Sep 26, 2023

New Client Conversations: An Estate Planning Checklist


Whether they’re a new client, or a client with whom you haven’t discussed estate planning with in the past, this checklist will take you through some important questions to ask to ensure you help meet their goals. This checklist is broken down by net worth and includes the important documents you’ll want to make sure you gather.

This checklist is the companion to our Vanilla Academy course on New Client Conversations taught by Steve Lockshin. View the full course here.

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