Bellevue, Washington Estate Planning Lawyers

Mark David Nusz
PREMIUM

Wills, trusts, & estate plans specifically tailored to individuals and families.

Attorney Mark D. Nusz works hard to solve your toughest problems - the ones that won't let you get to sleep. He strives to set the foundation for clients to prepare for a secure and successful future while clearing away... Read More »
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Ronald L. Cohen
PREMIUM

Bellevue, WA Estate Planning Attorney with 42 years experience

Ronald L. Cohen is a Seattle native and practices law in Bellevue, Washington. He has more than 30 years experience and has an engaging and friendly manner in guiding individuals and families through their legal matters. Read More »
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Mark D. Kimball
Claimed Lawyer ProfileSocial MediaResponsive Law
(425) 455-9610 777 108th Avenue Northeast
Suite 2000
Bellevue, WA 98004
Bellevue, WA Estate Planning Attorney with 36 years experience
Estate Planning, Business, Real Estate and Tax
University of Washington School of Law, University of Washington School of Law and University of Washington School of Law
Mark Kimball is a managing Shareholder and founder of MDK Law, an award-winning business and litigation firm that has been serving Seattle and Eastside clients for more than thirty five years. His practice is concentrated on corporate and real estate transactions, commercial litigation, business operations, and state, federal, and international tax law, and he is licensed to practice in Washington, New York and Texas, as well as United States Tax Court and the United States Supreme court. Specific tax work includes advising clients on a variety of business operation matters, structuring tax-advantaged transactions, and representing clients before the United States...
Christopher M. Larson
Claimed Lawyer ProfileQ&ASocial Media
Bellevue, WA Estate Planning Attorney with 8 years experience
(206) 440-2688 10900 NE 4th St
Suite 2300
Bellevue, WA 98004
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Washington School of Law
Insight Law is a local tax law firm with 4 offices in the greater Seattle area. We handle all tax matters, including those related to Income, Employment, Property, B&O, and Estate and Gift taxes. We pride ourselves on providing the best service, value, and knowing our areas of law inside and out. Whether you have a tax problem or need estate planning or small business services, we can provide efficient, knowledgeable and compassionate representation. QUALITY: At Insight Law, we provide top-notch representation from experienced attorneys in the Seattle Area. VALUE: At Insight Law, we use a...
Aaron Richter
Claimed Lawyer ProfileBlawgsearchSocial Media
Bellevue, WA Estate Planning Attorney with 10 years experience
(425) 298-3207 601 108th Ave NE
Suite 1900
Bellevue, WA 98004
Estate Planning, Business and Tax
Valparaiso University School of Law and University of Washington School of Law
Aaron discovered his passion for tax law while interning at the Internal Revenue Service, Office of Chief Counsel. He has continued this passion by helping clients resolving their tax disputes and advising individual and business clients on their tax planning. Additionally, he served as a Volunteer Attorney at the University of Washington Federal Tax Clinic providing pro bono work to low-income individuals and business. Aaron has successfully represented clients before the IRS and state tax departments. He represents clients in IRS and state tax audits, resolving tax debts, and the in U.S. Tax Court. In his free time,...
David Thomas Lyons
Claimed Lawyer Profile
Bellevue, WA Estate Planning Attorney with 38 years experience
(425) 451-2400 10655 NE 4th Street
Suite 704
Bellevue, WA 98004
Estate Planning, Business and Probate
Gonzaga University School of Law
David T. Lyons is a shareholder with the Northwest law firm of Lyons | Sullivan. He concentrates his practice in business transactions. He received his Bachelor of Business Administration degree from Gonzaga University in 1977; his Juris Doctorate, Cum Laude, from Gonzaga School of Law in 1979; and his Master of Science Financial Services in 1990. Mr. Lyons is a Certified Public Accountant licensed to practice public accounting in the State of Washington and an attorney admitted to practice law in the States of Washington and Alaska.
Ronald L. Cohen
Claimed Lawyer ProfileLII GoldSocial Media
Bellevue, WA Estate Planning Attorney with 42 years experience
(425) 454-0915 2155 112th Ave NE
Bellevue, WA 98004
Free ConsultationEstate Planning, Elder, Probate and Tax
Seattle University School of Law
