Master estate planning representation: from the initial call to signing. Streamline meetings, tackle ethical challenges, and enhance storytelling skills.
Welcome to "Successful Estate Planning Representation: Call to Signing." This comprehensive online course is meticulously crafted to elevate attorneys' proficiency in every stage of estate planning representation. From the initial telephone call to the moment the ink meets paper, we delve into crucial aspects that define success in this intricate legal domain.
The course commences by honing in on the art of the initial telephone call – a pivotal moment where first impressions are forged and vital information is exchanged. Through insightful modules, participants will glean effective communication strategies tailored to the sensitive nature of estate planning.
Scheduling a meeting can be a logistical puzzle. Our course provides invaluable guidance on optimizing this process. Discover efficient tools and techniques that not only streamline scheduling but also enhance client experience. From leveraging calendaring applications to managing conflicts, the course address the practical challenges that often accompany this crucial phase.
As the meeting approaches, participants will explore a range of tools designed to streamline interactions and enhance productivity. Dive into the world of cutting-edge technology, including document automation and form creation tools, to facilitate a seamless exchange of information.
Ethical considerations are at the forefront of estate planning representation. This course provides a comprehensive exploration of common ethical issues faced by attorneys in this field.
Furthermore, we recognize the power of storytelling in effective representation. Uncover practical tips and strategies for weaving compelling narratives that resonate with clients. Potential clients want to understand how estate plans work. Simple stories often work better than jargon filled lawyer talk.
Whether you're a seasoned professional or a novice in the field, "Successful Estate Planning Representation: Call to Signing" offers a wealth of knowledge and practical skills to elevate your practice
Richard Winblad is a lifelong Oklahoma City Metro resident with a law practice includes Estate Planning, Probate, Elder Law and Land Title issues. In 1984, Richard graduated from OSU with an undergraduate degree in Business and earned a Law Degree from the University of Oklahoma in 1992. His practice is based in Edmond and is held in a beautiful pre-statehood home close to UCO at 102 E. Thatcher. He is NARO member, Oklahoma County Bar and the Oklahoma Bar Associations. He received an AV Preeminent® rating by his peers through Martindale-Hubbell® Peer Review Ratings™. Richard has provided educational presentations around the state to attorneys and non-attorneys.
