Estate Planning & Probate

Estate Planning Tee-off 26 - Structuring an Effective Initial Estate Planning Consultation

Description:

The initial consultation is the highest-leverage hour in the entire engagement. It sets scope, determines whether the prospect becomes a client, shapes drafting accuracy, and drives your fee. Presenters will walk through the full arc, from intake and preparation through the interview, difficult family conversations, issue spotting, and the signed engagement letter.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.

 

Speakers/Producers


Course Pricing
  • Member: 50.00
  • Non-Member: 80.00
  • Section: 40.00
If you are not a TBA Member, you can join now to receive CLE discount prices and three prepaid credits.

TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.