Agenda documents are used to record the proceedings of a meeting and provide evidence of decisions made.
This legal template likely pertains to a preliminary meeting agenda and the accompanying documents, such as submissions or reports, required for the meeting. The template may also include helpful drafting notes to guide the legal professional in preparing the agenda and relevant materials.
This legal template outlines the agenda for the initial meeting between an attorney and a client to discuss estate planning matters under the jurisdiction of United States law.
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