Stansbury Park, Utah Estate Planning Lawyers

S. Dee Long
Claimed Lawyer Profile
Grantsville, UT Estate Planning Attorney with 43 years experience
(435) 884-5501 249 E. Main
Grantsville, UT 84029
Estate Planning, Bankruptcy, Family and Probate
I work mainly in the area of chapter 7 and 13 bankruptcies. I have been practicing in bankruptcy for over 41 years and have handled thousands of cases.
I have also handled many adoptions.
I do uncontested divorces.

Austin J. Hepworth
Claimed Lawyer ProfileSocial Media
West Valley City, UT Estate Planning Lawyer with 9 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...
Jeff Butler
Claimed Lawyer ProfileSocial Media
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...
Jeremy R Miller
Claimed Lawyer ProfileSocial Media
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 W. McKay
Claimed Lawyer ProfileSocial MediaResponsive Law
Wet Jordan , UT Estate Planning Attorney with 19 years experience
(801) 812-1000 8813 South Redwood Road
Wet Jordan , UT 84088
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...
Michael Lawrence
Claimed Lawyer ProfileSocial Media
Taylorsville, UT Estate Planning Attorney with 31 years experience
(801) 270-5800 5681 S Redwood Rd #23
Taylorsville, UT 84123
Estate Planning, Bankruptcy, Divorce and Family
Willamette University College of Law
Getting a divorce can be a very traumatic, stressful and emotionally draining process.You want an attorney who knows the ropes and can get the job done without breaking the bank. You also want a firm that can move the case along without needless delays. Here at C. Michael Lawrence, P.C. we have the staff, resources, expertise, and experience to make the process as comfortable as possible while getting you good results.We can provide you with the experienced and high-quality legal services you deserve at this critical stage of your life. We offer services for Divorce, Custody, Alimony, Child Support, Adoptions,...
Russell Weekes
Claimed Lawyer ProfileSocial Media
West Jordan, UT Estate Planning Attorney with 15 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 as little as $0 down. Salt Lake City Utah Bankruptcy attorneys with Capstone 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...
Elliot P Smith
Claimed Lawyer ProfileSocial Media
South Jordan, UT Estate Planning Lawyer with 13 years experience
(801) 305-4114 1682 Reunion Ave., Suite 100
South Jordan, UT 84095
Estate Planning, Business and Tax
Case Western Reserve University
Elliot P. Smith is a licensed attorney and a certified public accountant with the law firm Pearson, Butler, & Carson, PLLC. His legal practice includes business, estate planning, and taxation.
Deborah L. Bulkeley
Claimed Lawyer ProfileBlawgsearch
South Jordan, UT Estate Planning Lawyer with 8 years experience
(801) 254-9450 1309 W. South Jordan Parkway, Suite 200
South Jordan, UT 84095
Estate Planning, Appeals, Elder and Probate
The University of Utah S.J. Quinney College of Law
Deborah works with clients to craft estate plans to carry out their succession goals, while also protecting them in the event they lose capacity. She guides individuals through the probate and trust administration process. She is ready to assist in all disputes that arise in the context of estates and probate.   She is also an experienced appellate attorney.

Deborah graduated from the University of Utah College of Law in 2011, Order of the Coif.  She then served a clerkship for the Honorable Carolyn B. McHugh at the Utah Court of Appeals.  Before entering private practice, Deborah was an assistant attorney general in the...
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
Carson Pearson
Claimed Lawyer Profile
South Jordan, UT Estate Planning Lawyer with 20 years experience
(801) 495-4104 1682 Reunion Ave
South Jordan, UT 84095
Estate Planning, Business and Tax
Brigham Young University
Joel Kenny
Claimed Lawyer ProfileSocial Media
South Jordan, UT Estate Planning Lawyer with 17 years experience
(801) 495-4104 1802 South Jordan Parkway
Suite 120
South Jordan, UT 84095
Free ConsultationEstate Planning, Bankruptcy, Probate and Tax
University of Montana School of Law and The Ohio State University Michael E. Moritz College of Law
Daniel McKay
Claimed Lawyer Profile
West Jordan, UT Estate Planning Attorney with 19 years experience
(801) 812-1000 8813 South Redwood Road
West Jordan, UT 84088
Estate Planning, Divorce, Family and Probate
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 Supreme...
