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The Sabal Glossary
A
Advance Directive
Agent
Attorney-in-Fact
B
Beneficiary
C
Corporate Surety Bond
Central Registration Depository
Conservatee
Conservator of Estate
Conservator of Person
Conservator
D
Do Not Hospitalize (DNI) Order
Do Not Intubate (DNI) Order
Do Not Resuscitate (DNR) Order
E
Electronic Data Gathering, Analysis, and Retrieval (EDGAR)
Executor
F
Financial Industry Regulatory Authority (FINRA)
Federal Fiduciary
Fiduciary
G
Guardian of the Estate
Guardian of the Person
Guardian
I
Intestacy
N
North American Securities Administrators Association (NASAA)
O
Out of Hospital Do Not Resuscitate (OOH-DNR) Order
P
Payable on Death Account
POLST
Probate
Principal
POA - Financial Power of Attorney
POA - Medical Power of Attorney
POA - Power of Attorney
S
SSA Representative Payee
Social Security Credits
Social Security Retirement Benefit
Supplemental Security Income (SSI)
T
Testator
Trusted Contact
Trustee
U
U.S. Securities and Exchange Commission (SEC)
U.S. Social Security Administration (SSA)
U.S. Department of the Treasury
U.S. Department of Veterans Affairs (VA)
V
VA Fiduciary
W
Ward
Will - Holographic Will
Will - Last Will and Testament
Will - Living Will
Will - Pour-Over Will