Utah Estate Planning Lawyers

Christopher J. Salcido
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Sandy, UT Estate Planning Lawyer with 10 years experience
(801) 413-1753 43 W 9000 S
Sandy, UT 84070
Free ConsultationEstate Planning, Criminal, DUI and Divorce
The University of Utah S.J. Quinney College of Law
Voted by his colleagues to the Super Lawyer list in Utah, Christopher J. Salcido is one of the best Utah Divorce Attorneys and Utah Criminal Defense Lawyers in practice. Chris has a reputation of out of the box thinking and brings a vast experience to the table in divorce and family law matters such as custody disputes, alimony issues, child support, paternity, and more. Chris is also well known for his methods of aggressive criminal defense. In criminal defense matters, Chris represents people all over the state of Utah facing such charges as DUI, drug possession, assault, theft, felonies, etc....
Ryan L Jensen
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Salt Lake City, UT Estate Planning Lawyer with 17 years experience
(855) 239-8015 3115 Lion Lane, Suite 160
Salt Lake City, UT 84121
Estate Planning, Business, IP and Probate
Brigham Young University
Prior to founding Pharos Law Group, I worked in Chicago for two of the world’s leading law firms and also worked at one of Utah’s premier law firms. These firms provided superb legal training, but I was often frustrated with the “impersonal” nature of working for large international business entities and the lack of opportunity to assist families and individuals in a meaningful way. When I decided to venture out on my own, my prior law firm experiences led me to focus exclusively on estate planning. I am now able to provide clients with a full range of basic and...
Wesley Winsor
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Saint George, UT Estate Planning Attorney with 6 years experience
(435) 669-9755 640 E. 700 S. Suite 103
Saint George, UT 84770
Estate Planning, Elder, Probate and Tax
Thomas Goode Jones School of Law, Faulkner University
Wes is happy and grateful to be able to serve his neighbors, friends, and family in St. George, Utah. Wesley A. Winsor’s practice consists primarily of Estate Planning and Contracts Law. He is a seasoned negotiator and experienced in guiding disputes into resolution. Legal Services - Estate Planning - Succession Planning - Trusts - Wills - Advance Health Care Directives - Power of Attorney - Deeds - Probate, Guardianship, and Conservatorship Contracts - LLC’s- Operating agreements, Entity Formation, Partnership Agreements - Lease Agreements - Product Liability waivers - Service Agreements - Negotiation of Contract disputes...
Marc Austin
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Provo, UT Estate Planning Lawyer with 21 years experience
(801) 374-8925 3521 N University Ave
Provo, UT 84604
Estate Planning, Business, Probate and Tax
Brigham Young University
I am the President and owner of Marc A. Austin, P.C. and have practiced law since 1998. I am licensed as both an attorney and Certified Public Accountant (CPA) in the state of Utah. I specialize in probate and trust matters, tax planning, estate planning, limited liability companies, and other business entities.
Jeremy R Miller
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Taylorsville, UT Estate Planning Attorney with 11 years experience
(801) 648-8190 6357 S Redwood Rd
Suite C
Taylorsville, UT 84123
Free ConsultationEstate Planning, Divorce, Family and Personal Injury
Syracuse University College of Law
Jeremy R. Miller is an experienced trial attorney. He has worked as a solo practitioner, in a small litigation firm, and at a top consulting firm in Washington, D.C. He has 10 years of experience in client relations and high pressure conflict resolution. He has experience in all areas of divorce and family law, estate planning, contract and business disputes, personal injury, and real estate. He has been the second chair on several jury and bench trials, and first chair at hearings before Utah Family Law Commissioners and Judges.

In May 2007, Jeremy earned his J.D. from Syracuse...
Daniel R. Ybarra
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Orem, UT Estate Planning Attorney with 6 years experience
(801) 310-7286 1429 S. 550 East
Orem, UT 84097
Estate Planning, Bankruptcy, Criminal and Divorce
Brigham Young University
With a broad range of experience winning very high stakes cases, Daniel Ybarra is equipped to handle your case and will take it as seriously as you do. Daniel has taken the lead role in a wide range of cases involving 1st degree felonies, multi million dollar civil suits, high conflict divorces, business contracts, estate planning, and most things in between. Daniel is the founder of the The Ybarra Legal Group and has an extensive background in the law. Coming from a family full of attorneys and having attended law school at the prestigious J. Reuben Clark law School,...