Ronald L. Cohen is a Seattle native and practices law in Bellevue, Washington. He has more than 30 years experience and has an engaging and friendly manner in guiding individuals and families through their legal matters.
Paul Premack
Claimed Lawyer ProfileSocial Media
Bellevue, WA Estate Planning Attorney with 36 years experience
(425) 296-2919 11900 N.E. 1st St. Suite 300
Bellevue, WA 98005
Estate Planning, Elder and Probate
University of Houston - Main Campus
Paul Premack is a Certified Elder Law Attorney through the National Elder Law Foundation. He was a founding member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys, and has been a NAELA member since 1989. His practice encompasses estate planning for individuals, couples and families of all ages, probate to assist surviving heirs when a family member dies, and elder law to assist clients with specific legal challenges. Paul is a Geriatric Scholar via the University of Texas Health Science Center in San Antonio. Paul writes a weekly legal column for the...
Stacey Lynne Smythe
Claimed Lawyer ProfileSocial Media
Bellevue, WA Estate Planning Lawyer with 27 years experience
(425) 460-0550 9 Lake Bellevue Dr
#204
Bellevue, WA 98005
Estate Planning, Divorce, Family and Probate
Seattle University School of Law
Stacey Smythe joins Law Offices of Molly B. Kenny firm with over 24 years of legal experience, focusing in Family Law, Estate planning and Probate. Stacey Smythe graduated from the University of Puget Sound with a bachelor of arts in Business Administration and Sociology. She received her Juris Doctorate from University of Puget Sound School of Law in 1991, nka Seattle University School of Law. Ms. Smythe is committed to an open line of communication with her clients and recognizes the need to keep clients fully informed of all aspects of their case. Ms. Smythe...
Robert F. Gutierrez
Claimed Lawyer Profile
Bellevue, WA Estate Planning Attorney with 25 years experience
(425) 453-4455 2155 112th Ave NE
Bellevue, WA 98004
Estate Planning, Business and Tax
University of Washington School of Law
Practice areas: tax, business and estate planning. Advise owners of all types of businesses concerning the formation of new business entities, the acquisition of other businesses or strategic business assets, and the sale or dissolution of the business. Counsel clients in the preparation and negotiation of general business contracts, entity structure, and issues relating to corporate governance. Personal estate planning. Advise and prepare wills, trusts, family gifting entities, durable powers of attorney, property agreements, and other estate planning documents. Practice ranges from basic planning for young families to complex trusts, family LLCs, family business succession planning, and charitable giving. Prepare...
Stephen Michael Waltar
Claimed Lawyer ProfileSocial Media
Bellevue, WA Estate Planning Lawyer with 25 years experience
(425) 455-6788 1750 112th Avenue NE, Suite C245
Bellevue, WA 98004
Free ConsultationEstate Planning, Business and Probate
BACKGROUND: Steve was born on March 15, 1962, in Boston, Massachusetts. His true roots, however, are firmly planted in the Pacific Northwest. Steve grew up in Richland, Washington, and moved to Seattle in 1980 to attend college (Seattle Pacific University, B.A., cum laude, 1984). He lived in Princeton, New Jersey, for three years during graduate school (Princeton Theological Seminary, M.Div., 1988). Steve returned to Puget Sound to attend law school in Tacoma (University of Puget Sound School of Law—converted to Seattle University School of Law, J.D., 1993). He was admitted to the Washington State Bar in 1994. Steve is...
Christopher Mulvaney
Claimed Lawyer ProfileSocial Media
Bellevue, WA Estate Planning Attorney with 15 years experience
(425) 649-1190 14205 SE 36th St Ste 100
Bellevue, WA 98006
Free ConsultationEstate Planning and Bankruptcy
Gonzaga University School of Law
Christopher S. Mulvaney, owner of MULVANEY LAW OFFICES, PLLC since 2008, is a proud graduate of Gonzaga University School of Law (Cum Laude - 2002). Mr. Mulvaney was admitted to the Washington State Bar (#33595) in 2003. Mr. Mulvaney is a member of the National Association of Consumer Bankruptcy Attorneys. MULVANEY LAW OFFICES, PLLC is a debtor bankruptcy and estate planning law firm.
Brook Andrew Goddard
Claimed Lawyer Profile
Bellevue, WA Estate Planning Attorney with 18 years experience
(425) 453-9200 155 108th Ave NE, #700
Bellevue, WA 98004
Estate Planning, Divorce and Family
Tulane University School of Law
