Wills and estate planning documents are about one thing: preparing for the future. When a client comes into your office, it’s because they want to make sure they’re ready for the future. They realize that they won’t always be around to care for their loved ones and want your help to make a plan for […]
Month: June 2019
Improving Workflow Management for Estate Planning Lawyers
How many documents does your firm produce in a year? Is your firm increasing that number or maintaining? What if you could grow your law firm by using a system that has helped lawyers produce over one million documents in the last fifteen years? To produce more documents you need more time. You could work […]
Here’s How to Make a Living Will Your Clients Will Appreciate
Did you know only 42 percent of Americans have a will or living trust in place? In many cases, people might not have a living will because they don’t understand why they need one. If you’re a preparer, it’s up to you to inform and educate your clients on why they need a living will. […]