Randy B Birch
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Heber City, UT Estate Planning Attorney with 35 years experience
(435) 654-4300 114 South 200 West
Post Office Box 763
Heber City, UT 84032
Estate Planning, Collections, Personal Injury and Probate
University of Utah
Randy has practiced law in Utah since April of 1984. He offices in Heber City, Utah, and handles legal matters throughout the State. He has extensive experience with accident and injury claims, construction claims and litigation, collections, trucking, wills and trusts, and probate. He is a frequent speaker on construction and collection law topics. With a J.D. degree from the University of Utah, he is a trained mediator and arbitrator, and speaks Spanish. Until his appointment as Heber City's Justice Court Judge, a part time position, he was on the Board of the Utah Association of Criminal...
Jack Helgesen
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Layton, UT Estate Planning Lawyer with 38 years experience
(801) 544-5306 1513 N. Hill Field Road
Suite 3
Layton, UT 84041
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Brigham Young University
Jack Helgesen has proved to be a very successful attorney of the course of his legal career. He specializes in personal injury, medical malpractice, and class actions. This includes car accident injuries, wrongful death, trucking injuries, brain injuries and more. Jack C. Helgesen received his law degree from BYU in 1980. He moved to Arizona and started his career working as an attorney creating trusts and estate plans. After acquiring an understanding of the legal process, he moved back to Utah and started his own firm with one of his friends from law school. He quickly developed a...
Jeff Butler
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South Jordan, UT Estate Planning Lawyer with 12 years experience
(801) 683-5813 1802 South Jordan Parkway
Suite 200
South Jordan, UT 84095
Free ConsultationEstate Planning, Bankruptcy, Collections and Divorce
Brigham Young University
Prior to partnering with Carson Pearson, Jeff Butler worked as corporate in-house counsel for companies in Utah and California. He has experience with real estate law, mortgage law, business law, and healthcare law. Mr. Butler grew up in Utah and California. He graduated from Brigham Young University where he graduated with University Honor Program. He attended the J. Reuben Clark Law School at Brigham Young University while also pursuing a master degree from the Romney Institute of Public Management. During law school, he externed for two federal judges, the Honorable Judge Benson and the Honorable Judge...
Russell Weekes
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West Jordan, UT Estate Planning Attorney with 14 years experience
(888) 818-9221 8823 South Redwood Rd.
Ste. D-3
West Jordan, UT 84088
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
University of Oregon School of Law
Our Low Cost Bankruptcy program has helped hundreds of people file bankruptcy in Utah fast for only $550. Salt Lake City Utah Bankruptcy attorneys with Weekes Law help their clients get financial relief and stop foreclosure, repossession, and garnishments fast with low upfront costs, flexible payment arrangements, a convenient online process, and understanding attorneys and staff. Need to file bankruptcy, but think you can't afford it? Think Again! We understand that the people who need to file bankruptcy the most usually don't have the $1,500 or more upfront to file bankruptcy. That's why with our Low Cost...
William Tyler Melling
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(435) 572-0807 66 W Harding Ave
Suite C-5
Cedar City, UT 84720
Cedar City, UT Estate Planning Attorney with 3 years experience
Estate Planning, Elder, Probate and Tax
University of Iowa
Melling Law is an Estate & Business law firm located in Cedar City, Utah. We focus on estate planning, probate, and business transactional legal issues such as living trusts, special needs trusts, wills, powers of attorney, healthcare directives, buy-sell agreements, articles of incorporation, LLC formation, operating agreements, corporate bylaws, and annual business recordkeeping and minutes.
Matthew A. Bell
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Salt Lake City, UT Estate Planning Attorney with 9 years experience
(801) 990-4200 2159 S 700 E
STE 240
Salt Lake City, UT 84106
Free ConsultationEstate Planning, Divorce and Family
University of Houston - Main Campus
Matthew’s reputation as an attorney is one who thoroughly understands the law and diligently advocates to advance his client’s interests. His practice primarily focuses on representing clients in family law matters. He has assisted hundreds of clients in divorce, custody, guardianship, and termination of parental rights cases and has argued before domestic commissioners and judges from Logan to Provo and everywhere in-between. Matthew is also on the court approved Private Guardian ad Litem (PGAL) roster.
