Build 4 · Section 5
Staff Resource & Training Center
Prepare partner staff to introduce family education consistently, compassionately, and within appropriate boundaries.
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Educational Boundaries
How to offer information without presenting legal advice. Estimated time: 12 minutes
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The Calm Family Handoff
A short script for introducing Probate Happens™ at the right moment. Estimated time: 9 minutes
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Consent & Privacy
What staff should record, what they should not record, and when consent is required. Estimated time: 14 minutes
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Using the Guided Journey
How to select the best starting point without overwhelming a family. Estimated time: 11 minutes
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When to Escalate
Signals that a family needs an attorney, financial professional, crisis support, or emergency help. Estimated time: 13 minutes