FOLIO Ontology

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Identification

IRI:
https://folio.openlegalstandard.org/R9bCaZjWhV1f2PgQiwzAkDm
Label Estate Management Practice
Preferred Label N/A
Identifier N/A
Alternative Labels
Asset Management Practice Private Wealth Practice Wealth Management Practice

Definition

Estate Management Practice refers to the administration and oversight of a person's estate, including assets, liabilities, and financial affairs, both during their lifetime and after their death. It encompasses tasks such as estate planning, executing wills, managing trusts, and ensuring compliance with legal and tax obligations.

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