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Six Things Nobody Tells You Before You Start Practicing Estate Planning

Here are six things that I wish someone had told me before I started practicing estate planning: (1) Knowing your craft is completely different from knowing how to deliver your craft. (2) Most clients come to you after experiencing loss. (3) Building trust is a game changer. (4) Break down your internal process. (5) Stay away from boilerplate forms. and (6)
Compliance differs from competency, and you need to be good at both.

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