A sample script for your first session with a client.
Report to be filled out by Pro Bono Advisor once they have finished working with a client. The advisor will receive this electronically via a website form.
Sample letter of Engagement to be signed electronically by both the pro bono advisor and the client.
Select Download to download the whole client Notebook or you can select individual worksheets from the list below: Worksheet. Session 1: Topic 1 – About My Spouse Worksheet. Session 1: Topic 1 – About My Spouse’s estate Worksheet. Session 1: Topic 3 – About Me and My Family Worksheet. Session 1: Topic 4 – My […]