Terrell Lee
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Lehi, UT Estate Planning Lawyer with 11 years experience
(801) 901-2033 2975 W. Executive Pkwy #184
Lehi, UT 84043
Free ConsultationEstate Planning, Elder and Probate
Terrell R. Lee has been practicing law in the State of Utah since 2007. As an attorney, he has shown genuine devotion and commitment to the well-being of his clients and has developed a reputation for his professionalism and acute attention to detail. Before founding his own law practice, Terrell worked for several years at a mid-size Utah law firm with offices throughout Utah. He developed experience in a variety of practice areas, with an emphasis on Estate Planning, Elder Law, Probate, and Litigation. Terrell also served as a clerk in the Third District Court...
Daniel W. McKay
Claimed Lawyer ProfileSocial MediaResponsive Law
Spanish Fork, UT Estate Planning Attorney with 18 years experience
(801) 798-8000 Canyon Creek Professional Plaza
952 North 200 East
Spanish Fork, UT 84660
Estate Planning, Family, Personal Injury and Probate
Brigham Young University
I received my undergraduate degrees in History and Political Science from Boise State University, where I graduated with Distinguished Honors. I attended the J. Reuben Clark Law School at BYU, where I graduated with his Juris Doctorate in 2000. I was admitted to the Utah State and Federal Bar in 2000, to the Idaho State and Federal Bar in 2001, and most recently to the Nevada State and Federal Bar in 2005. I am also a member of the Utah Trial Lawyers’ Association, the Utah Association for Justice, the Central Bar Association. I was recently appointed by The Utah...
Mark Edwards
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Millcreek, UT Estate Planning Lawyer with 13 years experience
(801) 808-1885 PO Box 9206
Millcreek, UT 84109
Free ConsultationEstate Planning, Criminal, DUI and Probate
Mark has effectively advocated for his clients in Utah's Courts for more than ten years. He has seen every kind of case from simple traffic to complex corporate litigation. By using his years of experience in the courtroom he has persuaded judges and juries alike that his clients' positions were the right ones.

Mark started out in the trenches of criminal prosecution, helping communities to become safer and making sure victims got justice. Because of this experience he knows what the prosecutors are going to do before he even gets to court.

Mark has been writing Utah Wills and Trusts...
Austin J. Hepworth
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West Valley City, UT Estate Planning Lawyer with 8 years experience
(801) 550-7620 6489 W 3820 S
West Valley City, UT 84128
Free ConsultationEstate Planning, Business, Probate and Real Estate
Ave Maria School of Law
I have been an attorney since 2010, and work to make the law more accessible to individuals and small business owners. I enjoy working with individuals and business owners to help solve their problems, create value, and promote sound principles related to faith, family, and freedom.

I am married with seven children, and understand many of the challenges facing families and small business owners. I graduated first in my class from law school, as the top student in business administration from the University of Utah, and co-valedictorian of my high school class. I have also worked in a variety of...
Paul Waldron
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(801) 678-3441 504 W 800 N
Orem, UT 84057-3746
Free ConsultationOrem, UT Estate Planning Lawyer with 22 years experience
Estate Planning, Divorce, Family and Probate
Brigham Young University
I am Paul Waldron and, for more than 20 years, I have been helping families protect the things that are most important to them. Let me help you. Call or e-mail me and tell me about your case. In all legal matters, my goal is to help clients understand their options so that clients can make informed decisions in order to protect themselves and to retain or regain balance in their lives. I have sought out broad life experience in order to be the most effective solution-finder for my clients. Therefore, I am pleased to talk...
