According to the Certified Financial Planner Board of Standards, Inc. who is to explain to clients the estate planning process?

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According to the Certified Financial Planner Board of Standards, Inc. the financial planner is to explain to clients the estate planning process. Planners must make their role clear and should set forth their responsibilities in an engagement letter, spelling out the services to be performed. Planners must also make the client aware of his or her own tasks, including gathering data, working with the planner to implement the plan, and inform the planner of any changes that may affect the original plan.