Nina Dow to Present the Estate Planner’s Roadmap from Client Intake to Post-Mortem Planning

January 16, 2026 – Webinar

Join Nina Dow in this new MCLE program as she reviews a roadmap from client intake to post-mortem planning. She will review the full scope of representing clients in their estate planning and illustrate how taking proper steps along the way can benefit your clients’ estates and your practice. Attendees will learn:

• Dealing with Engagement Letters, Consultations, and Billing

• Recommended Steps for Proper Intake and Thinking of the Estate Post-Mortem

• First Client Meeting and Top Ethical Traps

• Process of Completing Client Work

• Signing of Estate Planning Documents and More Ethical Traps

• Post-Signing Clean-Up and Matters, Including Closing Letter

Register now

January 16, 2026

9:00 – 10:30am