Divorce and Child Custody: These are powerful words with powerful consequences. Established on the eastside of Lake Washington since 1973, my firm provides clients with vigilant and professional representation. As an experienced family law attorney, I will provide you with sound advice and guidance to resolve your family law issues. At the outset of my representation on your behalf, we will work together to analyze your issues, possible solutions, and the chance of success of each course of action available. We will then work as partners to devise the best strategy to achieve your goals. Success in family law...
Stephen Hansen
Claimed Lawyer Profile
Bellevue, WA Estate Planning Attorney with 43 years experience
(425) 637-3027 10900 NE 4th St
Bellevue, WA 98004
Estate Planning, Business, Employment and Probate
Gonzaga University School of Law
I have been in private practice for over 35 years. My offices were originally in Woodinville. I opened an office in Bellevue in 1993 where I currently practice.
Boaz Weintraub
Claimed Lawyer Profile
Bellevue, WA Estate Planning Attorney with 22 years experience
(425) 374-4045 14205 S.E. 36th Street, Suite 100
Bellevue, WA 98006
Estate Planning, Divorce and Family
Vijay Gosalia
Claimed Lawyer Profile
Bellevue, WA Estate Planning Lawyer with 12 years experience
(425) 748-5111 2018 156th Ave NE; Suite 100
Bellevue, WA 98007
Estate Planning, Bankruptcy, Business and Tax
University of Washington School of Law and University of Kansas School of Law
Vijay Gosalia is a founding member of Ortiz & Gosalia, PLLC. He currently provides legal services in the areas of tax controversy, bankruptcy and estate planning. Prior to establishing Ortiz & Gosalia, PLLC, Mr. Gosalia provided legal services as a solo practitioner at Gosalia & Associates, LLC from 2009 through June 2011. Mr. Gosalia currently serves as an attorney at the Federal Tax Clinic at the University of Washington providing pro-bono tax services to clients and has done so since 2008. In addition to being admitted to practice in the State of Washington, Mr. Gosalia is admitted...
Beth McDaniel
Claimed Lawyer ProfileSocial Media
Bellevue, WA Estate Planning Lawyer with 24 years experience
12501 Bel-Red Road Suite #215
Bellevue, WA 98005
Estate Planning, Elder and Family
Scott P Beetham
Claimed Lawyer Profile
Bellevue, WA Estate Planning Attorney with 12 years experience
(425) 453-7010 2155 112th Ave. NE, Ste 210
Bellevue, WA 98004
Estate Planning, Business, Probate and Real Estate
Seattle University School of Law and University of Washington School of Law
Bellevue, WA Estate Planning Lawyer with 19 years experience
(425) 990-9975 365 118th Ave SE
Bellevue, WA 98005
Estate Planning, Business, Divorce and Family
Bellevue, WA Estate Planning Lawyer with 24 years experience
(425) 605-1234 11000 NE 33rd Pl Ste 101
Bellevue, WA 98004
Estate Planning
Loyola Law School
Bellevue, WA Estate Planning Lawyer with 20 years experience
(425) 688-7871 110 110th Ave NE
Bellevue, WA 98004
Estate Planning, Business, Collections and Real Estate
Bellevue, WA Estate Planning Lawyer with 29 years experience
(425) 451-3583 12501 Bel Red Rd
Bellevue, WA 98005
Estate Planning, Business and Tax
George O. Tamblyn
Claimed Lawyer Profile
Mercer Island, WA Estate Planning Attorney with 55 years experience
(206) 236-2769 2448 76th Ave SE Suite 100
Mercer Island, WA 98040
Estate Planning, Business, Elder and Employment
Cornell University
Erica Lynn Wolf
Claimed Lawyer ProfileSocial Media
(206) 786-1012 2446 76th Ave. SE
Suite 100
Mercer Island, WA 98040
Mercer Island, WA Estate Planning Lawyer with 13 years experience
Estate Planning, Business, Probate and Real Estate
Seattle University School of Law
I am a trusted and experienced estate planning and probate lawyer licensed to practice in Washington and California. I also provide professional fiduciary services for clients who need an administrator, trustee, or personal representative for an estate or trust. My office is located on Mercer Island, and as a concierge attorney, I provide mobile service at no addition charge within King County.
Thomas Mackin
Claimed Lawyer Profile
Sammamish, WA Estate Planning Attorney with 39 years experience
(206) 497-6283 840 207th avenue ne
Sammamish, WA 98074
Estate Planning, Business, Criminal and Probate
Samuel Ciapanna
Claimed Lawyer Profile
Newcastle, WA Estate Planning Lawyer with 36 years experience
(425) 454-2347 6947 Coal Creek Parkway SE, #195
Newcastle, WA 98059
Estate Planning, Elder and Probate
Dickinson School of Law
Angela Macey-Cushman
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Lawyer with 13 years experience
(206) 340-2200 1200 5th Avenue
Suite 2020
Seattle, WA 98101
Estate Planning, Elder, Probate and Social Security Disability
University of Washington School of Law, University of Washington School of Law and Seattle University
Angela is a Seattle estate planning attorney. Her practice also includes a blend of elder law, disability planning, and probate. Her clients range from young urban professionals to centenarian retirees.

