ESTATE Costs - a deep dive
Take a deep dive into costs for all Estates, how are you estimating them, measuring them, and learning from them? We look through the excel spreadsheet precedent where you can estimate your costs broken down to matter stages and even individual steps, a Costs Disclosure precedent for charging both fixed and hourly rates in one matter, and some other helpful precedents along the way.
FIXED COSTS IN PROBATE
You can purchase the video recording and the papers for this event. We looked at what is caught by fixed costs, and what can you charge your hourly rate for when you are acting for an Executor in a Probate matter? Can you charge for things you do before Probate comes back? Can you issue an invoice before Probate comes back?
A simple Will - a horror story
Lawyers who practice in Estate Planning hear “I just want a Simple Will” every week of their professional life. In order to get this client to seriously consider a comprehensive Estate Plan, or a Discretionary Testamentary Trust, we first need to address their assumptions about the process without simply saying “trust me”.
powers of attorney
You can purchase the video recording and the papers for this event. We are all worried about how to protect our clients from elder abuse, but can the humble Power of Attorney really achieve that? How does the timing of the abuse impact the advice that we should give? How can we get clients to take this seriously?
Probate applications
You can purchase the video recording and the papers for this event. Are you struggling with online Probate applications? Would you like a list of all of the questions and answers that the Probate system asks? Do you want some guidance on non-standard Probate applications?