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There are clear steps and questions that every legal professional who is retained to draft a will must go through and ask.

This 60-minute OsgoodePD webinar will walk you through the key stages – from the initial client interview to quoting fees to executing the will to storage and retention – and provide you with best practices and proven practice management techniques. Topics include:

  • Best practices for client intake & taking instructions
  • Conducting effective client interviews and pre-meeting questionnaires
  • Strategies for clients with special needs & vulnerable parties
  • Techniques to avoid negligence claims: document review, execution & reporting
  • Tone and frequency of client communications
  • How to prepare a will summary
  • Retention & storage: understanding your obligations

Webinar Leader

Jordan M. Atin, Hull & Hull LLP

Whether you choose to buy one or all webinars, you’ll receive unlimited access to the session for a period of 60-days.

Group Discounts

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.


A link video stream will be sent to you via email as soon as payment is successfully processed.


All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

Program Details

Delivery Method

Web-On Demand

Date Recorded
December 9th, 2016
Running Time


Fee per Delegate

Individual Session
$129 plus HST

Series (3 Sessions)
$295 plus HST

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Eligible CPD Credit Hours


Who Should Attend

Both experienced wills and estates practitioners who want to refresh their knowledge of the basics and those newer to estates practice.

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Each jurisdiction has its own guidelines for CPD credit for online/archived programming. Click here to learn what credit may be claimed.

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