Before earning her law degree, Angela Macey-Cushman was a nurse, manager, and researcher in the area of aging and long-term care. These experiences inform her legal practice and her approach to advising clients and their families. She is also a mother of two school-age sons. Her husband is employed in the tech industry. She loves assisting younger individuals and families with their long-range estate planning questions.

Angela...
Shane McKinnie
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Attorney with 5 years experience
(206) 395-9175 119 1st Ave S
Suite 310
Seattle, WA 98104
Free ConsultationEstate Planning, Criminal, DUI and Traffic Tickets
Seattle University School of Law
Attorney Shane McKinnie is a former criminal prosecutor, and has experience working for both large and small law firms in the Seattle area. Shane approaches his cases from a practical perpective and above all, seeks to help his clients solve their problems in the way that best suits their circumstances and desires.
Shane is a fourth-generation Washingtonian and military veteran. He grew up in Snohomish County and attended Washington State University where he was a member of the Honors College and president of a fraternity. Shortly after graduating from WSU, he attended Navy Officer Candidate School (OCS) and was commissioned as...
Josh Lowell
Claimed Lawyer ProfileSocial Media
Redmond, WA Estate Planning Lawyer with 6 years experience
(425) 885-7500 8201 164th Ave. NE #200
Redmond, WA 98052
Free ConsultationEstate Planning, Insurance Claims, Medical Malpractice and Personal Injury
Seattle University School of Law
Home-grown in the Seattle area, Josh was raised in his dad's law firm. Soon enough Josh realized that he wanted nothing more than to follow in his father's footsteps. Josh and his high school sweetheart went off to the University of Washington, both with the desire to attend law school. They both graduated the UW in three years and headed off to Seattle University to complete their legal training. With his girlfriend now his wife, Josh was pushed to his best and made easy-work of law school.

With their law degrees under their belt, Josh and his wife, Sarah, began their...
Julie E. Dickens
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Lawyer with 37 years experience
(800) 240-5051 600 University St
#2100
Seattle, WA 98101
Estate Planning, Business, Probate and Real Estate
Willamette University College of Law and University of Washington School of Law
A valued GTH partner, Julie Dickens has been with the firm since 1999. She focuses her practice on estate planning, real estate, and general business, representing individuals and their closely held businesses in all stages of their planning. Besides Wills, trusts, prenuptial agreements and probates, she helps her clients with entity formation, shareholder agreements, real estate purchase and sale agreements, leases, easements, and financing transactions.

