Question #$3$ of $20$

When meeting with a client for the first time, Agent Jones discovers that the prospect has not done any correctly describes Agent Jones's role at this point in time?

Atte

A$)$ Agent Jones should advise the client to seek legal counsel and create a will.

B$)$ Agent Jones should help the client prepare a will and ensure that it is properly executed.

C$)$ Agent Jones should advise the client that a will may or may not be recommended; it depends on estate.

D$)$ Agent Jones should help the client inventory her assets and develop an estate plan.