QuestionDecember 16, 2025

What is important to do when a client is in the process of estate planning? Help the client decide how to distribute their property after their death. Be aware that a client's planning documents should be kept in a secure place. Assist the client with researching and buying a funeral insurance policy. Remind the client to assign a Durable Power of Attorney for Finances.

What is important to do when a client is in the process of estate planning? Help the client decide how to distribute their property after their death. Be aware that a client's planning documents should be kept in a secure place. Assist the client with researching and buying a funeral insurance policy. Remind the client to assign a Durable Power of Attorney for Finances.
What is important to do when a client is in the process of estate planning?
Help the client decide how to distribute their property after their death.
Be aware that a client's planning documents should be kept in a secure
place.
Assist the client with researching and buying a funeral insurance policy.
Remind the client to assign a Durable Power of Attorney for Finances.

Solution
4.4(233 votes)

Answer

Help the client decide how to distribute their property after their death. ### Be aware that a client's planning documents should be kept in a secure place. ### Remind the client to assign a Durable Power of Attorney for Finances. Explanation 1. Identify key estate planning actions Estate planning involves property distribution, securing documents, and assigning legal authority. 2. Evaluate each option for relevance Distributing property, securing documents, and assigning Durable Power of Attorney are core estate planning tasks; funeral insurance is not essential to estate planning.

Explanation

1. Identify key estate planning actions<br /> Estate planning involves property distribution, securing documents, and assigning legal authority.<br />2. Evaluate each option for relevance<br /> Distributing property, securing documents, and assigning Durable Power of Attorney are core estate planning tasks; funeral insurance is not essential to estate planning.
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