Question: The first step in the estate planning process includes: a . Meeting with the client to gather information regarding the client s assets, family structure,

The first step in the estate planning process includes:
a. Meeting with the client to gather information regarding the clients assets, family structure, current estate planning documents, and desires, as needed to understand the clients circumstances.
b. Prioritizing the clients goals.
c. Developing a formal written estate plan.
d. Identifying key areas of concern in relation to the clients plan - taxes, cash on hand, etc.

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