SKU: OC-62365-02
Designed for newly called lawyers, or for those looking to revisit the basics, this presentation examines client intake procedures in estate administration matters. Topics include:
- Evaluating the needs and expectations of your client
- Managing the expectations of your client
- Developing systems and protocols for the client introduction meeting and intake process
This on-demand program was originally presented as an in-person program on October 26, 2023 as part of our Practice Foundations: Estate Administration program. Total running time is 1 hour, 3 minutes.
You may also be interested in other presentations from our Practice Foundations: Estate Administration program. Click here for the full list of presentations.
Chair
Victoria Jones, de Villars Jones LLP
Presenter
Allison Barkwell, BARR LLP
A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.
For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.
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