Estate Planning

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Definition:
Estate Planning is the preparation of a plan of administration and disposition of one’s property before or after death, including will, trusts, gifts, power of attorney, etc.

Related Concepts:

Financial Planning
Power of Attorney
Trusts
Wills
 

Available Positions Related to Estate Planning:

Asset & Investment Management jobs

Wealth Management jobs

 

Relevant Functional Areas:
Asset Management
Fiduciary Administration
Trust & Estate Management
Wealth Management
 

Related Job Titles:
Estate Advisor
Estate Tax Counsel
Portfolio Manager
Trust Officer
 

Synonyms:
Estate Administration
Estate Preservation

 

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