Institute for Wills and Estates Education

TECHNOLOGY IN WILL PLANNING

Substantive 30 Mins
Professionalism 1 hour


1. Discussing Will Planning with Clients (Professionalism. 15 mins)

  • Outlining basic concepts in easy to understand ways

  • Managing Client Expectations

2. Simplification of Concepts  (Professionalism 15 mins)

  • Simplifying choices for clients

  • Creating Paths for decision making

3. Visualization of decisions (Professionalism 15 mins)

  • Graphical representing decisions

  • Displaying effects of decisions

4. Technology to enhance professionalism (Professionalism 15 mins)

  • Using technology to hold file information

  • Using checklist for protection

5. Questions and Answers