Your client has approached you for some estate planning advice. You should ask them in advance of your meeting to provid

[answerhappygod]

Your client has approached you for some estate planning advice.
You should ask them in advance of your meeting to provide you
with:
I) Statement of Net Worth (list of Assets and Liabilities)
II) Ownership Interest
III) Location of Assets
IV)List of all the shareholders of their operating company
V) Their will
VI) Beneficiary designations on registered accounts
a.
I, II, III, VI
b.
All of the above
c.
I, IV and V
d.
I, III, V