Collin County Estate Planning Lawyers

Compare 284 top rated Texas attorneys serving Collin County.
Gretchen Benolken
PREMIUM

Comprehensive estate planning and probate services. Free consultation. Call now!

I’m an experienced estate planning attorney and serve clients throughout Dallas. I provide personalized representation and handle all types of cases, including wills, trusts, living wills, and powers of attorney. Read More »
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Yolanda Castro-Dominguez
PREMIUM

Experienced attorney for your estate planning needs. Free phone consultation!

I’m an experienced Texas 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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Tom O'Connell
PREMIUM

Collin County, TX Estate Planning Attorney

St. Mary's University School of Law and St. Mary's UniversityTexas, U.S. District Court Eastern District of Texas and U.S. Supreme Court
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Matthew Davidson
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Lawyer with 8 years experience
(972) 591-6603 700 South Central Expressway
Suite 400 PMB#006
Allen, TX 75013
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,...
Curtis Harrison II
Claimed Lawyer ProfileBlawg SearchSocial Media
Collin County, TX Estate Planning Lawyer with 26 years experience
(214) 473-9696 7160 N. Dallas Parkway
Suite 650
Plano, TX 75024
Estate Planning, Divorce and Family
Baylor Law School
Abraham C. Bloomenstiel
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Collin County, TX Estate Planning Attorney
(972) 881-9700 903 E. 18th St.
Suite 200
Plano, TX 75074
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
SMU Dedman School of Law
Marco Sanchez
Claimed Lawyer ProfileOffers Video ChatSocial MediaResponsive Law
Collin County, TX Estate Planning Lawyer
(972) 784-2502 1400 Preston Rd. Ste 400
Plano, TX 75093
Free ConsultationOffers Video ChatEstate Planning, Divorce, Family and Personal Injury
University of Akron School of Law
Mr. Sanchez is licensed in Texas and Nevada and practices law in both states. He began his legal career working for a mid-sized law firm in Las Vegas, Nevada practicing in corporate law, business structuring, and estate planning. Mr. Sanchez taught seminars on Asset Protection, Tax and Estate Planning, and business strategies for companies around the country.

After several years he decided to go on his own, opening his own practice that handles personal injury law, family law and civil litigation. After years of practice, he decided to move back to his hometown of New Braunfels, Texas and open...
Klint Rybicki
Claimed Lawyer Profile
Collin County, TX Estate Planning Lawyer with 12 years experience
(972) 784-3060 107 McKinney Street
Farmersville, TX 75442
Free ConsultationEstate Planning, Divorce, Family and Probate
Texas A&M University School of Law
Klint focuses his practice in the area of family law, business law, and other areas. Klint has helped hundreds of clients with family and domestic needs.

In addition, Klint assisted clients with complex business contractual matters and aiding in corporate structuring and prevailed in many mid to large scale civil lawsuits in the areas of franchise, consumer issues, and failed business ventures.

