Roanoke Estate Planning Lawyers

Compare 908 top rated Texas attorneys serving Roanoke.
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

Texas 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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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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Jeff Brown
Claimed Lawyer ProfileSocial Media
Roanoke, TX Estate Planning Lawyer with 9 years experience
(817) 482-5005 504 N. Oak Street
Suite #6
Roanoke, TX 76262
Free ConsultationEstate Planning, Criminal, DWI and Traffic Tickets
Florida Coastal School of Law
Jeff Brown is a criminal defense attorney trusted throughout the Dallas-Fort Worth, TX area for delivering big firm results at small firm prices. His practice areas include DWI + DUI, Public Intoxication, Assault, Drug Possession, Theft, Burglary, Violation of Probation, and Traffic Tickets.

Jeff started his legal career in Florida. He worked for an international law firm in Miami, Florida. He represented businesses, governments, and investors, but wanted more courtroom experience.

He left the international law firm to work as a prosecutor. As a prosecutor, Jeff discovered his gift: fighting in the courtroom. Jeff developed his skills of persuasion in the...
Roanoke, TX Estate Planning Attorney with 57 years experience
126 Summit Cove
Roanoke, TX 76262
Estate Planning
The University of Texas School of Law
Trophy Club, TX Estate Planning Lawyer with 55 years experience
(817) 490-0761 9 Heather Glen Circle
Trophy Club, TX 76262
Estate Planning
SMU Dedman School of Law
Roanoke, TX Estate Planning Attorney with 33 years experience
(972) 567-2112 1845 Halifax St
Roanoke, TX 76262
Estate Planning
Baylor Law School
Roanoke, TX Estate Planning Lawyer with 22 years experience
(817) 430-5852 99 Trophy Club Dr
Roanoke, TX 76262
Estate Planning and Real Estate
Oklahoma City University School of Law
Trophy Club, TX Estate Planning Attorney with 14 years experience
(817) 741-2513 99 Trophy Club Dr
Trophy Club, TX 76262
Estate Planning, Business, Consumer and Divorce
Texas Wesleyan University School of Law - Texas Wesleyan University
Roanoke, TX Estate Planning Attorney with 23 years experience
(817) 430-5852 99 Trophy Club Dr
Roanoke, TX 76262
Estate Planning, Business, Elder and Real Estate
Oklahoma City University School of Law
Roanoke, TX Estate Planning Lawyer with 30 years experience
(817) 491-1186 301 Lamar St
Roanoke, TX 76262
Estate Planning, Arbitration & Mediation, Divorce and Employment
Whittier Law School
Trophy Club, TX Estate Planning Lawyer with 32 years experience
(817) 491-4751 2 Silver Rock Drive
Trophy Club, TX 76262
Estate Planning, Business, Elder and Tax
Marquette University Law School
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...
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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Gary Blake Wells
Claimed Lawyer ProfileQ&ASocial Media
Argyle, TX Estate Planning Attorney with 28 years experience
(940) 222-6993 9350 Hilltop Rd
Argyle, TX 76226
Estate Planning, Administrative, Appeals and Business
Brigham Young Univ J Reuben Clark LS UT
I work with clients to help them succeed, whether this involves setting up a new business, working with them to understand and comply with complicated federal and state laws, developing their estate plan and preparing the necessary documents, or helping them resolve their firearm legal issues.

I can work with you by providing the following legal services:

(1) Business Law: Work with businesses owners to plan their organization, develop the legal documents necessary to get their business started, and address their ongoing legal concerns

(2) Regulatory Compliance: Work with business owners to help them understand and comply with statutory and regulatory requirements so...
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...
David Warren Wynne
Claimed Lawyer ProfileSocial Media
Grapevine , TX Estate Planning Lawyer with 23 years experience
(817) 332-2202 128 E. Texas Street
Grapevine , TX 76051
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...
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...
Daniel Dower
Claimed Lawyer ProfileSocial MediaResponsive Law
Highland Village, TX Estate Planning Attorney
(972) 304-6000 2900 Village Parkway, Suite 330
Highland Village, TX 75077
Estate Planning, Business and Family
SMU Dedman School of Law
Daniel Dower was born in Dallas, Texas in 1972. He graduated from the Texas Academy of Math & Science at University of North Texas before moving on to complete a Bachelor’s degree in Business Administration at University of Texas at Dallas, a Master’s degree in Business Administration from South Methodist University, and Juris Doctor from Southern Methodist University School of Law.

