Beginning the Estate Planning Process: What You Need to Know (Quick Prep)

This product provides an authoritative, insider's perspective on key strategies for initiating the estate planning process with a new client. Featuring partners from law firms across the nation, it guides the reader through the beginning stages of the planning process and how to best work with clients during the preliminary stages. It offers tips on keeping clients engaged in the process despite reluctance, understanding client motivations and goals, and involving family members in the early planning stages. It also discusses how to obtain key initial documentation, establish a timeline for the process, and address common client misconceptions.