Klint received his J.D. from Texas A&M University School of Law. While in law school, Klint interned for the Dallas County District Attorney’s Office and the Equal Employment Opportunity Commission. Klint earned a Bachelor of Business Administration...
Dana Palmer
Claimed Lawyer Profile
Collin County, TX Estate Planning Attorney with 13 years experience
(855) 763-8763 321 N. Central Expressway, Suite 220
McKinney, TX 75070
Estate Planning, Family and Probate
SMU Dedman School of Law
We help people get a Soft Divorce®...
...divorce doesn't have to be so hard!®
Jeffrey Albert Yates
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Lawyer with 22 years experience
(214) 423-5100 5601 Granite Parkway Suite 400
Plano, TX 75024
Estate Planning, Business, Construction and Probate
Albin Yates Balius Roach believes in aggressively preserving the truth for our clients while advancing the integrity of the profession. We also recognize that we cannot successfully cast a positive vision for our clients’ futures without possessing one for ourselves. The attorneys, paralegals and support staff of Albin Yates Balius Roach have chosen to commit their time and talent to the firm because we believe in the firm’s priorities and its future.
Laura Starr
Claimed Lawyer ProfileSocial MediaResponsive Law
Collin County, TX Estate Planning Lawyer with 6 years experience
(972) 633-2588 3108 Midway Road, Suite 101
Plano, TX 75093
Estate Planning, Business, Probate and Real Estate
DePaul College of Law
Laura Starr joined the firm in 2014. Laura received her undergraduate degree from Texas Christian University, graduating with a B.S. in political science. Laura attended law school in Chicago, Illinois at DePaul University College of Law where she received a certificate in business law. During law school, Laura externed for the Honorable Michael F. Otto at the Circuit Court of Cook County, Illinois and was a member of the International Commercial Arbitration Moot Team. She was also a member of the Phi Alpha Delta Law Fraternity. As a member of Starr Law Firm, P.C. Laura focuses in the areas of...
Bert Starr
Claimed Lawyer Profile
Collin County, TX Estate Planning Lawyer with 40 years experience
(972) 633-2588 3108 Midway Road, Suite 101
Plano, TX 75093
Estate Planning, Business, Probate and Tax
New York University School of Law and University of Detroit Mercy School of Law
George Edward Crumley
Claimed Lawyer ProfileSocial Media
(972) 359-1207 1420 W. Exchange Pkwy, Suite 180
Glendover Building C
Allen, TX 75013
Collin County, TX Estate Planning Attorney with 26 years experience
Estate Planning, Business, Divorce and Family
Chosen by peers as one of the Top 100 lawyers in the entire Dallas/Fort Worth region according to SuperLawyers magazine.
Candice L. Hughes
PREMIUM

Texas Estate Planning Attorney

Candice L. Hughes is an associate at the Guest and Gray Law Firm where she is part of the criminal defense division. Read More »
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James Duncan Webb IV
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Lawyer with 39 years experience
(972) 881-8808 6301 Preston Rd
Plano, TX 75024
Estate Planning, Business, Probate and Tax
Duncan is the sole shareholder of the firm whose practice primarily focuses on estate planning, trusts, business matters, and construction law. He graduated from Southern Methodist University in 1977 with a business administration degree in accounting and finance and earned his law degree from SMU in 1980.

Duncan has more than thirty-five years of legal experience and has been admitted to practice in the United States Tax Court, United States District Court for the Northern District of Texas, and Fifth Circuit of the United States Court of Appeals.

During the three years Inside Collin County Business conducted its annual awards,...
R. Dean Davenport
Claimed Lawyer Profile
Collin County, TX Estate Planning Attorney with 9 years experience
(469) 352-1876 2150 S Central Expressway
Suite 200
McKinney, TX 75070
Estate Planning and Probate
Texas Tech University School of Law
Probate and Estate Planning Attorney in McKinney, Texas
Charles Malolo
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Lawyer with 8 years experience
(214) 620-2088 6401 W Eldorado Pkwy #102
McKinney, TX 75070
Free ConsultationEstate Planning and Real Estate
Texas Tech University School of Law
Charlie Malolo is an Estate Planning Attorney in McKinney, Texas. For the last five years he has been helping people create meaningful legacies for their families and loved ones from his offices in McKinney, Texas, through estate planning services. Charlie graduated with a law degree from Texas Tech University School of Law in 2011. He has made it his mission since then to educate families on the complexities of planning for probate, as well as how to develop thoughtful and meaningful ways to leave a complete legacy for loved ones through estate planning.
Nicholas James Nuspi
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Attorney with 27 years experience
(972) 359-1207 1420 W. Exchange Parkway, Suite 180
Glendover Professional Center, Building C
Allen, TX 75013
Estate Planning, Consumer, Divorce and Employment
Taylor Willingham
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Lawyer with 10 years experience
(214) 250-4407 3900 S. Stonebridge Dr.
Unit 1101
McKinney, TX 75070
Estate Planning, Elder and Probate
Texas Tech School of Law
Taylor Willingham is an experienced estate planning and probate attorney located in McKinney, Texas. He is the founder of The Willingham Law Firm, PC and creator of Posterity Planning. Our firm focuses exclusively on probate, elder law and estate planning to assist its clients with their testamentary and incapacity planning. A significant part of incapacity planning is assisting a client with Medicaid planning and helping veterans apply for aid and attendance.

