Running An Estate Planning Practice

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RUNNING AN ESTATE PLANNING PRACTICE

THUA G. BARLAY
BARLAY LAW GROUP LLC
CONYERS, GEORGIA

Disclaimer: The material in this presentation has been prepared by Barlay Law Group LLC and is general background information about that practice current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation, including any information, should not be considered as advice or recommendations to anyone in relation to running and estate planning law practice and does not take into account your particular objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to
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Forecasts and hypothetical examples are subject to uncertainty and contingencies outside Barlay Law Group LLC’s control. Past performance is not a reliable indication of future performance. Unless otherwise specified, all information is for this presentation only.

BARLAY LAW GROUP LLC
ESTATE PLANNING | REAL ESTATE | BUSINESS “GUIDING CLIENTS IN PROTECTING THEIR MOST IMPORTANT ASSETS: FAMILY, PROPERTY & BUSINESS”
Running an Estate Planning Practice

Thua G. Barlay
Barlay Law Group LLC
Conyers, Georgia

TABLE OF CONTENTS

Introduction……………………………………………………………………………………………………….…ii
Getting Started…...............................................................................................................................ii
Develop a Strategic Plan………………………………………………………….…………………………….iii
Appointment Setting and Follow-up………………………………………………..…………………….iii
Marketing, Advertising, and Networking………………………………………………………………...iv
Client Maintenance……………………………………………………………………………………………….iv
Conclusion………………………………………………………………………………………………….………...v

Running an Estate Planning practice requires a distinct and complex plan. There are several steps a firm should take to get started. First, the interested party should prioritize and create a strategic plan. Establishing a method that works, sets up a structure for success. Appointments being maintained
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