This session gives you an overview of the course through the “It’s Your Estate” Quiz. Introduced is the value of the “ASK FIRST” form that should be filled out by any professional you plan to engage. It takes the professional two minutes to complete and it will give you the consumer an indication of the person’s education, licenses (licensing is a minimum standard and not a credential), how the person charges, how they are compensated and if they are involved in product sales. In other words, it gives you more information than just he or she is a “nice” person.
DOCUMENTS AND FORMS:
California Bar Issued – Certified Specialist in Taxation Law and Certified Specialist in Estate Planning, Trust & Probate Law