West Valley City, UT Estate Planning Attorney
(800) 565-7271 3540 South 4000 West
Suite 245
West Valley City, UT 84120
Estate Planning, Divorce and Family
South Jordan, UT Estate Planning Attorney with 4 years experience
(801) 285-6302 10459 S Temple Dr Ste 101
South Jordan, UT 84095-8930
Estate Planning
Salt Lake City, UT Estate Planning Attorney
(801) 978-2444 3441 S Decker Lake Dr
Salt Lake City, UT 84119
Estate Planning, Business, Personal Injury and Real Estate
Ryan L Jensen
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Salt Lake City, UT Estate Planning Lawyer with 18 years experience
(801) 733-9292 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...
Christopher J. Salcido
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Sandy, UT Estate Planning Lawyer with 11 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....
Randy B Birch
Claimed Lawyer ProfileSocial Media
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...
Daniel R. Ybarra
Claimed Lawyer ProfileSocial Media
Orem, UT Estate Planning Attorney with 7 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,...
Samuel Sorensen
Claimed Lawyer ProfileQ&ASocial Media
Salt Lake City, UT Estate Planning Attorney with 9 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...
Paul Waldron
Claimed Lawyer ProfileQ&ASocial Media
(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
For more than 20 years, Paul Waldron has been helping families protect the things that are most important to them. Let us help you. Call or e-mail us and tell us about your case. In all legal matters, our 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. Paul has sought out broad life experience in order to be the most effective solution-finder for clients. Therefore, we are pleased to talk to any person about their...
J. RobRoy Platt
Claimed Lawyer ProfileSocial Media
Alpine, UT Estate Planning Attorney with 12 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.
Marc Austin
Claimed Lawyer ProfileSocial Media
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.
Matthew A. Bell
Claimed Lawyer ProfileSocial Media
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
Estate 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.
Justin Craig Rammell
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Attorney with 12 years experience
(801) 432-0632 5383 South 900 East, Suite 205
Salt Lake City, UT 84117
Estate Planning, Business, Elder and Energy
University of Nebraska - Lincoln
Mr. Rammell graduated from the University of Nebraska College of Law in 2007, with distinction. In 2013, he earned an LL.M. degree in Natural Resources from the University of Utah College of Law. During his LL.M. he was awarded a scholarship from the Rocky Mountain Mineral Law Foundation and was a David C. Williams Memorial Graduate Fellow.
Kenneth Prigmore
Claimed Lawyer ProfileQ&ASocial Media
Spanish Fork, UT Estate Planning Lawyer with 13 years experience
(801) 210-1058 946 N 200 E
Spanish Fork, UT 84660
Free ConsultationEstate Planning, Business and Real Estate
University of Oklahoma College of Law
Ken Prigmore owns his firm and has been practicing law in the state of Utah for over 12 years. When he isn't at work, you can usually find him swimming at the Rec Center or spending time with his family. Ken's professional accomplishments include presiding over two Attorney training groups in his field. His favorite local vacation spot is St. George, Utah. His favorite location to attend a Federal hearing (and go snorkeling) is Kona, Hawaii. Ken is put off by high-pressure sales which makes him careful to give his clients pressure-free options and advice.
Billie Crocker
Claimed Lawyer ProfileQ&ASocial Media
Salt Lake City, UT Estate Planning Lawyer with 39 years experience
(801) 266-3737 1106 E 4500 S
Salt Lake City, UT 84117
Free ConsultationEstate Planning, Divorce, Probate and Real Estate
University of Utah College of Law
I am a sole practitioner who answers her own phone and makes her own appointments. If you hire me, you will always be working with me, not an associate or paralegal. My primary concern is providing the information you need to make important decisions -- call anytime for a free consultation and never sign anything without reading it carefully, first! I am licensed in Utah, Idaho, New York and California. With the exception of California, I have lived and practiced law in each of these jurisdictions.
Robert Fugal
Claimed Lawyer ProfileSocial Media
Orem, UT Estate Planning Attorney with 37 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...
Terrell Lee
Claimed Lawyer ProfileSocial Media
Lehi, UT Estate Planning Lawyer with 12 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...
