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Taking Stock of What Clients Have

March 30, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Starting the Estate Planning Process: Taking Stock of What Clients Have

In this Office Hours Wealth Planning Series segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline how to begin the estate planning process, starting with assessing assets, organizing records, and avoiding common administrative pitfalls. 

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Get to Know the Authors

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
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"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou
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Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
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