Examlex
A suitability index:
Primary Beneficiary
The primary beneficiary is the individual or entity designated to receive the benefits or proceeds of a policy or plan before any others.
Funeral Arrangements
The planning and provisioning for the burial or cremation and memorial services for a deceased person.
Will
A legal document by which a person expresses their wishes as to how their property is to be distributed at death, and names one or more persons to manage the estate.
Trust
A fiduciary relationship in which one party holds property or assets for the benefit of another based on an agreement.
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