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Horsesmouth Essential: What can be worse than losing a spouse, especially when there are still young children to raise? How about being forced to go through probate and losing needed assets to ex-spouses and estranged family members?
Horsesmouth Essential: Spearhead your client’s estate review by compiling all the information an estate-planning attorney needs and sitting in on meetings to make sure your client’s wishes are fulfilled. Not only will you win the loyalty of your client, you could garner respect—and business—from a very desirable referral source.
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.
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