January 01, 2014

Wills and Estate Planning: Tips on Scheduling Appointments and Interviewing New Clients

Ken Vercammen

Editor Note - Attached is the first part of a segmented article regarding scheduling appointments for, and interviewing, new clients.  Part Two will appear in the February issue.

Instructions for Staff on Scheduling New Matter Appointments in Wills and Estate Planning

If a received call is not regarding one of your pending files, but rather is a new case, schedule an appointment. All appointments must be written down. You don’t want anyone just showing up. You even want to schedule appointment if someone wants to retain the firm or to pay a retainer fee.

Gather the following information (Items 1-9) about potential new clients.

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