Taylorsville, Utah Estate Planning Lawyers

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...
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,...
Steve J. Johnson
Claimed Lawyer ProfileSocial Media
Murray, UT Estate Planning Lawyer with 9 years experience
(801) 266-0999 5664 S. Green Street
Murray, UT 84123
Free ConsultationEstate Planning, Arbitration & Mediation, Business and Personal Injury
Brigham Young University
Brent Wamsley
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Lawyer with 27 years experience
(801) 969-5900 4360 S Redwood Rd
Salt Lake City, UT 84123
Estate Planning, Bankruptcy, Foreclosure Defense and Insurance Claims
Seattle University
Mark Edwards
Claimed Lawyer ProfileQ&ASocial Media
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...
Billie Crocker
Claimed Lawyer ProfileQ&ASocial Media
Salt Lake City, UT Estate Planning Lawyer with 38 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.
Justin Craig Rammell
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Attorney with 11 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.
Robin Kirkham
Claimed Lawyer ProfileSocial Media
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...
Lonnie Eliason
Claimed Lawyer Profile
Midvale, UT Estate Planning Lawyer with 34 years experience
(801) 565-0594 935 E South Union Ave
Creekview Plaza, Suite D-103
Midvale, UT 84047
Estate Planning, Business, Consumer and Divorce
Oklahoma City University School of Law
Family and small business oriented law firm where you can get an appointment the day you need one. Lonnie's general practice includes Estate Planning (wills & trusts), Family law (divorce, adoptions, guardianships), Business organizations (partnerships, corporations, LLC's) and wrongful injury law. Your legal issue is important, and will be handled efficiently and professionally.
Bruce William Shand
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer with 43 years experience
(801) 554-4125 1111 East Brickyard Road
Suite 206
Salt Lake City, UT 84106
Estate Planning, Business, Elder and Probate
The John Marshall Law School
Todd Jacobsen
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer with 16 years experience
(801) 657-5062 4001 South 700 East, Ste. 500
Salt Lake City, UT 84107
Estate Planning and Business
Todd is dual qualified as both a business, tax & estate planning attorney and also tax accountant. Todd earned a Bachelor & Master of Accountancy in Taxation from BYU and has experience with the Big 4 accounting firms Ernst & Young and Deloitte. He enjoys helping business owners and individuals with their business, asset protection and estate planning needs.
S. Dee Long
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Attorney with 42 years experience
(801) 558-9565 5383 S 900 E
Salt Lake City, UT 84117
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.

Robert Duffin Falck
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Lawyer with 19 years experience
(949) 433-4314 4516 South 700 East Suite 280
Salt Lake City, UT 84107
Estate Planning, Business and Immigration
Cornell Univ
Christopher J. Salcido
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
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
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...
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.
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...
Michael Swensen
Claimed Lawyer ProfileQ&ASocial Media
Sandy, UT Estate Planning Attorney with 6 years experience
(801) 441-1517 8619 S. Sandy Parkway, Ste. 111
Sandy, UT 84070
Estate Planning, Collections, Insurance Claims and Products Liability
University of Oklahoma College of Law
I have a diverse set of skills that will enable me to properly evaluate your claims. I have worked in the energy industry, insurance industry, and small business community. I am committed to providing the best legal advice possible and helping my clients achieve maximum results.
Austin J. Hepworth
Claimed Lawyer ProfileSocial Media
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...
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...
Rebecca Long Okura
Claimed Lawyer ProfileSocial Media
Holladay, UT Estate Planning Lawyer
(801) 746-6000 1981 Murray Holladay Rd #120
Holladay, UT 84117
Estate Planning, Divorce, Elder and Probate
I have over 16 years of experience in practicing Utah family law. In 2000, I moved to Salt Lake City from Washington D.C. and became a member of the Utah State Bar. I opened my own firm, Long Okura - Attorneys At Law, in 2004. We are a full-service boutique firm focusing exclusively on family-related legal concerns including divorces, custody, alimony, adoptions, paternity actions, child support, grandparent rights, prenuptial and post-nuptial agreements, estate planning, and probate. I absolutely enjoy running this law firm. I feel incredibly fortunate to collaborate with excellent attorneys each day, helping our clients meet...
