On Demand

Client Intake Skills for Estate Planning in New Jersey


Created on November 04, 2019




There is nothing more important in the Estate Planning process than proper intake of client information. This saves time and embarrassment when attempting to draft your typical estate planning documents. Proper intake also allows you to spot issues and identify deeper planning needs that your client may have.

This program will provide an estate planning attorney in New Jersey with a guide for proper client intake from an Elder Law perspective, allowing you to create customized tailored estate plans for your clients rather than one-size fits all cookie cutter estate planning documents.

Learning Objectives:

  1. Identify the information that you should be seeking in Estate Planning intake
  2. Discuss how to spot clients needs that go beyond simple estate planning
  3. Provide practical guidance on turning simple estate planning documents into a customized estate plan

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