1: Why is client management so important in this area?
Client management is a critical part of success for any legal service. We always encourage over communication in any practice area. It is important for estate planning specifically because we cannot protect a client’s legacy if we do not know what we are managing for them. Consider, for example, a client saying that s/he has “retirement savings.” We know, as practitioners, this is anything but a simple answer. We need to have as much information as possible to be able to plan to protect our clients. This mean we will need to all the information we need and using homework forms can help our clients both understand the importance of our request and ensure it is successfully, and timely, provided to you.
2: Let’s Get Training!
3: Practice42 Sample Client Homework and Acknowledgement Form
In this section you will find an example of a client homework form specifically for this practice area.
Have ideas on letters we should add? Need more help in this area? Do not hesitate to let us know your questions through our Premier Practice Institute Members Only Private Facebook Page and by participating in our Group Coaching Calls each month!