Success Program Virtual Classroom - Estate Planning

Presenter: David Lentz

Description: What you do in the Estate Planning appointment varies according to what each client currently has in place. For those clients who have estate planning documents, your job is to review them and ensure they are up-to-date and do what the clients want them to do. For those clients who need estate planning documents, your job is to help them think through the important decisions they will need to make to ensure their wishes are carried out.

Learning Objectives:

• Review the relationship of the advisor with the attorney and discuss what constitutes unlawful practice
• Know how to determine if a trust is needed
• Understand the information needed for the preparation of a simple will
• Understand and effectively review and discuss basic aspects of estate planning, incorporating the ACP Client Summary and the ACP Will Checklist

CE Credits:

NAPFA, CFP, NASBA

https://attendee.gotowebinar.com/register/2791420704534493185