Thomas Bayles
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St George, UT Estate Planning Attorney with 22 years experience
(435) 674-9718 216 W. St. George Boulevard Ste 200
St George, UT 84770
Free ConsultationEstate Planning, Elder, Probate and Tax
Washburn University School of Law
Tom regularly counsels clients concerning estate planning, estate taxes, income taxes, business planning, and real estate transactions. Tom takes time to understand his client’s needs and goals, and then structures solutions. Tom is detail oriented and works to minimize risks to his clients. He is actively involved in the community in a wide range of activities including supporting a legal services program at the Senior Center in St. George, St. George Exchange Club, Southern Utah Estate Planning Council, Venture Scout Leader, and volunteering to support kids in the Dixie Junior Livestock Show. Education •Washburn University School of Law, Juris Doctorate...
Matt A Munson
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Cedar City, UT Estate Planning Attorney with 9 years experience
(435) 238-7734 970 S. Sage Dr.
Suite 109
Cedar City, UT 84720
Free ConsultationEstate Planning, Criminal, Elder and Probate
University of Utah
At M.A. Munson Law, P.C., you can expect zealous and effective advocacy on your behalf. Whether you need legal representation in the areas of Criminal Defense, Bankruptcy, Corporate Law, or Estate Planning, our mission is to provide each client with exceptional legal representation at an exceptional value. We hold sacred the trust that our clients place in us, and when you visit or call our office, we want you to feel comfortable discussing your legal concerns and questions with us. Contact us today to schedule a FREE CONSULTATION.
James Rock
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Salt Lake City, UT Estate Planning Attorney with 21 years experience
(801) 865-1844 170 S. Main St. #1500
Salt Lake City, UT 84101
Estate Planning, Business and Tax
NYU School of Law and University of Utah School of Law
With 20 years of tax and transaction planning for corporations, limited liability companies, partnerships and individuals, Mr. Rock advises new and established business on tax matters as well as corporate governance operations and transactions, new business formations, mergers and acquisitions, transfers, employment matters, contracts, joint ventures and real estate transactions.
Robert Fugal
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Orem, UT Estate Planning Attorney with 36 years experience
(801) 426-4700 384 E 720 S
Orem, UT 84058
Free ConsultationEstate Planning, Bankruptcy, Elder and Tax
Brigham Young University
Robert Fugal, JD, Utah Bar admission October 6, 1982. Robert Fugal loves to help people move from finiancial insecurity to financial strenght. Robert Fugal was born in American Fork and raised in Pleasant Grove and Lindon, Utah. After graduating from Pleasant Grove High School, with the help of scholarships and part time work in Orem and Provo, he graduated from BYU with a bachelors degree in 1977 and a law degree in 1982. He served as a law clerk to the Honorable Eckhart A. Thompson, United States Bankruptcy Judge for the Central District of California, then practiced as...
Robin Kirkham
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Salt Lake City, UT Estate Planning Attorney with 14 years experience
(801) 707-1370 308 E. 4500 S. Suite 175
Salt Lake City, UT 84107
Estate Planning, Criminal, Divorce and Family
Brigham Young University
For over a decade, Robin happily served as a Public Defender in Twin Falls, Idaho before returning to her home state of Utah. As a Public Defender, Robin handled cases ranging from misdemeanors to felonies and from child protection to juvenile justice. She excelled at motion practice (especially motions suppressing the state's evidence) and at negotiating favorable resolutions for her clients. Now in Salt Lake City, Utah, Robin is able to leverage her personal experience with and insights into the challenges of divorce and co-parenting to the benefit of her clients. Her personal experience, along with her training...
Travis Christiansen
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St George, UT Estate Planning Lawyer with 19 years experience
(435) 674-2564 619 South Bluff St.
Suite 202
St George, UT 84770
Free ConsultationEstate Planning, Business, Criminal and Divorce
He attended Centre College in Danville, Kentucky receiving a Bachelor’s Degree in Economics. He lettered each of four years in Football and Track. His college football team won the conference championship his senior year, where he received all conference honors as an offensive lineman. Travis received his law degree from the J. Ruben Clark Law School at Brigham Young University in 1999. Travis’s areas of emphasis are family law, criminal defense, estate and legacy planning and mining law and Small Business start-up, formation and assistance. He maintains affiliate relationships with law firms in Las Vegas and the Wasatch Front...