Whether you need a will, trust, deed, Medicaid planning, VA benefits or are going through a probate, The Willingham Law Firm, PC can help. Contact us online today.

PRIOR EXPERIENCE
Prior to...
Tom O'Connell
Claimed Lawyer ProfileLII Gold
Collin County, TX Estate Planning Attorney
(972) 423-0331 2500 Dallas Pkwy
#108
Plano, TX 75093
Free ConsultationEstate Planning, Criminal and White Collar Crime
St. Mary's University School of Law and St. Mary's University
Michael R. Sices
Claimed Lawyer Profile
Collin County, TX Estate Planning Attorney with 25 years experience
(972) 914-8372 825 Market St.
Bldg. M, Suite 250
Allen, TX 75013
Estate Planning and Bankruptcy
Valparaiso University
W. Tyler Edmondson
Claimed Lawyer Profile
Collin County, TX Estate Planning Lawyer with 7 years experience
(972) 442-8326 303 S. Jackson Avenue
Suite 200
Wylie, TX 75098
Free ConsultationEstate Planning, Criminal, Family and Probate
Texas Tech University School of Law
Jake Estes
Claimed Lawyer ProfileSocial Media
Collin County, TX Estate Planning Lawyer with 15 years experience
(469) 219-3180 2150 S. Central Expressway
Suite 200
McKinney, TX 75070
Estate Planning and Probate
Texas A&M University School of Law
Jake is an estate planning attorney and the owner of Estes Law Office, P.L.L.C., with offices in Frisco, Texas (principal office) and McKinney, Texas. His practice is specifically limited to estate planning (i.e. Wills and trusts), probate administration, probate litigation, guardianship (contested and uncontested guardianship matters), and business entity formation. Previous to opening Estes Law Office, P.L.L.C. in 2014, Jake was an estate planning/probate associate attorney at The Law Office of M. Todd Estes, P.C. in Sherman, Texas. In addition to this experience, Jake had the pleasure of serving as an Assistant District Attorney at the Grayson County...
William L. Manchee
Claimed Lawyer Profile
Collin County, TX Estate Planning Attorney with 45 years experience
(972) 960-2240 2745 Dallas Parkway
Suite 420
Plano, TX 75093
Estate Planning, Bankruptcy and Consumer
William C. Dvorak
Claimed Lawyer ProfileOffers Video Chat
Collin County, TX Estate Planning Attorney with 36 years experience
(972) 562-0102 5700 Granite Parkway, Ste. 200
Plano, TX 75024
Offers Video ChatEstate Planning, Family, Personal Injury and Probate
South Texas College Of Law
Emily Daniell
Claimed Lawyer ProfileOffers Video ChatSocial Media
Collin County, TX Estate Planning Attorney
(972) 584-9382 6800 Weiskopf Ave
#150
McKinney, TX 75070
Free ConsultationOffers Video ChatEstate Planning, Divorce, Family and Probate
Texas Wesleyan University School of Law - Texas Wesleyan University
Richard Preston Johnson
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Lawyer with 33 years experience
(972) 497-1010 2400 Lakeside Boulevard, Suite 120
Richardson, TX 75082
Estate Planning and Business
Ryan Robert Bauerle
Claimed Lawyer Profile
Dallas County, TX Estate Planning Attorney with 8 years experience
(972) 600-2680 3600 Shire Blvd. #205
Richardson, TX 75082
Estate Planning, Family and Probate
