Cynthia L. Umphrey recently sat down with ICLE to film an estate planning demonstration for an initial client interview. Ms. Umphrey shares ideas on preparing for estate planning conversations and offers insight on ways to connect with clients, put them at ease and get the information needed to meet their goals. The video demonstration is available here and through the ICLE store at icle.org.

For further information regarding these matters, please contact Ms. Umphrey at 248 619 2591 or via email.