Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? Are there additional services that could amount to a new revenue source for your practice? With an ageing client base, now is the time to get your succession services into order.
This practical presentation covers:
- what to tell clients about your estate and succession planning services
- when is advice “legal advice”?
- what is an estate plan?
- what is the best way to engage a lawyer?
- how to protect your role as the client’s trusted adviser.