February 01, 2014

Wills and Estate Planning: Tips on Scheduling Appointments and Interviewing New Clients (Part Two)

Ken Vercammen

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

 

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.

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