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A customer service rep's main job is to:
Trust Claim
A legal claim asserting that property or assets should be held and managed by one party for the benefit of another.
Trustee
An individual or entity given control or powers of administration of property in trust with a legal obligation to manage that property solely for the benefit of the party who has designated the trust.
Estate Planning
The process of arranging the management and disposal of a person's estate during their life and after death.
Inheritance Management
The process of handling and distributing the assets of a deceased person's estate according to legal guidelines or their will.
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