What to do When Your Client Dies – Strategies for Navigating a Challenging Situation
Date: Oct 28, 2025 9:00 a.m. – 12:00 p.m.
Location: Online
Member Price: $159.00
Non-Member Price: $199.00
Section Price: $0.00
Areas of Law: For All Attorneys
Earn up to 3.3 credits! (More Information)
Keynote
Moderator
Presenters
- Carl G. Archer, Esq., CELA
- Archer Law Office, Hamilton
- Chelsea-Lee J. Hanke, Esq.
- Hanke Law Group, Marlton
It’s a sad fact of life that if you practice law long enough, some of your clients will die – both expectedly and unexpectedly.
What you do when your clients die can have a substantial impact on how their matters are finalized and continuity is established for their colleagues, business partners, and families.
Why You Should Attend:
You know how to create an estate plan for your clients, but do you know what to do when you get the call that a client has died? Will you be able to properly advise the deceased family when they seek your guidance?
This seminar will provide solid strategies and real-life advice for what is arguably one of the most challenging situations they didn't teach you in law school. As an attendee, you’ll pick up a simple-to-follow “checklist” of steps you’ll need to follow to make the worst of situations easier for everyone involved. You’ll learn everything you need to know from our experienced presenters, and by the end you’ll be able to confidently handle your client’s trust and estate concerns after they are gone.
Be prepared and gain a foundation in this often-overlooked aspect of practice – make your plans to attend today!
Learn time-proven strategies for successfully overcoming challenges that emerge when a client dies unexpectedly, including:
- How to compassionately deal with the client’s family during this traumatic time
- Tax issues to be aware of
- How to work with an executor or administrator
- What happens at the surrogate’s office
- Locating and disbursing assets
- Negotiating a fee
- And more!
Important Information About Our Events, Meetings, and More:
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Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/