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Client Intake & Communication in Estate Planning

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.
  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Description

Recorded: February 16, 2018

Client Intake & Communication
(0.75 Professional Responsibility)
Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.
Theodore E. FroumFroum Law Group, LLC, Evanston

Materials

Available only for members that have purchased this product.

  • Program Materials
    Client Intake & Communication In Estate Planning
e-learn
$59.00 or 0.75 credits

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