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.
John E.S. Poyser, The Wealth & Estate Law GroupShelley E. Waite, McLeod Law LLP
Shelley E. Waite, McLeod Law LLP
Views and opinions expressed during on-demand programs and in program materials are those of the presenter(s)/author(s).
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