Julie enjoys her practice because it offers her the opportunity to interact personally with her clients as she learns their life stories and collaborates with them to develop effective strategies for securing their future. She...
Bruce Pruitt-Hamm
Claimed Lawyer Profile
Seattle, WA Estate Planning Attorney with 24 years experience
(206) 327-9335 3418 NE 65th St.
Seattle, WA 98115
Estate Planning, Elder, Family and Probate
University of Washington School of Law
Bruce Pruitt-Hamm is an attorney who can litigate, mediate or collaborate.
Litigation- As an attorney with over 20 years experience, Bruce Pruitt-Hamm has been awarded the highest rating by the national lawyer-rating service, Avvo.com. Since graduating in 1994 from the University of Washington School of Law near the top of his class, he has litigated over one thousand cases in a wide variety of areas of the law. Bruce volunteers for the Washington State Bar Association’s “Moderate Means Program“, offering reduced rates to people of moderate means. Bruce’s standard rate is $280/hr.; but he offers discounts for those on legal insurance...
Terri Rae Luken
Claimed Lawyer Profile
Seattle, WA Estate Planning Lawyer with 29 years experience
(206) 432-9587 1700 Seventh Avenue, Suite 2100
Seattle, WA 98101
Estate Planning, Appeals, Arbitration & Mediation and Elder
University of Washington School of Law and University of Washington School of Law
My practice focuses on probate, guardianships, estate planning, TEDRA (Trusts and Estate Dispute Resolution Act of Washington) litigation and alternate dispute resolution.
Sunitha Beatrice Anjilvel
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Attorney with 29 years experience
(206) 922-2826 800 5th Ave
Suite 4100
Seattle, WA 98104
Estate Planning, Appeals, Divorce and Elder
Dalhousie Univ
I have been practicing law since 1990 when I graduated from a top-ranked Canadian law school, Dalhousie University in Nova Scotia. After 3 years as a trial lawyer in Canada I moved to California where I gained admission to the California State Bar. I practiced law in West Hollywood California for 13 years until my relocation to Redmond, Washington in 2007. Since 2008 I have practiced family law in the Seattle area, and I have extensive trial experience in King County. While I love being able to fight for my clients in the courtroom I also recognize that fair settlements...
Forrest Carlson
Claimed Lawyer ProfileSocial Media
SEATTLE, WA Estate Planning Attorney with 10 years experience
(206) 631-9575 2633 Eastlake Ave E Ste 207
SEATTLE, WA 98102
Estate Planning, Business, Probate and Real Estate
Seattle University School of Law
Jamie Corrine Clausen
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Attorney with 18 years experience
(206) 459-1908 751 N 75th St
Seattle, WA 98103
Free ConsultationEstate Planning and Elder
University of Washington School of Law and University of Washington School of Law
Jamie founded Phinney Estate Law in 2007 as a way of addressing a need she saw in the community for affordable, values-based estate planning and as a way to develop a legal practice that was consistent with her own values and legal philosophy. Before founding Phinney Estate Law Jamie worked as a litigation associate at Cozen O'Connor, as an attorney advisor for the U.S. Department of Justice, and as legal intern for Northwest Immigration Rights Project and Northwest Justice Project. Jamie began her work in estate law in 2005 as a pro bono attorney with King County...
Justin Mishkin
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Attorney with 12 years experience
(206) 838-8118 2033 6th Ave, Suite 828
Seattle, WA 98121
Estate Planning, Bankruptcy, Collections and Foreclosure Defense
University of La Verne College of Law
Justin Mishkin received his undergraduate degree from University of Washington, with certificates in Political Science and Economics. After undergraduate school, Justin attended law school at University of La Verne College of Law, a small private law school in Southern California. While in law school Justin spent two years at a family law clinic donating his time to helping those who could not afford to pay for legal representation. While at the legal clinic, Justin helped to prepare hundreds of family law petitions. After law school, Justin served as general counsel for a company that...
Christopher Michael Small
Claimed Lawyer ProfileSocial Media
Kirkland, WA Estate Planning Lawyer with 14 years experience
(206) 659-1512 150 Lake St. S., Suite 218
Kirkland, WA 98033
Free ConsultationEstate Planning, Business and Probate
University of Kansas School of Law
Christopher Small is the owner of CMS Law Firm LLC, the Northwest's premiere estate planning, probate, and trust administration law firm. CMS Law Firm focuses on estate planning for one reason - legacy and family protection are at the forefront of their philosophy and beliefs. Christopher is the proud father of three kids, Blakely, Jackson, and Dillon, and understands how important it is to make sure families have the protection and safety they need to excel no matter the circumstances.

