Jaclyn O'Leary Speaks on Engaging Estate Planning Clients

Jaclyn O'Leary served on the panel for the Massachusetts Continuing Legal Education program, "Overview and Initial Client Contact in an Estate Planning Matter: Estate Planning & Administration Professional Development Plan Unit 1," on November 4. The panel provided a guide to efficiently and successfully engage estate planning clients. The topics included initial client inquiries, estate planning questionnaires, fee structures--hourly v. flat fees, initial client meetings, engagement letters, notes/documentation and ethical issues and conflicts of interest.

For more information on the event, click here.