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"Onboarding Estate Planning Clients," Massachusetts Continuing Legal Education
On May 1, Boston Senior Associates Nikolaus Schuttauf and Chris Voukides gave a deep dive into the process of onboarding new estate planning clients.
With topics 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.
If you are interested in learning more about the discussion, please reach out to either Nikolaus or Chris.