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LIVE WEBINAR | March 27 2025, 12:30 PM ET, 9:30 AM PT

Best practices for interviewing clients

According to LawPRO, inadequate investigation is the leading cause of claims against estate lawyers, accounting for 38% of common malpractice errors. Join us for the first part of our client planning meeting webinar series, where we'll share practical tips for conducting thorough and efficient client interviews, including interviewing techniques and note-taking strategies.

Speakers

Ian Hull

Partner Hull & Hull,Co-founder @ eState Planner

Jordan Atin

J.D., T.E.P., Certified Specialist (Estates & Trusts Law)

CEO @ eState Planner

Webinar details

CPD credits available

30 minutes of Substantive Credits accredited by the Law Society of Ontario and the Law Society of British Columbia. Lawyers from other jurisdictions can include this course as a CPD learning activity in their mandatory annual Continuing Professional Development Plan.

Recording

Please note that recordings and slides provided by webinar hosts are only available to eState Planner users.

Register for this webinar

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