Lunch & LEARN

Think you already "collaborate" with other professionals?

Think your clients are well-served by traditional succession planning or post-death resolution processes?

Think again.  

This is your wake-up call: the succession profession is being reshaped by a radical, client-centered model that’s quietly transforming how we prepare families for death - and resolve disputes when they happen without commencing litigation.

If you’re not part of it, you’re already behind.

This is your invitation to learn how you can combine your expertise with other professionals to deliver holistic, long-lasting legacy solutions in a whole new way of working in wills and estates!

The Outline for the Hour:

• The myth of being “collaborative” in succession work
• Why court required mediations are so dissatisfying
• Introduction to the Collaborative Practice model - pre and post death
• Real case studies showing better outcomes with Collaborative Practice
• The untapped potential of interdisciplinary teamwork
• How you can future-proof your practice (and your referrals)