Estate Management Practice

Estate Management Practice - 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.

Class Information

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Identification

IRI: https://folio.openlegalstandard.org/R9bCaZjWhV1f2PgQiwzAkDm
Label (rdfs): Estate Management Practice
Preferred Label: None
Alternative Labels: Asset Management Practice, Private Wealth Practice, Wealth Management Practice
Identifier: N/A

Definition and Examples

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.
Examples: N/A

Translations

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Class Relationships

Sub Class Of: Regulatory Services (Non-Dispute)
Parent Class Of: Estate Planning Practice

Estate Administration Practice
Is Defined By: N/A
See Also: N/A

Additional Information

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Deprecated: False

Metadata

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