LIVE WEBINAR | April 10 2025, 12:30 PM ET, 9:30 AM PT

Client interview best practices part 3

Having discussed interviewing techniques and note-taking best practices in the previous session, the third part of our webinar series on client interviews will focus on asset and beneficiary investigation.

Speakers

Ian Hull

Partner Hull & Hull,Co-founder @ eState Planner

Jordan Atin

J.D., T.E.P., Certified Specialist (Estates & Trusts Law)

CEO @ eState Planner

Webinar details

CPD credits available

15 minutes of Substantive and 15 minutes of Professionalism Credits accredited by the Law Society of Ontario and the Law Society of British Columbia. Lawyers from other jurisdictions can include this course as a CPD learning activity in their mandatory annual Continuing Professional Development Plan.

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Recording

Please note that recordings and slides provided by webinar hosts are only available to eState Planner users.

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Client interview best practices part 3

Speakers

Webinar details

Register for this webinar

Start using the
tools of tomorrow

Client interview best practices part 3

Speakers

Webinar details

Register for this webinar

Start using thetools of tomorrow

Start using the
tools of tomorrow