How to Conduct an Estate-Planning Review
By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Horsesmouth Essential: A quick review of estate-planning documents can help you in three important ways. One, you'll identify the correct account registrations and flag any beneficiary issues. Two, you'll uncover all of a new client's assets. Three, you'll cultivate relationships with a great referral source: estate-planning attorneys.