Estate planning and administration responsibilities are often a significant part of a solo or small firm lawyer���s practice, but these issues are often time-consuming and complex. Written by a veteran attorney who has focused on streamlining his firm's practice in this area, Kenneth Vercammen shares how to establish and strengthen a firm���s wills and estate practice.
Straightforward and to-the-point, Wills and Estate Administration
provides step-by-step guidance that firms can use to handle all aspects of an estates practice, from initial client intake to closing the file. Topics are defined in six parts for ease of use:
- Preparation for Wills/Estate Planning Interviews
- Interviewing Clients
- Additional Estate Planning Issues
- Estate Administration
- Guardianship of Disabled or Incompetent Parents
- Marketing Your Wills and Estate Administration Practice
Making this an essential resource for solo and small firm practitioners, the author includes numerous forms for each topic, and they are also available for download online.