Preparing for and Conducting the First Meeting and the Final Meeting with the Client

This course presents guidance on the requirements and workflow for your initial and final meetings with a client when drafting a will. 

Questions to ask upon initial contact with the potentialclient…presenting the organizational questionnaire to the client…information the client should bring to the first meeting…importantissues to discuss with the client…factors to consider in makingrecommendations for Wills, Trusts, etc…educating the client onthe terms you will be discussing…”closing the deal” with the client.……………Final review of documents…checklist of documents to beexecuted and issues to discuss… preparation of final letter toclient…gathering proper witnesses…ensuring client understands what he or she is signing…wrapping up engagement and planning

Patrick J. Bushell, Harrison LLP, Chicago
Victoria L. Cejka, Harrison LLP, Chicago

Expires: 2/1/27