ICLE | Demonstration: Initial Client Interview
Demonstration: Initial Client Interview
On-Demand Seminar (Posted 07/09/19) | Level: Basic
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

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
Available Formats
Attend online at your convenience. Includes individual on-demand access to video recordings, written materials, and PowerPoints for three years.
Lindsay Cummings and Cynthia Umphrey demonstrate effective initial estate planning client interviews....
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