Paul Rowland Graff
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St George, UT Estate Planning Attorney with 15 years experience
(435) 634-1940 162 N 400 E Suite A204
P.O.Box 1630
St George, UT 84771
Free ConsultationEstate Planning, Business, Collections and Divorce
Western Michigan University Cooley Law School
Before joining our Clarkson & Associates, LLC in 2014, Rowland practice law in both Michigan and Utah in the areas of estate planning, business organization, divorce, adoption, contract disputes, and real estate matters.
J. RobRoy Platt
Claimed Lawyer ProfileSocial Media
Alpine, UT Estate Planning Attorney with 11 years experience
(801) 769-1313 256 N. Main St.
Suite C
Alpine, UT 84004
Estate Planning, Elder and Probate
James E. Rogers College of Law, University of Arizona
My passion in my career is helping families and small business owners, like myself, understand the legal issues that can create contention and misunderstanding between family members and business partners. When I can help my clients gain a solid understanding of these issues, and establish legal solutions to avoid such problems, I can leave work each day feeling satisfied.
Cindy M Sadler
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Attorney with 33 years experience
(801) 274-0062 3770 Viking Road
Salt Lake City, UT 84109
Estate Planning and Elder
University of Utah
I work exclusively in the area of estate planning and probate. I listen to my clients and draft documents to meet their unique situation. I provide easy to understand explanations of the differences between wills and trusts and the advantages of different estate plans. It is my goal to provide my clients with all the estate planning documents they need, including wills, trusts, powers of attorneys and health care directives.
James P. Alder
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Lawyer with 21 years experience
(801) 463-2600 623 East 2100 South
Salt Lake City, UT 84106
Free ConsultationEstate Planning
University of Utah and Brigham Young University
Alder & Robb, P.C. is a boutique law firm specializing in Estate Planning, Probate, Guardianship, Adoption, Parenting & Partnership Agreements, Small Business Law, and other legal protections. At Alder & Robb, P.C., we pride ourselves on providing expert, customized, comprehensive and caring legal services. In order to achieve your goals, dreams and values and meet your unique legal needs, we believe that we must get to know you personally and work closely with you. We develop close relationships with our clients that often last for many years. We are here when you need us.
Samuel Sorensen
Claimed Lawyer ProfileQ&ASocial Media
Salt Lake City, UT Estate Planning Attorney with 8 years experience
(801) 449-9749 5200 S Highland Dr, Suite 303
Salt Lake City, UT 84117
Estate Planning, Divorce and Family
Gonzaga University School of Law
Sam is an experienced family law practitioner and understands the difficulties clients face when going through a divorce. Whether it is a challenging custody dispute or the division of complex financial assets, Sam recognizes the need for compassionate, yet aggressive representation. Sam also helps clients with estate planning and business issues. Sam is a member of the Family Law section of the Utah State Bar, a Private Guardia ad Litem, Judge Pro Tem for Salt Lake City Justice Court, and a member of the New Lawyer Training Program Committee of the Utah State Bar. Sam has been recognized...
Geoffrey C Dietrich
Claimed Lawyer ProfileSocial Media
South Jordan, UT Estate Planning Lawyer with 11 years experience
(801) 495-4104 1682 W. Reunion Ave.
Suite 100
South Jordan, UT 84095
Free ConsultationEstate Planning, Bankruptcy and Business
Brigham Young University
Spencer Ball
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer with 30 years experience
(801) 453-2000 7084 South 2300 East, Suite 250
Salt Lake City, UT 84121
Free ConsultationEstate Planning, Business, Probate and Real Estate
Brigham Young University
Spencer Ball has 26 years experience in handling real property transactions, closing and title insurance issues, litigation, business and contract law, estate planning and probate. His wide breadth of experience gives him a perspective which enables him to advise and help you with your present needs and issues.
Michael Houtz
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Ogden, UT Estate Planning Lawyer with 28 years experience
(801) 479-4777 5732 South 1475 East
Ogden, UT 84403
Free ConsultationEstate Planning, Civil Rights, Medical Malpractice and Personal Injury
Brigham Young University
Michael Houtz graduated from BYU in 1984 with a B.A. degree in European studies. Before returning to BYU where he received his J.D. Law degree in 1989, he received a masters degree in French Studies from New York University. After graduating law school, he served as a clerk for the Arizona Court of appeals. He then returned to Utah and started his career working as an attorney for Helgesen, Houtz & Jones in Ogden in 1991. The firm made him a partner in 1996. Michael Houtz is one of the best Social Security Disability lawyers in the state of Utah. It...
