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SKU: OC-62307-01
About
Faculty
About
Developing protocols and systems leads to effective file management in a wills and estates practice. Part one of this two-part series explores key processes for client intake in a wills practice, with a special emphasis on:
- Conflict searches and Law Society requirements
- Engagement letters
- Gathering information
This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.
The total running time is approximately 1 hour, 19 minutes.
To view all presentations from Practice Foundations: Wills, click here.
Faculty
Chairs
Doris Bonora KC, Dentons Canada LLP
Rhonda Johnson, Dentons Canada LLP
Presenters
Barbara J. Kimmitt KC, Bennett Jones LLP
Barbara J. Stratton KC, Bennett Jones 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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