Some of the routine matters we handle include, wills, revocable living trusts, powers of attorney, medical powers of attorney, health care...
Peter William Mogren
Claimed Lawyer ProfileBlawgsearch
Renton, WA Estate Planning Lawyer with 38 years experience
(425) 255-4542 15 South Grady Way, Suite 100
Renton, WA 98055
Estate Planning, Divorce and Family
University of Oregon School of Law
Peter W. Mogren was born in Seattle, Washington, May 20, 1955; admitted to Washington bar, 1981; also admitted to practice before the U.S. District Court, Western District of Washington. Employed at Mogren, Glessner & Ahrens, P.S. since 1980, and managing partner since 1987. Preparatory education, Seattle Pacific University (B.A. 1977); legal education, University of Oregon (J.D. 1980). Fraternity: Christian Legal Society. Member: Seattle-King County, South King County and Washington State Bar Associations. A CLC and ValueOptions Referral Attorney. Peter enjoys running (5K's), skiing (water and snow) and working with his church youth group
Jeffrey Lynn Barth
Claimed Lawyer Profile
Kirkland, WA Estate Planning Lawyer with 40 years experience
(425) 822-6564 121 Lake St S
Ste 101
Kirkland, WA 98033
Free ConsultationEstate Planning, Divorce and Family
Gonzaga University School of Law
I have been practicing law in Washington for 38 years. My practice has focused solely on family law including such issues as divorce, support modifications, parenting plans, paternity, prenuptial agreements and gay and LGBT family law.

I am a seasoned, tenacious legal professional who offers practical and honest advice about making your legal matters efficient and cost-effective.

I have been married 39 years and have two children and two grandchildren. In my free time I enjoy golf, gardening and spending time with my family.
Janna Jill Annest
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Attorney with 16 years experience
(206) 382-1000 1000 Second Avenue, Suite 3000
Seattle, WA 98104
Estate Planning and Business
University of Washington School of Law
Janna enjoys the constructive aspect of her business law, estate planning, and adoption practices. She offers pragmatic advice to businesses of all sizes regarding their formation and organizational needs, provides comprehensive estate planning services to families, including wills, trusts, powers of attorney, and health care directives, and guides all types of families through the adoption process from the dual perspective of an attorney and an adoptive parent. Janna has been selected to the Washington Rising Stars list of outstanding lawyers each year from 2009 to 2017. Outside the office, Janna spends most of her time exploring West Seattle with her...
Sheila Ridgway
Claimed Lawyer ProfileSocial Media
Seattle, WA Estate Planning Lawyer with 35 years experience
(206) 855-6420 701 Fifth Avenue
Suite 4640
Seattle, WA 98104
Estate Planning, Elder and Probate
Gonzaga University
Do you need assistance navigating the complex probate process? Lead Attorney Sheila Ridgway from Ridgway Law Group, P.S. has more than 28 years of legal experience in this area and she can help guide you every step of the way. She focuses primarily on probate issues such as estate and trust litigation, guardianship, TEDRA, will contests, elder law, fiduciary services and mediation. Sheila has taken on very contentious and challenging cases in the past, but she has a proven track record of case victories under her belt. Attorney Ridgway provides individualized representation to her clients that are tailored to meet...
Synthia Melton
Claimed Lawyer Profile
Tukwila, WA Estate Planning Lawyer with 8 years experience
130 Andover Park East, Suite 300
Tukwila, WA 98032
Free ConsultationEstate Planning, Business, Landlord Tenant and Probate
Seattle University School of Law
Synthia Melton is a co-founder and Managing Partner of Dimension Law Group. Synthia’s practice focuses on Business Law and Commercial and Residential Real Estate, including Landlord-Tenant matters. Synthia works primarily with real estate investors and small business owners on matters involving complex transactional and litigation matters. She also serves as general counsel to various small to mid-size businesses throughout Washington State.

In 2016 and 2017, Synthia was named a “Rising Star” by Super Lawyers, an award given to less than 2.5% of lawyers in the state. Synthia has a passion for working with Seattle’s small to mid-size business owners, assisting with...
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Elder Law
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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.