Trust & Estate Management

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Definition:

Trust & Estate Management is a branch of Wealth Management which assists High Net-worth Individuals in their preparation and execution of sophisticated financial plans at the time of their incapacity or death. Estate Planning and Trust Administration are core services provided by trust & estate management firms in addition to creating a will, appointing a power of attorney, tax counsel, and retirement planning. These highly customizable services are provided by Estate Advisors, Estate Tax Counsel, and Trust Officers in order to facilitate the achievement of desired financial goals by their wealthy clients.