Daniel has a long career as a financial executive, including a long tenure as CFO for CHI Investment Corporation, a local real estate investment company. He also served as President of Boo Koo Beverages, Inc. and engaged in...
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...
Emily Daniell
Claimed Lawyer ProfileOffers Video ChatSocial Media
Grapevine, TX Estate Planning Attorney
(972) 584-9382 2331 Mustang Dr
#400
Grapevine, TX 76051
Free ConsultationOffers Video ChatEstate Planning, Divorce, Family and Probate
Texas Wesleyan University School of Law - Texas Wesleyan University
Carrie T. Schilling
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
Southlake, TX Estate Planning Attorney with 12 years experience
(817) 941-8466 Suite 92955
300 State Street
Southlake, TX 76092
Estate Planning, Appeals and Family
California Western School of Law
The Law Office of Carrie T. Schilling can guide you help you prepare for your family's future; from a simple will to a full estate package. She is also ready to represent you in cases involving civil appeals and family law. She provides affordable representation without compromising quality. If you are facing a legal problem and are in need representation, don’t delay. Waiting to seek legal advice frequently exacerbates the complexity and cost of the issue.

Ms. Schilling graduated from Texas A&M at Galveston in 1999 and received a Juris Doctorate from California...
Candace Meryl Murphy
Claimed Lawyer ProfileSocial Media
Flower Mound, TX Estate Planning Lawyer with 20 years experience
(888) 220-0919 1011 Surrey Lane
Building 200
Flower Mound, TX 75022
Estate Planning, Bankruptcy, Probate and Real Estate
Loyola University New Orleans
Attorney Murphy received her Bachelor's Degree from the University of New Orleans in secondary education; and her Juris Doctorate from Loyola University. She is licensed to practice in Louisiana and Texas as well as several Federal Court Districts. She practices real estate law, corporate bankruptcy, estate planning, probate and successions.
Donald W. Mills
Claimed Lawyer ProfileSocial Media
Flower Mound, TX Estate Planning Lawyer with 41 years experience
(214) 617-2260 1011 Surrey Ln., Bldg. 200
Flower Mound, TX 75022
Free ConsultationEstate Planning, Divorce, Elder and Personal Injury
Texas Tech University School of Law
David Small
Claimed Lawyer Profile
Southlake, TX Estate Planning Lawyer
(817) 310-0987 1201 North Carroll Ave
Southlake, TX 76092
Estate Planning, Business, Probate and Real Estate

Prior to becoming an attorney, David had an accomplished 20-year career as a Navy SEAL. He deployed numerous times to various countries around the world, including Afghanistan and Iraq. David was selected and served as an instructor at the Navy’s Basic Underwater Demolition School (BUD/S). He earned multiple awards including three Bronze Stars with Combat V, a Navy Commendation medal and two Navy Achievement medals.

After leaving the Navy, David wanted to continue to challenge himself, so he chose a career in law. In 2016, David graduated from the University of Connecticut School of Law and has been admitted...
Garland Mack Zimmerman II
Claimed Lawyer Profile
Southlake, TX Estate Planning Attorney with 22 years experience
(817) 251-9222 141 Countryside Ct., Ste. 150
Southlake, TX 76092
Estate Planning, Business, IP and Probate
Loyola University New Orleans
Michael James Grover
Claimed Lawyer Profile
Grapevine, TX Estate Planning Attorney with 10 years experience
(817) 760-0654 1200 S. Main Street
Suite 1000
Grapevine, TX 76051
Estate Planning, Elder, Probate and Real Estate
Donna Marie Hoffmann
Claimed Lawyer Profile
Flower Mound, TX Estate Planning Lawyer with 15 years experience
(972) 890-6031 2201 Long Prairie Rd
Flower Mound, TX 75022
Estate Planning, Appeals, Criminal and Immigration
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....
Camille Milner
Claimed Lawyer ProfileBlawg SearchSocial Media
Denton, TX Estate Planning Lawyer with 35 years experience
(940) 383-2674 620 W Hickory St
Denton, TX 76201
Estate Planning, Divorce, Elder and Probate
The University of Texas School of Law
I tried over 50 jury trials and, as a trial lawyer, I loved every minute of it, but as a human being, I came to realize that a trial in a courtroom is no place to restructure a family who is having to go through a divorce. The courtroom will finalize a divorce, but the collateral damage done to a family, especially the children, in a trial, is something from which they (and future generations) many never recover. Even though over 95% of all cases are settled before trial, few people consider the difference in a case that is settled...
Robert Joseph Blankenship
Claimed Lawyer ProfileSocial Media
Carrollton, TX Estate Planning Lawyer with 25 years experience
(214) 438-0150 1000 Belt Line Rd.
Ste 210
Carrollton, TX 75006
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...
Amelia 'Amy' Jones
Claimed Lawyer ProfileSocial MediaResponsive Law
Denton, TX Estate Planning Lawyer with 3 years experience
(940) 215-0707 809 N. Locust Street
Denton, TX 76201
Free ConsultationEstate Planning, Consumer, Family and Probate
Texas Tech University School of Law
In 2000, I entered the United States Army, served as a Psychological Operations Specialist and worked with the Military Police Corps throughout the U.S. and in Korea. I learned many valuable skills throughout my years of service, most importantly the meaning of integrity, loyalty, and grit. These skills have been the foundation of every aspect of my career since leaving the Army.

