Host Thomas Kopelman is joined by Dave Haughton, Senior Corporate Counsel at wealth.com, who’s stepping in for Anne Rhodes as ongoing co-host temporarily, to discuss what happens after someone creates their estate planning documents. Dave details the three key steps to know, especially for advisors guiding their clients, including the critical piece of needing physical documents and getting them notarized—and why online notarization may not be the best solution.
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For any questions, email us at practicalplanner@wealth.com.
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