At the conclusion of the opening meeting, explain to the prospect the information and documents he or she must have available at the next meeting. Click here for a sample presentation you might use to close your opening meeting.

You might want to prepare an Estate Analysis Checklist that you leave with, or mail to, the prospect at the end of the opening meeting. The checklist outlines the information needed in the data gathering meeting. Click here for a sample of the Estate Analysis Checklist.

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