Client Intake and Estate Inventory: A Paralegal's Guide
National Business Institute
Course description
Client Intake and Estate Inventory: A Paralegal's Guide
Starting each estate on the right foot is the best way to prevent mistakes and oversights, and first contact and due diligence lie squarely on paralegals' shoulders. Are you making the most of each point of contact? This practical guide will help you improve client intake and get a complete financial picture of each estate. Come away with a handy checklist and hard-won practical tips you can put to use right away. Register today!
- Manage expectations and ensure responsiveness at client intake.
- Fill out your skill set with tools that allow you to obtain the documents on your own.
- Improve your document request, submission, and sharing processes.
- Review a sample estate inventory and come away with ideas for better structure and organization.
Training content
- Initial Client Interview: Helping Clients Get Ready for the Process
- The Complete List of Documents to Request (With a Sample Checklist)
- Setting up Document Sharing or Specifying the Format of Document Submission
- Effective Follow-Up Approaches
- Estate Information You can Obtain on Your Own and Where to Find It
- Compiling and Organizing the Final Document: Sample Inventory Review
Why choose NBI?
More than 1.3 million professionals have trusted NBI with their training
With 35+ years of expertise, we understand the needs of professionals seeking continuing education
Our diverse catalog of 4,000+ courses covers topics in all legal disciplines
About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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