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Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points during discussions to help clients optimize their financial planning – wherever they are in their wealth planning journey.

This easy-to-follow checklist ensures you're asking all the right questions and gathering the information you need to drive more meaningful conversations with your customers. This checklist will help you:

– Structure effective estate planning meetings
– Understand the key information customers need to provide
– Guide customers through the next steps to create or update their plans

Download the checklist today.