Initial estate planning interviews can be difficult. Our experienced estate planning lawyers demonstrate how to open this meeting and set the stage for meaningful estate planning conversations. Put clients at ease, sincerely connect, and get the information you need to meet their goals. The experts will also discuss best practices and review essential points to cover with your clients.
Watch so you can:
- Review the funding process
- Approach advanced medical directives
- Evaluate choice of agent or trustee
- Determine how to handle certain assets