Family law attorney at Warren & Migliaccio, LLP in Richardson TX, Ryan Bauerle takes no bull from anyone – including the bull. That is no exaggeration. While visiting Pamplona, Spain a few years ago, the adventure junkie decided to participate in the local custom, the running of the bulls. Not deterred by potential dangers, the Houston native decided – figuratively speaking – to take the bull by the horns. “It’s all about bravado,” he admits. As he tells it, “a bull nearly gored me, but I was able to turn away at the last minute....
Ms. Dawn Marie Grams Horak
Claimed Lawyer Profile
Collin County, TX Estate Planning Lawyer with 17 years experience
(469) 644-7442 5851 Legacy Circle, 6th Floor
Plano, TX 75024
Free ConsultationEstate Planning, Divorce, Family and Probate
Gretchen Benolken
Claimed Lawyer ProfileLII GoldSocial Media
Denton County, TX Estate Planning Lawyer with 34 years experience
(940) 483-9400 6160 Warren Parkway
Frisco, TX 75034
Free ConsultationEstate Planning and Probate
The University of Texas School of Law
Entering her fourth decade as a practicing attorney, Gretchen Benolken has chosen to divide her professional time into a small handful of areas. First, she spends some time in the service of long time, loyal, existing clients with various needs. Second, the majority of her time is spent with new clients, providing legal services in two specific areas: a) the drafting of wills and trusts for the purpose of protection of assets, and b) representing clients in the probating of the estates of their deceased loved ones and guiding them step-by-step through this judicial process during what is a most...
Darryl V. Pratt
Claimed Lawyer ProfileSocial MediaResponsive Law
Denton County, TX Estate Planning Lawyer with 22 years experience
(972) 712-1515 2591 DALLAS PARKWAY, STE. 505
FRISCO, TX 75034
Free ConsultationEstate Planning, Elder, Probate and Tax
Oklahoma City University School of Law
With almost twenty-five (25) years of experience as a dual-licensed Attorney and Certified Public Accountant, Darryl V. Pratt has practiced law in all areas of corporate and business law, non profit law, estate planning, probate, guardianship, asset protection planning, bankruptcy (Chapters 7, 13 and 11), real estate, and taxation. Mr. Pratt focuses his practice on business representation and estate planning-probate and is a regular speaker on a variety of business law, non profit law, estate planning, asset protection, tax, bankruptcy, real estate and taxation topics. Mr. Pratt is a member of the Collin County, Denton County and Dallas...
Isaac Shutt
Claimed Lawyer ProfileOffers Video ChatQ&AResponsive Law
Dallas County, TX Estate Planning Lawyer with 9 years experience
(214) 302-8197 1701 Gateway Blvd
Suite 333
Richardson, TX 75080
Free ConsultationOffers Video ChatEstate Planning, Elder and Probate
Southern Methodist University
Attorney Isaac Shutt focuses his law practice on Wills, Legal Trust creation, Probate Law, and help with Estates, primarily in Dallas County and Collin County Texas. He is passionate about assisting families with the necessary legal process to distribute property after the death of a family member. Mr. Shutt genuinely cares for every client and strives to make Wills, Probate, and Estate Administration as affordable and simple as possible.

Mr. Shutt’s Qualifications And Memberships:
Isaac Shutt is licensed to practice law in the State of Texas.