Val Morley
Claimed Lawyer ProfileSocial Media
American Fork, UT Estate Planning Attorney with 24 years experience
(801) 772-0400 306 W Main St
American Fork, UT 84003
Free ConsultationEstate Planning, Divorce, Family and Probate
Willamette University College of Law
Robin Kirkham
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Attorney with 15 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...
Stephen Howard
Claimed Lawyer ProfileQ&A
Salt Lake City, UT Estate Planning Lawyer
(801) 449-1409 10 West 100 South, Suite 425
Salt Lake City, UT 84101
Estate Planning, Appeals, Criminal and Family
Brigham Young University
Utah attorney Stephen Howard is an experienced trial lawyer, negotiator, advocate, and legal adviser. His courtroom successes have included jury trials, appellate work, motion practice, and more. His abilities as a negotiator and problem solver have contributed to positive outcomes for clients outside the courtroom as well. Mr. Howard practices as a member of Salt Lake City law firm of Crippen & Cline, a firm known for providing high quality legal representation and personal service to clients throughout Utah.
Zachary C. Holbrook
Claimed Lawyer ProfileSocial Media
Ogden, UT Estate Planning Lawyer with 7 years experience
(801) 317-4764 4590 Harrison Blvd.
Suite 200 C
Ogden, UT 84403
Estate Planning, Criminal, DUI and Juvenile
The University of Utah S.J. Quinney College of Law
Kristal Bowman-Carter
Claimed Lawyer ProfileSocial MediaResponsive Law
Park City, UT Estate Planning Attorney with 23 years experience
(435) 615-6980 4580 N. Silver Springs Dr., Ste. 100
Park City, UT 84098
Free ConsultationEstate Planning, Business, Elder and Probate
Loyola Law School, Los Angeles
Kristal Bowman-Carter is an experienced attorney licensed in California since 1996 and Utah since 2011. She practices in the areas of estate planning, LLC formation, probate, and probate and trust administration. She assists clients in planning their estates with revocable or irrevocable trusts, durable powers of attorney, as well as other estate and tax planning strategies. She also helps clients with the administration of the estate of their loved ones. Kristal received her Juris Doctor from Loyola Law School in Los Angeles, California, and her undergraduate degree in French with a minor in Political Science from California State University, Northridge....
Gregory Maxwell
Claimed Lawyer ProfileSocial Media
Centerville, UT Estate Planning Lawyer
(801) 683-7362 520 N Market Place Drive
Suite 200
Centerville, UT 84014
Estate Planning
Texas Tech University School of Law
Greg is a 2003 graduate of the Texas Tech University School of Law. His law firm, Tombs Maxwell LLP, specializes in special-needs planning, government benefit planning, and tax planning for settling plaintiffs. Greg is also a Certified Financial Planner, and co-founded Amicus Settlement Planners, LLC, a plaintiff-loyal structured settlement planning firm, in 2004. He is a current board member and past president of the Society of Settlement Planners, a national organization advocating for plaintiff’s rights in the settlement planning process. Greg is a member of the Utah Association for Justice, the Wyoming Trial Lawyers Association, the Financial Planning Association, and...
Kathie Brown Roberts
Claimed Lawyer Profile
Sandy, UT Estate Planning Attorney with 28 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.
Brent Burningham
Claimed Lawyer Profile
Farmington, UT Estate Planning Attorney with 24 years experience
(801) 547-9555 240 N. East Promontory
Suite 200
Farmington, UT 84025
Free ConsultationEstate Planning, Business, Patents and Tax
Brigham Young University
Jack Helgesen
Claimed Lawyer ProfileSocial Media
Layton, UT Estate Planning Lawyer with 39 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...
Anders B Christensen
Claimed Lawyer ProfileSocial Media
Farmington, UT Estate Planning Attorney with 8 years experience
145 East State Street, #964
Farmington, UT 84025
Free ConsultationEstate Planning and Criminal
Western Michigan University Cooley Law School
As an attorney, I handle criminal defense matters including DUI's, drug possession, theft, assault & battery, and other felony and misdemeanor matters.

I also handle Estate Planning matters such as drafting trusts, wills, powers of attorney, and medical directives.
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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.