estate planner
Will drafting professional
An estate planner is a professional who helps people arrange for the transfer of their assets after death.
Estate planners work with wills, trusts, and tax strategies to ensure wealth passes to heirs efficiently and according to the client's wishes: We met with an estate planner to set up a trust for the children.
The role may be filled by attorneys, financial advisors, or specialists.
- last willPosthumous asset instructions
- willFaculty of deliberate choice
- trustConfidence in another
- living trustModifiable estate planning document
- trust fundAssets held for another
inheritance · attorney · assets · asset protection · next of kin · legacy · probate · executor · wealth · testament · heirs · family · family wealth · death · end of life · taxes · tax shelter · documents
- advisorspolicy advisors, consultant, adviser, advisor, think tanks
- planner types
- estate planningexecutor, trust, beneficiary, will, probate
- Financial Advisorswealth advisor, financial consultant, financial advisor, investment advisor, CFP
- guidesguide, research guide, guidebook, tour guide, hiking guide
- office jobsmanager, office clerk, analyst, receptionist, administrative assistant
estate plannertax preparer
One who files returns
day trader · bankruptcy attorney · debt collector · payday lender · auditor
estate plannerspendthrift
Reckless with money
profligate · squanderer · liquidator · wastrel · big spender
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