Southern Methodist University, Dedman School of Law, juris doctor, Cum Laude
Southern Methodist University, Bachelor of...
Sharon Almaguer
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Lawyer with 30 years experience
(956) 451-3811 14902 Preston Rd., Suite 404-715
By Appointment
Dallas, TX 75254
Free ConsultationEstate Planning, Elder, Family and Probate
An attorney with over twenty eight years of experience, Sharon helps individuals and companies resolve even the most difficult and complex cases in an efficient manner. Sharon has experience assisting clients in a variety of practice areas including estate planning, probate, guardianship law, elder law, wills and trusts, adoption law, special needs planning, qualified income trusts, medicaid eligibility, residential and commercial real estate, asset protection, corporate and business law, corporate and LLC formation, franchising, and ad valorem tax issues. Call to discuss your case or legal issue with us today.
Shahzad R Khan
Claimed Lawyer ProfileQ&ASocial Media
Dallas County, TX Estate Planning Lawyer with 16 years experience
(972) 961-3095 701 N. Central Expressway
Building # 2
Richardson, TX 75080
Free ConsultationEstate Planning, Business, Family and Immigration
Western Michigan University Cooley Law School
Shahzad R. Khan is an accomplished attorney/litigator. He has over ten-years of experience in the practice of law in Immigration, domestic relations, estate planning, and corporate matters. He is experienced in civil litigation and an author of several published articles on family law issues. Over the course of his career, Shahzad has honed his highly strategic legal skills by successfully litigating and settling numerous cases involving family law issues in Texas and Illinois.
Moreover, Shahzad is well experienced and versed in the areas of Employment and Family Based Immigration. He has prepared and overseen the preparation of...
Peter Christian Hall
Claimed Lawyer ProfileResponsive Law
Dallas County, TX Estate Planning Lawyer with 14 years experience
(972) 696-9463 100 N. Central Expwy Ste. 402
Richardson, TX 75080
Free ConsultationEstate Planning, Probate and Real Estate


Peter focuses his practice on providing cost-effective counsel to his clients before, during, and after some of the most difficult times in a family’s life. He has extensive experience working with individuals, families, executors, and trustees in estate planning and administration, probate matters, wills, trust, asset protection planning, and probate litigation. He takes a personalized approach with each of his clients to guide them through all phases of estate planning and the preparation of wills, trusts, financial or medical powers of attorney, and physician directives based on their specific goals. Peter also advises clients who recently relocated to Texas to...
Maria Ahmed
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Lawyer with 8 years experience
(972) 322-3844 15851 Dallas Parkway
#600
Addison, TX 75001
Estate Planning, Family, Immigration and Personal Injury
Texas Wesleyan University School of Law - Texas Wesleyan University
Taylor M Mohr
Claimed Lawyer ProfileSocial Media
Denton County, TX Estate Planning Attorney with 8 years experience
(214) 741-2662 One Cowboys Way
Suite 175
Frisco , TX 75034
Estate Planning, Elder, Family and Probate
Baylor Law School
Taylor Mohr distinguishes herself by offering effective, affordable, and compassionate legal services. Her practice focuses on family law in Williamson and Travis counties. She is a member of the Williamson County Bar Association, Texas Bar Association, Texas Trial Lawyers Association and the Baylor Law Alumni Association.

