Does the Perfect Estate Plan Consultation Exist?

This program will delve into consultation procedures designed to enhance the client experience and streamline the planning process. Attendees will learn methods to effectively communicate the value of professional estate planning, through the process of gathering information needed to prepare the proposed planning.  It will provide clients with a tangible outline of their plan by the end of the initial consultation, navigate challenging decisions with greater ease, generate clear notes for efficient drafting by support staff, document essential elements of testamentary capacity, facilitate a mutual assessment of client-attorney fit, and have a letter of representation prepared by the conclusion of the appointment.

Speaker:
Shawn Garner, Deason Garner & Hansen