
Legal/Technical Webinar
This webinar is open to Lawyers With Purpose members only.
Join Erach Screwvala, LWP’s Legal Subject Matter Expert with some special guests from the Estate Planning Law Center aka “The Lab” for a 1-hour conversation about Trust Administration. You will learn the basics of trust administration from engagement to closing the file as well as reviewing the various steps of administration in broad terms to get a top-level view of the process.
If you are currently doing trust administration, come to this webinar to compare your current practice to LWP’s suggested process. If not, you should gain confidence in your ability to add trust administration to your practice.
Key things that will be focused on include:
- The basic steps required to administer a trust from engagement to closing.
- How to build effective systems to ensure timely completion of engagements.
- How to leverage staff time in trust administration.
Register today to spend some time with Erach looking at how to grow your Trust Administration practice!
Registration Required
Speaker
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Erach Screwvala Esq.Legal-Technical Attorney | Lawyers with Purpose