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New Estate Planning Client Walkthrough

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question - some attorneys will schedule an in-person conference or an online meeting, others might schedule an exploratory phone call first. Some might email a questionnaire in advance to gather preliminary information, while others wait to do that until sitting across from the potential client. In this webinar, we will demonstrate various ways your InterActive Legal drafting system can help with this initial process, starting with that first contact, and then assist after you agree to the representation.

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