Estate Planning Retainer Agreements and Engagement Letters

CLE Courses Available on DVDs, Audio CDs, Online & iOS/Android App

Course Media Options

About This Course

Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse, ethical problems or suits. What should practitioners consider including in a retainer agreement? How has technology changed the issues that might be addressed? Are text messages an issue? Why is it important to communicate billing practices? What options are available in doing so? What special precautions might be considered and addressed when representing married couples? Should practitioners consider warning clients about their obligations to the estate planning process? What caveats might practitioners consider inserting into the agreement? When should agreements be revisited? What are the logistics of retention and conflict waiver agreements? Are there benefits to addressing the practitioner’s obligations?

Spend less and get more

Get the courses that you need and the forms completed in days — not weeks or months.

Feature Ribbon Icon
CLE Manager on a headset

Dedicated CLE Manager

Quality help from a responsive CLE expert dedicated to assisting you.

Feature Ribbon Icon
A wall of media options

Riveting Content & an Exceptional Library

Experience outstanding presenters.

Feature Ribbon Icon
Customer viewing progress on a computer

Free Customized CLE Tracker

Keep crystal clear records of your courses and credits.

Feature Ribbon Icon
App and DVD options

CDs, DVDs, Online, iOS & Android App

Learn at your pace, in the format that you prefer.

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options