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- This program has passed.
Estate Planning Processes: From Intake to Execution
Webinar
July 29 | 12:00 pm – 1:00 pm
$95.00 – $445.00About
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From first meeting to final signature, do you have a clear approach for managing estate planning files? Designed for junior lawyers and students, this webinar offers practical guidance on streamlining the estate planning process while protecting your client at every stage. Topics will include:
- Preparing for the client intake meeting
- Setting client expectations and educating your client on the estate planning process
- Strategies for identifying and handling concerns about capacity and undue influence
- Considerations when working with complex families
- Reviewing estate planning documents with your client and addressing last-minute changes
Is your firm sending multiple people to this program? Click here.
This program offers a 10% discount for firms or organizations who wish to purchase three or more individual tickets. To receive the discount, all lawyers and staff members must complete their registration using their individual LESA.org account and apply the coupon code GROUP10 on checkout. Firms or organizations that do not meet the minimum threshold of three registrations will be invoiced for the difference. This discount is applicable to individual tickets purchased by members of the same firm or organization for the same program, regardless of format.
What is the difference between Group Discount and Firm Broadcast?
| Group Discount | Firm Broadcast | |
|---|---|---|
| Applicable Products | Livestreams, webinars, and most in-person programs | Livestreams and webinars |
| Program Access | Individual access (for a livestream or webinar, each registrant will receive their own unique access link) | Facilitator access only (the facilitator will receive one access link, which is for their use only and cannot be shared) |
| Materials | Individual access with unlimited views of materials | Facilitator access only, for a limited time. Materials must be downloaded and distributed to the group by the facilitator |
| On-Demand Recording | Individual access with unlimited views of the on-demand recording | No access to the recording |
| Combined Discounts | Can be combined with role-based discounts for new lawyers and students | Cannot be combined with any other discounts |
| Viewing Location | For an online program, individuals can view the program in any location from their own device | Firm broadcasts must be viewed by all viewers in the same location |