Estate Planner’s Roadmap from Client Intake to Post-Mortem Planning
Practical tips to facilitate the steps in the estate planning process from intake through closing letters
- Product Number: 2260131P01
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CLE Credits, earn up to:
1.5 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
This new program covers what is involved in the full scope of representing clients in their estate planning and illustrates how taking proper steps along the way can benefit your clients’ estates and your practice. Gain a solid understanding of how careful planning can better prepare your client and their family members who survive them for post-mortem circumstances, whether the plan avoids probate altogether or some probate is necessary.
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Agenda
Agenda & Materials
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9:00 - 9:20 am
Dealing with Engagement Letters, Consultations, and Billing
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9:30 - 9:45 am
First Client Meeting and Top Ethical Traps
Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
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9:20 - 9:30 am
Recommended Steps for Proper Intake and Thinking of the Estate Post-Mortem
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9:45 - 10:00 am
Process of Completing Client Work
Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
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10:00 - 10:15 am
Signing of Estate Planning Documents and More Ethical Traps
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9:30 - 9:45 am
First Client Meeting and Top Ethical Traps
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10:15 - 10:30 am
Post-Signing Clean-Up and Matters, Including Closing Letter
Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
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9:45 - 10:00 am
Process of Completing Client Work
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9:45 - 10:00 am
Process of Completing Client Work
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10:00 - 10:15 am
Signing of Estate Planning Documents and More Ethical Traps
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10:15 - 10:30 am
Post-Signing Clean-Up and Matters, Including Closing Letter
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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- Faculty
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Pricing
Fees
- $157.50 - MCLE Sponsor Member
- $87.50 - New Lawyer
- $87.50 - Pending Admittee
- $87.50 - Law Student
- $87.50 - Paralegal
- $175.00 - All Others