Taking Will Planning Instructions and Proper Reporting: A Seasoned Approach for Drafting Solicitors
A new way of conducting estate planning meetings can protect you from claims by disappointed beneficiaries. Through the use of checklists and visuals, you can simplify complex ideas, record and take instructions for drafting a will in a way that streamlines your practice like never before!
This practical program will be presented by senior Wills and Estates lawyers who will:
- Take you through a simplified methodology for estate planning meetings
- Identify "red flags" in the will planning retainer
- Share their materials and checklists for you to work with immediately.
Total Hours = 45 min Professionalism Content + 60 min Substantive Content
Ian Hull, Hull & Hull LLP
Suzana Popovic-Montag, Hull & Hull LLP
Jordan Atin, Jordan Atin Professional Corporation