Kathie Brown Roberts
Claimed Lawyer Profile
Sandy, UT Estate Planning Attorney with 27 years experience
(801) 572-0900 9045 South 1300 East Ste. 100
Sandy, UT 84094
Estate Planning, Elder and Probate
California Western School of Law
Kathie is a past Chair of the Elder Law Section of the Utah State Bar, and is currently one of only three attorneys in the state of Utah to have earned her specialist certification in Elder Law from the Board of Certification of the National Elder Law Foundation, the only elder law program accredited by the American Bar Association. She a member of the National Academy of Elder Law Attorneys (NAELA), ElderCounsel and the Salt Lake Estate Planning Counsel.
Barry Clarkson
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Saint George, UT Estate Planning Attorney with 21 years experience
(435) 634-1940 162 North 400 East, Suite A-204
Saint George, UT 84770
Free ConsultationEstate Planning, Business, Elder and Probate
California Western School of Law
Daniel Maxwell
Claimed Lawyer ProfileSocial Media
Bountiful, UT Estate Planning Lawyer with 3 years experience
(801) 951-0515 280 N 200 W Suite 260
Bountiful, UT 84010
Estate Planning
Creighton University School of Law
Daniel is an associate attorney with Tombs Maxwell LLP. He is a 2015 graduate of the Creighton University School of Law, where he graduated summa cum laude. Prior to law school, Daniel worked with Amicus Financial Advisors, LLC. Daniel received his B.S. from Brigham Young University, where he graduated magna cum laude from the Marriott Business School of Management, with an emphasis in finance. Away from work, Daniel enjoys playing tennis, watching sports, and spending time with his wife Alisha and their two children.
Mark Hancey
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Providence, UT Estate Planning Lawyer with 25 years experience
(435) 787-1444 121 N Gateway Dr., #200
Providence, UT 84332
Estate Planning, Arbitration & Mediation, Business and Collections
Brigham Young University
My name is Mark B. Hancey. I grew up in Providence, Utah, went away to school, and had the opportunity to come home and practice law. I established Hancey Law Offices in 1996 to captain my own ship–one of the best choices of my life.
Deacon Haymond
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Attorney with 14 years experience
6890 S. 2300 E.
#711670
Salt Lake City, UT 84171
Estate Planning, Probate and Tax
Deacon helps people save money, time, and headache by improving the decisions they make about their financial and personal planning. In short, clients report that they are pleased with our service that gives them peace of mind, and they refer their friends and family to Haymond Law for the same service.
Thomas Howard
Claimed Lawyer Profile
Park City, UT Estate Planning Lawyer with 36 years experience
(435) 513-2565 1389 Center Drive
Suite 200
Park City, UT 84098
Estate Planning, Business, Criminal and Probate
Southwestern University School of Law
I have practiced in Park City, Utah for 23 years, always maintaining strong relationships with colleagues and professionals in the courts and community.
Brent Burningham
Claimed Lawyer Profile
Farmington, UT Estate Planning Attorney with 23 years experience
(801) 547-9555 240 N. East Promontory
Suite 200
Farmington, UT 84025
Free ConsultationEstate Planning, Business, Patents and Tax
Brigham Young University
Justin Heideman
Claimed Lawyer ProfileSocial Media
Provo, UT Estate Planning Attorney with 18 years experience
(801) 472-7742 2696 N. University Avenue Suite 180
Provo, UT 84604
Free ConsultationEstate Planning, Business, Civil Rights and Securities
Mercer University Walter F. George School of Law
Brenton Ripley
Claimed Lawyer ProfileSocial Media
Provo, UT Estate Planning Lawyer with 21 years experience
(801) 377-9787 3651 N 100 E
Provo, UT 84604
Free ConsultationEstate Planning, Business and Probate
University of Arizona
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Utah Estate Planning Legal Aid & Pro Bono Services

Utah Legal Services, Inc.
(801) 328-8891
Salt Lake City, UT

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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.