My topic: Your Client Passed Away, Now What?
A rough outline of my presentation:
- Initial Meeting
- Identifying the Players - Who is the Client
- Potential Ethical and Practical Problems
- Identifying the governing Documents
- Identifying Assets
- Distribution Provisions
- Effective Office Procedures
You can fine the link to my Power Point Presentation below:
Your Client Passed Away - Power Point Presentation
Thanks to everyone who attended!