Efficient Estate Planning Techniques Every Attorney Should Use

You have invested untold time and money in learning how to draft estate plans.  But all that information is sitting idle unless you can communicate the need for planning without sounding like a used car salesman.  You are also limited in how many people you can help unless you have a system in place that allow that knowledge to be consistently implemented through delegation to staff.  This seminar will walk through the consultation help the clients identify for themselves and why your services are necessary NOW.  It will then outline how to systematize your practice so you can leverage your time and increase your productivity.

Learning Objectives:

1. Break down and identify the value of planning organically through the information gathering portion of the initial appointment

2. Identify and get past client procrastination before they say: "I need more time to think about it" 

3. Provide a thorough estate plan outline each client can take home at the first appointment

4. Delegate and track each step of progress from the time the appointment is scheduled to the final signing meeting