The First Appointment

Author: Kate S. Marples of Legacy Tax + Trust Lawyers, Vancouver

In this paper from Wills and Estate Planning Basics 2015 (January 2015), Kate S. Marples outlines the key considerations and suggested procedures to follow before, during, and after the first appointment with an estate planning client.

Click here to view a pdf version of the paper.

Access all CLEBC course materials by subscribing to the Online Course Materials Library.

Like this Practice Point? Please share with your network!