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Estate Planning Processes: From Intake to Execution

Webinar

July 29 | 12:00 pm – 1:00 pm

$95.00 – $445.00

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
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.
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

Details

  • Date: July 29
  • Time:
    12:00 pm – 1:00 pm
  • Cost: $95.00 – $445.00
  • Program Category:

Other

Program Format(s)
Webinar
Additional Filters
Practice Foundations

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Estate Planning Processes: From Intake to Execution (Webinar)
Discounts for lawyers called within five years (10%), students (25%), or legal support staff (10%) will automatically apply when ticket is in your cart. You must be logged into LESA.org to access applicable discounts.
$ 95.00
927 available
Estate Planning Processes: From Intake to Execution — Firm Broadcast (Up to 4 viewers)
Firm broadcast for up to 4 viewers on a single screen.
$ 190.00
927 available
Estate Planning Processes: From Intake to Execution — Firm Broadcast (5 to 7 viewers)
Firm broadcast for 5 to 7 viewers on a single screen.
$ 275.00
927 available
Estate Planning Processes: From Intake to Execution — Firm Broadcast (8 to 10 viewers)
Firm broadcast for 8 to 10 viewers on a single screen.
$ 360.00
927 available
Estate Planning Processes: From Intake to Execution — Firm Broadcast (11+ viewers)
Firm broadcast for 11+ viewers on a single screen.
$ 445.00
927 available
Quantity: 0
Total: $ 0.00