Ttm wassup how y'all day been

Tracey is a financial planner who received his cfp designation. tracey does not have any other designations or licenses. although tracey's expertise is investment planning, he is anxious to expand his client base and is willing to assist clients with any area of financial planning. over the last month tracey engaged in the following activities with troy, a new client.a. during the initial meeting, tracey collected personal data about troy including the estate planning documents troy had previously executed.b. during the second meeting, tracey recommended the use of a trust to fulfill some of troy's estate planning goals.c. troy called tracey one afternoon and asked if tracey could explain the probate process to him, which tracey promptly did.d. tracey downloaded a copy of a generic will from the internet, filled in troy's information and gave the document to troy to be executed.of the activities above, which would be considered the unauthorized practice of law?

You are a cfp and although you never went to law school, you consider yourself to be very good at reviewing wills. your client, catherine, asks you to prepare a will for her. should you prepare a will for catherine? a. yes, catherine is your best client and you might lose her if you do not prepare the will.b. yes, it is permissible for a cfp to prepare a legal document. c. no, preparing catherine's will would be considered the unauthorized practice of law.d. no, you should only prepare catherine's will if you are going to prepare her husband's will as well.

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