Use of Checklists in Will Planning

Learn how to use checklists to improve efficiencies and reduce claims in your wills practice! Drafting wills may seem straightforward, but have you mastered the basic steps from client intake to file closing? Attend this information-packed presentation with leading estates lawyer Jordan Atin and get step-by-step guidance for handling key stages of a will drafting engagement.

After attending this program you will:

  • Understand why checklists are important
  • Be more aware of the risks of will drafting and ways to protect yourself
  • Appreciate how technology can create a better client experience, and ensure no issues are overlooked
  • Have an effective, systematic process for serving will clients

Don’t miss this opportunity to acquire new tools to help ensure you have considered and dealt with all relevant factors when drafting a will. Seasoned and novice practitioners alike will appreciate this well-organized, time-saving reference, and the valuable take-away resources Jordan provides. Sign up early to avoid disappointment!

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.