Upon leaving the Army I became a successful small business owner. This experience provided me with invaluable insight into the legal needs and the struggles that businesses all sizes and individuals face each day.

Additionally, it allowed me...
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,...
Tawana H. Gray
Claimed Lawyer ProfileSocial Media
Fort Worth, TX Estate Planning Attorney with 15 years experience
(817) 270-9975 400 E. Weatherford Street
Suite 207
Fort Worth, TX 76102
Estate Planning, Elder and Probate
Texas A&M University School of Law
Service has always been an important component of how we approach the practice of law at the Law Office of Tawana H. Gray, PLLC, in Forth Worth, TX.

Attorney Tawana Gray spent years helping others with their legal issues in a nonprofit setting before establishing her own practice as an estate administration attorney. In the nonprofit arena, the sole focus is on the needs of the clients, instead of how much money they bring to the table.

Ms. Gray has carried that focus with her into private practice. She offers reasonable rates and payment plans. The needs of her clients...
James Davidson
Claimed Lawyer ProfileSocial Media
Fort Worth, TX Estate Planning Lawyer with 8 years experience
(817) 900-6529 320 Purcey St.
Fort Worth, TX 76102
Free ConsultationEstate Planning, Business, Elder and Probate
Regent University School of Law
James Davidson was born in Austin, Texas and grew up on a working cattle ranch in the Texas Hill Country just outside of Austin. He graduated Cum Laude from Texas State University – San Marcos with a Bachelor of Arts in History and a minor in Anthropology. James attended Regent University School of Law in Virginia Beach, Virginia where he received his Juris Doctorate. In 2013, James moved to Fort Worth, Texas where he joined forces with his brother Matthew in opening their law practice, the Davidson Law Group.

James has been recognized by Fort Worth Magazine and 360 West Magazine...
Jessica Phillips
Claimed Lawyer ProfileSocial Media
Fort Worth, TX Estate Planning Lawyer with 7 years experience
(817) 850-9955 400 East Weatherford Street
Fort Worth, TX 76102
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...
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...
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 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....
Chad C Allman
Claimed Lawyer ProfileSocial MediaResponsive Law
Fort Worth, TX Estate Planning Lawyer with 12 years experience
(817) 237-1117 5848 Boat Club Rd
Suite 400
Fort Worth, TX 76179
Free ConsultationEstate Planning, Business, Divorce and Probate
Oklahoma City University School of Law
A graduate of Tarleton State University and Oklahoma City University School of Law, during which he was inducted as a Member of the International Legal Fraternity of Phi Delta Phi - Hand Inn, Chad Allman founded Allman Law, a general practice firm, in 2007 with the intent of serving those in need. Having grown up in a large family, Chad easily relates to people, allowing him to be sensitive to his client’s needs. 
Kelly Michelle Davis
Claimed Lawyer ProfileSocial Media
Lewisville, TX Estate Planning Attorney with 21 years experience
(972) 434-8009 550 S Edmonds Ln
Lewisville, TX 75067
Estate Planning, Arbitration & Mediation, Business and Construction
Although Ms. Davis specializes in construction litigation, she has a general practice which includes handling all problems from corporate inception to dissolution, partnership formation and disputes, real estate law, consumer litigation, contract disputes, and appeals.
Diane Wanger
Claimed Lawyer ProfileSocial MediaResponsive Law
Bedford, TX Estate Planning Lawyer with 37 years experience
(817) 285-2855 304 Harwood Rd
Bedford, TX 76021
Estate Planning, Divorce, Family and Probate
Texas Tech University School of Law
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...
J.C. Bailey III
Claimed Lawyer ProfileSocial Media
Carrollton, TX Estate Planning Lawyer with 32 years experience
(214) 438-0150 1000 Belt Line Rd.
Ste 210
Carrollton, TX 75006
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...
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Roanoke Estate Planning Legal Aid & Pro Bono Services

Tarrant County Bar Association Legal Line
(817) 335-1239
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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