Given that the majority of Americans lack a will or any proper estate planning, it’s important that everyone has a plan for their future. Estate planning software helps put the power of building an estate into the hands of more people. But without any guidance, the tools won’t reach their potential. Without an explanation that […]
Month: April 2019
What is Online Estate Planning?
A new client contacts you to see if you can prepare their will or trust. What do you do next? Schedule an appointment to meet with them? What information do you ask them to bring to their appointment, if any? After meeting with them, and it is time to prepare their documents, do […]