Question: What is important to do when a client is in the process of estate planning? O Be aware that a client's planning documents should be

What is important to do when a client is in the process of estate planning? O Be aware that a client's planning documents should be kept in a secure place. Assist the client with researching and buying a funeral insurance policy. Help the client decide how to distribute their property after their death. Remind the client to assign a Durable Power of Attorney for Finances

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