LIVE WEBINAR | March 20 2025, 12:30 PM ET, 9:30 AM PT

How to prepare for client meetings

Having covered how to collect client information and help clients prepare for meetings, the third part of our will planning best practices series focuses on how lawyers should prepare for client meetings.

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

30 minutes of Substantive 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.

Recording

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

How to prepare for client meetings

Speakers

Webinar details

Register for this webinar

Start using the
tools of tomorrow

How to prepare for client meetings

Speakers

Webinar details

Register for this webinar

Start using thetools of tomorrow

Start using the
tools of tomorrow