing orders relating to custody and possession
Representing clients in probate of wills and intestate estates
Design and implementation of complex estate plans for all sizes of estates
Acting as attorney ad litem in heirship determination and guardianship proceedings
Conceptualization, implementation, and management of comprehensive legal strategy contributing to company growth from a $300K single-location organization to $100M international value-added reseller...
Matthew S Tadlock
Claimed Lawyer ProfileQ&ASocial Media
Grapevine, TX Estate Planning Attorney with 7 years experience
(682) 559-4381 220 N Park Blvd
Suite 113
Grapevine, TX 76051
Estate Planning, Business, Probate and Real Estate
University of Vienna, University of Tulsa College of Law and University of the Pacific, McGeorge School of Law
Matthew Tadlock was born in Dallas, but raised in Fort Worth. He studied political science at Baylor University and proceeded to the University of Tulsa College of Law, which was a natural fit. His love of learning and travel lead him to study abroad in Ireland and Austria, where he was taught by the United States Supreme Court Justice Anthony Kennedy & studied European and International Business Law at the University of Vienna. Passionate about practicing law in Texas, Matt made is way back home so he could serve the community that had set him up so well...
Angelica Lucinda Farinacci
Claimed Lawyer ProfileQ&ASocial Media
Dallas, TX Estate Planning Attorney with 9 years experience
(214) 389-0887 901 Main Street, 33rd Floor
Dallas, TX 75202
Free ConsultationEstate Planning and Probate
SMU Dedman School of Law
Angelica’s primary goal is to assist clients in navigating the complex legal system so that you and your family come through your transition on solid footing, while minimizing the associated emotional toll that family law and probate matters can generate. Angelica's experience in family law, estate planning, and probate help her effectively represent her client's interests.

Angelica has experience in helping clients draft their wills, drafting powers of attorney, and probate administration. In addition, Angelica has experience in assisting clients with divorce, suits affecting the parent-child relationship, paternity, modification of custody and visitation, and termination and relinquishment of...
Lori Ashmore Peters
Claimed Lawyer ProfileSocial Media
Dallas, TX Estate Planning Lawyer with 23 years experience
(214) 559-7202 3636 Maple Ave
Dallas, TX 75219
Free ConsultationEstate Planning and Probate
Mrs. Lori Ashmore Peters was admitted to practice in Texas in 1996. Her background is in Probate, Business Planning, Ancillary Probate, Estate Planning, Guardianships and Mental Health Law.

She has been certified to serve as Attorney Ad Litem and Guardian Ad Litem in the Probate Courts in Texas. She has served as Court appointed Attorney Ad Litem on numerous cases, as well as Guardian and Guardian Ad Litem. She works with litigation law firms as a probate consultant and speaks with litigation attorneys regarding the necessity for probate, ancillary probate and possible estate planning as it relates to lawsuits. She...
Matthew Davidson
Claimed Lawyer ProfileSocial Media
Fort Worth, TX Estate Planning Lawyer with 8 years experience
(817) 900-6529 320 Purcey Street
Fort Worth, TX 76102
Free ConsultationEstate Planning, Elder and Probate
Regent University School of Law
Matthew Davidson was born in Austin, Texas. He spent his high school years on a family ranch in Dripping Springs, Texas in the beautiful Texas Hill Country. After High School, Matthew attended and graduated from the University of Texas at Austin with a Bachelor of Arts in English and American Studies. After working in the financial industry, Matt attended Regent University School of Law in Virginia Beach, Virginia where he earned his Juris Doctorate. After law school, Matthew moved back to his home state and began practicing law in Fort Worth, Texas. Ultimately, Matthew and his brother,...
Lisa Ann McBee
Claimed Lawyer ProfileSocial Media
Southlake, TX Estate Planning Attorney with 13 years experience
(817) 917-8121 540 Silicon Dr
Ste 100
Southlake, TX 76092
Estate Planning, Business, Family and Immigration
University of Missouri - Kansas City School of Law
Lisa McBee, who has practiced in the field of immigration law for over 13 years, is a compassionate attorney who treasures social justice, fairness, and integrity. Lisa considers cultivating such characteristics of “reliability, efficiency, responsiveness and consistency,” as of paramount importance in her representation of clients.

Lisa has recently been fortunate to have experienced excellent opportunities for growth and her practice of law has expanded into several new areas, including family law, estate planning, and business entity formation — although her passion remains focused on serving clients in the field of immigration law, including both employment-based and family-based.

