Which of the following is NOT a function of an estate planner?

Study for the Wills Bar Exam. Prepare with flashcards and multiple choice questions; every question has hints and explanations. Get ready for your exam success!

An estate planner primarily focuses on the legal aspects of preparing a client’s estate for distribution after death. This includes tasks such as drafting a will, advising on how assets should be allocated to beneficiaries, and planning strategies to minimize estate taxes, which are all critical components of estate planning.

Managing a client's personal finances, while important, falls outside the specific remit of an estate planner. Estate planning is concerned with the distribution of assets and the legal implications of such distribution rather than the ongoing management of personal finances, which is typically handled by financial planners or accountants. Therefore, choosing the option regarding managing personal finances correctly identifies it as not a primary function of an estate planner, distinguishing it from the core responsibilities associated with estate planning activities.

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