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Which of the following would adequately describe the role(s) a CFP professional would have with clients when providing an estate plan? Maintain a fiduciary relationship

Which of the following would adequately describe the role(s) a CFP professional would have with clients when providing an estate plan?

Maintain a fiduciary relationship with clients.

Fully inform clients as to material facts which may affect their estate plan.

Keep a large and current overview of economic, tax, and other factors to recognize deficiencies in a plan.

Know when to consult with, or bring into the engagement, experts in an area where the practitioner may need assistance.

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