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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
You don’t need to memorize these terms. Instead, use this resource as a quick reference whenever something feels unclear.
Inside this Resource
- Plain-language definitions of common terms
- Simple explanations without legal complexity
- Alphabetized format for easy reference
- Helpful companion to all planning resources
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Planning Glossary
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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.