As a financial planner, you are likely to be one of the first people the family calls when your client dies. Depending on the demographics of your practice, you may even scan the obituary section of the local paper, just to be sure you are fully ready when that call comes.
So what do you need to be prepared to do when helping a client or their family settle an estate? Do you have a checklist? We share Ben's checklist on this episode, with some commentary from Roger.