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Estate planning can be complex, so it's important to understand the basics—from the roles and types of documents to key legal terms. With this basic knowledge, you can engage in more meaningful conversations with your customers.

Our guide covers all the essentials and serves as a handy cheat sheet whenever you need it. You can also share it with your customers to help educate them. In this guide, you will learn:

– All key roles in estate planning and their functions
– Various types of estate planning documents, including subtrusts
– Other important terms you and your customers are likely to encounter

Download the guide to mastering estate planning.