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The team approach to estate planning offers many benefits for clients and advisors alike. To work well with estate attorneys, you must find the right partners, understand potential areas of conflict, and always put the clients first. Here's one attorney's advice on the process.
The more involved you become with a client's financial situation, the more you'll need to develop a referral network of trusted professional resources. These suggestions will help you find an attorney with whom both you and your client will want to work.
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