Isabel L. Romeral
Opening and Maintaining an Estate Planning File [54min] Ethics Time: 10min

Date:

November 4, 2025

Course:

Basics of Wills & Estate Planning 2025

Contributor(s):

Isabel L. Romeral

Wills Estates and Trusts » Client Relations, Estate planning, Professional Responsibility, Incapacity planning and capacity issues, Practice

Presentation Content:

Slides: Opening and Maintaining an Estate Planning File
Paper: Opening and Maintaining an Estate Planning File

The First Appointment [48min] Ethics Time: 48min

Date:

October 17, 2023

Course:

Basics of Wills and Estate Planning 2023

Contributor(s):

Isabel L. Romeral

Wills Estates and Trusts » Client Relations, Estate planning, Professional Responsibility, Incapacity planning and capacity issues, Practice

Presentation Content:

Slides: The First Appointment
Paper: The First Appointment

The First Appointment [1h 4min] Ethics Time: 25min

Date:

November 24, 2021

Course:

Basics of Wills and Estate Planning 2021

Contributor(s):

Isabel L. Romeral

Wills Estates and Trusts » Client Relations, Estate planning, Professional Responsibility, Wills, Incapacity planning and capacity issues, Practice

Presentation Content:

Slides: The First Appointment
Paper: The First Appointment

The First Appointment [50min] Ethics Time: 15min

Date:

June 20, 2019

Course:

Basics of Wills and Estate Planning 2019

Contributor(s):

Isabel L. Romeral

Wills Estates and Trusts » Client Relations, Estate planning, Wills

Presentation Content:

Slides: The First Appointment
Paper: The First Appointment