Define: Trust & Estate Management

Business, Legal & Accounting Glossary

Definition: Trust & Estate Management



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Full Definition of Trust & Estate Management


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.


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Trust & Estate Management. PayrollHeaven.com. Payroll & Accounting Heaven Ltd. https://payrollheaven.com/define/trust-estate-management/ (accessed: April 07, 2020).
American Psychological Association (APA):
Trust & Estate Management. PayrollHeaven.com. Retrieved April 07, 2020, from PayrollHeaven.com website: https://payrollheaven.com/define/trust-estate-management/

Definition Sources


Definitions for Trust & Estate Management are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 28th February, 2020