Estate Planning
The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death.

Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the rich!
Almost ¾ of Americans die without any sort of estate planning.

vehicle (METHOD) noun [C usually singular]
a way of achieving, producing or expressing something
(from Cambridge Advanced Learner's Dictionary)

美国临终关怀的发展及启示
1，临终关怀的兴起

My opinion.

estate 一般指留给子女的资产, 所以可以译成"财产/遗产管理公司"

Goals of Estate Planning
A. Distribute your property in the way you intend to your intended beneficiaries
This is the only real purpose of estate planning. The other goals are merely to aid in accomplishing this purpose.
B. Avoid or minimize estate taxes
This goal is a concern for those whose estates are or will be over $675,000.00 this year (the exemption increase, phase-out, and restoration, are further discussed in Part III of this Guide).
C. Preserve income tax advantages
D. Ease the process of passing property to heirs
E. Protect confidentiality

http://www.mraisbeck.com/docs/estate_planning.html#Goals

遗产规划师（Estate Planning Professional） ...
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