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Video

  • 17 minutes

How to Ensure Your Clients' Plans Stay Up to Date

 

Learn practice points to be more than just a transactive attorney.

When it comes to your client’s estate plan be more than just an attorney that sets up the estate plan and walks away. You can set up a system to continue an ongoing relationship with your clients and address life events as they occur. This video reviews maintenance plans and their benefits and discusses family legacy meetings and how to run an estate plan review meeting.

Runtime: 16 minutes
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Agenda

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Faculty

Vanessa M. Terzian

Vanessa M. Terzian

Lagerlof, LLP

  • Partner at Lagerlof, LLP
  • Specializing in estate planning, trust administration, and probate
  • Adjunct professor of trust and wills, Southwestern Law School
  • Rising Star, Super Lawyers, 2015 - 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and member of the Trusts and Estates section
  • J.D. degree, dean's honors and recipient of dean's full tuition academic scholarship, Loyola Law School; B.A. degree, magna cum laude, UCSD
  • Can be contacted at 626-683-7234, [email protected], or lagerlof.com
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