Managing Clients and Client Expectations
Joel M. Altman

Current to: November, 2006
Posted: Friday, November 03, 2006

Joel Altman’s practical step-by-step guide to managing wills clients walks you through an estate planning file from preparing for first meetings with clients to reporting, follow-up and defensive practice once the wills are signed.

Click Here to view a pdf version of the paper.

 

 

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