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Estate planning & management
Click on the type of estate services from the table below to learn about the general description for the nature of the services. Click the type of practitioner from the list on the right to find your local provider.
| Estate planning | Probate services |
| Trust planning |
| Books and publications of interest | Blogs, newsletters and feeds of interest |
| Professional acronyms | Professional associations |
| Interesting and helpful information |
Professional help is always suggested for estate planning.
Depending on numerous factors, there may be the need for professional management of an estate or the creation of a trust with professional trustees to hold assets and distribute them in the best interests of all parties.
Estate planning services - a person specializing in the planning of estate matters, including planning for inheritances, minimization of tax consequences of an estate, etc. They may have a designation of "AEP", "BCE", "CEA", "CELA", "CEP", "CTEP", "EPLS" or "MCEP" as part of their professional credentials. A licensed attorney is required for preparation of all legal documents.
Probate services - help with the legal process whereby a court oversees the distribution of assets left by a deceased person’s will.
Trust planning - a person specializing in the design and implementation of trusts. Trusts can be helpful in situations of wealth, protection from certain creditor situations, protection of assets from imprudent spending by someone not accustomed to handling money, long-term care arrangements for the elderly or infirmed and similar situations. They may have a designation of "CTEP" or "CTFA" as part of their professional credentials.
From time to time you may want to make sure to think about Beneficiary designations as part of your estate plan to avoid any oversight in your wishes.
Click on the type of health insurance from the table below to learn about the general description for the nature of the policy. Click the type of practitioner from the list on the right to find your local provider.
