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Trust Glossary

Will Substitute - Device used instead of a will to transfer property at death, such as a trust, community property agreement, life insurance policy, retirement plan, etc.


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The content in this glossary is general in nature and is intended for informational purposes only. It is not intended to provide specific advice or recommendations for any individual or organization, because the facts and circumstances surrounding each situation differ. Please consult your attorney, tax advisor or other professional advisor for advice on your particular situation.






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