Estate Planning, Review & Execution: Key Concepts and Practice Essentials

Webinar Leader

There are clear steps and questions that every legal professional who is retained to draft a will must go through and ask.

This 60-minute OsgoodePD webinar will walk you through the key stages – from the initial client interview to quoting fees to executing the will to storage and retention – and provide you with best practices and proven practice management techniques. Topics include:

• Best practices for client intake & taking instructions
• Conducting effective client interviews and pre-meeting questionnaires
• Strategies for clients with special needs & vulnerable parties
• Techniques to avoid negligence claims: document review, execution & reporting
• Tone and frequency of client communications
• How to prepare a will summary
• Retention & storage: understanding your obligations

Webinar Leader

Jordan M. Atin, Hull & Hull LLP

Group Discounts

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

A link video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.