Admitted to the...
Jeffery Butler
Claimed Lawyer ProfileOffers Video ChatQ&ASocial Media
Fort Worth, TX Estate Planning Lawyer with 7 years experience
(469) 402-3030 777 N. Main St.
Floor 6 (Inside Executive Workspace offices)
Fort Worth, TX 76244
Free ConsultationOffers Video ChatEstate Planning, Business, Elder and Probate
University of Idaho College of Law
I am an easy going but thorough attorney that is dedicated to helping clients get what they need at a fair and reasonable cost.
My main focus areas are Wills, Trusts, Powers of Attorney, along with Probate court and Business Law as needed.
As a Texas Will Lawyer, I draft Wills specifically tailored for each client, not a one-size-fits-all Will that is that same for every client.
As a Texas Trust Lawyer, I draft a Trust for any client that truly needs a Trust based on their unique characteristics.
As a Texas Power of Attorney Lawyer, I draft a Medical...
Chris G Newsom
Claimed Lawyer ProfileSocial Media
Southlake, TX Estate Planning Attorney with 24 years experience
(817) 879-4000 300 Miron Drive
Southlake, TX 76092
Free ConsultationEstate Planning, Business and Tax
SMU Dedman School of Law and Duke University School of Law
Chris Newsom has engaged in a tax planning and controversy, business transactions, estate planning and non-profit organizations law practice since 1995. He has been Board Certified in Tax Law by the Texas Board of Legal Specialization since 2005. He has counseled businesses and individuals on federal and state tax issues. Chris has advised clients on "choice of entity" issues and formed all types of business entities. He has represented taxpayers in audits and disputes with the IRS and Texas Comptroller. He has represented companies in numerous mergers and acquisitions by preparing the various agreements and state filings. He has prepared...
David Warren Wynne
Claimed Lawyer ProfileSocial Media
Fort Worth, TX Estate Planning Lawyer with 23 years experience
(817) 332-2202 2630 West Freeway, Suite 218
Fort Worth, TX 76102
Estate Planning, Divorce and Family
David W. Wynne is the managing attorney and principal partner of the Wynne Law Firm in Ft. Worth and Grapevine, Texas. David has been practicing divorce and child custody law since 1996. David has helped over 3,000 clients throughout Fort Worth and the surrounding counties. David Wynne has years of experience and is qualified to take on a wide range of cases, including divorce, child custody, estate planning, and wealth management matters. He is the recipient of Avvo’s Top Child Custody Attorney (2013, 2014, 2015 and 2016) selection and Avvo’s Client Choice Award 2015 and 2016, boasting a 10.0 Superb...
Francis X. Jacobini II
Claimed Lawyer ProfileSocial Media
(817) 338-4500 100 Energy Way
Suite 2000
Fort Worth, TX 76102
Fort Worth, TX Estate Planning Attorney with 39 years experience
Estate Planning, Business, Probate and Real Estate
Frank is an Of Counsel at Cotten Schmidt, L.L.P. and is licensed to practice before all Texas state courts, U.S. District Court Northern District Of Texas, U.S. Court of Appeals-Fifth Circuit. He is certified to serve as a mediator and arbitrator, has tried hundreds of cases before both the bench and to juries, and successfully mediated and arbitrated numerous disputes.

His employment before law school in the construction industry and in...
Robert A. Kraft
Claimed Lawyer ProfileBlawg SearchSocial Media
Dallas, TX Estate Planning Lawyer with 49 years experience
(214) 999-9999 2777 N Stemmons Fwy
Suite 1300
Dallas, TX 75207
Estate Planning, Immigration, Personal Injury and Social Security Disability
Baylor Law School
Personal Injury and Social Security Disability Claims. Are you looking for solutions to your legal problems without having to resort to calling a law firm running tasteless television commercials or big Yellow Page ads? If you want an established and professional law firm with friendly lawyers and staff who are easy to talk to, you've come to the right place. Please, call us now. Contact us at Kraft & Associates for a consultation if you have questions about any legal situation. Whatever legal problem you have, our Dallas, Texas attorneys want to help.
Chandni Patel
Claimed Lawyer ProfileOffers Video ChatSocial Media
Grapevine, TX Estate Planning Lawyer with 4 years experience
(972) 584-9382 2331 Mustang Dr
#400
Grapevine, TX 76051
Free ConsultationOffers Video ChatEstate Planning, Bankruptcy, Divorce and Family
Southern University Law Center
I’m looking forward to advocating for you! I grew up Louisiana and am now a proud resident of Texas. I focus on family law, probate, and estate planning. I strive to be the voice in helping others navigate to a good place amidst the most difficult times in their lives. I understand the complex issues family law and probate clients may face and I thrive in finding a solution that is beneficial to all parties involved, but am always ready to fight for you in court if we can’t. I offer free consultations, and am looking forward to...
Ami J. Decker
Claimed Lawyer ProfileSocial Media
Fort Worth, TX Estate Planning Lawyer with 11 years experience
(817) 735-0005 5201 West Freeway Ste. 102
Fort Worth, TX 76107
Estate Planning, Divorce and Family
University of Oklahoma College of Law
Proven, experienced Fort Worth family lawyer that will provide professional legal help with issues related to divorce, including collaborative law divorce, child custody, child support, custody disputes, adoptions, as well as wills and trusts. Ms. Decker has been selected by her peers as a Fort Worth, Texas Best Attorney for the past two years, call her today to schedule an appointment to discuss your specific needs.
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Arlington Estate Planning Legal Aid & Pro Bono Services

Tarrant County Bar Association Legal Line
(817) 335-1239
Fort Worth, TX


Guadianship Services, Inc.
(817) 921-0499
Fort Worth, TX

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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