Ideal for attorneys looking to refine their will drafting skills, this workshop provides practical tools for confidently managing client meetings and creating effective wills.
Credits: 3 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires: 2/1/2027
Preparing for and Conducting the First Meeting and the Final Meeting with the Client
- Questions to ask upon initial contact with the potential client
- Presenting the organizational questionnaire to the client
- Information the client should bring to the first meeting
- Important issues to discuss with the client
- Factors to consider in makingrecommendations for wills, trusts, etc.
- Educating the client on the terms you will be discussing…”closing the deal” with the client
- Final review of documents
- Checklist of documents to be executed and issues to discuss
- Preparation of final letter to client
- 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
Basics Provisions of a Will
What are the standard components for a will without a trust or a pour-over will? Learn more about how to name the executor and guardians and what boilerplate to include, along with requirements of a basic testamentary trust under a will and a basic revocable trust agreement.
Nathan Levy, Sandberg Phoenix, St. Louis
Simple Wills vs. Pour Over Wills
Differences between simple wills that distribute outright, pour over wills to revocable trusts and wills that create and fund testamentary trusts.
Payton M. Heyen Pech, Sandberg Phoenix, St. Louis
