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Collapse Coordinating Clients

This is a video replay of a program originally held on October 9, 2017.


Protect your clients by ensuring that their estate documents work together

  • Learn how to determine if an older client’s existing documents are compatible
  • Get the tools you need to ensure that the documents you draft work well together


Learn how to develop and execute an adaptive estate plan

  • Create an estate plan that will adapt to your client’s changing needs
  • Learn how to sort through the complexities involved in developing an estate plan



Formats Available: Video Replay
Original Product Date: December 15, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • PA CLE: 3.00 hours Substantive Credits

  • MORE INFOMORE INFO Coordinating Clients