Fundamentals of Estate Planning: Overview of an Intake Meeting

SKU: 62192.02

This paper looks at the intake process from the pre-meeting communication and logistics, to the initial assessments of capacity, to the discussion of detailed substantive information needed to move on to the drafting of estate planning documents. It provides worthwhile reminders and practical takeaways.

This paper was presented at LESA’s Estate Planning Fundamentals webinar on December 4, 2020.

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