SKU: OC-62247-1
Lawyers owe a duty of care to their clients to draft a will in accordance with their instructions, provide all required advice, and attend to the execution of the will expeditiously, given the circumstances. In doing so, they are required to be skillful and careful in the provision of legal services.
This presentation encourages viewers to analyze their time and/or their staff’s time, and identify processes that can be standardized, thereby leading to more time to create quality documents, lasting clients, and perhaps making more money.
This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 47 minutes.
This presentation also comes with two complimentary panel discussions by the program faculty.
You may also be interested in other presentations from this program. Click here for the full Managing Wills and Estates program.
Co-Chairs
John E.S. Poyser, The Wealth & Estate Law Group
Shelley E. Waite, McLeod Law LLP
Presenter
Shelley E. Waite, McLeod Law 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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