Do You Do Estate Planning?

A value add we do on a regular basis is helping clients remember how old their documents are and who's been named as their trustee. We're not providing legal advice. We're simply reminding them making them worse. Just like when we created a 37-point checklist for tax reviews right now, I've empowered my team in how to deliver massive value with taxes because it's a process to review. When I say I do estate planning, it's a little different than handing them a phone number and saying, good luck. It actually goes through an entire estate planning process.