A detailed glossary of estate planning terminology

Estate planning can be complex, so it’s important to understand the basics—from roles and document types to key legal terms. With this foundational knowledge, you can engage in more meaningful conversations with your clients.

This guide covers all the essentials and serves as a handy cheat sheet whenever you need it. You can also share it with your clients to help educate them.

In this guide, you’ll learn:

• All the key roles in estate planning and their functions
• The different types of estate planning documents, including subtrusts
• Other relevant terms you and your clients are likely to encounter

Download the guide to master estate planning.