Best Practices and Quality Control in Planning Practice

SKU: 62247.04

Author: Shelley E. Waite

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 paper encourages readers 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 paper is part of a collection presented at LESA’s Managing Wills and Estates Matters program in Banff on April 29, 2022.

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