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

[Katharine P. Bauer]

Look at Price's book, contemporary estate planning book or the wsba ep
practice book.  Without a check list you are likely to miss important items
that the client is uncomfortable about expressing... Special needs
children, non citizen spouses, required insurance under previous divorce
and on and on
On Apr 6, 2015 8:54 AM, "Victor R" <mailboxro at gmail.com> wrote:

> 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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