AACP Wills and Estates National Practice Group continues its work in 2022

January 29, 2022 AACP News

The AACP Wills and Estates National Practice Group continues its work in 2022 with the first meeting to take place via Zoom on Wednesday, 16 February 2022 at 6:30pm NSW & VIC / 6:00pm SA/ 5.30pm QLD.& 3:30pm WA

The topic for the first practice group meeting is assessing suitability and onboarding families and the professional team and will include:

• Factors to look for when assessing client / matter suitability
• Are there any hard “no” clients?
• Intake tips and tricks from the coaches
• Onboarding family members – tips and tricks
• Onboarding the professional team – tips and tricks

Future practice groups meetings have been scheduled for:

• 16 March 2022
• 11 May 2022
• 17 August 2022
• 16 November 2022

If you are collaboratively trained in Wills & Estates and are interested in being part of this practice group, please contact Nanci Sergi at [email protected] for more information on how to get involved

If you are interested in getting collaboratively trained in the Collaborative Practice Wills & Estates model, please check out the AACP website Events page for more information on training opportunities available in 2022.