Amanda did her homework and utilized the curiosity questions and then further deepened her knowledge while she was in learning mode and brought her experiences back to the community. Her experiences included the following:

-  My attorney said statements including "I am all set and I don't need to update documents"

-  A real commitment from clients to be doing "patchwork" estate planning. 

In this episode, a major issue is highlighted: in the event of incapacity or death, their family is going to be completely lost. But how do you both recognize such a major issue a client is facing AND follow up? What are the specific set of questions to ask? How do you not sound "salesy"? This work is not for the faint of heart and laying out this issue in the context of your client's families is key. In this episode, Ali dives into how to use this lock and key.

Another juicy bite in this episode is the imagery Ali describes of an attorney who has been doing EP for 30 years.. .which was focused on documents and templates, really before the technology that exists today. As technology has come online, we see where plans fail. And they don't need to fail. This episode highlights the critical importance of what you, as Personal Family Lawyers, are doing differently. The critical importance of why you, as a brand new attorney to the field are a better choice than somebody who has been doing it for 30 years.

HOST: Ali Katz