Onboarding Estate Planning Clients
Exploring the logistical issues and ethical considerations present in onboarding new estate planning clients
- Product Number: 2240196WBA
- Publication Date: 5/1/2024
- Length: 1 hour CLE Credit Note
- Copyright: © 2024 MCLE, Inc.
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Product Description
Product Description
This new program provides a deep dive into the process of onboarding new estate planning clients, from ethical considerations such as conflicts, joint representation, initial communications, and continuing obligations following the execution of documents, to the logistical steps of engagement letters, fee estimates, information gathering, information storage, testamentary capacity evaluations, and other steps necessary to be completed prior to and immediately following the initial client meeting. Bring your questions and join the dialogue!
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Agenda
Agenda & Materials
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9:00 - 9:05 am
Onboarding Estate Planning Clients: Initial Client Contact & Conflict of Interest Check
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9:05 - 9:20 am
Onboarding Estate Planning Clients: Engagement Letter & Joint Representation
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9:20 - 9:35 am
Onboarding Estate Planning Clients: Information Gathering & Importance of Complete Information from the Client
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9:35 - 9:40 am
Onboarding Estate Planning Clients: Fees and Billing
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9:40 - 9:55 am
Onboarding Estate Planning Clients: Testamentary Capacity Issues
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9:55 - 10:00 am
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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