From the School of Hard Knocks: Thoughts on the Initial Estate Planning Interview

By L. Paul Hood, Jr., J.D.

As an experienced estate planning attorney, Paul Hood, takes you through the initial estate planning interview with clients and prospects from the emotional and counseling perspective in this very thorough 29-page white paper. He covers important issues that are often overlooked by estate planners, which is one of the very reasons why attorneys were once known as “Counselors at Law”, building up relationships with the client and then counseling them on the legal aspects of their decisions and wishes.