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Courses/Law/Will and Estate Law

Taking Will Planning Instructions and Proper Reporting

Simplifying Complex Ideas with Checklists and Visuals to Enhance Your Wills and Estates Practice

Created byToronto Lawyers Association
4.8
(21 reviews)
BeginnerUpdated Apr 9, 2023
Taking Will Planning Instructions and Proper Reporting

What You'll Learn

check_circleLearn efficient will intake processes.
check_circleMaster proper will instruction recording.
check_circleUnderstand red flag identification.
check_circleDevelop effective client communication.
check_circleCreate comprehensive will plans.
check_circlePractice proper reporting procedures.

About This Course

A new way of conducting estate planning meetings can protect you from claims by disappointed beneficiaries. Through the use of checklists and visuals, you can:

  • Simplify complex ideas
  • Record and take instructions for drafting a Will
  • Streamline your practice like never before!

This practical program will be presented by senior Wills and Estates lawyers, who will:

  • Take you through a simplified methodology for estate planning meetings
  • Identify "red flags" in the Will planning retainer
  • Share their materials and checklists for immediate use

Program Content:

1. Introduction

(Practice Management, Client Service)

  • Finding clients
  • Setup of an estates drafting practice
  • Marketing ideas

2. Client Intake Procedures

(Client Service, Practice Management)

  • Handling initial client contact
  • Drafting and using Retainer Agreements (Precedent Provided)

3. Obtaining Information from Clients

(Client Service)

  • Use of Questionnaires (Precedent Provided)
  • Interviewing clients and raising difficult issues
  • Conducting telephone interviews
  • Effective note-taking techniques

4. Joint Retainer Issues

(Ethics and Professional Responsibility, Practice Management)

  • Discharging professional obligations
  • Acting for both spouses
  • When to suggest Independent Legal Advice (ILA)
  • Handling inter-generational retainers
  • Navigating thorny conflict issues

5. Draft Document Reviews with Clients

(Client Service)

  • Sending drafts to clients
  • Using summaries for clarity
  • Discussing and simplifying “legalese”

Presenters

  • Jordan Atin
  • Ian M. Hull

Your Instructor

Toronto Lawyers Association
Toronto Lawyers Association

Toronto Lawyers Association

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star2,288 reviews

For more than 135 years, the Toronto Lawyers' Association, located within the Courthouse Library, has represented the interests of lawyers practising in the City of Toronto. The association was founded to support its members in three key areas: Knowledge, Advocacy, and Community. To uphold these pillars, the association offers a year-round mix of online and in-person education programs for lawyers, hosts both free and paid events to foster in-person networking, and submits advocacy pieces on behalf of its members to the Ontario bench and bar, all levels of government, and the broader public.

Credit Information

What Students Are Saying

4.8
Student's Choice
21 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.