Client Intake and Estate Inventory: A Paralegal's Guide

National Business Institute
Training overview
Professional Course
1 hour 15 minutes
From 99 USD

Start dates
99 USD
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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.
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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

1218 McCann Dr
54720 Altoona WI

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