FREE DOWNLOAD
Estate Planning Glossary
This glossary is designed to reduce confusion and build confidence as you read, plan, and have conversations.
Clear explanations—no legal jargon
This glossary is designed to reduce confusion and build confidence as you learn estate planning terms, review your options, and have important conversations.
Inside this Resource
- Plain-language definitions of common estate planning terms
- Simple explanations without unnecessary complexity
- Alphabetized format for quick reference
- Helpful companion while reading articles and resources
Looking for more resources?
Visit our Tools & Resources page for more free downloads.
Helpful Starting Points:
These articles introduce many of the terms included in this glossary:
Planning Glossary
What you’ll get:
✔ Plain-language definitions of common estate planning terms
✔ Quick explanations of wills, trusts, probate, and key roles
✔ A simple reference to use while reading, planning, or having family conversations
JOIN THE COMMUNITY
Sign up & get updates
Join our community for practical insights, financial tips, and tools to help you grow, protect, and elevate your life — one step at a time.
Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.