Click on the links below to download course materials:
Module 1:
Module 2:
Module 3:
Initial Contact Information Intake
Sample Client Intake Form - Long Version
Sample Client Intake Form - Short Version
Sample Next Steps Letter to Client
Sample Client Engagement Letter
Sample Out-of-office Signing Instructions
Workflows for Practice Automation
Technology List
Module 4:
Module 5:
Execution | Undue Influence | Conflicts of Interest (PPT)
Sample Locator
Sample Memo to File re: Capacity
Module 6:
Worksheet: What Might Be Holding You Back from Becoming a Successful Rainmaker
Cheat Sheet: 20 Relationship Strengthening Actions for Effective Networking
Course Content
Module 1: Fundamentals of Effective Estate Planning
Module 2: Client Intake
Module 3: Effective File and Case Management
Module 4: Drafting Tips, Tricks and Hacks
Module 5: Hidden Dangers
Module 6: Growing Your Estate Planning Practice