Michael Jensen
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer with 23 years experience
(801) 266-2009 136 S Main St
PO Box 571708
Salt Lake City, UT 84157-1708
Estate Planning, Elder and Probate
Boston College Law School
Practice is focused on Elder Law issues with a special focus on probate and trust litigation, including the appointment of a guardian and conservator - contested and uncontested - and Medicaid consultations, including guardianship and conservator appointments; personal representative appointments in a probate estate; drafting a will or a trust; drafting power of attorney; drafting advance health care directive, general estate documents.
Daniel W. McKay
Claimed Lawyer ProfileSocial MediaResponsive Law
Wet Jordan , UT Estate Planning Attorney with 18 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...
Spencer Ball
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer with 31 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.
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.
Russell Weekes
Claimed Lawyer ProfileSocial Media
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 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...
Ms. Penniann J. Schumann
Claimed Lawyer Profile
Salt Lake City, UT Estate Planning Attorney with 25 years experience
(801) 631-7811 2150 South 1300 East
Suite 500
Salt Lake City, UT 84106
Free ConsultationEstate Planning, Elder and Probate
University of Miami School of Law and Saint Louis University School of Law
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.
Jefferson S Cannon
Claimed Lawyer ProfileQ&ASocial Media
Sandy, UT Estate Planning Attorney with 9 years experience
(801) 255-7475 8619 South Sandy PKWY Suite 111
Sandy, UT 84070
Estate Planning, Business, Collections and Real Estate
University of Nebraska - Lincoln
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.
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
James Rock
Claimed Lawyer ProfileSocial Media
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.
Scott Jenkins
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Attorney
(801) 328-0266 Fetzer Simonsen Booth & Jenkins, P.C.
50 W. Broadway, Suite 1200
Salt Lake City, UT 84101
Estate Planning, Business, Probate and Real Estate
Scott advises companies and individuals regarding business transactions and personal planning. Representative transactions include formation and operation of various business entities, private placement memorandums for fundraising, exempt securities, public company reporting and compliance, formation and qualification of charitable organizations, real estate transactions, asset protection strategies for individuals and businesses, wills, trusts and death tax planning, and settling and administering estates and trusts. Scott has represented natural resource companies, construction companies, multi-level marketing companies, small and large private estates, publicly supported charities with foreign operations, and clients with substantial offshore assets.
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.
Joel Kenny
Claimed Lawyer ProfileSocial Media
South Jordan, UT Estate Planning Lawyer with 16 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
Dennis Astill
Claimed Lawyer Profile
Sandy, UT Estate Planning Lawyer with 40 years experience
(801) 438-8698 7730 S. Union Park Ave, Suite 130
Sandy, UT 84047
Estate Planning, Business, Elder and Probate
Brigham Young University
Over 30 years experience in Estate Planning, Business Law and Company Formation, Asset Protection, Elder Law, Real Estate and Tax Planning. Former Managing Partner at large Salt Lake City law firm. Rated AV, the highest rating from Martindale-Hubbell the pre-eminent lawyer ratings service. Featured in Top 100 Utah Lawyers, Utah Business Magazine. Law Practice with significant management experience in law, business and real estate. Complex and simple estate planning, company formation, large and small business ventures and transactions, real estate transactions,1031 exchange transactions, business advising, and asset protection. Frequent speaker at conferences on business, trust, estate planning and tax planning...
John W. Mann
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer with 11 years experience
(801) 328-0266 50 W. Broadway, Suite 1200
Salt Lake City, UT 84101
Estate Planning, Construction, Probate and Real Estate
University of Oregon School of Law
John W. Mann practices business and commercial law focused primarily on the needs of the construction industry. John has significant litigation and transactional experience and is uniquely qualified to advise businesses on a wide range of matters before and after disputes arise.
Tracy Schofield
Claimed Lawyer ProfileSocial Media
Salt Lake City, UT Estate Planning Lawyer
(801) 746-2268 175 South Main Street
#900
Salt Lake City, UT 84101
Estate Planning, Appeals and Family
Tracy is a founding shareholder of Mohrman & Schofield PC where she concentrates on estate planning, appeals/appellate practice, and family law. Tracy is admitted to practice before all Utah state and federal courts. She is a member of the Law Practice Management, Estate Planning, and Family Law sections of the American Bar Association, and the Estate Planning, Litigation, and Family Law sections of the Utah State Bar. Tracy was recognized as one of Utahâs Outstanding Young Lawyers in 2012 and during 2010-2012 was named as a Super Lawyers Rising Star, a distinction that recognizes top up-and-coming attorneys who have...
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.
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Taylorsville 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.