[WSBAPT] "Easy" Checklist during Consults... not just in your head

[Victor R]

Mates:

Whenever I consult with with estate planning first time potential clients,
I dig into their needs, and always fast forward to a potential dispute.
Often, issues they never realized suddenly come to the fore.

However, I don't go through a robotic checklist of questions since I review
issues as they are raised.

I'd like to know, nevertheless, a CHECKLIST by those of you who use them?

If so, may I take a quick look at yours?




-- 


Victor Ro, Esq.
THE RO FIRM, P.S.C.
A Professional Services Corporation
5400 Carillon Point
Bldg. 5000, 4th Floor
Kirkland, WA 98033
Tel:  (206) 319-7072
Fax: (206) 319-4470

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