The Art of Estate Planning Podcast
#22 Paperclips, zombie clients & Australia Post – protect yourself against an estate planning lawyer's worst nightmare!
10 Feb 2025
Cost agreements might not be the most glamorous part of estate planning, but they’re the secret weapon that stands between you and a lawyer’s worst nightmares — like clients who ask for a word version of the will so they can make a few changes, or forget to tell you about one of their children. In this episode, Tara and Carrie dive into what every estate planning lawyer needs to include in an airtight cost agreement. Audit your cost agreement terms with our 15 Essential Clauses To Include In Your Cost Agreement for Estate Planning Matters. Our Estate Planning Pricing Toolkit pack is available here.
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