Editor’s Note: Attached is the second part of a segmented article regarding scheduling appointments for, and interviewing, new clients. Part One appeared in the January issue.
Wills/Power of Attorney/Codicil: Client at Initial Appointment
Say, “Good afternoon. Are you Mr. / Ms. ______? Did you completely fill out the Will Questionnaire?” If not, give the Will Questionnaire to the client. Ask the client to fill out all sections.