This podcast provides a deep dive into the process of onboarding new estate planning clients, from ethical considerations such as conflicts, joint representation, initial communications, and continuing obligations following the execution of documents, to the logistical steps of engagement letters, fee estimates, information gathering, information storage, testamentary capacity evaluations, and other steps necessary to be completed prior to and immediately following the initial client meeting. Bring your questions and join the dialogue!
Christopher A. Voukides and Nikolaus S. Schuttauf of Day Pitney LLP talk about the process of onboarding new estate planning clients, excerpted from MCLE's 5/1/2024 live webcast: Onboarding Estate Planning Clients. The full program is available as an on-demand webcast or an MP3 here. Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today!