Taylor graduated from the Baylor Law School. She attended this prestigious university with a full-tuition scholarship. As a law student, she balanced her studies with a variety of extracurricular work, serving as Secretary and Executive Vice-President for the Student Bar Association and working as an editing assistant for professor Gerald Powell, director of...
Michele Yvette Garza
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Lawyer with 22 years experience
(214) 295-5600 13140 Coit Road, Ste. 345
Dallas, TX 75240
Estate Planning, Divorce, Family and Probate
University of Oklahoma College of Law
Garza Law Firm, LLLP is a brother and sister team of aggressive trial lawyers. We focus our practice on two areas of law, Family Law and Estate Planning/Probate. Family law includes matters such as divorce, child support, custody/visitation modification, paternity, grandparents' rights and adoption. Estate Planning includes Wills/Trusts, Powers of Attorney, Deeds, etc. We charge a reasonable hourly rate or flat fee, depending on the complexity of the matter. We offer a military discount and can offer a payment plan for attorney fees upon request.
Marc Phillip Garza
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Attorney with 15 years experience
(214) 295-5600 13140 Coit Rd.
Suite 345
Dallas, TX 75240
Estate Planning, Divorce and Family
South Texas College Of Law
Marc P. Garza was born in San Antonio, Texas on September 26, 1978 and grew up in Dallas, Texas after his family relocated when he was just two years old. Marc graduated from Greenhill School in 1996 and received his Bachelor of Arts in History from Texas A&M University at College Station in 2000. Marc earned his law degree from South Texas College of Law in 2004 and received his law license that same year. Other than one year at the Texas Workforce Commission, Marc has spent his entire career in private practice. Marc focuses his efforts on representing...
Dianna L Reid
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Attorney with 12 years experience
(214) 808-1482 811 S. Central Expy., Suite 603
Richardson, TX 75080
Estate Planning and Business
Texas Wesleyan University School of Law - Texas Wesleyan University
I focus on preventing legal problems. My practice areas include estate planning, contracts, real estate, premarital and postmarital agreements, and other creative ways to avoid litigation.
Mark A Nacol
Claimed Lawyer ProfileSocial Media
Dallas County, TX Estate Planning Lawyer with 46 years experience
(972) 690-3333 990 S Sherman St
Richardson, TX 75081
Estate Planning, Business, Divorce and Family
South Texas College Of Law
Attorney Mark Nacol has been serving clients in the Dallas / Fort Worth Metroplex for over 30 years. Mark offers legal advice and representation in a broad scope of practice areas, with an emphasis on the following: - Civil Litigation - Commercial Litigation - Family Law & Divorce - Fathers Rights - Business Transactions - Intellectual Property - Probate Law and Will Contests - Real Estate Litigation Mark Nacol has a reputation as a smart and tough advocate who has a natural ability to communicate...
William F. 'Bill' Bronson III
Claimed Lawyer ProfileSocial MediaResponsive Law
Dallas County, TX Estate Planning Attorney with 41 years experience
(972) 770-2660 16475 Dallas Pkwy Ste 345
Addison, TX 75001
Estate Planning, Bankruptcy, Business and Tax
Bill Bronson is a former judge. He enjoys going to battle for each client, making the most of the relief available under the IRS Code, IRS Manual, and other laws. He puts his 39 years of experience to work for each client, to present a case to the clients’ best advantage and achieve the best deal possible with the IRS. Mr. Bronson uses the Taxpayer Bill of Rights and 15 other programs to put the IRS on the defensive, with you in control and the IRS responding to your proposals, instead of the other-way-around.
The Bronson Law Firm isn’t...
Matthew Gilpin
Claimed Lawyer ProfileSocial Media
Denton County, TX Estate Planning Attorney with 10 years experience
(214) 741-2662 One Cowboys Way
Suite 175
Frisco, TX 75034
Estate Planning and Probate
Texas Wesleyan University School of Law - Texas Wesleyan University
Matthew Gilpin began working for McCathern as a partner in 2018 and his practice primarily focuses on probate matters, estate administrations, and inheritance issues in the North Texas region.

Mr. Gilpin’s probate experience involves managing all aspects of cases – legal and administrative – from start to finish. This includes helping his clients find the most efficient and cost-effective solutions to settling estate matters. Additionally, he advises clients regarding estate planning and asset protection and he drafts trusts, wills, directives, releases, and other estate planning documents.

Mr. Gilpin firmly believes that to create the most effective estate plan, it must be...
Makenna  Powell
Claimed Lawyer Profile
Dallas County, TX Estate Planning Lawyer with 6 years experience
(214) 438-0428 5080 Spectrum Drive
Suite 1000 East
Addison, TX 75001
Estate Planning and Probate
University of Oklahoma College of Law
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Estate Planning Lawyers in Nearby Cities

Collin County Estate Planning Legal Aid & Pro Bono Services

Dispute Mediation Service
Dallas, TX


Dallas Bar Association LegalLine
(214) 220-7476
Dallas, 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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