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Introduction to Estate Planning Practice

When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-24R-06A
$60.00 or 1.00 credits
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When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.

Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago 

Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago 

EXPIRES: 7/1/26

When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.

Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago 

Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago 

EXPIRES: 7/1/26

Products specifications
Program Date6/7/24
Products specifications
Program Date6/7/24
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