- estate planner
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estate plan·ner n: a professional or business that provides advice regarding estate planning and sometimes prepares necessary legal documents
Merriam-Webster’s Dictionary of Law. Merriam-Webster. 1996.
Merriam-Webster’s Dictionary of Law. Merriam-Webster. 1996.
Estate Planner — Estate Planner, a professional that creates an estate plan. This professional works with an estate owner to maximize their goals. This is a legal and tax specialty for an attorney or an accountant. Further, the key to estate planning is to help… … Wikipedia
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Financial Planner — A qualified investment professional who helps individuals and corporations meet their long term financial objectives by analyzing the client s status and setting a program to achieve that client s goals. Financial planners specialize in tax… … Investment dictionary