Estate planning is not only about the quality of the documents you implement, it is also about substantive process. What is process? Process should include benchmarks for information gathering, counseling, client consideration and deliberation, collaboration with financial advisor and CPA, extensive document review, client and family education, training for trustees and other fiduciaries, family meetings, and more. If your estate planning experience did not involve goal setting and the process of attaining certain benchmarks in the planning process, then you are the unknowing victim of a one-dimensional approach called traditional estate planning (TEP).
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